SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cree Inc.

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
Recommended by:
Lou Weed
ynotgoal
From: slacker7115/25/2021 3:41:37 PM
2 Recommendations   of 10478
 
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.

jpmorgan.metameetings.net
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext