Wolfspeed — 供應鏈與商業關係
下方的每一段關係都源自公開公司申報文件中的逐字引用，點名了交易對手，並附有一鍵連結至原始文件。
點擊公司開啟其地圖 · 拖曳探索 · 游標懸停連線可閱讀來源引文。綠＝供應 · 橘虛線＝競爭 · 藍＝合作 · 紫＝持股 · 灰虛線＝暫停 · 如何閱讀這些資料。
4 家客戶1 家合作夥伴16 家競爭對手1 條持股關係7 份來源申報文件
收錄於供應鏈主題地圖：寬能隙功率元件（GaN 與 SiC）
客戶（其供應的公司）
申報於 2025-08-26 · 370 天前
“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，申報於 2025-08-26 EDGAR · 查看原始申報文件 ↗Renesas 同意向 Wolfspeed 提供最高 20 億美元的無擔保可退還存款，與一份十年晶圓供應協議相關。（以原文為準）
供應給 →
MACOM
申報於 2026-08-20 · 11 天前
“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，申報於 2026-08-20 EDGAR · 查看原始申報文件 ↗
供應給 →
Toyota
申報於 2026-02-04 · 208 天前
“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，申報於 2026-02-04 EDGAR · 查看原始申報文件 ↗Wolfspeed 宣布取得 Toyota 等關鍵客戶，為其 BEV 提供車載充電系統。（以原文為準）
供應給 →
Hopewind
申報於 2026-02-04 · 208 天前
“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，申報於 2026-02-04 EDGAR · 查看原始申報文件 ↗Wolfspeed 宣布取得 Toyota 與 Hopewind 等重要客戶訂單，分別用於 BEV 車載充電系統及高效能工業與再生能源逆變器。（以原文為準）
合作夥伴與協作
合作夥伴 ↔
Liteon Technology
申報於 2026-08-19 · 12 天前
“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，申報於 2026-08-19 EDGAR · 查看原始申報文件 ↗
競爭對手
相互競爭 ↔
onsemi
最近確認於 2026-08-20 · 11 天前 · 經 2 份申報文件佐證
“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，申報於 2026-08-20 EDGAR · 查看原始申報文件 ↗
相互競爭 ↔
Infineon
申報於 2026-08-20 · 11 天前
“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，申報於 2026-08-20 EDGAR · 查看原始申報文件 ↗
相互競爭 ↔
ROHM
申報於 2026-08-20 · 11 天前
“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，申報於 2026-08-20 EDGAR · 查看原始申報文件 ↗
相互競爭 ↔
STMicroelectronics
申報於 2026-08-20 · 11 天前
“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，申報於 2026-08-20 EDGAR · 查看原始申報文件 ↗
相互競爭 ↔
Bosch
申報於 2026-08-20 · 11 天前
“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，申報於 2026-08-20 EDGAR · 查看原始申報文件 ↗
相互競爭 ↔
Silan Microelectronics
申報於 2026-08-20 · 11 天前
“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，申報於 2026-08-20 EDGAR · 查看原始申報文件 ↗
相互競爭 ↔
Sicc
申報於 2026-08-20 · 11 天前
“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，申報於 2026-08-20 EDGAR · 查看原始申報文件 ↗
相互競爭 ↔
Tankeblue Semiconductor
申報於 2026-08-20 · 11 天前
“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，申報於 2026-08-20 EDGAR · 查看原始申報文件 ↗
相互競爭 ↔
Navitas
申報於 2026-02-27 · 185 天前
“Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.”— NVTS 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗Wolfspeed, Inc. 是 Navitas 在 SiC 領域的主要競爭對手之一。（以原文為準）
相互競爭 ↔
Coherent
申報於 2025-08-26 · 370 天前
“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，申報於 2025-08-26 EDGAR · 查看原始申報文件 ↗未在申報方最新年報（2026-08-20 申報之 Form 10-K）中再次確認：該年報未再提及Coherent 是 Wolfspeed 在美國、歐洲和日本市場的競爭者之一。（以原文為準）
相互競爭 ↔
Sicrystal
申報於 2025-08-26 · 370 天前
“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，申報於 2025-08-26 EDGAR · 查看原始申報文件 ↗未在申報方最新年報（2026-08-20 申報之 Form 10-K）中再次確認：該年報未再提及Wolfspeed 在功率元件市場面臨來自 SiCrystal GmbH 的競爭。（以原文為準）
相互競爭 ↔
IQE
申報於 2025-08-26 · 370 天前
“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，申報於 2025-08-26 EDGAR · 查看原始申報文件 ↗未在申報方最新年報（2026-08-20 申報之 Form 10-K）中再次確認：該年報未再提及Wolfspeed 將 IQE 列為在美國、歐洲及日本市場的競爭對手之一。（以原文為準）
相互競爭 ↔
Resonac
申報於 2025-08-26 · 370 天前
“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，申報於 2025-08-26 EDGAR · 查看原始申報文件 ↗未在申報方最新年報（2026-08-20 申報之 Form 10-K）中再次確認：該年報未再提及Wolfspeed 面臨來自 Resonac 等公司在美國、歐洲和日本的競爭。（以原文為準）
相互競爭 ↔
Epiworld International
申報於 2025-08-26 · 370 天前
“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，申報於 2025-08-26 EDGAR · 查看原始申報文件 ↗未在申報方最新年報（2026-08-20 申報之 Form 10-K）中再次確認：該年報未再提及Epiworld International 是 Wolfspeed 在中國市場的競爭對手之一。（以原文為準）
相互競爭 ↔
Sanan Optoelectronics
申報於 2025-08-26 · 370 天前
“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，申報於 2025-08-26 EDGAR · 查看原始申報文件 ↗未在申報方最新年報（2026-08-20 申報之 Form 10-K）中再次確認：該年報未再提及Sanan Optoelectronics 是 Wolfspeed 在碳化矽功率元件市場的競爭者之一。（以原文為準）
相互競爭 ↔
Sichain Semiconductor
申報於 2025-08-26 · 370 天前
“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，申報於 2025-08-26 EDGAR · 查看原始申報文件 ↗未在申報方最新年報（2026-08-20 申報之 Form 10-K）中再次確認：該年報未再提及Wolfspeed 的碳化矽功率元件與 SiChain Semiconductor 等公司的產品競爭。（以原文為準）
所有權與投資
獲其持股 ←
Renesas
申報於 2026-05-05 · 118 天前
“CFIUS clearance and equity issuance to Renesas completes Chapter 11 procedures. … reclassification of Renesas ownership upon CFIUS clearance”— WOLF 8-K，申報於 2026-05-05 EDGAR · 查看原始申報文件 ↗Wolfspeed 完成 CFIUS 審查並向 Renesas 發行股權。（以原文為準）
公司公告
Wolfspeed 自身的申報／公告，取自本站檔案：美國 SEC 財報申報（8-K Item 2.02 與 6-K 業績報告）自 2025-07-22 起，另含涵蓋範圍內的台灣證券交易所重大訊息。並非完整申報歷史；主旨一律以原文原樣呈現。
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.（申報原文節錄，以原文為準）顯示更多原文
• 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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
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.（申報原文節錄，以原文為準）顯示更多原文
• 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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2026-02-04財報發布Wolfspeed 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（申報原文節錄，以原文為準）顯示更多原文
• 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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2025-10-29財報發布Wolfspeed 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.)（申報原文節錄，以原文為準）顯示更多原文
• 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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
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.)（申報原文節錄，以原文為準）顯示更多原文
• 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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗