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 JPMorgan Global Technology, Media and Communications Conference Transcript

May 22, 2023 / 08:30PM GMT

Release Date Price: $46.32 (+5.20%)

Transcript

Samik Chatterjee

JPMorgan Chase & Co, Research Division - Analyst

Apologies for the delay here. Now I'm Samik Chatterjee. I cover hardware companies at JPMorgan. With us for the next session, we have Wolfspeed, the pleasure of hosting Neill Reynolds, CFO; and Tyler as well from the Investor Relations team. Neill, Tyler, thanks for being here.

Questions & Answers

Samik Chatterjee

JPMorgan Chase & Co, Research Division - Analyst

I did want to start with more of a background question. At your Investor Day last year, you outlined a $6 billion power device market by fiscal '24. That grows to about $11 billion by fiscal '27. And when we look back historically, it seems like the outlook does get raised as we sort of progressively make -- move forward. Just help us think about the drivers there. How much of that increase in the TAM has been more silicon carbide adoption versus electric vehicles in general sort of coming in better than expected? What's been sort of your experience of why that TAM has got raised over the last few years?

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