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Wolf speed
An SI Board Since April 1996
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Emcee:  robert b furman Type:  Unmoderated
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10268Taiwan III-V supply chain gearing up for GaN power, RF modules digitimes.com Jslacker711-11/27/2020
10267Quite the run lately. I'm also in BLNK, NIO and SBE. Good times right now Lou Weed-11/23/2020
10266Wow, congrats to all. Quite a week already :-). The bubble has hit the EV stocslacker711311/23/2020
10265One other variable, As renewables make up a greater percent of electricity, theslacker711111/19/2020
10264Hi slacker, I think we are pretty much on the same page. One other variable, robert b furman-11/19/2020
10263Keep in mind that EV's have been around for 10 years this December and are aslacker711111/19/2020
10262Hi slacker, Note EV's are gaining market share in small geographical develorobert b furman-11/19/2020
10261GM is pulling forward its EV plans. Hopefully, we now hear that Cree is going tslacker711-11/19/2020
10260Cree shares gain 4% after JPMorgan upgrade on 'pole position,' EV marketslacker711111/19/2020
10259[graphic]slacker711111/19/2020
10258Great Britain moving up their target date to ban new ICE vehicles to 2030. reutslacker711111/18/2020
10257GM will announce boosted spending plans for EVs on Thursday: sources By Ben Klayslacker711-11/18/2020
10256This is a bit off the subject but is interesting. I'd not seen an electric aOldAIMGuy111/10/2020
10255Infineon earnings call from yesterday. seekingalpha.com snip..................slacker711-11/10/2020
10254While the market is expanding rapidly, competition is certainly coming. infineoslacker711111/10/2020
10253 Goal is to have greater than 40% internal substrate supply by 2024. I thinkslacker711-11/9/2020
10252That will certainly eat into the Cree material being supplied currently. This iLou Weed-11/6/2020
10251STM capital markets presentation today covered SiC. SiC starts a little after 25EvanG111/6/2020
10250GM will give details on their plans to accelerate their move to EV's on the slacker711-11/6/2020
10249II-VI earnings from yesterday. SiC revs look to be in the range of $30 to $36m.slacker711-11/6/2020
10248ON semi earnings were on Monday. seekingalpha.com We are seeing strong momentslacker711211/6/2020
10247BorgWarner bought Delphi and they are really emphasizing their opportunity in EVslacker711310/30/2020
10246Cree price target lowered to $65 from $75 at Wells Fargo 08:33 CREE Wells Fargo slacker711-10/29/2020
10245FWIW, I think you can derive guidance for Cree for fiscal years '21 and 'slacker711110/29/2020
10244Cree transcript. I'm not sure how the stock will react, but I think it waslacker711-10/29/2020
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