ENTITY · wolfspeed
WolfspeedWOLF
United States·idm·challenger·$3.0B mkt cap
SiC wafer and device pure-play; restructured through Chapter 11 in 2025.
CLEAR · 0–39
32/100 illustrative
Underwriting Thesis
CLEAR — Wolfspeed: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in idm. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence60
Sanctions Exposure0
Downstream Criticality60
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
idmpowersilicon wafers
Shortest paths → DoD-exposed firms
- GlobalFoundries · 1 hop · $1.05BWolfspeed → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MWolfspeed → TSMC → Marvell Technology
- Valens Semiconductor · 2 hops · $28.3MWolfspeed → TSMC → Valens Semiconductor
- Scale AI · 3 hops · $105.6MWolfspeed → TSMC → NVIDIA → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 1
- AIXTRONGermanyALLIED
Key Customers · downstream · 9
- TSMCTaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- SMICChinaHostileADVERSARY
- GlobalFoundriesUnited StatesDOMESTIC
- TeslaUnited StatesDOMESTIC
- Robert BoschGermanyALLIED