Wolfspeed expanded 200 mm wafer deal as Wolfspeed stock trades at EUR 21.84

Published on 10/27/2026 at 14:01 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Wolfspeed added 200 mm wafers to its Infineon deal on October 15, 2026. Wolfspeed stock trades at EUR 21.84 on October 27, 2026.

Operating pressure and wafer expansion

Wolfspeed added 200 mm wafers to its Infineon agreement on October 15, 2026.
Fiscal fourth-quarter revenue was USD 149.60 million versus USD 197.00 million a year earlier.
Wolfspeed stock trades at EUR 21.84 at 1:49 p.m. CET at Lang & Schwarz on October 27, 2026.

WOLF, US97785W1062, Illustration mit AI erstellt.

Wolfspeed (ISIN US97785W1062) was trading at EUR 21.84 at Lang & Schwarz on October 27, 2026, at 1:49 p.m. CET. The silicon carbide maker had expanded its long-term wafer agreement with Infineon on October 15, 2026, adding 200 mm products to an existing 150 mm supply arrangement, according to Wolfspeed.

Three developments shape the story

On September 27, 2026, Wolfspeed introduced a premium 200 mm silicon carbide substrate with fewer than three micropipes per wafer, according to Wolfspeed. On October 7, 2026, it announced a conditional USD 1.50 billion, 30-year loan commitment for domestic silicon carbide and gallium nitride production, as reported by StockTitan. The October 15 agreement then extended the Infineon relationship beyond 150 mm wafers.

What does the deal add?

The commercial expansion gives Wolfspeed a second product size in a relationship that the company said spans more than 20 years. That strategic progress contrasts with fiscal fourth-quarter revenue of USD 149.60 million, down from USD 197.00 million a year earlier, according to Manufacturing Magazine. The same period included a USD 145.00 million net loss and guidance of USD 140.00 million to USD 160.00 million for the first fiscal quarter of 2027.

Analyst Christopher Rolland of Susquehanna cut the price target to USD 25.00 from USD 30.00 on October 21, 2026, while keeping a Neutral rating, according to Markets Insider. The target revision places operating execution and financing conditions alongside the wafer expansion in the investor debate.

Next results date

Wolfspeed will discuss its fiscal first-quarter 2027 results on November 4, 2026, at 5:00 p.m. ET, according to Wolfspeed.

Stock price and execution

The next report will test whether the expanded wafer portfolio is translating into revenue while the company manages a USD 140.00 million to USD 160.00 million quarterly outlook. Wolfspeed was trading at EUR 21.84 at Lang & Schwarz on October 27, 2026, at 1:49 p.m. CET.

The further course of trading is shown by the continuously updated real-time quote of Wolfspeed stock.