Wolfspeed’s supply chain not impacted by China’s export restrictions on gallium and germanium

What happened

Wolfspeed states its supply chain will not be impacted by China's export restrictions on gallium and germanium, effective August 1st. The company conducted an internal review of its supply chain for these materials used in SiC and GaN production. Neutral: This removes a potential supply risk for a major SiC/GaN producer, but does not indicate a broader market impact.

Impact and signal

Affected components and suppliers

Source and time

Source: Semiconductor Today · 7/18/2023 · View original source