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Technology Stocks : Wolf speed
WOLF 10.01+20.2%Nov 8 3:52 PM EST

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To: slacker711 who wrote (10642)8/14/2024 8:03:38 PM
From: EvanG  Read Replies (1) of 10665
 
However reality intruded on my forecasts. Take a look at ON's results. They have over 50% of their substrates coming from internal production and went from zero to roughly a billion in SiC sales over the last 4 years.

It appears that lower quality substrates are being used for smaller die sizes. Which still results in good yields. At least that appears to be what is happening at Infineon and maybe Onsemi.

Onsemi SiC sales are hard to compare, a lot of it seems to be modules. It seems like they are simply swapping out Si modules for SiC modules and there isn't a large incremental revenue increase between them. Onsemi SiC revenue has also become problematic lately.
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