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Technology Stocks : Wolf speed
WOLF 18.66-7.7%11:01 AM EST
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To: slacker711 who wrote (10361)5/20/2021 8:29:14 PM
From: EvanG1 Recommendation

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ynotgoal

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they will concentrate on 1000V+ devices.

In the webcast they said that above 1kV the market becomes almost exclusively the domain of SiC. Below is saturated with suppliers offering GaN, silicon and SiC. So that is where they think the cost/performance crossover is. Should apply to Cree also. Implies there could be a sizable market for GaN-on-Si but that seems obvious with a number of companies moving into that material platform.
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