Wolfspeed
WOLFpower· NYSEWolfspeed – Power semiconductors: Silicon carbide (SiC) transistors and solid-state grid conversion hardware.
Why it matters
If solid-state transformers ramp at AI scale, Wolfspeed has the highest-voltage SiC product family on the market and is structurally exposed in a way other power-semi vendors are not.
The read
Levered to High-voltage SiC supply for solid-state transformers as AI data-center power conversion scales.
Bull case: Has the highest-voltage SiC product family on the market (10kV) and is structurally exposed if solid-state transformers ramp at AI scale.