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Wolf speed

An SI Board Since April 1996

Posts	SubjectMarks	Bans	Symbol
10712	407	0	WOLF

Emcee: robert b furman	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
10536	Their D-IN metric is misleading IMO. That number doesn't represent an annua	Lou Weed	-	8/18/2022
10535	Are you saying the design ins make sense to you? That a quarter could have enou	EvanG	-	8/18/2022
10534	Revs and guidance were very good, but even better is the design ins and '26	slacker711	4	8/17/2022
10533	They are using wafers supplied by II-VI. EU Reaction is probably also using 200	EvanG	-	8/16/2022
10532	Navitas bought GeneSiC. They were profitable with 25% EBIDTA margin on 25 millio	EvanG	1	8/16/2022
10531	Something else worth noting with respect to 200mm progress is that the EU REACTI	slacker711	1	8/16/2022
10530	Even Wolfspeed's last analyst day presentation was fishy because when it cam	slacker711	1	8/16/2022
10529	GaN and SiC restrictions were not changed per rule documentation federalregiste	EvanG	-	8/15/2022
10528	US restricting wide bandgap materials. Article only mentions Gallium Oxide and D	EvanG	-	8/15/2022
10527	We obviously need to see how their internal supply progresses over time to get a	EvanG	1	8/14/2022
10526	The boule capacity expansion was announced a while ago and keeps getting hyped.	slacker711	-	8/12/2022
10525	They are going to triple revs this year while increasing internal boule capacity	EvanG	1	8/12/2022
10524	A presentation covering SiC from onsemi with quite a bit of useful info. invest	slacker711	3	8/12/2022
10523	onsemi's SiC business is en fuego. Their guidance went from doubling revs i	slacker711	1	8/1/2022
10522	Logic chip manufacturers like IntelINTC -8.6%, TSMC, and nearby GlobalFoundries	slacker711	-	8/1/2022
10521	Chinese SiC substrate supplier says supplying US device manufacturer ijiwei.com	EvanG	-	7/26/2022
10520	Sumitomo through its subsidiary Sicoxs is going the same route as Soitec by bond	EvanG	-	7/25/2022
10519	Chinese SiC substrate supplier signed a $200 million 3 year supply agreement ge	EvanG	-	7/22/2022
10518	VinFast was a separate deal. Neither Wolfspeed or the state are commenting on th	Ron	-	7/19/2022
10517	LPE which makes SiC epitaxy tools got purchased by ASM Press release: globenews	EvanG	-	7/18/2022
10516	Looks like incentives were for VinFast not Wolfspeed wraltechwire.com	EvanG	1	7/18/2022
10515	II-VI appears to be doing GaN-on-SiC in 2 fabs now. Warren NJ fab making devices	EvanG	-	7/17/2022
10514	CVD Equipment Corporation has been getting increasing orders for SiC tools barr	EvanG	-	7/14/2022
10513	Infineon says its new SiC and GaN fab in Kulim will be complete Q3 2024 and gene	EvanG	-	7/10/2022
10512	Tianyu Semiconductor, an epi supplier that selected II-VI as it strategic substr	EvanG	-	7/9/2022

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