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
WOLF 27.08-0.3%Jun 17 4:00 PM EDT

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: EvanG who wrote (10403)8/11/2021 7:12:36 AM
From: slacker711   of 10634
Apparently it is 15,000 wafers/month capable. Not 30,000 wafers/month and they can't say if they are selling any. At a $2.5 billion cost, wondering how this is low cost.

Subsidies from the state probably make it low cost to the company but you still need decent yields for the economics to work.

We are getting headlines about SiC capex plans almost every day but I'm not sure any of these new players are doing anything beyond shipping samples. The idea that a company is going to start shipping their first 6" wafers in '21 and then have commercial 8" wafers in '24 seems extremely unlikely.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext