|With most of growth in 2nd half, was expecting Cree guidance to be stronger because of that. The part of Malaysia that was locked down, was down for a good portion of July so perhaps that explains it.|
They said that Malaysia was a $5-$7m impact in the guidance for the current quarter.
They didn't break out how much of the >$100m in unfulfilled demand for the fiscal year was going to be left on the table for the current quarter. Presumably, that number will ramp through the fiscal year before the Mohawk ramp starts to be felt in the 2nd half of calendar '22.
Maybe they could have given guidance for ~$170m without the supply issues?
Regardless though, the STM numbers likely indicate that they are ramping some internal supply in the 2nd half. We'll see whether they break out any numbers going forward.