NuAxiSemiconductor trade intelligence
Wolfspeed’s revenue growth constrained by 200mm SiC material capacity ramp
What happened
Wolfspeed reported Q3 FY23 revenue of $228.7M, up 22% YoY, but highlighted that its revenue growth is being constrained by the ramp of its 200mm SiC material capacity. The company is in a critical expansion phase for its Mohawk Valley fab, indicating current supply cannot meet demand. Bullish: The ongoing capacity constraint for a key bottleneck material suggests sustained supply tightness and potential for price support in the SiC market.
Impact and signal
Medium impactImpact score: 65/100
Affected components and suppliers
SiC SubstratesSiC Power Devices
Wolfspeed Inc
capacity-constraintsupply-bottleneckearnings
Source and time
Source: Semiconductor Today · 5/4/2023 · View original source
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