Wolfspeed and Infineon Expand Silicon Carbide Wafer Supply Agreement to Include 200 mm

Durham, 15 October 2026. Wolfspeed, Inc. (NYSE: WOLF) and Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) announced the expansion and extension of their existing long-term silicon carbide (SiC) wafer supply agreement. The expanded agreement adds 200 mm silicon carbide wafers to the existing 150 mm supply.

The agreement builds on a supply relationship between the two companies spanning more than 20 years. With this agreement, Wolfspeed strengthens its position as a leading Western manufacturer in the SiC market.

"The strong relationship between Wolfspeed and Infineon has paved the way for this expanded and extended agreement," said Robert Feurle, CEO of Wolfspeed. "As a pioneer in silicon carbide, Wolfspeed's technology and materials have helped enable the industry's growth. The addition of 200 mm wafers builds on that foundation as we continue to support Infineon's long-term silicon carbide needs."

The global silicon carbide power device market is expected to more than triple from $3.4 billion in 2024 to $11.1 billion by 2031, according to the Yole Power SiC 2026 - Markets and Applications report. Growth is being driven by increasing adoption across industrial and energy markets, including EV charging, renewable energy, energy storage and AI data centers.

Silicon carbide enables smaller, lighter and more cost-effective designs while converting energy more efficiently. As demand increases, access to high-quality silicon carbide substrates remains an important part of supporting the growing use of silicon carbide power solutions.

Source: Wolfspeed, Inc. news