2024
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 WOLF: Results likely bouncing along the bottom for several quarters. (May 2, 2024)
WOLF: Handicapping the potential outcomes of Jana’s activist campaign. (April 24, 2024)
WOLF: Just as operations turn the corner, industrial demand falters. (February 1, 2024)
WOLF, ON: Rohm or Onsemi are most likely counterparties for Wolfspeed’s 150mm wafer deal extension. (January 31, 2024)
WOLF, IFX.DE: Newly signed supply agreement pokes holes in Chinese competition narrative. (January 27, 2024)
WOLF, IFX.DE: Wolfspeed/Infineon wafer deal should calm the waters on Chinese competition. (January 24, 2024)
2023
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WOLF: Operations improve, orders increase. (October 31, 2023)
WOLF: Who would acquire Wolfspeed in a worst-case scenario? (October 16, 2023)
WOLF: Long-anticipated sale of RF business improves focus on SiC power. (August 23, 2023)
WOLF: This is why it’s better to be lucky than good. (August 17, 2023)
WOLF: Renesas deal resolves any lingering financing concerns. (July 6, 2023)
WOLF: Apollo deal shifts focus from funding to execution. (June 27, 2023)
WOLF: Resetting expectations after trying to do too much, too quickly. (April 27, 2023)
WOLF: Miss to June consensus appears likely. (April 25, 2023)
WOLF: New fab doesn’t change CAPEX or revenue forecasts. (February 1, 2023)
WOLF: Execution problems likely resolved but financials throttled until new fab ramps. (January 26, 2023)
2022
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WOLF, ON, IFX.DE, ROHCY, COHR: Infineon is most logical suitor for Wolfspeed’s wafer LTA expansion. (December 16, 2022)
STM, WOLF: ST/Soitec partnership isn't material to ST SiC devices or WOLF's material business. (December 5, 2022)
WOLF: Convertible offering answers the “funding” question but execution remains a near-term risk. (November 16, 2022)
WOLF: Near-term execution eclipsing long-term demand trends. (October 27, 2022)
WOLF: New materials factory solidifies Wolfspeed’s advantage in wafers and (eventually) devices. (September 9, 2022)
WOLF: The transition from silicon to SiC showing little regard for economic conditions. (August 18, 2022)
WOLF, ON: Someone’s on a collision course with reality.
(August 17, 2022)
WOLF: Demand for silicon carbide should increase through the recession. (August 12, 2022)
WOLF: Takeaways from our roadshow with Wolfspeed CTO John Palmour. (July 1, 2022)
WOLF, IFX.DE, ON, STM, 6963.T: Secular demand for SiC likely proves resilient in broader semi downturn. (May 26, 2022)
WOLF: Accelerating demand for power devices shifts the spotlight to execution. (May 5, 2022)
WOLF, ON, IFNNY, STM, TGAN, NVTS: Takeaways from our webinar on GaN-Si vs. SiC.
(April 20, 2022)
IFNNY, WOLF, ON, STM, ROHCY: Infineon’s new fab illustrates soaring demand from industrial and solar customers. (February 18, 2022)
WOLF: Booming demand, limited supply, constrained margins until Mohawk ramps. (January 27, 2022)
WOLF: Semi stocks warrant caution in 2022. (January 25, 2022)
WOLF, STM, ON, ROHCY, IFNNY: SiC Power: Growth projections, low financial barriers likely entice new entrants via M&A. (January 14, 2022)
WOLF: What to expect for WOLF in 2022. (January 5, 2022)
2021
WOLF: Takeaways from our roadshow with Wolfspeed. (December 22, 2021)
IIVI, WOLF: Higher material costs have little-to-no effect on SiC wafer manufacturers. (December 14, 2021)
WOLF: Takeaways from the Mohawk Valley fab tour. (November 22, 2021)
WOLF, ON, STM, IFNNY, ROHCY, IIVI: Onsemi’s report pulled back the curtain on the Wizard of GTAT. (November 2, 2021)
WOLF, ON: Onsemi’s SiC claim is false. (November 1, 2021)
WOLF: Expect demand to exceed supply until Mohawk reaches volume production in 1H23. (October 28, 2021)
CREE: A detailed analysis of what Mohawk Valley has to do for Cree to hit FY24 targets (September 11, 2021)
CREE: The beatings will continue until margins improve. (August 18, 2021)
CREE: ST Micro likely several years from volume production on 200mm wafers. (July 27, 2021)
CREE: Infineon/Showa Denko deal illustrates growing demand for SiC. (May 6, 2021)
CREE: Device sales strong but will pressure margins into next year. (April 29, 2021)
Cree Initiation: The silicon carbide competitive landscape. (April 16, 2021)
CREE: Semi shortage has little impact on RF and none on silicon carbide. (February 19, 2021)
CREE: Accelerating difficult transitions widens lead in SiC. (January 28, 2021)
2020
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CREE: Using GaN for handset amplifiers is like using a shotgun to kill flies. (December 17, 2020)
CREE: The evolution and future of Cree’s production operations. (November 19, 2020)
CREE: Long-term upside muted by near-term struggles. (October 29, 2020)
CREE: Divestiture of LED unit strengthens long-term potential of SiC. (October 19, 2020)
CREE: EV adoption depends on expensive policy actions. (October 13, 2020)
CREE: GT Advanced Technologies unlikely to have an impact on SiC market. (October 7, 2020)
CREE: Huawei sanctions benefiting Qorvo and II-VI. (September 21, 2020)
CREE: Short-term struggles eclipsed by long-term growth. (August 19, 2020)
CREE: Cree continues to lead in SiC power as II-VI grows in telecom. (August 13, 2020)
CREE: SiC wafer cloning efforts aren’t going anywhere. (June 2, 2020)
CREE: COVID protocols impacting production but orders improving. (April 30, 2020)
CREE: Silicon Carbide: Extremely hard and incredibly powerful. (March 31, 2020)
CREE: Coronavirus: Large and pervasive negative impact on demand. Downgrade to Market Perform rating. (February 18, 2020)
CREE Initiation: Solar and Industrial, Wolfspeed's bread-and-butter markets. Maintain Buy rating. (February 14, 2020)
CREE: Loss of Huawei remains difficult to remedy. Maintain Buy rating. (January 30, 2020)
CREE Initiation: The Defense Market: Long history and a great future in Defense. Maintain Buy rating. (January 16, 2020)
CREE Initiation: Silicon: SiC is to power, what GaAs was to RF. Buy rating. (January 10, 2020)
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