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


To: slacker711 who wrote (10493)5/9/2022 9:40:36 AM
From: EvanG1 Recommendation

Recommended By
OldAIMGuy

  Read Replies (1) | Respond to of 10712
 
Industrial is growing faster than automotive right now. It also takes less time from design to ramp. Infineon did reduce their FY22 guide from >90% growth to 80%. Even mid decade Infineon thinks they will still have a sizable Industrial revenue.

Wolfspeed has a lot of projects they are being designed into but for bigger projects the focus is on automotive. Don't think a big industrial needs to go through Arrow.