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Technology Stocks : Wolf speed
WOLF 26.32+0.6%Oct 31 9:30 AM EST
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To: EvanG who wrote (10559)9/9/2022 1:27:16 PM
From: slacker711  Read Replies (1) of 10712
 
Wording makes it seem like the cost is just for the building.




I'd be surprised if it doesn't include equipment.

I think they need the materials capacity expansion when MVF begins bringing the 2nd half of their capacity on-line...which should be by '25.

The cost of materials expansion has always seemed like a fraction of the fab expense but this number is enormous.
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