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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
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10618Did NVDA and AMD AI play suck all the air out of the room, for the experts on thggamer16/2/2023
10617Wolfspeed has now submitted similar comments in regard to Advanced ManufacturingEvanG25/30/2023
10616SiC material fabs are not covered by the Advanced Manufacturing Investment CrediEvanG-5/24/2023
10615Infineon has a slide which shows how wide the substrate price disparity is. SuppEvanG25/15/2023
10614The fact that 200mm required 500um thick substrates has been known for quite a wEvanG25/5/2023
10613So 200mm is too expensive to ramp? It wasn't clear if STMicro was saying theslacker71135/2/2023
10612So 200mm is too expensive to ramp? It wasn't clear if STMicro was saying theEvanG-4/30/2023
10611New Silicon Carbon Battery makes waves tomsguide.com Not sure how his might reRon-3/2/2023
10610If you just look at what the primary Tesla supplier, STM, and the rumored suppliEvanG33/2/2023
10609Wow! Any thoughts? twitter.comggamer-3/2/2023
10608I don't understand how this works, but this is from the PR. I saw an articlslacker711-2/1/2023
10607with ZF taking a minority stake in the fab Article says ZF will make an investmEvanG-2/1/2023
10606Wolfspeed announces German fab with ZF taking a minority stake in the fab. Theyslacker71112/1/2023
10605WOLF Wave Count Update. Looks like micro wave 2 pullback is complete as projecte#Breeze-1/27/2023
10604If longer boules cause lower yield then they shouldn't have transitioned. slacker711-1/27/2023
10603Weakness in materials was explained by longer cycle times for the longer boules EvanG-1/27/2023
10602Power + Materials decreased from $181.3 million to $171 million sequentially. Soslacker71121/26/2023
10601Power + Materials decreased from $181.3 million to $171 million sequentially. SoEvanG-1/26/2023
10600The Wolfspeed story depends on execution at MVF. They continue to say that yielslacker711-1/26/2023
10599Wolfspeed falls short on revenue, earnings marketwatch.comRon11/26/2023
10598[X] Thank you to those who attended the Celebration of Life ceremony to honor tslacker71121/23/2023
10597Wolfspeed plans multi-billion dollar chip factory in Germany, Handelsblatt reporEvanG21/21/2023
10596Resonac, formally Showa Denko, will have 600k/year substrate capacity in 2026. WEvanG-1/16/2023
10595Navitas sees SiC substrates becoming commodity in 4 years edn.com Oliver anticEvanG-1/16/2023
10594X-fab is going to transition fab to 200mm and says substrate supply is OK eenewEvanG112/31/2022
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