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    Jed Dorsheimer

    Research Analyst at William Blair & Company, L.L.C.

    Jed Dorsheimer is the Group Head of Energy and Power Technologies at William Blair & Company, specializing in research and equity analysis for the energy, power, and related technology sectors. He covers over 70 companies, with a focus including names such as Wolfspeed (WOLF), and has posted a 51% success rate on stock recommendations with an impressive average return of 28.8%, according to TipRanks. Dorsheimer joined William Blair in August 2022, following roles as Global Head of Sustainability at Canaccord Genuity and executive positions at Acuity Brands, and has been recognized for stock-picking by The Wall Street Journal, StarMine, and TipRanks. He holds a B.S. in finance from Bentley College, has advised on U.S. energy policy at the federal level, and maintains professional securities qualifications required for his analyst role.

    Jed Dorsheimer's questions to Oklo (OKLO) leadership

    Jed Dorsheimer's questions to Oklo (OKLO) leadership • Q2 2025

    Question

    Jed Dorsheimer of William Blair inquired about the pipeline's mix between behind-the-meter and front-of-the-meter opportunities and asked which specific radioisotopes Oklo has a competitive advantage in producing for the radiopharma market.

    Answer

    Co-Founder, CEO & Director Jacob Dewitte stated that while behind-the-meter applications are compelling, near-term deployments may favor grid-tied or hybrid solutions. For radioisotopes, he explained that the strategy includes extracting isotopes like strontium-90 from recycled fuel and using Atomic Alchemy's cost-effective reactor design to produce known isotopes more cheaply, aiming to create an ecosystem of isotopic abundance.

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    Jed Dorsheimer's questions to AXCELIS TECHNOLOGIES (ACLS) leadership

    Jed Dorsheimer's questions to AXCELIS TECHNOLOGIES (ACLS) leadership • Q2 2025

    Question

    Jed Dorsheimer of William Blair sought clarification on the implant technology mix (high-energy vs. high-current) for silicon carbide in China versus the rest of the world, and asked about other applications driving high-energy demand.

    Answer

    President & CEO Russell Low detailed that planar SiC primarily uses high and medium current tools, whereas advanced trench and superjunction devices require high-energy implanters. He added that while high-energy is used in image sensors and memory, the implant density in silicon carbide is a significant current driver for the technology.

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    Jed Dorsheimer's questions to AXCELIS TECHNOLOGIES (ACLS) leadership • Q4 2024

    Question

    Jed Dorsheimer of William Blair questioned the geographic mix of the silicon carbide business, particularly China's exposure, the portion of backlog secured by deposits, and the specific technology differentiators in medium/high current tools for memory and logic applications.

    Answer

    President and CEO Russell Low stated that Axcelis has global exposure in silicon carbide and does not believe the business will be impacted by recent export rules, which target advanced logic and memory. EVP and CFO James Coogan explained that customer deposits are typically required for new entrants, representing a smaller portion of the total backlog. Low added that for advanced logic, Axcelis is targeting new applications, and for memory, its tools are 'battle-hardened' and optimized for high-volume applications.

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    Jed Dorsheimer's questions to AEHR TEST SYSTEMS (AEHR) leadership

    Jed Dorsheimer's questions to AEHR TEST SYSTEMS (AEHR) leadership • Q4 2025

    Question

    Jed Dorsheimer of William Blair & Company, L.L.C. inquired about the drivers behind the quarterly gross margin decline, the source of management's increased optimism regarding the AI processor market, and the nature of discussions with semiconductor foundries.

    Answer

    President & CEO Gayn Erickson and CFO Chris Siu attributed the gross margin pressure to an unfavorable product mix, the temporary cost burden of the InCal facility prior to its consolidation, and lower manufacturing utilization. Erickson explained the heightened AI optimism stems from successfully proving their wafer-level burn-in technology with a lead customer, which has generated significant inbound interest from other major players who now see a clear, cost-effective path to improving yield on expensive, complex chiplet-based processors.

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    Jed Dorsheimer's questions to AEHR TEST SYSTEMS (AEHR) leadership • Q1 2025

    Question

    Jed Dorsheimer of William Blair & Company requested details on the backlog composition, the expected revenue balance between systems and WaferPaks, the attach rate for automated aligners, the mix of 150mm versus 200mm silicon carbide wafers, and the reasons new customers are now opting for FOX-XP systems directly, bypassing the typical FOX-NP evaluation phase.

    Answer

    Executive Gayn Erickson declined to provide a detailed backlog breakdown for competitive reasons but confirmed a significant portion is from the new Incal acquisition. He expects a more balanced revenue mix between systems and WaferPaks going forward, with growth in non-SiC applications. Erickson estimated over half of future systems will include automated aligners and noted that while the FOX platform is wafer-size agnostic, they are testing an increasing number of 200mm wafers. He attributed customers moving directly to the FOX-XP to their increased comfort with the technology, which has been bolstered by Aehr's extensive in-house wafer testing services.

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    Jed Dorsheimer's questions to WOLFSPEED (WOLF) leadership

    Jed Dorsheimer's questions to WOLFSPEED (WOLF) leadership • Q4 2024

    Question

    Jed Dorsheimer sought to confirm his back-of-the-envelope calculation that implied Mohawk Valley is operating at approximately a 20% gross margin, based on the provided financial details.

    Answer

    CFO Neill Reynolds declined to confirm the specific margin figure but affirmed the underlying premise, stating, "the profitability coming out of Mohawk Valley is significantly better than what we're seeing at 150-millimeter in Durham." He attributed this to Mohawk Valley's status as a highly automated, state-of-the-art facility.

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    Jed Dorsheimer's questions to Rubicon Technology (RBCN) leadership

    Jed Dorsheimer's questions to Rubicon Technology (RBCN) leadership • Q2 2015

    Question

    Jed Dorsheimer inquired about the potential for further cost reductions in the core business, regional demand trends for various wafer sizes, and the market impact of the GT Advanced Technologies bankruptcy.

    Answer

    President and CEO Bill Weissman responded that another 15% or more in cost reductions over the next 6-12 months is not unreasonable. He noted that 2-inch demand is almost exclusively from China, while 4-inch is primarily Taiwan and Korea. Regarding the GT bankruptcy, Weissman stated they are not seeing direct market implications but noted continued interest from smartphone manufacturers in sapphire faceplates.

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