Wolfspeed Inc.: 200-Millimeter Manufacturing Transition
Wolfspeed Inc., in its third quarter of fiscal 2025, demonstrated a blend of progressive and challenging outcomes that warrant careful...
253 Views
Automotive Power SiC: The Bankruptcy of Wolfspeed
​The decline in Silicon Carbide wafer price led to bankruptcy of Wolfspeed. Blame placed on Chinese over-capacity but the vertical integration of...
5.5k Views
Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
568 Views
Hitting the Breaks: Automotive Semiconductors
Its a quarter too soon to go dumpster diving in the automotive semiconductor industry. Another round of cuts is likely coming. Consider this my...
369 Views
KLA & LaserTec, AMD, Hyperscaler Capex, SK Hynix, SWKS and QRVO, WOLF, MCHP
Another week of earnings, with KLA having a rare miss and the guidance being a bit light for the inspection execution machine.
546 Views