Wolfspeed Ditches EV Woes for High-Margin Defense Jets

▤ Summary

Wolfspeed is pivoting away from EV headwinds and leaning into defense, aerospace, and AI infrastructure. The company signed an MOU with GE Aerospace to develop silicon carbide power modules for aerospace, defense, and industrial use. It also highlighted its 2025 restructuring, which removed billions of dollars of debt and left it with a much stronger liquidity position. Wolfspeed’s new Gen 5 SiC MOSFET technology strengthens its case as a supplier for power-efficient AI data centers and other high-demand systems. The article frames this shift as a long-term repositioning into higher-margin, more stable markets.

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