What Wolfspeed's FY2026 10-K says: 11 signals
Wolfspeed filed its latest 10-K with the SEC on Aug 20, 2026. It discusses AI investment, competitor named and customer concentration.
Public (WOLF)Semiconductor Manufacturing5,001 to 10,000 employeeswolfspeed.comLinkedIn
- Filed
- Aug 20, 2026
- Period
- FY2026
- Fiscal year end
- 06/28
- Filings
- 1
10-K · latest 10
What Wolfspeed's 10-K filings say
- SEC EDGAR
10-K · FY2026
Filed · Fiscal year ends 06/28 · 11 signals
Emerged from Chapter 11 bankruptcy on Sep 29, 2025, after comprehensive restructuring.
The company underwent a prepackaged Chapter 11 reorganization to restructure its balance sheet, resulting in a new entity for financial reporting and a reincorporation in Delaware.
Silicon CarbideGallium NitrideRenesas Electronics America Inc.SICC Co., LTD.
Wolfspeed emerges from Chapter 11 bankruptcy, closes Durham fab in major restructuring.
The company completed a prepackaged Chapter 11 reorganization to restructure its balance sheet, emerging on Sept 29, 2025.
$54.7M
Restructuring and other expenses for the period from September 30, 2025 to June 28, 2026
Renesas Electronics America Inc.
Executed headcount reductions in FY2025 and FY2026 as part of restructuring plans.
The company reduced personnel to cut costs in R&D and SG&A as part of its "2025 Restructuring Plan" and "2026 Restructuring Plans".
Renesas Electronics America Inc.SICC Co., LTD.TanKeBlue Semiconductor Co., LtdInfineon Technologies AG
Wolfspeed names 8 competitors amid intense pricing pressure from Chinese suppliers
The company is facing softening demand and significant price pressure, particularly from Chinese substrate suppliers, forcing it to compete on cost and performance.
silicon carbideGaNMOSFETRenesas Electronics America Inc.
Wolfspeed closes 150mm fab, consolidates all production to 200mm NY facility
The company completed a major manufacturing transition by shutting down its 150mm Durham fab and moving all power device production to its modern 200mm Mohawk Valley Fab.
silicon carbideMOSFET
Recorded inventory write-offs for obsolete products from 150mm fab shutdown.
The company recorded specific reserves and write-offs for obsolete inventory tied to the closure of its 150mm Durham fab, indicating challenges with product lifecycle management and inventory planning.
$23M
Additional product costs from fair value step-ups on inventory post-bankruptcy, recognized as sold.
Renesas Electronics America Inc.SICC Co., LTD.TanKeBlue Semiconductor Co., LtdInfineon Technologies AG
With two customers accounting for 38% of total revenue, Wolfspeed has identified customer base diversification as a key strategic priority to mitigate risk following its Chapter 11 restructuring.
38%
Revenue concentration from top two customers in the successor period.
AIsilicon carbide
Two customers account for 41% of revenue, driving diversification initiative.
With 41% of revenue coming from just two customers, Wolfspeed faces significant concentration risk, especially amid softening demand.
41%
Revenue concentration from top two customers in the period from June 30, 2025 to September 29, 2025
Wolfspeed invests in R&D to accelerate development of higher performance power devices
As part of its post-restructuring strategy, Wolfspeed is investing significant resources in R&D to accelerate innovation, specifically to develop higher performance power devices and improve substrate materials.
$111.7M
Total R&D expenses for combined 2026 periods ($80.0M + $31.7M)
silicon carbideGaN
Targeting AI data centers as a key growth market for its power device products.
Wolfspeed is strategically targeting the AI data center market with its silicon carbide power products, indicating a focus on this high-growth segment.
AISilicon CarbideRenesas Electronics America Inc.SICC Co., LTD.
Showing 10 of 11 filing signals. The Signal API returns all of them.
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Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .