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Wolfspeed (WOLF US)
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28
Analysis
Information Technology
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United States
Wolfspeed, Inc. develops and manufactures semiconductor products. The Company offers silicon carbide and GaN solutions for both high power and RF applications. Wolfspeed serves customers worldwide.
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bullish
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Thematic (Sector/Industry)
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08 May 2024 04:17
Earnings (AMKR, RMBS, NXPI, SWKS, ENTG, QCOM, WOLF, QRVO, ACLS)
Like last week, I will do a meta-level overview summary. That’s why I read these calls; to understand the whole, you must understand the parts....
Fabricated Knowledge
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139 Views
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bullish
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Thematic (Sector/Industry)
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02 Apr 2024 10:14
Fabricated Knowledge Quarterly Review
This is the first edition of a quarterly summary piece to highlight my ideas and best pieces quarterly. This is one of the 16th-best quarters in...
Fabricated Knowledge
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286 Views
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bullish
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Thematic (Sector/Industry)
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26 Feb 2024 11:46
AI-Driven Semiconductor Rally Leaves Small-Cap Chipmakers Behind
Chipmakers and chip-making tool providers are set to continue benefitting from the surge in demand that has rallied the equity prices for the...
Criat
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231 Views
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bullish
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Thematic (Sector/Industry)
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16 Nov 2023 07:51
Semiconductor Cycles: Industrial and EVs
Plus my new taxonomy of cycles! Where I think each end market is in the cycle. This earnings season, Industrial semiconductor demand has been the...
Fabricated Knowledge
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312 Views
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bearish
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Aehr Test Systems
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02 Nov 2023 23:51
SiC as a Dog (Part 2)
The sickness in Silicon Carbide started at On semi. Let’s look through the results and see the drivers, the big deal, and what we should do about...
Fabricated Knowledge
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463 Views
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