Wolfspeed – SiC Developments, Competitive Dynamics & Q4 2022 Update

  • Public Equity
  • TMT
  • North America


Former executive at On Semiconductor Corp


  • Wolfspeed (NYSE: WOLF) and operating overview of SiC (silicon carbide) Mosfets (metal-oxide semiconductor field-effect transistors) and GaN (gallium nitride], discussing supply-demand dynamics
  • Wolfspeed's competitive positioning among alternate power device manufacturers
  • CHIPS (Creating Helpful Incentives to Produce Semiconductors) Act's implications on Wolfspeed and desired outcome from new fab in Chatham County, North Carolina
  • 2023 outlook


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