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Wolf speed

An SI Board Since April 1996

Posts	SubjectMarks	Bans	Symbol
10718	406	0	WOLF

Emcee: robert b furman	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
10593	SiC substrate prices in China fall in 2022 digitimes.com Silicon carbide (SiC)	EvanG	1	12/27/2022
10592	Can you cut and paste here? A company that makes the specialized lasers in Appl	EvanG	1	12/7/2022
10591	Hi Evan - this requires a subscription. Can you cut and paste here? Looks inte	Lou Weed	-	12/7/2022
10590	Coherent is having sites bid for a $3 billion fab. Company was contacted and sai	EvanG	2	12/7/2022
10589	One of the founders of Cree, Inc has died [X] A Cary man whose research into	Ron	1	11/27/2022
10588	Goldman Sachs had a SiC research report a few months ago goldmansachs.com	EvanG	1	11/26/2022
10587	I would also point out that slide appears to be the merchant market. It doesn	EvanG	-	11/23/2022
10586	FWIW, I am pretty sure that the forecast for II-VI supplying 1 million 6" S	EvanG	-	11/22/2022
10585	Infineon's power division gave a presentation with quite a bit of info about	slacker711	-	11/22/2022
10584	Wolfspeed is considering building a chip factory in Germany handelsblatt.com Th	ynotgoal	1	11/22/2022
10583	I worked for JP back in the day. He was a brilliant mind but above all he was a	Lou Weed	2	11/15/2022
10582	Sad news from Wolfspeed. [X] It is with great sadness that we announce the dea	slacker711	-	11/15/2022
10581	The situation points to some interesting issues for competitors when they decide	EvanG	1	11/9/2022
10580	There are lots of things I like about Wolfspeed's management team but their	slacker711	-	11/2/2022
10579	Another interesting thing is that Wolfspeed is losing money on wafer supply agre	EvanG	-	11/2/2022
10578	Wolfspeed makes its case for a ton of financing thetechnologyletter.com	EvanG	1	11/2/2022
10577	There is a wild card in that a couple of groups are using semi-insulating substr	EvanG	1	11/1/2022
10576	Durham will continue to produce 150mm power devices and the 100mm RF production	EvanG	1	11/1/2022
10575	Slide 64 - Surprise gross margin hit at Durham almost wipes out Durham optimizat	slacker711	1	11/1/2022
10574	Thoughts on Investor Day sec.gov Slide 59 - Next Fab is 30% bigger than MVF. Th	EvanG	1	10/31/2022
10573	There is an obvious solution to demand being so high that you can't shift fr	slacker711	1	10/28/2022
10572	RF continues to be a conundrum. Their largest competitors have transitioned to 1	EvanG	2	10/28/2022
10571	Some thoughts on longer boules During boule growth process there can be many hou	EvanG	1	10/28/2022
10570	Year-over-year Quarterly Revenue Growth of 54 Percent; Design-Ins Totaling $3.5	ggamer	2	10/27/2022
10569	Coherent's concept towards thinner substrates is to use a thicker substrate	EvanG	-	10/8/2022

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