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Recall Sblax's and my recent comments about IFNNY. I don't see them being an AEHR customer anytime soon because they don't use burn-in to screen their SiC devices. I'd say the relevance of these earnings call highlights is (1) the reinforcement that SiC market is still supply constrained and won't be affected by a potential recession, and (2) it reinforces ON's taking market share and ON's competitive advantages, which of course is good for AEHR.
WOLF's earnings call is on August 15, I believe.
“ We're very confident in our ability to meet the customer forecasted demand plus considerable upside. I also want to emphasize that we purchased additional material and have a supply chain in place to significantly grow beyond our revenue guidance for the fiscal year. We will have better visibility in the second half of the fiscal year and exactly what that looks like. And once we get closer to understanding the actual capacity needs and requests of our customers, we'll provide an update.” —- Gayn on recent CC