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Technology Stocks : Wolf speed

WOLF 24.91

-5.4%

9:30 AM EST

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To: slacker711 who wrote (10503)	6/29/2022 10:19:38 AM
From: EvanG	of 10712

Seems like Aehr would be a hard company to get insight into. The reason I always hear that edge emitting lasers are expensive is because they can't test them until they cleave them from the wafer. Meanwhile other photonic devices can be tested at many intermediate steps and that portion of the wafer abandoned thus saving cost. SiC can be inspected at the wafer and epi level to get an idea if a chip will be bad but I don't know if or what testing is done during the buildup. Testing at the wafer versus bare die level isn't going to save money at the intermediate steps. I guess at the wafer level there may be savings on back end processing. I don't really understand why anybody would be waiting until at the module level to test and not sure I buy that is what has been happening.

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