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Technology Stocks : Wolf speed

WOLF 11.48

+20.8%

Oct 11 9:30 AM EDT

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To: slacker711 who wrote (10420)	8/27/2021 9:40:08 AM
From: EvanG	Read Replies (1) of 10662

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. It is very much a mystery to me why Wolfspeed revenue did what it did over the last 2.5 years. Yole is confused enough that they think Cree power device revenue was flat from 2019 to 2020. So how 2 quarters later it suddenly became capacity constrained doesn't make sense. Guessing it really isn't, they just don't want high expectations out of Durham. Personally I hate watching fab startups, seems like they always take much longer than anticipated. Don't know if I have seen one of these take less than a year to be automotive certified but not sure when the process would have started.

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