Wolfspeed Inc at Piper Sandler Growth Frontiers Conference Transcript

Feb 11, 2024

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Sep 12, 2023 / 06:30PM GMT
Harsh V. Kumar - Piper Sandler & Co., Research Division - MD & Senior Research Analyst

Okay. Why don't we just go ahead and get started. First of all, thank you for your time after lunch session, another session. And we're very fortunate to have Wolf management with us. We got Elif, CTO of Wolf; and Tyler. I'm sure a lot of you guys have interacted with Tyler over the last few quarters. With that, let me just get straight into it.

Questions and Answers:

Harsh V. Kumar - Piper Sandler & Co., Research Division - MD & Senior Research Analyst

What do you think are the key hurdles for Wolf at this point for revenue growth? Or is it just -- I mean, are there things happening in the marketplace that matter? Or is it just basically Mohawk Valley fab ramping at this point in time?

Elif Balkas - Wolfspeed, Inc. - CTO

It's mainly ramp related. We have a really strong demand from the market actually for the visibility that we have for the next 10 years. What we are working is to ramp the fab, and then that

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