Wolfspeed

WOLF

Market cap $1.78B

Data centers will consume up to 12% of U.S. electrical demand by 2028, and every EV on the road, every AI training rack and every solar inverter feeding the grid pushes current through a power semiconductor.

The physical economy is undergoing a permanent shift. Legacy silicon power components are hitting their thermodynamic limits.

Wolfspeed Inc. (NYSE:WOLF) shares are trending Thursday after announcing it filed a patent infringement lawsuit Tuesday against Navitas Semiconductor Corp. (NASDAQ:NVTS) in the United States District Court for the District of Delaware.

DURHAM, N.C.--(BUSINESS WIRE)--Wolfspeed (NYSE: WOLF), a U.S.-based pioneer in wide bandgap compound semiconductor technology, today announced that it has filed a patent infringement lawsuit in the United States District Court for the District of Delaware against Navitas Semiconductor ("Navitas").The lawsuit asserts that a broad range of Navitas products infringes multiple Wolfspeed patents, including U.S. Patent Nos. 8,169,005, 10,998,418, 10,886,396, 10,749,443, and 11,888,392. Products accuse.

DURHAM, N.C.--(BUSINESS WIRE)--Wolfspeed, Inc. (NYSE: WOLF), a global leader in silicon carbide technology, today announced the appointment of Daniel (Dan) Whalen as Vice President, Investor Relations, effective June 15, 2026. In this role, he will lead the company's investor relations strategy and engagement with the financial community as Wolfspeed continues to advance its long-term strategic and operational priorities. Dan brings extensive experience across investor relations, the semiconduc.

A strategic pivot is unfolding in the semiconductor space, reshaping the investment thesis for a key industry player. For months, the narrative surrounding Wolfspeed NYSE: WOLF was anchored to the headwinds facing the consumer electric vehicle market.

GE Aerospace (NYSE:GE) shares are trading lower on Monday.

DURHAM, N.C.--(BUSINESS WIRE)--GE Aerospace (NYSE: GE) and Wolfspeed Inc. (NYSE: WOLF) today announced that they have entered into a Memorandum of Understanding (MOU) to collaborate on accelerating the adoption of high-voltage silicon carbide across the industrial, aerospace and defense markets. Under the MOU, the companies plan to develop standards for high-voltage silicon carbide-based power modules to support solid-state transformers, industrial electrification, and next-generation aerospace.

The massive semiconductor rally is entering its third month, and it seems anything connected to semiconductors and data centers is going parabolic.

DURHAM, N.C. & SANTA CLARA, Calif.--(BUSINESS WIRE)--Wolfspeed, Inc. (NYSE: WOLF), a global leader in silicon carbide technology, today announced an expansion into the rapidly growing data center market with the creation of a dedicated data center solutions team and regional office in the San Francisco Bay Area. The new Wolfspeed data center solutions team is targeted to enable closer alignment with leading hyperscalers, ODMs and the entire ecosystem to build differentiated products and solutio.