Wolfspeed, Inc. (NYSE:WOLF) Q2 2024 Earnings Call Transcript

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I can’t name one that’s not. So there probably is, I’m not aware of, but I can’t tell you who that is. So I think that’s — what that shows is a pretty dramatic increase in the appetite for silicon carbide across all of our materials customers and ourselves. Maybe one thing that I’ll note is on the 28 models that I have mentioned that are transitioning from design-in to design-win, we can confirm that we are the prime source on 27 of those 28. I think we’re the prime source on the 28, but I can’t confirm that one. So I think it’s an exciting opportunity for us. It’s an amazing amount of things that are going on. I think there’s going to be a lot of puts and takes in the EV industry over the coming couple of years. This is the biggest — this is the biggest transformation in the history of the automobile industry.

It’s going to be the most disruptive in the history of the automobile. And we feel like we’re at the early stages of that transition.

Operator: Thank you. There are no further questions in queue. With that, I’d like to turn the call over to Gregg Lowe, CEO, for concluding remarks.

Gregg Lowe: Well, thanks, everybody, for being a part of this call today, and we look forward to chatting with you in our next earnings call. Thank you very much.

Operator: That concludes today’s conference call. Thank you for your participation. You may now disconnect your lines.

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