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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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10393LOL......note I put the smiley face afterwards!Lou Weed-7/12/2021
10392OUCH! U R BAD! <smile> Bobrobert b furman-7/12/2021
10391FWIW, I doubt that they are going to fund much of their next fab. They received EvanG-7/12/2021
10390Probably needs to off-load a bunch and wants to squeeze one last time. These guLou Weed-7/12/2021
10389This might be a little over the top. [graphic]slacker711-7/12/2021
10388I highly expect that not long after 200mm goes into mass production that 300mm islacker711-7/12/2021
10387This is obviously going to cause friction with wafer customers but they will likEvanG17/12/2021
10386II-VI model is very different. They will sell at all levels of supply chain. Wafslacker71117/11/2021
10385if they ultimately plan on selling 200mm wafers to competitors in '23, then EvanG-7/11/2021
10384Don't understand why they talk that way. Cree is probably briefing everyone slacker711-7/11/2021
10383Am I correct in assuming that these wafers are from II-VI? Yes. Cree would needEvanG-7/10/2021
10382Fantastic find. Quite a bit of interesting information about the state of 200mmslacker71117/10/2021
10381STM has been using 500um thick 200mm wafers in their pilot line as opposed to 15EvanG17/8/2021
10380Compound semiconductors now national strategic materials, says GlobalWafers chaislacker71126/30/2021
10379Yep - this should be a concern and not be underestimated.....Lou Weed-6/24/2021
10378Here comes China. They could single handedly bring oversupply to the SiC indusslacker71126/24/2021
10377STM will compare it 3rd Gen SiC MOSFET to competitors for power inverter applicaEvanG16/18/2021
10376Xi Jinping Picks Top Lieutenant to Lead China’s Chip Battle Against U.S. financeynotgoal16/17/2021
10375From yesterday....good to have some bears on the stock. Cree named short-termslacker711-6/16/2021
10374Cree, Inc. to Participate in Upcoming Investor Conferences JUNE 2, 2021 DURHAM, slacker71116/2/2021
10373Some commentary on yields during the analyst conference today. - Their pilot 20slacker71125/25/2021
10372I am not exactly sure what the power density limit is for GaN-on-Si or if some oEvanG-5/23/2021
10371GaN has a slightly better bandgap than SiC. Which makes them very similar in effEvanG15/23/2021
10370FWIW, I went down the rabbit hole of STM's new GaN offering. I think this pslacker711-5/21/2021
10369Deleteslacker711-5/21/2021
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