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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 (10572)10/28/2022 10:15:28 AM
From: slacker7111 Recommendation

Recommended By
EvanG

   of 10712
 
There is an obvious solution to demand being so high that you can't shift from 100mm to 150mm. Taking their comments at face value, it would seem that they don't want to invest further resources into RF. Maybe that is because the opportunities are so large in power, but the incremental spend for capacity should be fairly small.. It is possible the fact that they are behind technically is impacting this decision as well.

I'm hoping that the RF news was given at earnings to clear the deck for investor day. A 300 basis point margin hit to '24 targets is not trivial. We'll have to see what their new margin targets are going forward.
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