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Technology Stocks : Wolf speed
WOLF 6.3000.0%Mar 21 3:59 PM EDT
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To: slacker711 who wrote (10400)7/30/2021 12:24:53 PM
From: EvanG   of 10675
 
STM says that they will be sourcing 200mm wafers from Cree with diode production in '22 and transistors in '23.

They made it seem like die shrinkage would help margins more than moving to larger wafers. Not sure how to reconcile that. Perhaps their thinking is not everyone will keep up with die shrinkage and as a result pricing doesn't scale with die size. That was recently proven wrong in GaAs VCSEL emitters for the next iPhone. They are just starting to ship 3rd gen, the 4th gen he was talking about should be when they move to trench.
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