Wolfspeed Inc (MEX:CREE)

MXN 161 0 (0%) Market Cap: 26.05 Bil Enterprise Value: 117.38 Bil PE Ratio: 0 PB Ratio: 2.02 GF Score: 57/100

Wolfspeed Inc at ROTH Conference (Virtual) Transcript

Mar 14, 2022 / 09:00PM GMT

Release Date Price: MXN2116.18

Transcript

Craig Edward Irwin

ROTH Capital Partners, LLC, Research Division - MD & Senior Research Analyst

All right. Thank you, everybody, for joining us. If I could ask everybody to please find a seat, we're going to go ahead and start the next presentation. So I'm Craig Irwin. I cover sustainability or clean tech or whatever we're calling it these days at ROTH. Wolfspeed, we are very lucky to have the founder of the company -- co-founder of the company, John Palmour, with us. Tyler Gronbach, who runs the Investor Relations program, is also a key person for Wall Street.

And this is one of the most exciting situations I've encountered as my 20 years as an equity analyst, as a sell-side analyst. So I believe that silicon carbide chips and modules are going to be a $30 billion, $40 billion, $50 billion market in my lifetime. And what that is, is it's a conversion of the silicon power semiconductor module and chip market, where 1/3, 1/4 of the slots get converted to silicon carbide, 5x the price, pricing on value, and then absolute growth because of the new applications allowed. So I'm widely bullish on

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