The partnership leverages Wolfspeed’s domestic manufacturing capacity, which has now transitioned entirely to 200 mm wafer production. By securing this volume, BorgWarner aims to bolster its position in the competitive EV drivetrain market. While the specific financial terms of the arrangement remain undisclosed, the deal signals a deeper industry shift toward high-efficiency power electronics as automakers race to meet demand for faster charging and longer-range electric vehicles.
In section Market Quotes
Wolfspeed Secures Silicon Carbide Supply Deal with BorgWarner
Electric vehicle adoption is accelerating toward a 25% global market share in 2025, forcing component manufacturers to lock in long-term supply chains. Wolfspeed announced a multiyear agreement on Wednesday to provide BorgWarner with silicon carbide technology, specifically targeting the supplier’s 800V inverter platform for next-generation automotive power conversion.
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