NuAxi
NuAxiSemiconductor trade intelligence

Wolfspeed returns to GaN as CEO touts vertical integration

What happened

According to CEO Robert Feurle, US silicon carbide (SiC) maker Wolfspeed will re-enter the gallium nitride (GaN) market through a vertically integrated model and expand into the GaN-on-silicon (GaN-on-Si) power device market. The announcement was made at a media event during the Electronica 2026 trade fair in Munich, Germany. The company will initially target low-voltage applications below 650V. This is an announcement-level plan; the source does not state whether implementation has begun.

Impact and signal

Medium impactImpact score: 58/100

Affected components and suppliers

GaNGaN-on-Si power devices
Wolfspeed
GaNGaN-on-Sivertical integrationpower devicesmarket re-entry

Source and time

Source: DigiTimes Asia · 11/11/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders