▲ 10 r/wolfspeed
Russell 3000 reconstitution today, what to expect from Wolf’s inclusion?
From what I gather, all of the funds tracking this index will buy during pre-closing. So, might be a volatile closing today?
u/marksasongko — 10 days ago
▲ 29 r/wolfspeed
PCIM 2026 top innovation: Wolfspeed won the first award for its 10 kV SiC MOSFET
u/marksasongko — 25 days ago
▲ 6 r/wolfspeed
Wolf S1 filing today
https://d18rn0p25nwr6d.cloudfront.net/CIK-0000895419/3c19fb09-8d15-4a00-b1bb-56c1efbc5957.pdf
Timing seems driven by Slate Path’s 75 days registration deadline after the 26 March notes refinancing event. Interesting that Slate Path is an event-driven Hedge Fund.
u/marksasongko — 26 days ago
▲ 24 r/wolfspeed
GE Aerospace and Wolfspeed Collaborate to Accelerate High-Voltage Silicon Carbide (SiC) Adoption
How big of a deal is this?
In Amperesand's post, the product in highlight is the 3.3kV module https://www.wolfspeed.com/knowledge-center/article/amperesand-case-study/. Here, it's the 4th gen https://www.wolfspeed.com/knowledge-center/article/gen-4-silicon-carbide-technology-redefining-performance-and-durability-in-high-power-applications/ 10kV SiC MOSFETs. However, the GE announcement also mentions Solid State Transforrmers. Is it a higher-rated SST using 10kV module? Is it something completely different?
u/marksasongko — 28 days ago