Power Semiconductors
Wolfspeed
A major SiC wafer and device player. Financial risk, long-term supply agreements, and alternative sourcing are key themes.
Articles
Articles about this company
Renesas: 10-Year SiC Wafer Supply Deal with Wolfspeed
Renesas and Wolfspeed's 10-year SiC wafer agreement shows how supply, wafer quality, and 8-inch migration are becoming strategic assets.
Wolfspeed: Changing SiC Procurement Risks Post-Restructure
Wolfspeed after Chapter 11: Mohawk Valley still runs at low-20s utilization, moving SiC sourcing risk from insolvency to utilization dependency.
Wolfspeed: Gen 5 SiC Cuts Specific On-Resistance up to 27%
Wolfspeed's Gen-5 SiC cuts specific on-resistance by up to 27% versus rival 1200V parts, spanning 1200V and 750V on a production-ready 200mm platform.
SiC Suppliers: Alternative Sources to Reduce Wolfspeed Use
SiC alternatives to Wolfspeed compared: Infineon CoolSiC, onsemi EliteSiC, ROHM, Mitsubishi Electric, Fuji Electric and Chinese makers, for multi-sourcing.
Renesas Acquires Transphorm GaN Business
Renesas agreed to acquire Transphorm, a pioneer of GaN-on-SiC vertical GaN structures, reshaping its power semiconductor portfolio.
Resonac Grows 300mm SiC Single Crystal
Resonac says it grew and processed 300mm SiC single crystals on September 15, 2026, while 150mm remains its mainstay and 200mm shipments have just begun.
RIR Power's India-First SiC Vertical Push
RIR Power Electronics, India's first vertically integrated SiC maker: an INR 6.18B Odisha campus, an NSE listing in July 2026, and FY2027 mass production.
Navitas and Magnachip: 3300V SiC licensing
Navitas licenses GeneSiC Gen4/Gen5 (1200V, 2300V and above 3300V) to Magnachip for localisation in Korea, targeting grid, industrial and storage over EVs.
STMicroelectronics Q2 2026: double-digit SiC growth and DC upside
STMicro Q2 2026: revenue $3.49B (+26% YoY) at 34.8% gross margin, double-digit SiC growth expected, and AI data-center targets raised above $1B for 2026.
GaN patent war: Infineon ITC win and Wolfspeed suit
Infineon won a final US ITC ban on Innoscience GaN imports and Wolfspeed sued Navitas: GaN patent fights have become a procurement risk.