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Technology Stocks : Wolf speed
WOLF 0.900+3.4%Jun 20 9:30 AM EDT
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To: slacker711 who wrote (10642)8/14/2024 2:06:46 PM
From: Lou Weed   of 10693
 
Another big problem that Wolfspeed has in the components market is that it's a one trick pony. ST, Infineon, Onsemi, Rohm have very broad silicon-based parts and technology portfolios. Gate drivers, analog mixed signal, DSPs etc. They can leverage this with end customers to win design slots.
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