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Wolfspeed Inc Stock Price, News & Analysis

WOLF NYSE

Welcome to our dedicated page for Wolfspeed news (Ticker: WOLF), a resource for investors and traders seeking the latest updates and insights on Wolfspeed stock.

Wolfspeed, Inc. (WOLF) generates frequent news as a semiconductor company focused on silicon carbide and gallium nitride materials and devices. Its announcements cover technology milestones, product introductions, customer collaborations, financial developments and corporate governance changes that are relevant to investors and industry observers.

Recent press releases describe Wolfspeed’s work on wide bandgap semiconductors for power and RF applications, including transportation, power supplies, inverters and wireless systems. The company has reported a technology breakthrough in producing a single crystal 300 mm silicon carbide wafer, which it presents as an important step for AI infrastructure, AR/VR platforms and advanced power devices. News items also highlight Wolfspeed’s 200 mm silicon carbide manufacturing footprint and its efforts to build a vertically integrated, U.S.-based supply chain for silicon carbide materials and power devices.

Wolfspeed’s news flow also includes product-focused updates, such as new 1200 V silicon carbide six-pack power modules for high-power inverters and a 2.3 kV LM Pack Module for wind power converters. The company has announced that its silicon carbide components will be used in onboard charger systems for battery electric vehicles from major automotive manufacturers and in wind power converters from renewable energy technology providers.

In addition, Wolfspeed issues news about its financial and capital structure, including cash tax refunds related to the Advanced Manufacturing Investment Credit, its emergence from Chapter 11 reorganization, and changes to its board and executive leadership. Readers of WOLF news can track how Wolfspeed communicates its strategy in markets such as AI data centers, electric vehicles, industrial and energy systems, aerospace and defense and renewable energy. This news page aggregates those updates so that users can review company announcements and related coverage in one place.

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Wolfspeed (NYSE: WOLF) is expanding its use of Snowflake’s AI Data Cloud to unify factory, supply chain, and enterprise data and deploy AI across manufacturing, quality, supply chain, finance, and analytics.

The company rolled out WolfGPT and dozens of specialized AI agents to boost predictive maintenance, decision speed, workforce training, and overall operational efficiency as it scales production.

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Wolfspeed (NYSE: WOLF) reported Q2 fiscal 2026 results for the Successor period ended December 28, 2025. Key items: $168M consolidated revenue, $1.3B cash and equivalents, $700M Section 48D tax refunds, GAAP net loss $151M, adjusted EBITDA ($82M), AI datacenter revenue +50% QoQ, CapEx down 90% YoY, and operating expense reductions annualized at $200M.

The company emerged from Chapter 11 on Sept 29, 2025, adopted fresh-start accounting, and expects Q3 fiscal 2026 revenue of $140M–$160M with gross margin remaining negative.

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Wolfspeed (NYSE: WOLF) announced CFIUS clearance for its equity issuance to Renesas, completing a key element of its court-approved Chapter 11 restructuring. Renesas will receive 16,852,372 shares and a board seat; Wolfspeed will release the final 2% equity recovery (871,287 shares) to pre-petition shareholders.

Following these issuances and prior note conversions, total common shares outstanding will be approximately 45.1 million, excluding future potential issuances under convertible notes, warrants, and incentive plans.

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Wolfspeed (NYSE: WOLF) introduced its new TOLT (TO-Leaded, Top-Side Cooled) package portfolio on January 29, 2026, designed to enable higher power density and improved thermal performance for AI and hyperscale datacenter power supplies.

TOLT uses Wolfspeed Gen 4 MOSFET technology, top-side heat release, and U.S.-based silicon carbide wafer production to support scalable, resilient supply for mission-critical datacenter power systems. 650 V TOLT products are available in multiple RDS(ON) options; a third top-side cooled portfolio is expected in H2 2026.

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Wolfspeed (NYSE: WOLF) will host its fiscal second quarter earnings conference call and audio webcast on Wednesday, February 4, 2026 at 5:00 PM ET. The call will be led by CEO Robert Feurle and CFO Gregor van Issum. A live webcast of the earnings call and the earnings release will be available via the company’s Investor Relations website at https://investor.wolfspeed.com.

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Wolfspeed (NYSE: WOLF) announced the successful production of a single crystal 300mm (12-inch) silicon carbide (SiC) wafer on January 13, 2026, marking a major technology milestone. Backed by a portfolio of more than 2,300 issued and pending patents, Wolfspeed says the 300mm platform enables wafer-scale integration across power, optical, photonic, thermal, and RF domains and aims to support AI infrastructure, AR/VR systems, and advanced power devices while strengthening domestic semiconductor supply chain resilience.

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Wolfspeed (NYSE: WOLF) announced that its silicon carbide MOSFETs will power onboard charger systems for Toyota battery electric vehicles, underscoring adoption of silicon carbide for high-voltage automotive power systems.

The company highlighted its U.S.-based supply chain and domestic manufacturing as supporting Toyota's quality and reliability requirements and said silicon carbide enables higher efficiency, shorter charging times, and reduced energy loss across the vehicle lifespan.

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Wolfspeed (NYSE: WOLF) received $698.6 million in cash tax refunds from the IRS under the Advanced Manufacturing Investment Credit (Section 48D), marking a major step toward monetizing an approximately $1 billion accrued refund balance. In fiscal 2025 the company previously received $186.5 million related to fiscal 2023 and 2024 filings.

Following receipt of the funds, Wolfspeed's cash balance is approximately $1.5 billion. Per its agreement with senior secured lenders, the company plans to allocate $192.2 million of the refund to retire roughly $175 million of outstanding debt, with remaining proceeds for general corporate purposes as it advances the ramp of its 200mm silicon carbide manufacturing footprint and growth into AI data centers, aerospace and defense, industrial and energy, and EV markets.

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Wolfspeed (NYSE:WOLF) launched 1200V silicon carbide six-pack power modules on November 17, 2025, targeting high-power e-mobility and industrial inverters.

The modules pair Gen 4 SiC MOSFETs with advanced packaging to deliver 3X power cycling capability versus best-in-class competitors, 15% higher inverter current capability in an industry-standard footprint, and a 22% RDS(ON) improvement at 125°C versus the prior generation. Wolfspeed also reports ~60% lower turn-on energy (EON), 30% lower switching losses from a soft-body diode, and 50% lower VDS overshoot during reverse recovery.

Samples are available now with full distributor availability expected in early 2026. The company positions the modules as drop-in IGBT replacements to improve reliability, efficiency, and total cost of ownership for heavy-duty, construction, and agricultural e-mobility platforms.

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FAQ

What is the current stock price of Wolfspeed (WOLF)?

The current stock price of Wolfspeed (WOLF) is $43.08 as of May 6, 2026.

What is the market cap of Wolfspeed (WOLF)?

The market cap of Wolfspeed (WOLF) is approximately 1.8B.