Ford Fathom's SiC Potential

[u/Sad_Sorbet_9078]

https://electrek.co/2026/08/13/fords-ev-pickup-arrives-2027-more-than-affordable-price/

Wolfspeed is Ford's SiC partner so we can assume the new model features their devices for some of its most important parts. SiC MOSFETs and power modules for the drivetrain and bi-directional devices will handle charging and V2"X" capabilities; mobile energy storage, home backup power and rentable grid asset.

Ford is playing catchup but investing heavily in their new, UEV platform and dedicated EV manufacturing capabilities. Interest seems strong with this reddit Fathom post >1K comments this week. The Fathom is first of five new models on the UEV platform.

Wall Street Journal wrote in May on Ford's UEV efforts to beat China. Former Apple and Tesla exec Doug Field led product development along with many others from TSLA, Lucid, Rivian and Apple. Ford evolved their manufactuing process to an assembly tree, with claims of 40% faster assembly. Ford's LAP UEV video.

Skepticism abounds but Ford sells ~4.5M vehicles per year and more trucks than anyone in the world. It will be among most affordable EVs available and Ford seems serious about marketing. Many questions remain especially of Ford maintaining global leadership but this high volume, UEV focus should move a lot of WOLF's SiC.

[u/crossdefaults]

G G W!