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Technology Stocks : Cree Inc.

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From: slacker7115/25/2021 3:41:37 PM
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Recommended By
Lou Weed

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Some commentary on yields during the analyst conference today.

- Their pilot 200mm fab in NY has higher yields than their existing fab. We'll see how this translates to a production environment but that is certainly encouraging (or maybe just speaks to how bad Durham is).

- They currently have 10,000 human "touches/interventions" per day in their current facility. That will drop to zero in the new fab.

Lowe was clearly hearing from investors about the yields and came prepared with a couple of data points that he wanted to communicate.
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