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

  1. 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?
  2. 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?
  3. 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?
  4. 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?
  5. Wolfspeed trades as NYSE:WOLF. What does the latest reported period say about capacity and backlog versus the graph position above?
  6. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Wolfspeed

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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