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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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10561Wording makes it seem like the cost is just for the building. I'd be surslacker711-9/9/2022
10560Anyone know the cost of a one million square feet Amazon delivery warehouse? Goynotgoal-9/9/2022
10559Phase one construction is anticipated to be completed in 2024 and cost approximaEvanG-9/9/2022
10558Mea culpa, I completely misinterpreted the rumors. This is for the materials exslacker711-9/9/2022
10557Wolfspeed, Inc. (NYSE: WOLF), the global leader in Silicon Carbide technology, Ron19/9/2022
10556$5 billion investment for the new fab. 2.5x the investment in the MVF fab. No slacker711-9/9/2022
10555II-VI completes acquisition of Coherent, will take on new name bizjournals.comLou Weed-9/8/2022
10554ROHM raising prices digitimes.com Automotive IDMs raise prices Automotive IC EvanG-9/6/2022
10553Keep going back and forth as to whether SiC is really supply constrained. I thslacker711-9/2/2022
10552Keep going back and forth as to whether SiC is really supply constrained. OnsemiEvanG-9/2/2022
10551So basically onsemi is being aggressive trying to get the lowest on resistance aslacker711-9/2/2022
10550Wolfspeed picks Chatham County for new semiconductor plant, 1800 jobs wraltechwEvanG39/1/2022
10549Onsemi has compared their N-channel mosfets which can be used for on board chargEvanG18/31/2022
10548The same Infineon document also gives data from 3 other vendors which implies thEvanG-8/30/2022
10547Any thoughts on Aehr? I wonder whether Tesla is requiring burn in and stabilizatEvanG-8/30/2022
10546For another data point, the bare die for II-VI is 20 mohm with a die size of 20.EvanG-8/29/2022
10545Wolfspeed is selling automotive qualified bare die MOSFETs that have a Rds(on) oEvanG18/29/2022
10544The lower the Rdson, the larger the die, the better the thermal resistance, the Lou Weed28/29/2022
10543Compiled the on resistance for automotive qualified 1200V SiC mosfets from varioslacker711-8/29/2022
10542Compiled the on resistance for automotive qualified 1200V SiC mosfets from varioEvanG-8/28/2022
10541FWIW, backlog went to $2.2 billion from $764m last year. but they go out of theslacker71118/22/2022
10540The design in numbers are given to support the long-term capex. Going out 3 yeaEvanG-8/18/2022
10539The approximate 10+% short interest in WOLF seems to be in a hurry to cover thisOldAIMGuy18/18/2022
10538Their D-IN metric is misleading IMO. That number doesn't represent an annualslacker71118/18/2022
10537Are you saying the design ins make sense to you? That a quarter could have enoslacker71118/18/2022
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