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


To: EvanG who wrote (10494)5/9/2022 10:08:14 AM
From: slacker7112 Recommendations

Recommended By
Ruffian
tech101

  Read Replies (2) | Respond to of 10712
 
I found these two slides from Wolfspeed's investor day to be pretty informative.

Infineon's relationships within industrial are serving it very well right now but they are lagging in automotive. Personally, I was surprised at the traction onsemi was able to get so quickly in autos.

Also worth noting that Wolfspeed's pipeline estimate went up by 28% in the last five months.