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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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10461The single most important comment was that Cree may need to build a 2nd mega fabslacker711110/28/2021
10460Finally seeing the acceleration in revenue. Wolfspeed Reports Financial Resultsslacker711110/27/2021
10459FWIW, the GM deal was part of the $2.9 billion in design-ins announced for FY &#slacker711110/26/2021
10458Impressive.......Lou Weed-10/6/2021
10457Infineon had a Capital Markets Day. Estimating 90% growth in FY22If coloring of EvanG-10/6/2021
10456Cohu has thermal burn in products. FWIW, Aehr's owner/founder Rhea, worked robert b furman-10/4/2021
10455Great win. I wonder if Ultium was the design-in awarded last quarter or if thisslacker711110/4/2021
10454Today, General Motors (NYSE: GM) and Wolfspeed, Inc. (NYSE: WOLF) announced a stynotgoal310/4/2021
10453China Has Built The World’s Most Expensive Silicon Carbide Fab, But Numbers Don’EvanG19/30/2021
10452From yesterday. Recommendations Cree price target lowered to $90 from $100 atslacker711-9/28/2021
10451OT. Any thoughts on Aehr? I can't find much on competitors offering full waslacker711-9/27/2021
10450SK Inc posted a new investor presentation. SiC is mentioned throughout it. sk-iEvanG19/24/2021
10449Another KRW300bn to Be Invested in GaN Semiconductors SK Inc. to Invest KRW700bnslacker71129/23/2021
10448Cree mentioned on the second page of this article. Not that people here don'Sam-9/20/2021
10447Cree downgrade...... seekingalpha.comLou Weed-9/17/2021
10446Cree | Wolfspeed To Transfer to the New York Stock Exchange and Trade Under New slacker71139/16/2021
10445Cree had a fab tour for analysts yesterday. They said today that they will scheslacker71129/15/2021
10444It is well worth registering at the site. They have transcripts for almost everslacker71119/15/2021
10443Thx slacker - can you post the full transcript or do we need to register?Lou Weed-9/15/2021
10442Cree says that they will be using thicker 200mm wafers as well. unhedged.com Wslacker71119/15/2021
10441Maybe an opportunity here if IIVI has any success with their fabless model. X-FEvanG-9/12/2021
10440Also, the die shrink noted by X-fab with their Gen 3 device reminds me that we aslacker71119/10/2021
10439I think it's the first time I also have heard them mention using a foundry fslacker71119/10/2021
10438II-VI said in a webcast today that they are working with an outsource wafer fab EvanG-9/9/2021
10437seekingalpha.comLou Weed29/6/2021
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