Wolfspeed stock gets BorgWarner deal ahead of results

Published on 11/01/2026 at 13:49 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Wolfspeed stock enters the week after a multiyear BorgWarner supply agreement for electric-vehicle inverters. Fiscal first-quarter results follow on November 4.

Supply Deal Meets Earnings Test

Wolfspeed will supply BorgWarner with silicon carbide devices for an 800-volt electric-vehicle inverter platform.
Wolfspeed is scheduled to discuss fiscal first-quarter 2027 results on Wednesday, November 4.
The agreement extends a longstanding relationship and supports Wolfspeed's 200-millimeter manufacturing strategy.

WOLF, US97785W1062, Illustration mit AI erstellt.

Wolfspeed announced on October 28 a multiyear agreement to supply silicon carbide devices for BorgWarner's next-generation 800-volt inverter platform. The deal links Wolfspeed's power-semiconductor technology to electric-vehicle and power-conversion applications and arrives before the company's fiscal first-quarter results.

According to Business Wire, BorgWarner is using Wolfspeed's 1200-volt silicon carbide technology for the inverter platform. The companies described the arrangement as a continuation of their collaboration, with Wolfspeed providing long-term access to its devices.

Technology And Manufacturing Focus

Wolfspeed said its Gen 5 silicon carbide technology is designed for the efficiency, performance and reliability requirements of advanced automotive power electronics. The company also said its US manufacturing operations have fully transitioned to 200-millimeter wafers, a production change intended to support scale and supply continuity.

The agreement does not disclose financial terms. For investors, its significance rests on the addition of a long-term automotive application and on whether Wolfspeed can translate manufacturing capacity and customer commitments into improving operating performance.

Results Set The Next Catalyst

Wolfspeed plans to discuss fiscal first-quarter 2027 results on Wednesday, November 4, at 5:00 p.m. Eastern Time. Management's comments on demand, production, cash use and the outlook will be central to assessing the commercial importance of the BorgWarner relationship.

Wolfspeed stock traded at 19.61 euros on Lang & Schwarz at 13:04 CET on Saturday, October 31, 2026. Investors can follow the real-time quote of Wolfspeed stock.