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Weekly Recap: BorgWarner silicon carbide deal and yield, cost efforts
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Fusion42 · 2 November 2026 · Fusion42 review
Wolfspeed secured a multiyear deal to supply BorgWarner with 1200V silicon carbide devices for EV inverter platforms while improving production yields and cutting costs. The company also doubled its AI data center revenue and launched transparent silicon carbide sales targeting AR optics and quantum computing.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
EV and semiconductor founders must prepare for rising silicon carbide demand driven by BorgWarner's adoption and Wolfspeed’s cost efficiency drive. Your chance to supply silicon carbide or build AR and quantum tech applications just gained credible commercial validation.
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1 source · 2 Nov 2026
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