Home / Companies / Wolfspeed Inc.

Wolfspeed Inc.

WOLF·semiconductors·🇺🇸 United States·

World's largest SiC manufacturer + GaN power/RF devices. Gallium-exposed: GaN-on-SiC requires gallium metal under MOFCOM Dec-2024 export controls. Filed Ch.11 2025; reorganising under CHIPS Act fab support.

Policy outlook · threats, impact & strategy

—

Tracked, not scored

323

Last action

22 Sept 2026

Mentions, 12m

109

No scored critical-mineral exposure profile exists for this company yet — it is tracked only through 323 policy-register mentions.

Policy measures, last 24 months

19968 restrictive · 74 supportive · 57 neutral

🇺🇸 US accounts for 30% of severity-weighted pressure. Regulatory focus shifted from 🇺🇸 US to 🇨🇳 CN in 2026Q3.

China State Council Order 834 — Provisions on Industrial Chain and Supply Chain Security🇨🇳 headwind sev 5

US Section 232 25% tariff on advanced computing chips and derivatives🇺🇸 headwind sev 5

EU FDI Screening Regulation revision — Council–Parliament political agreement (revision of Regulation (EU) 2019/452)🇪🇺 headwind sev 5

See all in the register →median T+21 -43.9% across 1 priced actions

196 more (top 17 shown, ranked)Show

US-China Economic and Trade Arrangement (Busan Summit) — one-year mutual suspension of reciprocal tariff escalation, China rare-earth/critical-minerals export controls, and US affiliates rule; soybean and agricultural purchase commitments🇺🇸 headwind sev 5

Germany Sondervermögen Infrastruktur und Klimaneutralität (SVIKG) — EUR 500 bn special-fund Errichtungsgesetz🇩🇪 tailwind sev 5

Taiwan MOEA SHTC entity-list expansion adds Huawei, SMIC, +599 entities🇹🇼 headwind sev 5

US BIS Dec-2024 package — HBM export controls, 24 SME ECCNs, 140+ Entity List adds🇺🇸 headwind sev 5

China State Council enacts unified Regulations on Export Control of Dual-Use Items🇨🇳 headwind sev 5

EU 2026 Update of Dual-Use Export Control List (Commission Delegated Regulation, adopted C(2026)6323)🇪🇺 headwind sev 4

China MOFCOM Preliminary Anti-Dumping Ruling on Japanese Dichlorosilane (DCS) Imports🇨🇳 headwind sev 4

China MOFCOM Announcement No. 30 [2026] — first EU-targeted entity listing, 14 entities incl. Rheinmetall, Tatra Trucks, Wrocław University🇨🇳 headwind sev 4

BIS moves UAE to Country Group A:5, unlocking license-free advanced-computing exports for G42/Core42🇺🇸 tailwind sev 4

US DoD Section 1260H CMIC List Expansion — 65 Entities Added Including CATL, BYD, Alibaba, Baidu, NIO🇺🇸 headwind sev 4

Japan FEFTA 2026 Amendment — J-CFIUS enacted: indirect-acquisition screening, call-in powers, and cross-ministerial consultation framework🇯🇵 headwind sev 4

Japan METI 'Manufacturing Base Strengthening Report' interim summary (Study Group on Strengthening Manufacturing Base in Light of Geopolitical Risks)🇯🇵 sev 4

Vietnam Decree 96/2026/ND-CP: implementation rules for the Law on Investment 2025🇻🇳 sev 4

US USTR Section 301 investigations into structural excess capacity and overproduction — 16 economies (China, EU, Singapore, Switzerland, Norway, Indonesia, Malaysia, Cambodia, Thailand, Korea, Vietnam, Taiwan, Bangladesh, Mexico, Japan, India)🇺🇸 headwind sev 4

Chile signs definitive CEOL for Salar de Maricunga with Codelco–Rio Tinto joint venture🇨🇱 sev 4

US-Taiwan Agreement on Reciprocal Trade (ART) signed by AIT-TECRO🇺🇸 headwind sev 4

US EXIM Project Vault — Direct Loan + Strategic Critical Minerals Reserve🇺🇸 sev 4

Upcoming activations

2measures with a future effective date

US FY2026 NDAA (P.L. 119-60) adds gallium, germanium and molybdenum to DoD's covered-materials procurement ban on China/Russia/Iran/DPRK sourcing31 Dec 202687d

US FAR Council NPRM — Federal Acquisition Regulation: Prohibition on Certain Semiconductor Products and Services (FAR Case 2023-008)23 Dec 2027444d

Policies in discussion

7most advanced: PENDING

Japan FEFTA 2026 Amendment — J-CFIUS enacted: indirect-acquisition screening, call-in powers, and cross-ministerial consultation frameworkCONSULTATIONsev 4

BIS interim final rule — additional due diligence measures for advanced computing integrated circuits (ECCN 3A090)PENDINGsev 4

EU Chips Act 2.0 — Commission proposal to replace Regulation (EU) 2023/1781 with €120bn mobilisation target and demand-side measuresPROPOSALsev 3

4 moreShow

China MOFCOM/GAC Announcement No. 72 (2025): suspension of US-targeted mineral export controls pending trade consultationsPENDINGsev 3

BIS interim final rule removing standards-related activities from EAR scopePENDINGsev 2

BIS Affiliates Rule — Entity List 50%-ownership automatic extension (Interim Final Rule)PENDINGsev 1

US BIS extends comment period on Oct 2023 semiconductor manufacturing and advanced-computing IFRsCONSULTATIONsev 1

ETF hosts

24funds with sector exposure to this company

iShares Semiconductor — US-listed semissemiconductors95.0%

VanEck Semiconductor — global semis weighted to TSMC/NVDAsemiconductors95.0%

SPDR S&P Semiconductor — equal-weight semissemiconductors95.0%

3 more of 21Show

EWTsemiconductors55.0%

VanEck Rare Earth / Strategic Metalscritical-minerals-processing40.0%

Global X Lithium & Battery Techcritical-minerals-processing30.0%

Last register action 22 Sept 2026 · 109 in the last 12 months.

Loading…