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Wolfspeed revenue grew 11% in December quarter despite supply constraints
What happened
Wolfspeed reported fiscal Q2 2022 revenue of $173.1M, an 11% sequential increase and 36% year-over-year growth, meeting the high end of its guidance. This growth occurred despite ongoing supply chain constraints, indicating robust underlying demand for its silicon carbide (SiC) products. 关注: Strong revenue growth amidst constraints signals sustained demand, but persistent supply issues could limit upside and create volatility for SiC component pricing.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
SiC (Silicon Carbide)
Wolfspeed Inc.
earningsrevenue-growthsupply-constraints
Source and time
Source: Semiconductor Today · 1/31/2022 · View original source
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