Wolfspeed expands 200 mm wafer deal for Wolfspeed stock

Published on 10/20/2026 at 13:17 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Wolfspeed adds 200 mm wafers to its Infineon deal on October 15, 2026. Wolfspeed stock costs EUR 20.96 on October 20, 2026 during trading.

Financing and wafer expansion

Wolfspeed expanded its Infineon supply agreement on October 15, 2026, adding 200 mm wafers.
The October 7, 2026 financing commitment covers up to USD 1.5 billion and warrants for up to 7.50 percent of diluted equity.
Wolfspeed stock was trading at EUR 20.96 at 1:11 p.m. CEST at Lang & Schwarz on October 20, 2026.
The next fiscal first-quarter earnings call is scheduled for November 4, 2026.

WOLF, US97785W1062, Illustration mit AI erstellt.

Wolfspeed (ISIN US97785W1062) expanded its long-term silicon carbide supply agreement with Infineon on October 15, 2026, adding 200 mm wafers to the existing 150 mm arrangement. The agreement gives Wolfspeed a commercial route for its larger-format substrates while the company continues to rebuild its finances.

Infineon deal adds larger wafers

According to Wolfspeed, the October 15 agreement extends a supply relationship with Infineon and adds 200 mm silicon carbide wafers alongside the earlier 150 mm supply. The company said the arrangement supports Infineon's long-term silicon carbide needs, but the release did not disclose contract revenue or wafer volumes.

The operating backdrop remains demanding. The Inference reported that revenue for the quarter ended June 2026 was USD 149.60 million, down 24.10 percent year over year, while Wolfspeed guided September 2026 quarter revenue to USD 140 million to USD 160 million with a negative non-GAAP gross margin.

What does the financing change?

Wolfspeed announced on October 7, 2026, that it had received a conditional commitment for up to USD 1.5 billion of long-term financing. The contemplated facility has a 30-year maturity, while warrants issued as funds are drawn could cover up to 7.50 percent of fully diluted equity, according to Wolfspeed.

The financing is conditional on due diligence, definitive agreements, approvals and other requirements. The same release says the company would need to issue the warrants as financing tranches are funded, making the capital structure as important as the headline loan amount.

Three dated Wolfspeed developments

On September 27, 2026, Wolfspeed made its premium 200 mm n-type substrate orderable, with fewer than 0.01 micropipes per square centimeter, according to The Inference. On October 7, 2026, the company announced the conditional USD 1.5 billion financing. On October 15, 2026, it expanded the Infineon agreement to include 200 mm wafers.

Two dates set the next test

Wolfspeed's annual meeting is scheduled for October 27, 2026, and its fiscal first-quarter earnings call is scheduled for November 4, 2026, according to StockTitan.

Wolfspeed stock stays tied to execution

Wolfspeed was trading at EUR 20.96 at Lang & Schwarz on October 20, 2026 at 1:11 p.m. CEST. The central investor question is whether larger wafer shipments and conditional financing can improve scale while the September quarter still carries a negative gross-margin guide.

The further course of trading is shown by the continuously updated real-time quote of Wolfspeed stock.