Wolfspeed Inc (NYSE:WOLF)
$ 26.47 0.79 (3.08%) Market Cap: 3.33 Bil Enterprise Value: 6.35 Bil PE Ratio: 0 PB Ratio: 3.26 GF Score: 63/100
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Wolfspeed Inc at Oppenheimer Technology, Internet & Communications Conference (Virtual) Transcript

Aug 10, 2022 / 06:00PM GMT
Release Date Price: $87.33 (+6.45%)
Colin William Rusch
Oppenheimer & Co. Inc., Research Division - MD & Senior Analyst

Hi, everybody. My name is Colin Rusch. I lead Oppenheimer's Sustainable Growth and Resource Optimization team. We are thrilled to have John Palmour, the CTO of Wolfspeed; along with Tyler Gronbach, the VP of IR. So we can get into both the technical side as well as a number of elements of the business side.

Questions & Answers

Colin William Rusch
Oppenheimer & Co. Inc., Research Division - MD & Senior Analyst

John, let's jump into this because the switch into silicon carbide, which of course, is what I'm more interested in than the GaN side, so forgive me for that upfront. I want to talk about a couple of things that are really important in our view is, one, the move towards 8-inch wafers and then also the ability to move to higher voltage and what that means from a technical perspective.

And those things seem bound up together for us in terms of your ability to do the epi on 8-inch for those higher voltages. So I guess the question at root

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