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Wolfspeed10-Q: Competitor named

Wolfspeed faces significant pain from supply chain disruptions and sole-source dependencies

What happened

The company depends on sole and limited source suppliers, with new supplier qualifications taking up to six months. Past disruptions have already decreased production yields, indicating a critical need for supply chain visibility, risk management, and supplier diversification solutions.

Source

SEC EDGARFeb 6, 2026

Quarterly report (Form 10-Q)

Wolfspeed 10-Q

Filing excerpt

We depend on a number of sole source and limited source suppliers for certain raw materials, components, services, and equipment used in manufacturing our products... qualification of many of these alternative sources could take up to six months or longer.

sec.gov/Archives/edgar/data/895419/000089541926000016/wolf-20251228.htmRead the full source

Other signals in this filing (9)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Competitor named

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
12/28
Filed
Feb 6, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
895419
Accession number
0000895419-26-000016
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Competitive intelligence
Signal category
Market

Topics and mentions

Regions named

  • United States
  • Asia

Extraction

Confidence
High
Relevance
85%
Sentiment
Negative
Detected
Feb 10, 2026
signal_type
sec-10q
signal_subtype
competitorNamed

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/19c64e0b-eae3-43ef-aea9-b5853f91c595 returns this record as JSON. POST /v1/companies/enrich returns every signal for wolfspeed.com.

{
  "signal_id": "19c64e0b-eae3-43ef-aea9-b5853f91c595",
  "signal_type": "sec-10q",
  "signal_subtype": "competitorNamed",
  "detected_at": "2026-02-10T08:33:56.428+00:00",
  "company": {
    "name": "Wolfspeed",
    "domain": "wolfspeed.com"
  },
  "data": {
    "detail": "The company depends on sole and limited source suppliers, with new supplier qualifications taking up to six months. Past disruptions have already decreased production yields, indicating a critical need for supply chain visibility, risk management, and supplier diversification solutions.",
    "metrics": {
      "timeframe": "current_quarter"
    },
    "summary": "Wolfspeed faces significant pain from supply chain disruptions and sole-source dependencies",
    "excerpts": "We depend on a number of sole source and limited source suppliers for certain raw materials, components, services, and equipment used in manufacturing our products... qualification of many of these alternative sources could take up to six months or longer.",
    "relevance": 0.85,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/895419/000089541926000016/wolf-20251228.htm",
    "filing_date": "2026-02-06",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "12/28",
    "sales_relevance": "Competitive intelligence",
    "signal_category": "market",
    "regions_mentioned": [
      "United States",
      "Asia"
    ]
  }
}

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