SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks
Wolf speed
An SI Board Since April 1996
Posts SubjectMarks Bans Symbol
10718 406 0 WOLF
Emcee:  robert b furman Type:  Unmoderated
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
10368Great. You are more optimistic than I am. Don't think I am for the mid voltEvanG15/21/2021
10367Batteries are projected to shift to 800V which will need 1.2kV SiC for invertersslacker71115/20/2021
10366It isn't an accident that the power inverter is left off this list. BatteriEvanG15/20/2021
10365STi2GaN offering to include solutions for On-Board Chargers, LiDAR for autonomouslacker71115/20/2021
10364the commentary over the last year from companies seems to have become progressivEvanG15/20/2021
10363Implies there could be a sizable market for GaN-on-Si but that seems obvious witslacker71115/20/2021
10362they will concentrate on 1000V+ devices. In the webcast they said that above 1kEvanG15/20/2021
10361So Cree will have roughly a two and half year lead on both II-VI and On. That gslacker71125/20/2021
10360The Ford F150 Lightning looks like a paradigm changer in the EV truck market. Islacker711-5/20/2021
10359II-VI says they will manufacture on 200mm in 2024. Slide deck is for a 2hr preseEvanG-5/19/2021
10358Cree seems to be betting the company on an unproven process without any pressureslacker711-5/10/2021
10357Ultimately though, they are going to need to ramp up their 200mm yields at MohawEvanG-5/9/2021
10356It has been clear to me for a while that Mohawk is being rushed because they wanslacker711-5/9/2021
10355How to Reduce SiC Wafer Prices Faster elektroniknet.de Reference to the above fa38da-5/6/2021
10354The primary explanation appears to be the various issues around ramping capacityEvanG-4/30/2021
10353The primary explanation appears to be the various issues around ramping capacityslacker71114/29/2021
10352Sounds like they may be still having yield issues? Did they broach that subjectLou Weed-4/29/2021
10351Earnings transcript. All of the commentary around the overall SiC market and traslacker711-4/29/2021
10350Palmour is an exceptional individual. When he speaks - people listen.Lou Weed14/23/2021
10349Interviews with the high-level scientists (such as Palmour) are pretty much alwaslacker71124/23/2021
10348I've met Dr. Friedrichs a couple times back in the day at the annual PCIM shLou Weed14/23/2021
10347A fantastic interview covering Infineon's plans and progress with SiC. Soslacker71134/23/2021
10346Started construction of a silicon carbide material plant worth 150 billion won iynotgoal14/16/2021
10345New Street starts 'silicon carbide pure play' Cree with Buy, $120 targetslacker71123/29/2021
10344Also worth noting that the estimated sales of 1.1m inverter units that BorgWarneslacker71113/26/2021
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):