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Technology Stocks : Cree Inc.
CREE 51.91+2.2%Sep 13 12:00 AM EDT

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To: slacker711 who wrote (9935)8/14/2019 9:50:51 AM
From: slacker711   of 10032
II-VI Transcript.

They stated that 6% of revenues were for SiC so that amounts to $81.6m for FY2019 (up 51% YoY). They had $24m in SiC capex.

Also found this interesting.

And we think that that explains why we believe we have the largest share of the RF market at this point with the silicon carbon substrates.

I really would like Cree to start giving some granularity about Wolfspeed sales. Putting RF, power, substrates and devices all into one big bucket does investors a huge disservice.

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