Wolfspeed, Inc. (WOLF) Competitors & Peers
The 5 largest companies in the same industry as Wolfspeed, Inc., by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| NVDA | Peer | $186.64 | P/E 23.6RSI 31Cap 4.52 T |
| TSM | Peer | $375.44 | P/E 24.3RSI 36Cap 1.95 T |
| AVGO | Peer | $293.69 | P/E 37.5RSI 33Cap 1.39 T |
| AMD | Peer | $449.04 | P/E 96.0RSI 38Cap 732.2 B |
| MU | Peer | $690.00 | P/E 9.3RSI 31Cap 778.1 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- STMCompetitor
STMicroelectronics (STM) is a key competitor to Wolfspeed in the high-voltage SiC MOSFET and power module markets, specifically targeting electric vehicle traction inverters.
Confirmed — SEC filing / public disclosuresec.gov ↗ - COHRCompetitor
Coherent (formerly II-VI) is one of Wolfspeed's main competitors in the merchant sales of raw and epitaxial Silicon Carbide (SiC) substrates.
Confirmed — SEC filing / public disclosuresec.gov ↗ - ONCompetitor
ON Semiconductor (onsemi) is a direct competitor of Wolfspeed in both the merchant market for Silicon Carbide (SiC) wafer substrates and the device market for SiC MOSFET power modules.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- IFNNYCustomer
Wolfspeed supplies silicon carbide wafers to Infineon under a long-term supply agreement, which was expanded in January 2024 to support Infineon's automotive and industrial power device manufacturing.
Model-inferred, unverified — treat as a lead, not evidence - RNECYCustomer
Wolfspeed entered into a 10-year wafer supply agreement with Renesas in July 2023, committing to supply Renesas with 150mm and 200mm SiC wafers to expand their power semiconductor production.
Model-inferred, unverified — treat as a lead, not evidence - BWACustomer
BorgWarner partnered with Wolfspeed to secure a long-term supply of Silicon Carbide devices (MOSFETs) to integrate into its traction inverters for electric vehicles.
Model-inferred, unverified — treat as a lead, not evidence - IFX.DESupplier
Wolfspeed supplies 150mm silicon carbide (SiC) wafers and substrates to Infineon under a long-term capacity reservation agreement.
Model-inferred, unverified — treat as a lead, not evidence - 6723.TSupplier
Wolfspeed signed a 10-year supply agreement to provide Silicon Carbide (SiC) bare and epitaxial wafers to Renesas.
Model-inferred, unverified — treat as a lead, not evidence - GMCustomer
General Motors has a strategic supplier agreement with Wolfspeed to secure a supply of SiC power device solutions to integrate into the Ultium Drive units of its electric vehicles.
Model-inferred, unverified — treat as a lead, not evidence - MBG.DECustomer
Mercedes-Benz entered a strategic supply partnership with Wolfspeed to secure high-efficiency silicon carbide devices for its upcoming electric vehicle platforms.
Model-inferred, unverified — treat as a lead, not evidence - TATAMOTORS.NSCustomer
Jaguar Land Rover (JLR), a subsidiary of Tata Motors, has a strategic partnership with Wolfspeed to secure a supply of Silicon Carbide semiconductors for use in vehicle traction inverters for its next-generation EV lineups.
Model-inferred, unverified — treat as a lead, not evidence - AEHRSupplier
Wolfspeed is an Aehr customer for SiC wafer-level burn-in systems.
Model-inferred, unverified — treat as a lead, not evidence