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Technology Stocks : Wolf speed
WOLF 9.510-1.0%Oct 8 9:30 AM EDT
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From: slacker7118/26/2021 7:43:47 AM
1 Recommendation

Recommended By
Lou Weed

   of 10660
 
onsemi buying GTAT for $415 million.

I think they needed to accelerate their internal supply. First 150mm boules in Q4 '22 and 200mm in Q4 '24 was both an unrealistic schedule and yet still not fast enough.

It is hard to evaluate GTAT. Their history makes me skeptical but they had won contracts with both onsemi and Infineon.

s27.q4cdn.com

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