Wolfspeed Unveils the Industry’s Lowest RDS(ON) Silicon Carbide (SiC) MOSFETs in New Technology Generation - The Malone Telegram

Wolfspeed has unveiled its fifth-generation silicon carbide (SiC) MOSFETs, achieving the industry's lowest RDS(ON) values, which significantly enhance efficiency in automotive and industrial applicati... Read original →

Wolfspeed’s Gen 5 SiC MOSFETs, boasting the industry’s lowest RDS(ON), are not just shrinking inverter footprints—they’re forcing IGBT and GaN roadmaps into overdrive. Upstream substrate suppliers now face tighter defect-density specs, while downstream designs shift toward higher switching frequencies. Leveraging mature 200mm fabs sidesteps EUV-related export controls, yet U.S. restrictions on wide-bandgap tech could inflate overseas qualification costs. Infineon and ROHM will likely accelerate 8-inch SiC ramp-ups and lock in OEM partnerships; STMicro may leverage foundry capacity in Taiwan, China for flexibility. Within 18 months, SiC adoption will expand beyond traction inverters into OBCs, DC-DC converters, and AI server PSUs—creating a dual engine of automotive and compute demand. Wolfspeed’s lead risks crystallizing into an ecosystem moat.