Report
Pierre FerraguÊ

Wolfspeed: Could Siler City & crystal growth delay the Mohawk ramp? Implications

Wolfspeed’s stock suffered in 2023 as the company experienced delays in ramping its 200mm device fab in Mohawk Valley. In today’s note, we review the implications of a similar delay in the ramp of its new 200mm materials fab in Siler City.
Underlying
WOLFSPEED INC

Provider
New Street Research
New Street Research

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Analysts
Pierre FerraguÊ

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