Wolfspeed’s 200mm SiC Wafer Capacity Is the Biggest 2026 Bottleneck for Solid-State Transformers
· Analysis
4 sources Wolfspeed Mohawk Valley fab (Marcy NY) opened April 2022, world's first 200mm-only SiC device fab. Mohawk Valley capacity ~20% utilization mid-2024, target 25% YE 2024, full utilization 2026
