Wolfspeed Inc (LTS:0I4Q)

$ 10.005 1.0476 (11.7%) Market Cap: 1.28 Bil Enterprise Value: 5.77 Bil PE Ratio: 0 PB Ratio: 1.68 GF Score: 53/100

Wolfspeed Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 07, 2023 / 09:30PM GMT

Release Date Price: $69.67 (-3.74%)

Transcript

Joseph Lawrence Moore

Morgan Stanley, Research Division - Executive Director

Great. Welcome back, everyone. I'm Joe Moore from Morgan Stanley semiconductor team. Very happy to have Neill Reynolds and Tyler Gronbach, CFO and IR, respectively, for Wolfspeed.

So just quick safe harbor. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.

So welcome, guys. I think most people probably know you up to a point, but maybe just a couple of minute intro into the silicon carbide market and Wolfspeed enablement of that market.

Neill P. Reynolds

Wolfspeed, Inc. - Executive VP & CFO

Yes. So the silicon carbide market, I mean, what we're seeing right now is a pretty dramatic change, historic change in high-power semiconductors. And it's really driven by the advent of electric vehicles, the adoption of electric vehicles, where silicon carbide plays a really important role in terms of that

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