# Wolfspeed and Infineon Expand Long-Term Silicon Carbide Wafer Supply Deal

- URL: https://stocks.freetheai.org/news/wolfspeed-and-infineon-expand-long-term-silicon-carbide-wafer-supply-deal-d92b3f
- Published: 2026-10-15T12:00:00Z
- Category: company_news; sentiment: mixed; impact: medium
- Symbols: [NYSE:WOLF](https://stocks.freetheai.org/symbols/NYSE-WOLF), [XETR:IFX](https://stocks.freetheai.org/symbols/XETR-IFX), [OTC:IFNNY](https://stocks.freetheai.org/symbols/OTC-IFNNY)
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Wolfspeed, Inc. (NYSE:WOLF) and Infineon Technologies AG (OTC:IFNNY) have expanded and extended their long-term silicon carbide wafer supply agreement. The updated deal adds larger 200 mm silicon carbide wafers alongside the 150 mm wafer supply previously established, building on a commercial partnership between the two companies spanning over 20 years. In market action, Wolfspeed shares dropped 13.97% to $24.58, while Infineon Technologies AG (XETR:IFX) fell 8.53% in European trading.

Silicon carbide semiconductors allow power systems to convert energy more efficiently while enabling smaller, lighter component designs. Secure access to high-quality wafer substrates is increasingly important as global demand accelerates across electric vehicle charging infrastructure, renewable power, energy storage, and artificial intelligence data centers. The worldwide silicon carbide power device market is projected to expand from $3.4 billion in 2024 to $11.1 billion by 2031.

Investors will monitor how effectively Wolfspeed scales output of 200 mm wafers to satisfy Infineon's manufacturing needs. Analysts will also track whether expanding adoption in industrial and clean energy sectors helps stabilize overall financial results for semiconductor materials suppliers.

## Key points

- Wolfspeed, Inc. (NYSE:WOLF) extended its long-term wafer supply agreement with Infineon Technologies AG (OTC:IFNNY).
- The expanded agreement adds 200 mm silicon carbide wafers to existing 150 mm wafer shipments.
- The partnership builds on a commercial relationship between the two chipmakers spanning over 20 years.
- The global silicon carbide power device market is projected to reach $11.1 billion by 2031, up from $3.4 billion in 2024.
- Wolfspeed stock dropped 13.97% to $24.58, while Infineon stock fell 8.53% in Germany.

## Questions and answers

### What is the new supply agreement between Wolfspeed and Infineon?

Wolfspeed expanded and extended its long-term silicon carbide supply agreement with Infineon, adding 200 mm wafers to existing 150 mm deliveries.

### Why are 200 mm silicon carbide wafers important?

They provide critical materials for efficient power conversion devices used in EV chargers, energy storage, renewable energy, and AI data centers.

### How big is the silicon carbide power device market expected to grow?

The market is projected to grow from $3.4 billion in 2024 to $11.1 billion by 2031.