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Wolfspeed(WOLF) - 2024 Q3 - Earnings Call Transcript
WOLFWolfspeed(WOLF)2024-05-02 00:48

Yeah and let me just add on to that. Well, I think -- and I fully agree, I think we're at the very early stages of the opportunity we have to drive cost down. And I think the early returns on yield and cycle times that we're seeing in the fab really only reinforce that even further. I think there's also a structural component to the business that we're building here. If you look at the cash margins or you look at that EBITDA target of about 40% over the time. If you look at our business today, we'll do abou ...