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Wolfspeed’s March-quarter held to 37% year-on-year growth by China COVID shutdowns

What happened

Wolfspeed reported fiscal Q3 revenue of $188 million, marking 37% year-on-year growth and its seventh consecutive quarter of growth. The growth rate was constrained by COVID-19 shutdowns in China, indicating underlying demand strength was even higher. Bullish: Strong, sustained demand for SiC products is confirmed, though near-term supply chain disruptions add uncertainty.

Impact and signal

Medium impactImpact score: 58/100

Affected components and suppliers

SiC WafersSiC Power Devices

Wolfspeed Inc

earningsdemand-growthsupply-constraint

Source and time

Source: Semiconductor Today · 5/16/2022 · View original source

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Wolfspeed’s March-quarter held to 37% year-on-year growth by China COVID shutdowns

What happened

Impact and signal

Affected components and suppliers

Source and time

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