Trending now
Tariffs Labor Costs Platform Consolidation AI Workforce Automation Data Center Load Interest Rates AI Capex IRA Incentives FDA Approval Pathway Autonomous Systems

Companies · WOLF

WOLF Reported this cycle

Wolfspeed

Durham, NC Founded 1987 Semiconductors

AI-generated · informational only · not investment advice · verify before relying.

Revenue

$757.6M

WOLF 10-K · FY 2025

Employees

2,371

Revenue (prior FY)

$807.2M

Founded

1987

Profile

WOLF 10-K Item 1 · Aug 20, 2026

Wolfspeed is a vertically integrated U.S. manufacturer of silicon carbide (SiC) semiconductors, producing both SiC materials (substrates and epitaxial wafers) and SiC power devices (MOSFETs, Schottky diodes, and power modules). The company targets automotive electrification, EV charging, AI data centers, grid modernization, renewable energy, and aerospace and defense. Wolfspeed emerged from a prepackaged Chapter 11 bankruptcy in September 2025 and adopted fresh start accounting as of that date.

Read filing description ↓

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide materials and devices for power applications. Our product families include silicon carbide materials and power devices. Our products are targeted for various applications in the Automotive domain, including electric vehicles and fast charging, as well as existing and emerging applications in the Industrial & Energy domain such as AI data centers, grid modernization and renewable energy and storage as well as aerospace and defense. The majority of our products are manufactured at our production facilities located in North Carolina, New York and Arkansas. We also use contract manufacturers, some of which include captive lines, for certain products and aspects of product fabrication, assembly and packaging. We operate research and development facilities in North Carolina, Arkansas and New York. Wolfspeed completed the transition of device production from 150mm to 200mm during fiscal 2025, closed its 150mm Durham facility, and now produces all power devices at its 200mm Mohawk Valley Fab in Marcy, New York. The company believes it is uniquely positioned as a vertically integrated supplier of U.S.-made silicon carbide products in the global semiconductor industry, with four key strategic priorities: advancing technology leadership, diversifying revenue and customer base, driving operational excellence, and demonstrating strict financial discipline.

Primary products

  • Silicon carbide bare wafers
  • Silicon carbide epitaxial wafers
  • GaN epitaxial layers on silicon carbide wafers
  • Silicon carbide Schottky diodes
  • Silicon carbide MOSFETs
  • Power modules

End markets

Automotive Electric vehicles Fast charging Industrial & Energy AI data centers Grid modernization Renewable energy and storage Aerospace and defense

Geographies

North America Asia Europe

Named competitors

SICC Co., LTD. TanKeBlue Semiconductor Co., Ltd Infineon Technologies AG ON Semiconductor Corporation Rohm Co. Ltd. ST Microelectronics N.V. Robert Bosch GmbH Silan Microelectronics Co. Ltd.
“We believe we are uniquely positioned as a vertically integrated supplier of U.S.-made silicon carbide products in the global semiconductor industry.” Competitive position, as stated in the filing

Revenue commentary · FY 2025

The filing presents results across non-comparable Successor (September 30, 2025 to June 28, 2026) and Predecessor (June 30, 2025 to September 29, 2025) periods due to fresh start accounting adopted on emergence from Chapter 11; full consolidated income statement figures were not included in the provided text.

The rest of WOLF is for subscribers

Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.

SeventhBiz analysis 6 signals 9 diligence answers SWOT