Wolfspeed
SiC devices and substrates. Named in the incumbent map of The Opportunity Beyond the Fab (Techadyant Labs, 2026).
Relationships
- Manufactures / ProducesSilicon carbide (SiC) devices— Top-5 SiC maker.
- imports fromAstra Microwave Products Limited— GaN-on-SiC RF substrate and MMIC imports; ~$20 mn annual.
- ControlsGaN-on-SiC RF MMIC— Primary global GaN-on-SiC RF substrate supplier; radar/EW chokepoint.
- Depended on byGaN-on-SiC RF MMIC— ~90% of GaN-on-SiC RF devices imported; Wolfspeed primary source.