Infineon signs multiyear wafer supply deal with Wolfspeed
Infineon signed a multiyear agreement with Wolfspeed for 200-mm silicon carbide wafers, shifting their existing supply relationship from 150-mm substrates.
1. Wafer supply agreement
Infineon signed a multiyear supply agreement with Wolfspeed for 200-mm silicon carbide wafers on October 15, 2026. The deal shifts their existing supply relationship from 150-mm to 200-mm substrates, supporting manufacturing expansion and supply-chain resilience.
2. Demand drivers
The article says larger wafers lower substrate costs per chip and support demand for power semiconductors in electric vehicles, renewable energy and AI data centers.
