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Wolf speed
An SI Board Since April 1996
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10718 406 0 WOLF
Emcee:  robert b furman Type:  Unmoderated
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9993II-VI Transcript. They stated that 6% of revenues were for SiC so that amounts slacker711-8/14/2019
9992Thanks Sam,OldAIMGuy-8/14/2019
9991IIVI was incredibly bullish on SiC in their CC this morning.Sam18/13/2019
9990Press Release: Cree, Inc. Announces 2019 Fourth Quarter Earnings Release WebcasSam-8/13/2019
9989I had thought that Cree and On had already signed a wafer supply agreement. Whoslacker711-8/6/2019
9988Cree and ON Semiconductor Announce Multi-Year Silicon Carbide Wafer Supply Agreeslacker71118/6/2019
9987STM expects their SiC sales to grow from $100m last to $200m in 2019. They are slacker71117/25/2019
9986Cree gets new Street-high target Jun. 17, 2019 6:58 AM ET|About: Cree, Inc. (CREslacker71116/17/2019
9985Qorvo warned. It is possible that they were supplying GaN on SiC products for Hslacker711-5/21/2019
9984Cree presenting tomorrow at the JP Morgan conference. I hope analyst conferenceslacker711-5/14/2019
9983....and the beat goes on...... The transition to SiC overall should bode well fOldAIMGuy-5/14/2019
9982Pretty big deal this one :-) finance.yahoo.com B2Lou Weed15/14/2019
9981Yep - I think we're on the cusp of something really big here. I took a posiLou Weed-5/8/2019
9980Reasonably priced EV's are coming. We just need to see what customer demandslacker711-5/8/2019
9979Wolfspeed have cemented their hold on being the wide bandgap materials world leaLou Weed-5/7/2019
9978[youtube video]slacker71115/7/2019
9977Cree expansion plan presentation. cree.com I think they finished doubling theislacker71115/7/2019
9976Cree to Invest $1 Billion to Expand Silicon Carbide Capacity MAY 7, 2019 Expansislacker71115/7/2019
9975That was quite the turn around on Thursday - very impressive :-) BBLou Weed-5/4/2019
9974I had hoped to get some cheap weekly calls expiring next week based on the fact slacker711-5/3/2019
9973Thanks for the summary....Lou Weed-5/2/2019
9972Cree transcript seekingalpha.com There was weakness in LED's which is attrslacker71115/2/2019
9971Wolfspeed came in a bit better than they guided on March 15th and LED's cameslacker711-5/1/2019
9970Interesting article about grid storage starting to take off. It should create qslacker71124/30/2019
9969Tesla is upgrading the S and X models by using SiC to make the models more efficslacker71124/25/2019
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