WOLF
울프스피드
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
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Wolfspeed
Customers
Competitors
Notes
Pioneer and former market leader in 150mm/200mm SiC substrates, transitioning capacity to the new Mohawk Valley 200mm fab in NY. Severe financial distress through 2024-2025 led to a Chapter 11 restructuring; faces intense competition from Chinese SiC substrate suppliers and slower-than-expected EV demand ramp. Wolfspeed sold its RF business to MACOM in 2023 to focus purely on SiC power.
Wolfspeed filed an 8-K citing Item 8.01 (Other Material Events), a catch-all trigger reserved for disclosures that don't fit standard categories — historically used for bankruptcy filings, debt restructurings, asset sales, or major operational announcements. Given Wolfspeed's prolonged financial distress and SiC capacity ramp challenges, PMs should treat this as potentially high-impact until the exhibit body is reviewed. Item 9.01 carries supporting exhibits only. Full filing body not analyzed; description inferred from form + item codes.
Wolfspeed filed an 8-K reporting a change in officer or director status (Item 5.02), accompanied by supporting exhibits (Item 9.01). Full filing body not analyzed; description inferred from form + item codes. Unless the change involves the CEO or CFO, this filing type is typically low-impact, though any senior leadership turnover at Wolfspeed warrants monitoring given the company's ongoing SiC business repositioning.
Wolfspeed filed its annual 10-K for the fiscal year ended June 28, 2026, covering full-year financials, operational performance, and risk disclosures for its silicon carbide power and RF semiconductor business. Investors should watch for updates on fab utilization at its Mohawk Valley facility, cash burn trajectory, and any restructuring or refinancing actions following the company's well-publicized financial pressures. Full filing body not analyzed; description inferred from form + item codes.
Wolfspeed filed an 8-K disclosing quarterly earnings results (Item 2.02), accompanied by financial exhibits (Item 9.01). Given the company's ongoing SiC capacity ramp and restructuring backdrop, PMs should focus on revenue trajectory, gross margin recovery, and any guidance or liquidity commentary. Full filing body not analyzed; description inferred from form + item codes.
Wolfspeed filed an 8-K disclosing changes to its officer or director roster (Item 5.02) alongside an additional material event (Item 8.01), which may indicate a significant organizational or strategic development beyond a routine personnel update. The combination of a leadership change with a separate material event disclosure warrants attention, as it could signal restructuring, a strategic pivot, or other consequential corporate action. Full filing body not analyzed; description inferred from form + item codes.
Filing under Item 8.01 signals a voluntary disclosure of a material event Wolfspeed deemed important enough to flag outside the standard 8-K triggers — given the company's ongoing restructuring, Chapter 11 process, and SiC capacity ramp, this could relate to financing, plant operations, government funding (CHIPS Act), or litigation. Item 9.01 indicates supporting exhibits (likely a press release). Full filing body not analyzed; description inferred from form + item codes — PMs should pull the exhibit to assess whether this is balance-sheet, capacity, or governance news.
Full filing body not analyzed; description inferred from form + item codes. Wolfspeed filed an S-1 registration statement, signaling a planned securities offering — potentially a capital raise, secondary offering, or resale registration. Material for PMs given Wolfspeed's strained balance sheet and ongoing SiC capex needs; dilution risk and use-of-proceeds language warrant close reading.
Wolfspeed filed its quarterly 10-Q for the period ended 2026-03-29, covering SiC wafer and power device segment results, gross margin trajectory at the Mohawk Valley fab, and updates on its post-restructuring capital structure and liquidity. PMs should focus on device revenue ramp, utilization/yield commentary, and any going-concern or covenant language. Full filing body not analyzed; description inferred from form + item codes.
Filing pairs Item 2.02 (results of operations) with Item 9.01 exhibits, indicating a quarterly earnings release likely accompanied by a press release and financial tables. For a SiC power-semi name like Wolfspeed, PMs should focus on Mohawk Valley fab utilization, automotive/EV design-win commentary, gross margin trajectory, and any updated revenue/capex guidance. Full filing body not analyzed; description inferred from form + item codes.
Full filing body not analyzed; description inferred from form + item codes. The combination of a material definitive agreement, a new direct financial obligation, and an unregistered equity sale suggests Wolfspeed entered a significant financing or restructuring transaction — likely incremental to its ongoing SiC capacity build and balance-sheet repair. PMs should treat this as potentially dilutive and leverage-changing, with implications for the broader SiC power-device supply chain (Korea/Taiwan EV and power peers).
Filing pairs a material definitive agreement (1.01) with a direct financial obligation (2.03) and an unregistered equity sale (3.02), pointing to a financing or restructuring transaction — material for a balance-sheet-stressed SiC name. Full filing body not analyzed; description inferred from form + item codes. PMs should check terms (size, coupon, dilution, covenants) before reacting.
Full filing body not analyzed; description inferred from form + item codes. Wolfspeed filed an 8-K under Item 8.01 (Other Events) with supporting exhibits (9.01), signaling a discretionary disclosure outside standard trigger categories. For SiC-exposed PMs tracking Wolfspeed's restructuring and liquidity situation, the actual content (press release, agreement, or operational update) needs to be read to gauge materiality.
Wolfspeed filed an S-1 registration statement, typically used to register new securities for a public offering, which could signal equity issuance and potential dilution following its recent restructuring. PMs should watch for offering size, use of proceeds (likely debt paydown or SiC capex funding), and pricing terms. Full filing body not analyzed; description inferred from form + item codes.
Quarterly report covering Wolfspeed's fiscal Q2 ending Dec 28, 2025 — PMs will focus on SiC device/wafer revenue mix, Mohawk Valley 200mm ramp progress, gross margin trajectory, cash burn, and post-Chapter 11 restructuring/liquidity disclosures. Full filing body not analyzed; description inferred from form + item codes.
Filing flags an earnings release (Item 2.02) with supporting exhibits (9.01), likely including the press release, income statement, and possibly updated guidance. PMs should focus on SiC wafer demand trends, EV/industrial mix, Mohawk Valley fab utilization, gross margin trajectory, and any cash burn/liquidity commentary given Wolfspeed's restructuring backdrop. Full filing body not analyzed; description inferred from form + item codes.
Full filing body not analyzed; description inferred from form + item codes. Wolfspeed disclosed an unregistered equity sale (Item 3.02), officer/director changes (5.02), and other material events (8.01), with supporting exhibits (9.01). PMs should watch for dilution magnitude, governance shifts, and any post-restructuring capital actions given Wolfspeed's recent balance-sheet pressure in SiC.
Filing reports a change in officers or directors with supporting exhibits attached. Materiality depends on which role changed — a CEO/CFO departure would be market-moving, while a board reshuffle is typically minor. Full filing body not analyzed; description inferred from form + item codes.
Filing reports outcomes of a shareholder vote (Item 5.07) with supporting exhibits (Item 9.01), typically covering director elections, auditor ratification, or say-on-pay. Routine governance disclosure with limited near-term stock impact unless a vote outcome was unexpected. Full filing body not analyzed; description inferred from form + item codes.
Full filing body not analyzed; description inferred from form + item codes. Wolfspeed filed an 8-K under Item 5.02 disclosing a change in officers or directors, with Item 9.01 supplying supporting exhibits (likely a separation/appointment agreement or press release). PMs should check whether the change involves the CEO/CFO — material given Wolfspeed's ongoing Chapter 11 restructuring and SiC capacity ramp, but routine board-level turnover would be low impact.
Full filing body not analyzed; description inferred from form + item codes. Item 7.01 (Reg FD) plus exhibits suggests Wolfspeed publicly shared new investor-facing commentary — potentially updated guidance, capacity/SiC demand color, or post-restructuring liquidity remarks — material for PMs tracking the SiC power-device cycle and Wolfspeed's Chapter 11 emergence trajectory.