Wolfspeed (WOLF.US) — market event timeline
NashNova tracks 5 market events mentioning Wolfspeed (WOLF.US) between 2026-06-03 and 2026-07-06, each with a dated one-line analysis of how the event relates to the asset.
- European Defense Expansion Constrained by Semiconductor Supply Bottlenecks
A global leader in SiC/GaN compound semiconductors, directly benefiting from European defense electronics expansion demand driving its order growth.
- AI Rack Power Heading Toward Megawatt Scale: Wide-Bandgap Semiconductors See Supply Chain Opportunities
World's largest pure-play SiC substrate and device company; large-scale 800V HVDC deployment will directly boost demand for SiC power devices.
- Episil Technologies Chairman: NVIDIA's 800VDC Architecture Still on Track for 2027 as Planned
The world's largest silicon carbide substrate supplier. NVIDIA's 800VDC proceeding on schedule directly boosts SiC demand expectations.
- South Korea Commits 500 Billion Won to Next-Generation Power Semiconductors
As the world's largest SiC substrate supplier, South Korea's large-scale push into SiC will directly impact its competitive landscape and market share.
- Navitas Semiconductor Surges 18% as It Joins NVIDIA MGX Ecosystem with 800V Power Solutions
The world's largest SiC substrate and device manufacturer. NVTS's GeneSiC solutions covering 2300V to 3300V high-voltage SiC modules directly encroach on Wolfspeed's core application scenarios, creating a clear competitive transmission path along the supply chain.
For research and information only — not investment advice.