[SCHEDULE 13G] WOLFSPEED, INC. SEC Filing

Rhea-AI Filing Summary

Wolfspeed (WOLF): Renesas Electronics America Inc. and its parent, Renesas Electronics Corporation, disclosed beneficial ownership of 32,892,174 shares of Wolfspeed common stock, representing 56.0% of the class.

The reported stake reflects 16,852,372 shares of common stock plus shares issuable upon conversion of the Issuer’s 2.5% Convertible Second Lien Senior Secured Notes due 2031 (11,096,247 shares) and upon exercise of a warrant (4,943,555 shares), collectively described as the REA Reserve Shares. The percentage is based on 25,855,390 shares outstanding as of October 14, 2025, plus the REA Reserve Shares.

Renesas reports no sole or shared voting power and shared dispositive power over 32,892,174 shares. Under the Issuer’s Joint Prepackaged Chapter 11 Plan of Reorganization, Wolfspeed holds the REA Reserve Shares in reserve for REA; until certain regulatory approvals are received, REA may direct sales of these shares and receive the cash proceeds, while not exercising voting power over them.

Insights

Equity Ownership & Governance Analyst

Renesas reports a majority beneficial stake without voting power.

Renesas discloses beneficial ownership of 56.0% of Wolfspeed, totaling 32,892,174 shares. The stake includes outstanding shares plus amounts issuable from 2.5% Convertible Second Lien Senior Secured Notes due 2031 and a warrant. The percentage is calculated from 25,855,390 shares outstanding as of October 14, 2025, plus the issuable amounts.

The filing lists zero voting power and shared dispositive power over 32,892,174 shares. Per the plan of reorganization, the issuer holds the REA Reserve Shares in reserve; until certain regulatory approvals are received, REA can direct sales and receive proceeds but cannot vote these shares.

This indicates potential future changes in ownership dynamics depend on conversions, warrant exercises, and regulatory approvals. Subsequent disclosures may clarify timing and any adjustments to voting or dispositive power.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Wolfspeed, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

97785W106

(CUSIP Number)

09/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 97785W106

1

Names of Reporting Persons

Renesas Electronics America Inc.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

CALIFORNIA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 32,892,174.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

32,892,174.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

56.0 %

12

Type of Reporting Person (See Instructions)

CO

SCHEDULE 13G

CUSIP No. 97785W106

1

Names of Reporting Persons

Renesas Electronics Corporation

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

JAPAN

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 32,892,174.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

32,892,174.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

56.0 %

12

Type of Reporting Person (See Instructions)

CO

Comment for Type of Reporting Person: Item 9 is based on (i) 16,852,372 shares of Common Stock, (ii) 11,096,247 shares of Common Stock issuable upon the conversion of the Issuer's 2.5% Convertible Second Lien Senior Secured Notes due 2031 (the "Convertible Notes") held by Renesas Electronics America Inc. ("REA"), and (iii) 4,943,555 shares of Common Stock issuable upon the exercise of the warrant (the "Warrant") to purchase Common Stock of the Issuer beneficially owned by REA (such shares of Common Stock, collectively, the "REA Reserve Shares"). Item 11 is based on 25,855,390 shares of Common Stock outstanding as of October 14, 2025, as reported on the Issuer's Definitive Proxy Statement on Schedule 14A filed on October 23, 2025, plus the REA Reserve Shares.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Wolfspeed, Inc.
(b)	Address of issuer's principal executive offices: 4600 Silicon Drive, Durham, NC, 27703
Item 2.
(a)	Name of person filing: Renesas Electronics America Inc.
(b)	Address or principal business office or, if none, residence: 6024 Silver Creek Valley Road, San Jose, CA 95138
(c)	Citizenship: CA
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 97785W106
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 32,892,174 Pursuant to the Issuer's Joint Prepackaged Chapter 11 Plan of Reorganization, the Issuer holds the REA Reserve Shares in reserve for REA. Until certain regulatory approvals are received, REA may direct the Issuer to make sales of the REA Reserve Shares and to remit the cash proceeds from such sales directly to REA, but REA may not exercise voting power over such REA Reserve Shares. Renesas Electronics Corporation, as the sole shareholder of REA, may be deemed to have dispositive power over the shares of Common Stock, Convertible Notes and Warrants beneficially owned by REA and, accordingly, may be deemed to beneficially own the reported securities.
(b)	Percent of class: 56.0%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 32,892,174
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.	Certifications:
	Not Applicable

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Renesas Electronics America Inc.

Signature:	/s/ Takahiro Homma
Name/Title:	Takahiro Homma - Authorized Signatory
Date:	11/07/2025

Renesas Electronics Corporation

Signature:	/s/ Takahiro Homma
Name/Title:	Takahiro Homma - General Counsel
Date:	11/07/2025

Comments accompanying signature: Exhibit 99.1 JOINT FILING STATEMENT

FAQ

What stake in Wolfspeed (WOLF) did Renesas report?

Renesas reported beneficial ownership of 32,892,174 shares, representing 56.0% of Wolfspeed’s common stock.

How was the 56.0% ownership in WOLF calculated?

It is based on 25,855,390 shares outstanding as of October 14, 2025, plus shares issuable from the Convertible Notes (11,096,247) and a warrant (4,943,555), together with 16,852,372 common shares.

Does Renesas have voting power over its Wolfspeed shares?

The filing states no sole or shared voting power; the issuer holds the REA Reserve Shares in reserve pending certain regulatory approvals.

What dispositive power does Renesas report over WOLF shares?

Renesas reports shared dispositive power over 32,892,174 shares of Wolfspeed common stock.

What are the REA Reserve Shares mentioned for Wolfspeed?

They comprise 16,852,372 common shares, 11,096,247 shares issuable upon conversion of 2.5% Convertible Notes due 2031, and 4,943,555 shares issuable upon exercise of a warrant.

What is the date of the event requiring this ownership filing?

The date of event is September 30, 2025.