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Technology Stocks : Cree Inc.

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Lou Weed
To: slacker711 who wrote (9928)7/25/2019 4:04:44 PM
From: slacker7111 Recommendation   of 10536
STM expects their SiC sales to grow from $100m last to $200m in 2019.

They are also very bullish on the acceleration of 5G. They are using GaN on Si from Macom for their 5G products so I find their less than overwhelming endorsement of Macom interesting. Macom had some pretty big layoffs at the end of June.

For silicon carbide products, we continue to increase revenues and the number of design-in activities with multiple customers. We now have 33 ongoing programs. This number includes both Automotive and Industrial programs, awarded or in production. We are on track for over $200 million of revenues this year.


Sébastien Sztabowicz

Yes. One on your 5G market opportunity. You target more than 50% market share in supply for base stations mid-term. Do you have the design wins already in your hand today? And what kind of market size opportunity are we talking about here, please?

Jean-Marc Chery

So, Marco will take it.

Marco Cassis

Yes. Okay. So, I think you have mainly related to the -- our collaboration with MACOM. So, what we can say in this moment is that we acknowledge the change of management at MACOM and we are continuously working with them and develop the market with them. So, we have no further update from this point of view.
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