Wolfspeed
Wolfspeed is a challenger in the IDM segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include AIXTRON. Its key customers include onsemi, TSMC, Samsung Electronics.
SiC wafer and device pure-play; restructured through Chapter 11 in 2025.
- Ticker
- NYSE: WOLF
- Headquarters
- United States
- Revenue
- $468M (FY2026) · -38.2% YoY
- Net income
- $-416M
- Operating margin
- -82.8%
- Market position
- challenger
- Value-chain segment
- Integrated Device Manufacturer, Power Semiconductors (incl. SiC, GaN), Silicon Wafers
- Key products
- SiC wafers, SiC MOSFETs
About Wolfspeed
Wolfspeed, headquartered in United States, operates in the Integrated Device Manufacturer and Power Semiconductors (incl. SiC, GaN) and Silicon Wafers segments of the semiconductor & AI supply chain and is positioned as a market challenger there. Its key products include SiC wafers, SiC MOSFETs. wafergraph maps 1 tracked supplier and 10 tracked customers for Wolfspeed across the value chain. It has a supply-chain criticality score of 57/100, with 236 companies downstream of it.
Role in the chain
Wolfspeed is a market challenger in IDM (Integrated Device Manufacturer), headquartered in United States. SiC wafer and device pure-play; restructured through Chapter 11 in 2025.
Diligence questions
- The dataset records 1 tracked supplier for Wolfspeed. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
- 1 of Wolfspeed's tracked suppliers are a monopoly or leader (including AIXTRON). Which of those are actually single-source for the process step you care about?
- The dataset names 10 tracked customers for Wolfspeed. How concentrated is demand among those names, and which of them have a documented second source in this graph?
- Wolfspeed is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
- Wolfspeed trades as NYSE:WOLF. What does the latest reported period say about capacity and backlog versus the graph position above?
- Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.
Key products
- SiC wafers
- SiC MOSFETs
Suppliers
Customers
More IDM companies
Compare with
IBM · Mitsubishi Electric · GlobalWafers · National Silicon Industry Group · Littelfuse · Vicor
Sources
Open the interactive supply-chain view →
Cite as: wafergraph, “Wolfspeed — supply chain, financials & market position”, https://wafergraph.com/company/wolfspeed (data as of 2026-09-05).
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