What Wolfspeed makes for data centers
public · HQ Durham, United States · wolfspeed.com
Ownership: post-Chapter 11 relisting Sept 2025; Renesas among creditors receiving equity
Wolfspeed makes silicon carbide power semiconductors — SiC MOSFETs, Schottky diodes and power modules — used in high-efficiency power conversion including 800 V DC data-center architectures. It completed a Chapter 11 restructuring that cut its debt by about 70% and relisted on the NYSE in September 2025.
Listing
US exchanges (NYSE/Nasdaq): WOLF· 22.93 USD +2.60% · mkt cap 1.2B USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
4 parts across 2 layers
No disclosed data-center revenue share on file.
Parts, by layer
Layer 4 — Servers, racks & integration
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| GaN and SiC | manufacturer | inferred | Coherent, Infineon, Navitas, EPC | post-Ch.11 relisting; verify |
| GaN and SiC inside | manufacturer | inferred | Infineon, Navitas, onsemi, EPC |
Layer 7 — Electrical: power distribution (grid to rack)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| 800 V DC architecture & solid-state transformers | manufacturer | inferred | Schneider Electric, ABB, Coherent, Delta Electronics, Eaton, Flex | |
| IGBT and SiC modules | manufacturer | disclosed | Fuji Electric, Infineon, Mitsubishi Electric, onsemi, Semikron Danfoss |
Where Wolfspeed sits in the stack
Wolfspeed's placements in this catalog cover 4 parts, from layer 4 (servers, racks & integration) to layer 7 (electrical: power distribution (grid to rack)). None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- GaN and SiC — Gallium-nitride and silicon-carbide power semiconductors used inside VRMs and power stages to switch at higher frequency and efficiency than silicon at the currents modern GPU boards need.
- GaN and SiC inside — Wide-bandgap gallium-nitride and silicon-carbide power devices used inside the power shelf's AC-DC and DC-DC conversion stages for higher efficiency and power density than silicon.
- IGBT and SiC modules — Silicon and silicon-carbide power semiconductor modules that perform the AC-DC-AC conversion inside a UPS.
- 800 V DC architecture & solid-state transformers — An emerging DC power distribution architecture, using 800 V DC in place of the AC busbar and power-shelf approach current racks use, paired with solid-state transformers (SSTs) that could replace multiple stages of conventional AC transformation.
Closest peers in this catalog
Seen in real machines
Wolfspeed is named in 1 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine.
- Nvidia GB300 NVL72 · rack teardown
- PSU power semis (GaN/SiC)
Disclosed customers
Latest feed
- Infineon, Wolfspeed pivot to 8-inch SiC to cut costs and meet rising AI power demand — DigiTimes, 2026-10-21Infineon and Wolfspeed signed a multi-year deal to transition their SiC wafer supply from 6-inch to 8-inch substrates to support growing power needs in EVs, renewables, and AI data centers.
- Infineon extends Wolfspeed wafer deal to 8-inch silicon carbide — DigiTimes, 2026-10-19Infineon has extended its silicon carbide wafer supply agreement with Wolfspeed to cover 8-inch wafers.
- Wolfspeed signs agreement with Infineon for supply off 200mm silicon carbide substrates — Data Center Dynamics, 2026-10-16Wolfspeed has entered into a multi-year agreement with Infineon to support the latter's shift to 200mm silicon carbide substrates for manufacturing.
- Department of War dishes out $1.5 billion loan commitment to boost semiconductor supply chain — Tom's Hardware, 2026-10-08The Department of Defense has committed $1.5 billion in loans to strengthen the domestic semiconductor supply chain.
- Wolfspeed secures conditional US$1.5B US defense loan for SiC, GaN expansion — DigiTimes, 2026-10-08Wolfspeed has secured a conditional $1.5 billion US defense loan to expand production of Silicon Carbide (SiC) and Gallium Nitride (GaN) semiconductors.
Questions about Wolfspeed
- What does Wolfspeed make for AI data centers?
- This catalog places Wolfspeed on 4 parts: 800 V DC architecture & solid-state transformers (manufacturer), GaN and SiC (manufacturer), GaN and SiC inside (manufacturer) and IGBT and SiC modules (manufacturer).
- Is Wolfspeed publicly traded?
- Yes — Wolfspeed is listed on US exchanges (NYSE/Nasdaq) under WOLF. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is Wolfspeed based?
- Durham, United States, per the company record in this catalog.
- Who else makes 800 v DC architecture & solid-state transformers for AI data centers?
- Schneider Electric, ABB, Coherent, Delta Electronics, Eaton and Flex are also placed on 800 V DC architecture & solid-state transformers in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Wolfspeed the mix is 1 disclosed and 3 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.
Verification: enriched, last verified 2026-08-27. Sources: www.wolfspeed.com.· Markdown · JSON