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Technology Stocks
Cree Inc.
An SI Board Since April 1996
Posts SubjectMarks Bans Symbol
10529 405 0 WOLF
Emcee:  robert b furman Type:  Unmoderated
"Cree" is a small company that makes chips out of silicon carbide.
In addition to being one of the hardest materials known to man, this
stuff can withstand much higher temperatures and power levels than
silicon. Also, when made into diodes, it gives off blue light, a
rarity. The problem with this compound is imperfections in the crystals
and difficulty in working with it.
Does anyone out there know whether this technology has a profit-
generating potential in the near future?
Cree has now divested itself of its LED lighting division :

What reamins is Wolfspeed. Symbol wolf on the NYSE. It has consequently had a meteoric rise in value.
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10529The boule capacity expansion was announced a while ago and keeps getting hyped. slacker711-yesterday
10528They are going to triple revs this year while increasing internal boule capacityEvanG1yesterday
10527A presentation covering SiC from onsemi with quite a bit of useful info. investslacker7113yesterday
10526onsemi's SiC business is en fuego. Their guidance went from doubling revs islacker7111August 1
10525Logic chip manufacturers like IntelINTC -8.6%, TSMC, and nearby GlobalFoundries slacker711-August 1
10524Chinese SiC substrate supplier says supplying US device manufacturer ijiwei.comEvanG-July 26
10523Sumitomo through its subsidiary Sicoxs is going the same route as Soitec by bondEvanG-July 25
10522Chinese SiC substrate supplier signed a $200 million 3 year supply agreement geEvanG-July 21
10521VinFast was a separate deal. Neither Wolfspeed or the state are commenting on thRon-July 19
10520LPE which makes SiC epitaxy tools got purchased by ASM Press release: globenewsEvanG-July 18
10519Looks like incentives were for VinFast not Wolfspeed wraltechwire.comEvanG1July 18
10518II-VI appears to be doing GaN-on-SiC in 2 fabs now. Warren NJ fab making devicesEvanG-July 17
10517CVD Equipment Corporation has been getting increasing orders for SiC tools barrEvanG-July 14
10516Infineon says its new SiC and GaN fab in Kulim will be complete Q3 2024 and geneEvanG-July 10
10515Tianyu Semiconductor, an epi supplier that selected II-VI as it strategic substrEvanG-July 9
10514Foxconn made an investment in a SiC substrate supplier to have better control ovEvanG1July 8
10513U.S. chipmaker onsemi agreed to invest 1.4 trillion won ($1 billion) into buildislacker711-July 8
10512onsemi to invest $1 billion in Gyeonggi research center koreajoongangdaily.joinEvanG2July 7
10511ROHM completed their new fab and set a substrate production goal One EvanG-July 5
10510Would be kind of surprised if Wolfspeed expands a lot in North Carolina. At $4.8EvanG-July 1
10509Interesting..... II-VI Incorporated Completes the Acquisition of Coherent, FormLou Weed-July 1
10508Scoop: Chip maker Wolfspeed could add 1,800 jobs in Chatham County WEvanG2June 29
10507Seems like Aehr would be a hard company to get insight into. The reason I alwayEvanG-June 29
10506Thanks, That is a fantastic overview of onsemi's SiC business. Any thoughtsslacker711-June 29
10505I was surprised at the traction onsemi was able to get so quickly in autos. ThiEvanG3June 28
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