Wolfspeed's 30% surge pushes SiC to the fast lane

Wolfspeed's (in our portfolios) >30% surge yesterday highlights how the silicon carbide market is finally gaining traction.

Bottom line

The silicon carbide (SiC) story is finally playing out. After reporting results that were above all estimates, Wolfspeed increased its 2026's revenue outlook by 30-40% from previous guidance. These strong results confirm our conviction about the adoption of SiC technology (especially in the automotive industry), with demand growing much faster than previously anticipated. We expect Wolfspeed to remain the best-positioned player to benefit from this trend.

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