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Wolfspeed Inc
Wolfspeed, Inc. is an innovator of Wolfspeed power and radio frequency (RF) semiconductors. The company is headquartered in Durham, North Carolina and currently employs 3,466 full-time employees. The firm provide solutions for energy consumption. Its product families include Silicon Carbide materials, power-switching devices and radio frequency (RF) devices targeted for various applications, such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The firm's SiC-based power products include Schottky diodes, SiC metal semiconductor field-effect transistors (MOSFETs), and SiC power modules at various voltages. The firm's RF products include a range of GaN high electron mobility transistors (HEMTs) and monolithic microwave integrated circuits (MMICs), which serves military, telecom and other commercial applications. The firm also provides custom die manufacturing for GaN HEMTs and MMICs.
Wolfspeed, Inc. is an innovator of Wolfspeed power and radio frequency (RF) semiconductors. The company is headquartered in Durham, North Carolina and currently employs 3,466 full-time employees. The firm provide solutions for energy consumption. Its product families include Silicon Carbide materials, power-switching devices and radio frequency (RF) devices targeted for various applications, such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The firm's SiC-based power products include Schottky diodes, SiC metal semiconductor field-effect transistors (MOSFETs), and SiC power modules at various voltages. The firm's RF products include a range of GaN high electron mobility transistors (HEMTs) and monolithic microwave integrated circuits (MMICs), which serves military, telecom and other commercial applications. The firm also provides custom die manufacturing for GaN HEMTs and MMICs.
Revenue Steady: First quarter revenue was $197 million, flat sequentially and up slightly year-over-year, and in line with expectations.
Path to Profitability: Management emphasized accelerating the path to profitability following successful financial restructuring and emergence from Chapter 11.
Negative Gross Margins: Non-GAAP gross margin was negative 26%, impacted by inventory reserves, transition costs, and underutilization charges.
Cost Cuts and Restructuring: Operating expenses declined both sequentially and year-over-year, reflecting cost efficiency actions and restructuring.
Factory Consolidation: Closure of the Durham 150mm device fab is targeted by year-end as production shifts to 200mm at Mohawk Valley.
Weak Market Demand: Ongoing market softness is expected to persist through fiscal 2026, with Q2 revenue guidance below Q1 levels.
Fresh-Start Accounting: Company will adopt fresh-start accounting in Q2, marking a reset for financial statements and limiting direct period comparisons.
Long-Term Plan Coming: Wolfspeed plans to unveil a new long-range plan with financial and operational milestones in the first half of calendar 2026.
