US Stocks Move: Wolfspeed surges 13% in pre-market trading, partners with GE Aerospace to accelerate the application of high-voltage silicon carbide (SiC) - Bitget

Wolfspeed's stock surged over 13% in pre-market trading following a strategic partnership with GE Aerospace to accelerate the adoption of high-voltage silicon carbide (SiC) technology. This collaborat... Read original →

Wolfspeed’s alliance with GE Aerospace marks a pivotal shift from material supply to system-level SiC integration. Technically, this pressures 8-inch wafer yield improvements and co-optimizes high-voltage MOSFET design with packaging. Regulatory tailwinds from the U.S. CHIPS Act bolster domestic wide-bandgap production, yet reliance on foundry ecosystems in Taiwan, China and Hong Kong, China exposes supply chain fragility. Competitors like Infineon and STMicroelectronics will likely deepen OEM partnerships or deploy cross-licensing to erode Wolfspeed’s IP advantage. Over the next 12–24 months, aerospace and heavy-duty EV adoption will cement SiC as non-negotiable in high-efficiency power systems, shifting competition from performance benchmarks to scalable cost structures—favoring players who master full-voltage (650V–1700V) platform manufacturing.