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Wolfspeed

WOLF US Work there, own it, buy from it ↓

Silicon carbide substrates — holds How this is computedCount of bottlenecks on which this organisation is recorded as a producer, a holder of the capacity, or a supplier of a critical part.Method →Code → of the How this is computedCount of rows in the bottleneck corpus: every material plus every non-material chokepoint.Method →Code → bottlenecks tracked here.

Bottlenecks held1 (Computed: Count of bottlenecks on which this organisation is recorded as a producer, a holder of the capacity, or a supplier of a critical part.) of 33each with another maker recordedHardest binding8 (Estimate by Substrata, 2026-09-15: concentration 2 + substitution 2 + lead time 2 + inelasticity 2 = 8 of 12)/12Silicon carbide substrate, 200 mm semi-insulating · judged 2026-09-15Directory gradeConcentrateda judgement, not a sourced factEvents1 (Computed: Accepted events that name this organisation, plus (counted separately) accepted events on a bottleneck it holds that do not name it.)name it · 2 more on what it holds

Why graded so · The 150 to 200 mm transition resets everyone’s yield curve, which is where the scarcity currently lives.

Role cited from wolfspeed.com ↗. The grade is this project’s judgement. Report an error

Searching is free and needs no AI. Summaries use your own AI model.

01Chokepoints it holds

1 of 1 sourced
  • Silicon carbide substrate, 200 mm semi-insulating

    Convert · Beyond two years

    Other makers: Coherent US, SK Siltron CSS KR US, Resonac JP, SICC CN, TankeBlue CN

    Sourced: wolfspeed.com ↗

    Estimate, not a measurementconcentration 2 + substitution 2 + lead time 2 + inelasticity 2 = 8 of 12. Capacity was overbuilt for automotive; a US wafer line is being liquidated. Not binding; watch for the datacentre power story to reverse it.By Substrata · 2026-09-15Supporting source →/122+2+2+2

Score = concentration + substitution + lead time + inelasticity, each 0–3, an analyst judgement dated 2026-09-15; open a score for its rationale and assessment. Makers are those the corpus records, not the whole market. No market-share figure is sourced, so none is shown.

02What has happened

1 name it · 2 about what it holds
  1. 2024-03-26
    LoosensCapacityUS

    Wolfspeed tops out its $5bn silicon carbide materials plant in Siler City, built for 200 mm wafers.

    Silicon carbide substrate, 200 mm semi-insulating

    WhoWolfspeed

    wolfspeed.com ↗official source

    The sentence that says so

    “Wolfspeed currently produces more than 60% of the world’s silicon carbide materials at its Durham, N.C. headquarters, and is engaged in a $6.5 billion capacity expansion effort to dramatically increase production.”

About what it holds, not naming Wolfspeed

All events →

03Unread leads

2 found by the sweep, unread

Pages the sweep found on these chokepoints. Nobody here has read them yet; they are not events and not evidence.

04What could loosen its grip

about its chokepoints, not the company
  • 200 mm silicon carbide wafers

    Making silicon carbide crystals in bigger discs, so each one yields far more usable chips.

    Science · for Silicon carbide substrate, 200 mm semi-insulating

    readiness
    Estimate, not a measurementQualified and entering production. In production at several makers and expanding; the market is currently oversupplied rather than short.By Substrata · 2026-09-15Supporting source →/9

Readiness is the 1–9 technology-readiness scale, a dated judgement; open a figure for the reasoning and its source.

05SEC filings

7 most recent, from SEC EDGAR

The company’s own filings, from SEC EDGAR, fetched hourly. Substrata has not judged their effect on any bottleneck.

06Others at the same step of the chain

directory rows · grades are judgements

07Ways to take part

how to reach it, not whether to

Not investment advice. This says how the public can reach a company — a job, its shares, its products — not whether anyone should. It takes no account of anyone’s circumstances, and a company holding a chokepoint is not a reason to own it. What this is not

Work there
It publishes its roles on its own careers page.Official careers page ↗
Own part of it
Its shares trade publicly as WOLF US, bought and sold through a broker that reaches that exchange.WOLF US listing record ↗Its SEC filings
Buy from it
What it does in the chain: Silicon carbide substrates. At this depth of the chain most sales are to other businesses, under contract. Its own page describes what it offers.Its own page ↗

08Hiring

official careers page

Its roles are published on its own site, which Substrata links rather than reads. Official careers page ↗

09What this holds up

2 loops

A loop is one design, build and measure turn. Severity is a dated judgement on a 0–12 scale, not a measurement, and the judgements are not added together — the figure shown is the worst single one.

10Sources

2 cited
  1. wolfspeed.com ↗ — its role in the chain: Silicon carbide substrates; Silicon carbide substrate, 200 mm semi-insulating: convert
  2. wolfspeed.com ↗ — event, 2024-03-26: Wolfspeed tops out its $5bn silicon carbide materials plant in Siler City, built for 200 mm wafers.

Discussion

Comments use threadkit (permission is participation). Sign in with OrangeCat to write. Fact-check is the same assistant as Ask, grounded in the corpus.

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