Wolfspeed — Supply Chain & Business Relationships

Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.

Click a company to open its map · drag to explore · hover a line to read the source quote. Green = supplies · orange dashed = competes · blue = partners · purple = ownership · grey dashed = suspended · how to read this data.

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4 customers1 partner16 competitors1 ownership tie7 source filings

Featured in supply-chain maps: Wide-Bandgap Power (GaN & SiC)

Customers (companies it supplies)

Supplies to → Renesas Major investment

Filed 2025-08-26 · 370 days ago

“In July 2023, the Company entered into the CRD Agreement with a customer, pursuant to which the customer agreed to provide the Company up to $ 2.0 billion in unsecured deposits. … with the potential for an increased variable rate of either 10 % or 15 % in connection with any inability of the Company to satisfy supply targets under a ten-year wafer supply agreement with the same customer. … Unsecured Customer Refundable Deposit Agreement, dated as of July 5, 2023, between Wolfspeed, Inc. and Renesas Electronics America Inc.”
— WOLF 10-K, filed 2025-08-26 EDGAR · View source filing ↗

Supplies to → MACOM

Filed 2026-08-20 · 11 days ago

“a Master Supply Agreement, pursuant to which the Company continued to operate the RTP Fab and supply MACOM with Epi wafers and fabrication services (the "RF Master Supply Agreement") through the date the RTP Fab Transfer is completed (the "RTP Fab Transfer Date") … a Long-Term Epi Supply Agreement (the "Long-Term Epi Supply Agreement"), pursuant to which MACOM will purchase Epi wafers from the Company from the RTP Fab Transfer Date until the fifth anniversary of the RTP Fab Transfer Date”
— WOLF 10-K, filed 2026-08-20 EDGAR · View source filing ↗

Supplies to → Toyota

Filed 2026-02-04 · 208 days ago

“Announced key customer wins with Toyota to enable the onboard charging systems for its BEVs and Hopewind to support its high-performance industrial and renewable energy inverters.”
— WOLF 8-K, filed 2026-02-04 EDGAR · View source filing ↗

Supplies to → Hopewind

Filed 2026-02-04 · 208 days ago

“Announced key customer wins with Toyota to enable the onboard charging systems for its BEVs and Hopewind to support its high-performance industrial and renewable energy inverters.”
— WOLF 8-K, filed 2026-02-04 EDGAR · View source filing ↗

Partners & collaborations

Partners with ↔ Liteon Technology

Filed 2026-08-19 · 12 days ago

“Launched a dedicated data center solutions team, based in Silicon Valley, to capitalize on and supplement growth in our fastest growing end market and a strategic collaboration with LITEON Technology.”
— WOLF 8-K, filed 2026-08-19 EDGAR · View source filing ↗

Competitors

Competes with ↔ onsemi

Last confirmed 2026-08-20 · 11 days ago · corroborated by 2 filings

“Our silicon carbide power devices compete with silicon carbide power semiconductor solutions offered by companies like Infineon Technologies AG, ON Semiconductor Corporation, Rohm Co. Ltd., ST Microelectronics N.V., Robert Bosch GmbH, and Silan Microelectronics Co. Ltd.”
— WOLF 10-K, filed 2026-08-20 EDGAR · View source filing ↗

Competes with ↔ Infineon

Filed 2026-08-20 · 11 days ago

“Our silicon carbide power devices compete with silicon carbide power semiconductor solutions offered by companies like Infineon Technologies AG, ON Semiconductor Corporation, Rohm Co. Ltd., ST Microelectronics N.V., Robert Bosch GmbH, and Silan Microelectronics Co. Ltd.”
— WOLF 10-K, filed 2026-08-20 EDGAR · View source filing ↗

Competes with ↔ ROHM

Filed 2026-08-20 · 11 days ago

“Our silicon carbide power devices compete with silicon carbide power semiconductor solutions offered by companies like Infineon Technologies AG, ON Semiconductor Corporation, Rohm Co. Ltd., ST Microelectronics N.V., Robert Bosch GmbH, and Silan Microelectronics Co. Ltd.”
— WOLF 10-K, filed 2026-08-20 EDGAR · View source filing ↗

Competes with ↔ STMicroelectronics

Filed 2026-08-20 · 11 days ago

“Our silicon carbide power devices compete with silicon carbide power semiconductor solutions offered by companies like Infineon Technologies AG, ON Semiconductor Corporation, Rohm Co. Ltd., ST Microelectronics N.V., Robert Bosch GmbH, and Silan Microelectronics Co. Ltd.”
— WOLF 10-K, filed 2026-08-20 EDGAR · View source filing ↗

Competes with ↔ Bosch

Filed 2026-08-20 · 11 days ago

“Our silicon carbide power devices compete with silicon carbide power semiconductor solutions offered by companies like Infineon Technologies AG, ON Semiconductor Corporation, Rohm Co. Ltd., ST Microelectronics N.V., Robert Bosch GmbH, and Silan Microelectronics Co. Ltd.”
— WOLF 10-K, filed 2026-08-20 EDGAR · View source filing ↗

Competes with ↔ Silan Microelectronics

Filed 2026-08-20 · 11 days ago

“Our silicon carbide power devices compete with silicon carbide power semiconductor solutions offered by companies like Infineon Technologies AG, ON Semiconductor Corporation, Rohm Co. Ltd., ST Microelectronics N.V., Robert Bosch GmbH, and Silan Microelectronics Co. Ltd.”
— WOLF 10-K, filed 2026-08-20 EDGAR · View source filing ↗

Competes with ↔ Sicc

Filed 2026-08-20 · 11 days ago

“As market adoption of the technology grows with rapidly expanding power device designs, we have experienced increased competition from companies such as SICC Co., LTD., and TanKeBlue Semiconductor Co., Ltd in China.”
— WOLF 10-K, filed 2026-08-20 EDGAR · View source filing ↗

Competes with ↔ Tankeblue Semiconductor

Filed 2026-08-20 · 11 days ago

“As market adoption of the technology grows with rapidly expanding power device designs, we have experienced increased competition from companies such as SICC Co., LTD., and TanKeBlue Semiconductor Co., Ltd in China.”
— WOLF 10-K, filed 2026-08-20 EDGAR · View source filing ↗

Competes with ↔ Navitas

Filed 2026-02-27 · 185 days ago

“Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.”
— NVTS 10-K, filed 2026-02-27 EDGAR · View source filing ↗

Competes with ↔ Coherent

Filed 2025-08-26 · 370 days ago

“As market adoption of the technology grows with rapidly expanding power device designs, we have experienced increased competition from companies such as Coherent, Inc., SiCrystal GmbH, IQE plc, and Resonac Holdings Corporation in the United States, Europe and Japan.”
— WOLF 10-K, filed 2025-08-26 EDGAR · View source filing ↗
Not re-confirmed in the filer’s latest annual report (Form 10-K filed 2026-08-20): not mentioned in it.

Competes with ↔ Sicrystal

Filed 2025-08-26 · 370 days ago

“As market adoption of the technology grows with rapidly expanding power device designs, we have experienced increased competition from companies such as Coherent, Inc., SiCrystal GmbH, IQE plc, and Resonac Holdings Corporation in the United States, Europe and Japan.”
— WOLF 10-K, filed 2025-08-26 EDGAR · View source filing ↗
Not re-confirmed in the filer’s latest annual report (Form 10-K filed 2026-08-20): not mentioned in it.

Competes with ↔ IQE

Filed 2025-08-26 · 370 days ago

“As market adoption of the technology grows with rapidly expanding power device designs, we have experienced increased competition from companies such as Coherent, Inc., SiCrystal GmbH, IQE plc, and Resonac Holdings Corporation in the United States, Europe and Japan.”
— WOLF 10-K, filed 2025-08-26 EDGAR · View source filing ↗
Not re-confirmed in the filer’s latest annual report (Form 10-K filed 2026-08-20): not mentioned in it.

Competes with ↔ Resonac

Filed 2025-08-26 · 370 days ago

“As market adoption of the technology grows with rapidly expanding power device designs, we have experienced increased competition from companies such as Coherent, Inc., SiCrystal GmbH, IQE plc, and Resonac Holdings Corporation in the United States, Europe and Japan.”
— WOLF 10-K, filed 2025-08-26 EDGAR · View source filing ↗
Not re-confirmed in the filer’s latest annual report (Form 10-K filed 2026-08-20): not mentioned in it.

Competes with ↔ Epiworld International

Filed 2025-08-26 · 370 days ago

“In China, we have observed increased competition from companies such as SICC Co., Ltd., TanKeBlue Semiconductor Co., Ltd and EpiWorld International Co., Ltd.”
— WOLF 10-K, filed 2025-08-26 EDGAR · View source filing ↗
Not re-confirmed in the filer’s latest annual report (Form 10-K filed 2026-08-20): not mentioned in it.

Competes with ↔ Sanan Optoelectronics

Filed 2025-08-26 · 370 days ago

“Our silicon carbide power devices compete with silicon carbide power semiconductor solutions offered by Infineon Technologies AG, ON Semiconductor Corporation, Rohm Co. Ltd., ST Microelectronics N.V., Bosch, San'an Optoelectronics Co., … Silan Microelectronics Co. Ltd., and SiChain Semiconductor, as well as an increasing number of smaller competitors.”
— WOLF 10-K, filed 2025-08-26 EDGAR · View source filing ↗
Not re-confirmed in the filer’s latest annual report (Form 10-K filed 2026-08-20): not mentioned in it.

Competes with ↔ Sichain Semiconductor

Filed 2025-08-26 · 370 days ago

“Our silicon carbide power devices compete with silicon carbide power semiconductor solutions offered by Infineon Technologies AG, ON Semiconductor Corporation, Rohm Co. Ltd., ST Microelectronics N.V., Bosch, San'an Optoelectronics Co., … Silan Microelectronics Co. Ltd., and SiChain Semiconductor, as well as an increasing number of smaller competitors.”
— WOLF 10-K, filed 2025-08-26 EDGAR · View source filing ↗
Not re-confirmed in the filer’s latest annual report (Form 10-K filed 2026-08-20): not mentioned in it.

Ownership & investments

Held by ← Renesas

Filed 2026-05-05 · 118 days ago

“CFIUS clearance and equity issuance to Renesas completes Chapter 11 procedures. … reclassification of Renesas ownership upon CFIUS clearance”
— WOLF 8-K, filed 2026-05-05 EDGAR · View source filing ↗

Filed activity

Filings by Wolfspeed itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.

2026-08-19Earnings releaseWolfspeed Reports Financial Results for the Fourth Quarter of Fiscal 2026

DURHAM, N.C. August 19, 2026 -- Wolfspeed, Inc. (NYSE: WOLF) today announced its results for the fourth quarter of fiscal 2026. Business Highlights • AI data center revenue more than doubled year-over-year in fiscal 2026 and increased approximately 20% sequentially in the fourth quarter, demonstrating the long-term potential of this moderate but growing opportunity.
Show more from the filing
• Launched fifth-generation SiC MOSFET, representing a significant advancement in the Company's technology roadmap. • 10kV MOSFET named “Top Innovation” at the 2026 Power Conversion and Intelligent Motion conference and announced Memorandum of Understanding with GE Aerospace. • Launched a dedicated data center solutions team, based in Silicon Valley, to capitalize on and supplement growth in our fastest growing end market and a strategic collaboration with LITEON Technology. • Appointed Andy Mattes, experienced public technology company executive, to the Board of Directors. Quarterly Financial Highlights • Consolidated revenue of approximately $150 million, aligned with midpoint of guidance range. • GAAP gross margin of (25)% and Non-GAAP gross margin of (20)%.

— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗

2026-05-05Earnings releaseWolfspeed Reports Financial Results for the Third Quarter of Fiscal 2026

DURHAM, N.C. May 5, 2026 -- Wolfspeed, Inc. (NYSE: WOLF) today announced its results for the third quarter of fiscal 2026. Business Highlights • Continued sequential quarterly growth in AI data center applications of approximately 30%, reflecting a moderate but expanding part of the Company's business with meaningful long-term potential.
Show more from the filing
• Launched first commercially available 10 kV SiC power MOSFET for grid modernization, industrial electrification and AI data center infrastructure. • Introduced next-gen TOLT portfolio to address growing AI data center demand. • Durham facilities now focused on materials production, further increasing earnings potential of the site. • CFIUS clearance and equity issuance to Renesas completes Chapter 11 procedures. Quarterly Financial Highlights • Consolidated revenue of approximately $150 million, aligned with midpoint of guidance range. • GAAP gross margin of (27)% and Non-GAAP gross margin of (21)%. • GAAP net loss of $120 million and adjusted EBITDA of ($62) million. • Operating cash flow of ($84) million.

— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗

2026-02-04Earnings releaseWolfspeed Reports Financial Results for the Second Quarter of Fiscal 2026 AI Datacenter Revenue

up 50% QoQ $200 Million Annualized Operating Expense Reduction Compared to Q2 FY 2025 Capital Expenditures Down by 90% Year over Year Strong Balance Sheet Ending with $1.3 Billion in Cash, Cash Equivalents and Short-term Investments DURHAM, N.C. February 04, 2026 -- Wolfspeed, Inc. (NYSE: WOLF) today announced its results for the second quarter of fiscal 2026. Business Highlights
Show more from the filing
• Received approximately $700 million in Section 48D cash tax refunds and applied $175 million of the proceeds, net of make-whole premiums, toward the retirement of long-term debt. • $1.3 billion of cash, cash equivalents and short term investments as of December 28, 2025. ◦ Working capital improvements (excluding liability management costs) contributing approximately $90 million. • Further reduction of operating costs and capital expenditures ahead of plan resulted in a cumulative reduction of operating expenses of approximately $200 million on an annualized basis, with capital expenditures down 90%, compared to second quarter of fiscal 2025. All capital expenditures were limited to previously committed investments.

— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗

2025-10-29Earnings releaseWolfspeed Reports Financial Results for the First Quarter of Fiscal 2026 Delivered Strong Quarterly Results

While Navigating Emergence from Chapter 11 Focusing the Company on Product Innovation and Technology Leadership in High-Growth Verticals DURHAM, N.C. October 29, 2025 -- Wolfspeed, Inc. (NYSE: WOLF) today announced its results for the first quarter of fiscal 2026. Quarterly Financial Highlights (Continuing operations only. All comparisons are to the first quarter of fiscal 2025.)
Show more from the filing
• Consolidated revenue of approximately $197 million, compared to $195 million ◦ Mohawk Valley Fab contributed $97 million in revenue, compared to $49 million • GAAP gross margin of (39)%, compared to (19)% • Non-GAAP gross margin of (26)%, compared to 3% ◦ GAAP and non-GAAP gross margin includes the impacts of underutilization costs related to the Mohawk Valley Fab and Siler City Fab. Underutilization was $47 million, compared to $26 million. Prior to the attainment of production readiness at the Siler City facility in late fiscal 2025, these costs associated with Siler City were presented in Start-Up Costs.

— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗

2025-08-25Earnings releaseWolfspeed Reports Financial Results for the Fourth Quarter

and Full Fiscal Year 2025 DURHAM, N.C. August 25, 2025 -- Wolfspeed, Inc. (NYSE: WOLF) today announced its results for the fourth quarter of fiscal 2025 and the full fiscal year. Quarterly Financial Highlights (Continuing operations only. All comparisons are to the fourth quarter of fiscal 2024.)
Show more from the filing
• Consolidated revenue of approximately $197 million, compared to $201 million ◦ Mohawk Valley Fab contributed $94.1 million in revenue, compared to $41 million • GAAP gross margin of (13)%, compared to 1% • Non-GAAP gross margin of (1)%, compared to 5% ◦ GAAP and non-GAAP gross margin includes the impacts of underutilization costs primarily in connection with the start of production at the Mohawk Valley Fab. Underutilization was $23.6 million as compared to $24.0 million. • GAAP loss per share of ($4.30), compared to ($1.39) • Non-GAAP loss per share of ($0.77), compared to ($0.89) Full Fiscal Year Financial Highlights (Continuing operations only. All comparisons are to fiscal 2024.) • Consolidated revenue of approximately $758 million, compared to approximately $807 million • GAAP gross margin of (16)%, compared to 10%. • Non-GAAP gross margin of 2%, compared to 13%.

— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗