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To: EvanG who wrote (10383)7/11/2021 8:12:55 PM
From: slacker711  Read Replies (1) | Respond to of 10629
Don't understand why they talk that way. Cree is probably briefing everyone on their status and everyone knows but us.

Sounds like OLED and blue.

Personally though, I think it is question mark whether Cree will sell 200mm wafers until competitors are closer to production (likely two years). They need to establish themselves as a first tier automotive semi supplier and the price advantage associated with 200mm may allow them to win some design slots that start shipping in '24 and beyond.

and even if they ultimately plan on selling 200mm wafers to competitors in '23, then threatening that they won't is likely a game of leverage. Not much different than STM and ON touting their internal supply or Infineon's press releases touting GTAT.

To: EvanG who wrote (10383)7/29/2021 6:52:55 AM
From: slacker7112 Recommendations

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  Read Replies (1) | Respond to of 10629
STM says that they will be sourcing 200mm wafers from Cree with diode production in '22 and transistors in '23.

They expect their own 200mm wafer production "end of '23, '24".

Nice call Evan.