Wolfspeed To Sell Radio Frequency Business To MACOM For $125M In Cash And Stock
Portfolio Pulse from Lekha Gupta
Wolfspeed Inc (WOLF) has agreed to sell its radio frequency business to MACOM Technology Solutions Holdings Inc. (MTSI) for $125 million, comprising $75 million in cash and 711,528 shares of MACOM common stock. The deal is expected to close by the end of 2023. Following the acquisition, MACOM will gain control of WOLF's 100mm GaN wafer fabrication facility in North Carolina. Wolfspeed has revised its Q1 FY24 guidance to account for the sale.

August 22, 2023 | 2:34 pm
News sentiment analysis
Sort by:
Descending
POSITIVE IMPACT
MACOM is acquiring Wolfspeed's radio frequency business, which will enhance its product portfolio and operational efficiencies.
The acquisition of Wolfspeed's radio frequency business will add to MACOM's product portfolio and potentially increase its market share and revenues. This is a significant development for the company and is likely to have a positive impact on its stock.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
Wolfspeed is selling its radio frequency business to MACOM, which will impact its Q1 FY24 guidance. The company's shares are currently trading higher.
The sale of a significant business unit like the radio frequency business will have a direct impact on Wolfspeed's financials and operations. The company has already revised its Q1 FY24 guidance due to this sale. The market has reacted positively to this news, with shares trading higher.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100