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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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To: Sun Tzu who wrote (86043)4/20/2024 12:09:56 PM
From: Tweets Boar Hog2 Recommendations

Recommended By
ajtj99
Sun Tzu

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Wolfspeed, Inc. is an American developer and manufacturer of wide-bandgap semiconductors, focused on silicon carbide and gallium nitride materials and devices for power and radio frequency applications such as transportation, power supplies, power inverters, and wireless systems.

I am sure you already know this.

From what I have read the market for silicon carbide chips is in growth mode, possibly huge growth mode. It is more than EV's, but that has been part of it. But I am overall positive for global growth in EV's to continue. Bit of a rough stretch here, to be expected.

Don't know much about their gallium nitride biz, like the idea they do a lot of research and development it seems, which is a requirement to stay in the tech and chip biz.

Wolf afa I know is probably the leader in silicon carbide, have a huge chunk of that market. Appears they intend to stay a leader. The reason they are beat up here is they took on a lot of debt, some huge expansions underway. Main one in the US is in start up mode. Another large plant scheduled for Germany.

Tentatively I have a final bottom about end of year. LT chart looks a little Nividia like, just taking more years for the final pivot?

Tweets
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