Wolfspeed Inc (NYSE:WOLF)

$ 25.95 0.27 (1.05%) Market Cap: 3.27 Bil Enterprise Value: 6.35 Bil PE Ratio: 0 PB Ratio: 3.19 GF Score: 63/100

Wolfspeed Inc at Wells Fargo TMT Summit Transcript

Nov 29, 2022 / 11:10PM GMT

Release Date Price: $83.18 (-0.93%)

Transcript

Gary Wade Mobley;Tyler D. Gronbach

Wells Fargo Securities, LLC, Research Division - Senior Analyst;Wolfspeed, Inc.

As just mentioned, my name is Gary Mobley. I'm one of the semiconductor analysts here at Wells Fargo Securities. And before I introduce the management from Wolfspeed, I wanted to mention that Gregg Lowe, the CEO of the company, will not be joining us today. He actually fell ill, but we do have some other members of management.

And I wanted to also mention a little bit about my investment thesis for Wolfspeed and that is the battery electric vehicle market is real, it's happening. Don't deny it. And then two, silicon carbide will be the dominant substrate used in these electric vehicle inverters and various other components of an electric vehicle. And as a key element of that, I foresee Wolfspeed being a key beneficiary, a key market share leader in the marketplace, primarily because they're the low-cost producer.

And so with that, I wanted to introduce Neill Reynolds, the CFO; and Tyler Gronbach, the Head of Investor Relations, to the stage.

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