Wolfspeed, Inc.
WOLFWolfspeed, Inc. (WOLF) is a leading provider of silicon carbide (SiC) and gallium nitride (GaN) power and radio frequency (RF) solutions. The company focuses on developing advanced semiconductor technology used in electric vehicles, renewable energy, 5G infrastructure, and aerospace applications. Wolfspeed's innovations aim to improve energy efficiency and support the transition to more sustainable and high-performance electronic systems.
Company News
Wolfspeed has emerged from Chapter 11 bankruptcy with reduced debt but faces significant challenges. The company's SiC and GaN chip business has underperformed due to EV market slowdown and increased Chinese competition. While potential AI data center demand could be a catalyst, current fundamentals show deteriorating margins (negative 26% vs. po...
A Motley Fool analyst recommends three underperforming stocks poised for recovery: Chewy, a pet e-commerce company with steady recurring revenue; Wolfspeed, a silicon carbide specialist that recently restructured its debt and is positioned to capitalize on the growing EV and data center markets; and Dutch Bros, a coffee chain with expansion plans...
Both Wolfspeed and Plug Power are speculative turnaround stories with negative gross margins. Wolfspeed emerged from bankruptcy with an improved balance sheet and aims to fix manufacturing yield issues in silicon carbide chips. Plug Power is working toward gross margin breakeven by mid-2026 through hydrogen production scaling and restructuring. T...
An investment of $10,000 in Wolfspeed in late 2022 would now be worth only $2,071, representing a 79.3% loss. The company underwent a Chapter 11 bankruptcy restructuring in 2025 and faced challenges in the electric vehicle semiconductor market.
Navitas Semiconductor, a chipmaker specializing in gallium nitride and silicon carbide power chips, faces near-term cyclical challenges but has potential long-term growth through its Nvidia data center partnership and expanding markets in EVs and renewable energy.
