Announcement • 6h
Wolfspeed Inc Introduces New 3.3 Kv Sic Power Modules In Two Industry-Standard Footprints Wolfspeed has introduced two new 3.3 kV silicon carbide (SiC) power module families – including high-power half-bridge baseplate modules and scalable full-bridge baseplate-less modules in industry-standard footprints — that are purpose-built to address the rapidly approaching power constraints driven by AI data centers and the broader energy transition. Meeting this moment requires power generation, conversion, and distribution that is faster, smaller, more efficient, cost-effective, and more resilient than anything silicon alone can deliver. These new module families give engineers the tools to modernize energy infrastructure across the entire energy life cycle. The 3.3 kV silicon carbide (SiC) power module families are purpose-built to address the rapidly approaching power constraints driven by AI data centers and the broader energy transition. The two 3.3 kV families enable design engineers to reduce power stages and move to a 2-level topology for 2 kV and higher DC-link architectures — with the choice of baseplate and baseplate-less SiC power modules. The high-power half-bridge baseplate SiC power module (LM platform) is designed for >800 amp (A) applications and optimized for demanding converter topologies used in solar, grid-scale energy storage, and wind-power infrastructure. The scalable full-bridge baseplate-less (part of the Wolfspeed WolfPACK family) SiC power module is engineered for modularity, offering flexibility to configure multi-level, series-stacked, or parallel converter architectures with consistent, matched performance — and is optimized for solid-state transformers (SSTs) and modular renewable energy infrastructure. Both families are engineered for the relentless demands of always-on infrastructure. The Wolfspeed WolfPACK module leverages cutting-edge sintered die attach and epoxy encapsulant material to deliver a significant improvement in power cycling performance over standard silicon gel encapsulated modules. Similarly, the baseplate module achieves improved system durability and power cycling through advanced packaging technology featuring sintered die attach and a copper die-top system. Both families feature Gen 4 technology with improved cosmic ray susceptibility. The Wolfspeed WolfPACK module enables solid-state transformer systems to deliver over 50% footprint reduction compared to traditional equipment through improved switching performance and system architecture improvements. The new high-power baseplate module delivers up to 42% improvement in switching losses over other market-available SiC solutions and greater than 90% over IGBTs — both measured at 125°C on a 1.8 kV bus in the same package. Both families achieve improved switching over temperature, reducing magnetics and EMI filter sizes, ultimately leading to system power density and reduced system costs. Samples for the full-bridge Wolfspeed WolfPACK IBB020A33GM4, IBB020A33GM4T and for HAB900C33LM4 are available for select customers through Wolfspeed’s direct sales representatives. Both families will be demonstrated at PCIM, June 9–11, 2026, at booth 7-435, with live demonstrations showcasing system-level performance and scalability. WOLF
Live News • May 20
Wolfspeed Shifts to AI and Grid After Chapter 11 With US$97 Million Debt Cut and Revenue Gains Wolfspeed reported a Q3 FY26 GAAP net loss of US$119.9 million and emerged from Chapter 11 with stockholders’ equity above US$1 billion after reducing total debt by US$97 million and refinancing about US$476 million of first-lien debt.
Revenue tied to AI data center applications grew about 30% sequentially, supported by the launch of a 10 kV silicon carbide power MOSFET and a new cooling portfolio for AI infrastructure.
The company has fully shifted device production to its Mohawk Valley 200mm fab, repositioned Durham for materials, moved focus away from electric vehicles, and guided for Q4 FY26 revenue of US$140 million to US$160 million, while still reporting operating losses and negative gross margins.
The story here is a company working to rebuild its balance sheet and reposition its product mix toward AI, industrial, aerospace, automotive, and energy uses, while profitability remains a key challenge.
Investors may consider weighing the potential of Wolfspeed’s AI and grid-focused silicon carbide portfolio against ongoing losses, negative gross margins, and the execution risk associated with major capacity and product shifts following Chapter 11.