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Technology Stocks : Cree Inc.
CREE 64.36+2.7%Sep 15 4:00 PM EDT

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To: Lou Weed who wrote (9947)3/10/2019 10:30:48 AM
From: slacker711  Read Replies (2) of 10224
 
If you have some time, I think the entire presentation from the Power Solutions Group is interesting.

Starts from slide 77.

wsw.com

At some point during the day, they mentioned that they are growing silicon carbide boules with the long-term idea of creating their own SiC wafers. They are vertically integrated on the silicon side and would like to get to that point on the SiC side. Sounded like a very long-term plan.

One major issue right now is the shortage of SiC capacity across the industry. Cree needs to ramp capacity even faster or they are leaving dollars on the table, and worse, leaving a vacuum for competitors to fill.

Slacker
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