According to the CITIC Securities Research Report, Wolfspeed has received a 30-year $1.5 billion conditional loan commitment from the US Department of War and plans to focus on gallium nitride products. Yole expects the global radio frequency gallium nitride market to grow from 1.3 billion US dollars in 2025 to 2.4 billion US dollars in 2030. Domestic substitution is accelerating. The shift of SiC-based GaN to 6 inches is an important trend. It is recommended to focus on companies that mass-produce 6-inch SiC-based gallium nitride IDM manufacturers.

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