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 : Wolf speed
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: slacker711 who wrote (10386)7/12/2021 12:41:02 PM
From: EvanG1 Recommendation

Recommended By
OldAIMGuy

  Read Replies (1) of 10629
 
This is obviously going to cause friction with wafer customers but they will likely be forced to deal with Cree through the next 3-5 years.

In a low growth environment with few players remaining I would agree but that could take decades. Expanding players will mean lower margins and lower market share. It is about surviving to be one of the few which helps if their are partners.

If they execute, the transition to 200mm will give Cree an enormous advantage.

I highly expect that not long after 200mm goes into mass production that 300mm is demonstrated. If Cree wants an advantage they need to not be outgunned on EBITDA by everyone of their competitors and that means making money, something they have consistently been unable to do.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2023 Knight Sac Media.  Data provided by IEX, Alpha Vantage, Coinbase, Binance, Fintel and CityFALCON News