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Technology Stocks : Wolf speed
WOLF 26.32+0.6%Oct 31 9:30 AM EDT
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To: slacker711 who wrote (10602)1/27/2023 8:06:05 AM
From: EvanG  Read Replies (1) of 10712
 
Weakness in materials was explained by longer cycle times for the longer boules causing a reduction in shipments.

If longer boules cause lower yield then they shouldn't have transitioned. Looking like a classical management decision ignoring the technical side right now.

If Durham Power improved in the quarter then Materials miss was massive. The turnover on a boule is days and an epi substrate maybe a week. Demand pull backs would show up more easily in Materials then in Power which has much longer lead times.
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