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Technology Stocks : Wolf speed -- Ignore unavailable to you. Want to Upgrade?

To: EvanG who wrote (10251)	11/6/2020 12:21:13 PM
From: Lou Weed	Respond to of 10713

That will certainly eat into the Cree material being supplied currently. This is a trend you're going to see with all the big boys working diligently to pull away from dependency on Cree (or should I say Wolfspeed) material. The Asian suppliers are definitely gaining ground from the looks of it......

To: EvanG who wrote (10251)	11/9/2020 2:18:19 PM
From: slacker711	Respond to of 10713

Goal is to have greater than 40% internal substrate supply by 2024. I think that this is the first time that they have put a numeric target on their internal supply and would likely mean that they are seeing decent progress on their goals towards commercialization. ST is aiming for $1 billion in SiC power revs in 2025 so 40% of substrates coming from internal supply would be a fairly significant piece of the market. Slacker