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Technology Stocks : Wolf speed
WOLF 5.060-6.6%Feb 11 9:30 AM EST

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To: EvanG who wrote (10644)8/14/2024 10:17:22 PM
From: slacker711  Read Replies (1) of 10671
 
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.

I would assume that's what they are doing as well, but its 50% of substrates at ON so its a significant amount of material.

A long time ago, a Wolfspeed exec said that they would move to trench MOSFETs eventually (smaller dies) but that has yet to happen. The last significant update they gave about their MOSFETs was in 2017 with the announcement of their Gen 3 devices.

Onsemi SiC sales are hard to compare, a lot of it seems to be modules.

Wolfspeed is selling modules as well but we don't know their comparative success rate. Ultimately though, ON/STM/Infineon have managed to ramp revs significantly faster than Wolfspeed with dramatically higher margins as well. The significant technical barriers to SiC havent been nearly as formidable as I had expected (or management projected).
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