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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5 customers16 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 · 360 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 → Toyota

Filed 2026-02-04 · 198 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 · 198 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 → Creeled

Last confirmed 2025-10-29 · 296 days ago · corroborated by 3 filings

“In connection with the completed sale of the LED Products business unit to SMART Global Holdings, Inc., and its wholly owned subsidiary, the Company entered into a Wafer Supply and Fabrication Services Agreement (the Wafer Supply Agreement), pursuant to which the Company supplies CreeLED, Inc. with certain silicon carbide materials and fabrication services for up to four years.”
— WOLF 8-K, filed 2025-10-29 EDGAR · View source filing ↗

Supplies to → MACOM

Filed 2025-08-26 · 360 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") … a Long-Term Epi Supply Agreement (the "Long-Term Epi Supply Agreement"), pursuant to which MACOM will purchase Epi wafers from the Company”
— WOLF 10-K, filed 2025-08-26 EDGAR · View source filing ↗

Competitors

Competes with ↔ Navitas

Filed 2026-02-27 · 175 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 ↔ onsemi

Last confirmed 2026-02-09 · 193 days ago · corroborated by 2 filings

“PSG’s primary competitors include: Infineon Technologies AG ("Infineon"), STMicroelectronics N.V. ("STMicroelectronics"), Wolfspeed Inc., ROHM Semiconductor and Nexperia BV.”
— ON 10-K, filed 2026-02-09 EDGAR · View source filing ↗

Competes with ↔ Coherent

Filed 2025-08-26 · 360 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 ↗

Competes with ↔ Sicrystal

Filed 2025-08-26 · 360 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 ↗

Competes with ↔ IQE

Filed 2025-08-26 · 360 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 ↗

Competes with ↔ Resonac

Filed 2025-08-26 · 360 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 ↗

Competes with ↔ Sicc

Filed 2025-08-26 · 360 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 ↗

Competes with ↔ Tankeblue Semiconductor

Filed 2025-08-26 · 360 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 ↗

Competes with ↔ Epiworld International

Filed 2025-08-26 · 360 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 ↗

Competes with ↔ Infineon

Filed 2025-08-26 · 360 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 ↗

Competes with ↔ ROHM

Filed 2025-08-26 · 360 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 ↗

Competes with ↔ STMicroelectronics

Filed 2025-08-26 · 360 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 ↗

Competes with ↔ Bosch

Filed 2025-08-26 · 360 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 ↗

Competes with ↔ Sanan Optoelectronics

Filed 2025-08-26 · 360 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 ↗

Competes with ↔ Silan Microelectronics

Filed 2025-08-26 · 360 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 ↗

Competes with ↔ Sichain Semiconductor

Filed 2025-08-26 · 360 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 ↗

Ownership & investments

Held by ← Renesas

Filed 2026-05-05 · 108 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.

2026-05-05Earnings 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 ↗