Wolfspeed, Inc. (WOLF) Eyes Growth Opportunities with 200mm SiC

Group 1 - Wolfspeed, Inc. has announced the commercial release of its 200mm silicon carbide (SiC) material product, marking a significant milestone in the transition from silicon to SiC technology [1][2] - The new 200mm wafers have improved specifications, including a thickness of 350µm, enhanced doping, and thickness uniformity, which are expected to increase MOSFET yields and reduce time to market [2] - The launch positions Wolfspeed to benefit from the growing demand for SiC in automotive, renewable energy, and industrial applications due to its superior efficiency and performance [3] Group 2 - Wolfspeed manufactures SiC semiconductors that are essential for powering and cooling data centers and servers used in AI applications, providing high energy efficiency and better performance [4] - The company's high-performance SiC chips are utilized in the power supply units of AI servers, which require higher voltage and temperature tolerance [4]