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Technology Stocks
Cree Inc.
An SI Board Since April 1996
Posts SubjectMarks Bans Symbol
10404 407 0 CREE
Emcee:  robert b furman Type:  Unmoderated
Introduction Market Data Compact
"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?
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10404STM says that they will be sourcing 200mm wafers from Cree with diode productionEvanG-last Friday
10403STM says that they will be sourcing 200mm wafers from Cree with diode productionslacker7112last Thursday
10402STM manufactures their first 200mm wafer. They seem to imply that they will havslacker7111last Tuesday
10401STM has guided for $1 billion in SiC revenue in 2025 which will be substantiallyEvanG-July 13
10400Cree/Wolfspeed's disadvantage is that they are truly a one-trick pony now. Lou Weed-July 12
10399Cree needed to raise $500 million in February for the current fab. The questionslacker711-July 12
10398LOL - you're a good man Bob. One of WI's finest :-)Lou Weed-July 12
10397LOL, You know as being a used car salesman for 25 years, my skin got thick a lorobert b furman-July 12
10396LOL......note I put the smiley face afterwards!Lou Weed-July 12
10395OUCH! U R BAD! <smile> Bobrobert b furman-July 12
10394FWIW, I doubt that they are going to fund much of their next fab. They received EvanG-July 12
10393Probably needs to off-load a bunch and wants to squeeze one last time. These guLou Weed-July 12
10392This might be a little over the top. [graphic]slacker711-July 12
10391I highly expect that not long after 200mm goes into mass production that 300mm islacker711-July 12
10390This is obviously going to cause friction with wafer customers but they will likEvanG1July 12
10389II-VI model is very different. They will sell at all levels of supply chain. Wafslacker7111July 11
10388if they ultimately plan on selling 200mm wafers to competitors in '23, then EvanG-July 11
10387Don't understand why they talk that way. Cree is probably briefing everyone slacker711-July 11
10386Am I correct in assuming that these wafers are from II-VI? Yes. Cree would needEvanG-July 10
10385Fantastic find. Quite a bit of interesting information about the state of 200mmslacker7111July 10
10384STM has been using 500um thick 200mm wafers in their pilot line as opposed to 15EvanG1July 8
10383Compound semiconductors now national strategic materials, says GlobalWafers chaislacker7112June 30
10382Yep - this should be a concern and not be underestimated.....Lou Weed-June 24
10381Here comes China. They could single handedly bring oversupply to the SiC indusslacker7112June 24
10380STM will compare it 3rd Gen SiC MOSFET to competitors for power inverter applicaEvanG1June 18
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