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

Wolfspeed unveiled its fifth-generation silicon carbide (SiC) MOSFET technology, delivering industry-leading low RDS(ON) and a significant efficiency improvement of up to 27% over current 1200 V solut... Read original →

Wolfspeed’s Gen 5 SiC MOSFETs, with record-low RDS(ON), are reshaping the power semiconductor stack: upstream substrate suppliers must now deliver higher purity and larger diameters, while downstream inverter designs can shrink by ~30%, directly cutting EV drive system BOM costs. The EU’s Net-Zero Industry Act mandates local SiC capacity, pressuring Wolfspeed to accelerate its German fab ramp—but reliance on highly automated 200mm lines deepens exposure to U.S.-Japanese equipment, sustaining supply chain fragility. Competitors like Infineon and STMicroelectronics will likely counter with 800V architectures and hybrid packaging rather than matching RDS(ON) specs head-on, sidestepping Wolfspeed’s vertical integration edge in substrate yield. Over the next 18 months, SiC adoption will pivot from pure performance to cost-efficiency trade-offs, with shortened automotive qualification cycles and industrial grid applications driving sustained tailwinds.