SiC Semiconductor / Power Device STOCK DEEP-DIVE POST-BANKRUPTCY QHD-2026-0319-WOLF

Wolfspeed — SiC's unique company resurrected from bankruptcy,
Can it own the bottleneck of the AI power era?

RATING
EW
Net −12.75

Resurrected in 91 days after Chapter 11 bankruptcy  |  70% reduction in debt ($6.7B→$2.1B)  |  World's first 300mm SiC wafer  |  Renesas 56% stake strategic anchor  |  NYSE: WOLF  |  2026.03.19

Stock Price
$18.07
52 Week: $0.39 – $36.60
Market Cap
$815M
Fully Diluted ~$1.79B
Q2 FY2026 Revenue
$168.5M
−14.5% QoQ (Q1: $197M)
Gross Margin
−34%
Mohawk Valley Utilization Rate ~20-25%