WOLF
Wolfspeed
October 7, 2026 · after-hours
- Rarity
- 1.94
- Peak move
- +27.63%
- Float cap
- $1.1B
Wolfspeed is a semiconductor manufacturer specializing in silicon carbide and gallium nitride wide-bandgap materials and power devices, including MOSFETs, Schottky diodes and power modules. It sells to automotive customers for electric vehicles and fast charging, and to industrial, energy and aerospace markets for AI data-center power supplies, grid modernization, renewable energy and defense applications. The company is headquartered in Durham, North Carolina.
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What we found
6 events · 0 from SEC or newswire · 0 timed with the movedebt_financingWolfspeed received a conditional commitment letter from the U.S. Department of War's Office of Strategic Capital for up to $1.5 billion in 30-year senior secured delayed-draw term financing, with warrants for up to 7.5% of fully diluted equity issued to the DoW as tranches fund, to expand domestic SiC and GaN production.
product_launchWolfspeed announced commercial availability of its Premium 200 mm n-type silicon carbide substrate, which has fewer than 0.01 micropipes per square centimeter (under three per wafer), expanding its 200 mm SiC materials portfolio with orders open and dedicated capacity.
commodity_eventSilicon carbide substrate supply was reported as tight, with customers needing to pay more to increase volumes and add-on orders hard to fill, as 800V EV platforms and AI-server power demand squeezed high-end substrate capacity while 8-inch yield ramp and automotive qualification slowed new supply.
demand_signalSICC (Shandong Tianyue) said monthly SiC substrate orders of 120,000-130,000 wafers exceed its roughly 100,000-wafer capacity, prompting it to drop some industrial-grade Schottky diode orders and flag possible 2027 silicon carbide substrate price increases.
peer_disclosureChinese SiC epitaxy maker Han Tian Tian Cheng disclosed a customer agreed to buy up to $95.8 million of epitaxial wafers for delivery within the year, equal to about 84% of its 2025 revenue.
insider_saleWolfspeed CEO and director Robert A. Feurle reported a disposition of 12,998 shares of common stock at $31.17 per share, leaving him 342,812 shares directly held.