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Wolf speed
An SI Board Since April 1996
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10712 407 0 WOLF
Emcee:  robert b furman Type:  Unmoderated
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10411Yeah, - I'm guessing there's a suitor waiting in the wings for a more suLou Weed18/18/2021
10410[graphic]slacker71118/18/2021
10409I wonder if design in = design win? You can be designed in but not necessarily wslacker711-8/18/2021
10408I wonder if design in = design win? You can be designed in but not necessarily Lou Weed-8/17/2021
10407Another earnings report. Margins still suck. Demand continues to inflect higheslacker71118/17/2021
10406From yesterday. I tend to like contrarian positions but your mileage may vary. slacker711-8/17/2021
10405IIVI plans on investing $1 billion into SiC over the next ten years. That coversEvanG28/12/2021
10404Apparently it is 15,000 wafers/month capable. Not 30,000 wafers/month and they cslacker711-8/11/2021
10403A Mega Fab with a monthly output of 30,000 6-inch silicon carbide wafers is now EvanG-8/10/2021
10402IIVI plans on investing $1 billion into SiC over the next ten years. That coverslacker711-8/10/2021
10401STM says that they will be sourcing 200mm wafers from Cree with diode productionEvanG-7/30/2021
10400STM says that they will be sourcing 200mm wafers from Cree with diode productionslacker71127/29/2021
10399STM manufactures their first 200mm wafer. They seem to imply that they will havslacker71117/27/2021
10398STM has guided for $1 billion in SiC revenue in 2025 which will be substantiallyEvanG-7/13/2021
10397Cree/Wolfspeed's disadvantage is that they are truly a one-trick pony now. Lou Weed-7/12/2021
10396Cree needed to raise $500 million in February for the current fab. The questionslacker711-7/12/2021
10395LOL - you're a good man Bob. One of WI's finest :-)Lou Weed-7/12/2021
10394LOL, You know as being a used car salesman for 25 years, my skin got thick a lorobert b furman-7/12/2021
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
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