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Technology Stocks
Cree Inc.
An SI Board Since April 1996
Posts SubjectMarks Bans Symbol
10228 403 0 CREE
Emcee:  robert b furman Type:  Unmoderated
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10228The UK is planning to announce a ban on ICE vehicles by 2030. theguardian.comslacker711-September 22
10227[tweet]slacker7111September 22
10226Two major GaN-on-SiC production camps forming in Taiwan digitimes.com Nuying Hslacker711-September 21
10225Update to local media about Cree's progress in building the Utica fab. Sounslacker7111September 21
10224Watch for a lot of Asian suppliers coming on line the next couple years. QualitLou Weed-September 17
10223Tainergy to start SiC wafer production in 1Q21 digitimes.com Adam Hwang, DIGITslacker711-September 17
10222I'd be extremely surprised if this isn't SiC MOSFET based. They stresseLou Weed2September 14
10221I should note that there is no mention of SiC so it is possible that the inverteslacker7111September 14
10220Missed this from a few days ago. ir.delphi.com Delphi Technologies secures itsslacker7112September 14
10219Don't expect to see 200mm production ramp until the 2023/24 time frame. PalLou Weed2September 14
10218A six month old quote from Palmour about 200mm production. semiengineering.com slacker7112September 14
10217The rest of the industry has talked quite a bit more about 200mm than Cree. I thEvanG1September 11
10216Not excessive for the market but it could take a lot of CAPEX to compensate withslacker7111September 11
10215Regardless of yields though, I very much doubt that the capacity additions are gEvanG-September 11
10214Cree has its own yield problems. Building an excessive amount of capacity isnslacker711-September 11
10213On Semi is targeting 2022 and the difficulty of new competitors ramping SiC subsEvanG-September 10
10212Has anyone here ever found out any more info about the STM 2nd fab for 2021 thatslacker7111September 10
10211They stated that they were expecting 80m auto sales next year with 2.5m to 3m BEEvanG-September 9
10210STM spoke at the Citi conference today. They stated that they were expecting 80slacker7112September 9
10209China gearing up development of third-generation semiconductors digitimes.com slacker7113September 8
10208SiC and GaN are a drop in the bucket compared to the revenues generated by the sEvanG1September 4
10207This article makes it sound like wide-bandgap semiconductors are going to be a fslacker7112September 3
10206Diode makers keen on developing SiC, IGBT power devices for EVs digitimes.com slacker7111September 2
10205It is inevitable that China will attempt to ramp SiC production. digitimes.coslacker7113September 2
10204 The original restrictions came down to 25% content. Most of II-VI's Huawslacker7111August 23
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