Wolfspeed
Headquarters: Durham, North Carolina, USA · Power ElectronicsFit score 78/100
What they do
Wolfspeed is the US leader in silicon carbide (SiC) power semiconductors for EV traction inverters and charging, operating the Mohawk Valley Fab in New York and the John Palmour SiC materials center in Siler City, North Carolina.
Expansion / growth signal observed
Wolfspeed emerged from a prepackaged Chapter 11 restructuring on September 29, 2025 with its US 200mm SiC expansion substantially built — Siler City materials capacity feeding the Mohawk Valley device fab — and $1.3 billion of cash, cash equivalents and short-term investments reported at the end of Q2 FY2026.
Signal type: Restructuring completed — US SiC capacity retained, risk-flagged · Signal date: 2025-09-29
Fit score — how 78/100 is built
Scoring rationale: Signal strength 16/25 — deliberately discounted: emergence stabilizes the company, but the restructuring itself is a risk flag any honest tracker must carry. North America 22/25: fully US-anchored SiC chain (NC materials + NY devices). Scale 21/25: the only vertically integrated 200mm SiC franchise at scale in the US. Recency 19/25: September 2025. Included to show the system scores risk, not just momentum.
Scores are analyst-assigned from the cited source only, under the published model on the How It Works page. In the production system every score enters a human verification queue before it is used in outreach.