WOLF
Semiconductors · Technology
Analyst
William Blair
Analyst
Canaccord
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Jed Dorsheimer is recorded as Analyst at William Blair and Analyst at Canaccord. Jed Dorsheimer has spoken on 13 earnings calls across 6 companies, most recently for Wolfspeed, Inc. on August 19, 2026. Those appearances were for Wolfspeed, Inc. (WOLF), Axcelis Technologies Inc (ACLS), Centrus Energy Corp (LEU), Fervo Energy Co (FRVO), Oklo Inc. (OKLO) and 1 other company. The companies whose calls Jed Dorsheimer spoke on are classified in the Technology, Energy, Utilities and Consumer Cyclical sectors.
“And just as my follow-up question, that retiring the L1 would also unencumber the ability to break the business in two between materials and power. Is that still the case?”
“Russell, just more of a technical question for you and kind of a market one as well. Indium phosphide looks like implants being used for surface passivation, for etch repair, as well as electrical isolation.”
“I guess, Tim, maybe just and maybe you're not prepared to do this at this point, but given the heat that you're seeing at that depth, I'm wondering, I suspect there's a calculation in terms of the cost to drill the depth of that hole and the heat versus the output.”
“Jake, can you just talk about some of the challenges, maybe the timing of going from uranium to plutonium in your Pluto reactor, and then also the advantages that that may provide?”
“I was just wondering, Russell, maybe you could, I know that gallium nitride and indium phosphide are mostly deposition, which makes your merger that much more exciting, but there is some implant associated with containment, et cetera.”
William Blair
Analyst
Source not stated
Canaccord
Analyst
Source not stated
WOLF
Semiconductors · Technology
Semiconductor Equipment & Materials · Technology
FRVO
Utilities - Renewable · Utilities
OKLO
Utilities - Independent Power Producers · Utilities
TSLA
Auto Manufacturers · Consumer Cyclical