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

To: slacker711 who wrote (10642)	8/14/2024 2:06:46 PM
From: Lou Weed	Respond to of 10712

Another big problem that Wolfspeed has in the components market is that it's a one trick pony. ST, Infineon, Onsemi, Rohm have very broad silicon-based parts and technology portfolios. Gate drivers, analog mixed signal, DSPs etc. They can leverage this with end customers to win design slots.

To: slacker711 who wrote (10642)	8/14/2024 8:03:38 PM
From: EvanG	Read Replies (1) \| Respond to of 10712

However reality intruded on my forecasts. Take a look at ON's results. They have over 50% of their substrates coming from internal production and went from zero to roughly a billion in SiC sales over the last 4 years. It appears that lower quality substrates are being used for smaller die sizes. Which still results in good yields. At least that appears to be what is happening at Infineon and maybe Onsemi. Onsemi SiC sales are hard to compare, a lot of it seems to be modules. It seems like they are simply swapping out Si modules for SiC modules and there isn't a large incremental revenue increase between them. Onsemi SiC revenue has also become problematic lately.