Wolfspeed — 供應鏈與商業關係

“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 · 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）

“pursuant to which we supplied CreeLED with certain silicon carbide materials and fabrication services for up to four years.”

— WOLF 10-K，申報於 2025-08-26 · 查看原始申報文件 ↗

Wolfspeed 曾供應 CreeLED 碳化矽材料與代工服務，為期最長四年。（以原文為準）

“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，申報於 2025-08-26 · 查看原始申報文件 ↗

Wolfspeed 根據主供應協議為 MACOM 營運 RTP 晶圓廠並供應 Epi 晶圓及代工服務，另根據長期 Epi 供應協議向 MACOM 銷售 Epi 晶圓。（以原文為準）

“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 · 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）

“PSG’s primary competitors include: Infineon Technologies AG ("Infineon"), STMicroelectronics N.V. ("STMicroelectronics"), Wolfspeed Inc., ROHM Semiconductor and Nexperia BV.”

— ON 10-K，申報於 2026-02-09 · 查看原始申報文件 ↗

onsemi 的 PSG 部門將 Wolfspeed 列為主要競爭對手之一。（以原文為準）

“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 · 查看原始申報文件 ↗

Coherent 是 Wolfspeed 在美國、歐洲和日本市場的競爭者之一。（以原文為準）

“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 · 查看原始申報文件 ↗

Wolfspeed 在功率元件市場面臨來自 SiCrystal GmbH 的競爭。（以原文為準）

“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 · 查看原始申報文件 ↗

Wolfspeed 面臨來自 Iqe 等公司的競爭。（以原文為準）

“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 · 查看原始申報文件 ↗

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）

“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 · 查看原始申報文件 ↗

Wolfspeed 在中國觀察到來自 Sicc 等公司的競爭加劇。（以原文為準）

“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 · 查看原始申報文件 ↗

Wolfspeed 在中國面臨來自 Tankeblue Semiconductor 等公司的競爭加劇。（以原文為準）

“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 · 查看原始申報文件 ↗

Epiworld International 是 Wolfspeed 在中國市場的競爭對手之一。（以原文為準）

“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 · 查看原始申報文件 ↗

Infineon 是 Wolfspeed 在碳化矽功率半導體領域的競爭者之一。（以原文為準）

“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 · 查看原始申報文件 ↗

Wolfspeed 的碳化矽功率元件與 ROHM 等公司提供的碳化矽功率半導體解決方案競爭。（以原文為準）

“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 · 查看原始申報文件 ↗

STMicroelectronics 與 Wolfspeed 在碳化矽功率半導體解決方案上相互競爭。（以原文為準）

“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 · 查看原始申報文件 ↗

Wolfspeed 的碳化矽功率元件與 Bosch 的碳化矽功率半導體解決方案競爭。（以原文為準）

“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 · 查看原始申報文件 ↗

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）

“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 · 查看原始申報文件 ↗

Wolfspeed 的碳化矽功率元件與 Silan Microelectronics 等公司的解決方案競爭。（以原文為準）

“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 · 查看原始申報文件 ↗

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）