Wolfspeed Bankruptcy Signals Yakakura Turning Point yeSiC Semiconductor Indasitiri
Wolfspeed, mutungamiri akamira kwenguva refu musilicon carbide (SiC) tekinoroji, akamhan'arira kubhuroka svondo rino, zvichiratidza shanduko yakakosha mupasi rose SiC semiconductor landscape.
Kudonha kwekambani kunoratidza zvakadzika indasitiri-yakakura matambudziko-inononoka mota yemagetsi (EV) kudiwa, yakanyanya kukwikwidza mutengo kubva kune vatengesi veChinese, uye njodzi dzine chekuita nekuwedzera kwehasha.
Bankruptcy uye Restructuring
Semapiyona muSiC tekinoroji, Wolfspeed akatanga chibvumirano chekugadzirisa chibvumirano chine chinangwa chekudzikisa ingangoita makumi manomwe muzana echikwereti chayo uye nekucheka mubereko wegore negore nezvikamu makumi matanhatu.
Kare, kambani yanga yakatarisana nekumanikidzana nekuda kwekushandisa mari yakawanda pazvivakwa zvitsva uye kuwedzera kwemakwikwi kubva kune vatengesi veChinese SiC. Wolfspeed akataura kuti iyi nhanho inosimudzira ichaisa zvirinani kambani kubudirira kwenguva refu uye kubatsira kuchengetedza hutungamiriri hwayo muchikamu cheSiC.
"Mukuongorora sarudzo dzekusimbisa pepa redu rekuenzanisa uye kugadzirisa chimiro chedu chemari, takasarudza danho iri nekuti tinotenda kuti inzvimbo dzakanakisa dzeWolfspeed mune ramangwana," akadaro CEO Robert Feurle mukutaura.
Wolfspeed akasimbisa kuti ichaenderera mberi nekuita zvakajairwa panguva yekubhuroka, kuchengetedza kutakura kwevatengi, uye kubhadhara vatengesi vezvinhu nemasevhisi sechikamu chemaitiro ebhizinesi.
Overinvestment uye Market Headwinds
Pamusoro pekukura kukwikwidza kweChinese, Wolfspeed inogona kunge yakawedzera mari muSiC kugona, kubhengi zvakanyanya pakukura kwemusika weEV.
Nepo kutorwa kweEV kuchienderera mberi pasi rose, nhanho yakadzikira mumatunhu makuru akati wandei. Kudzikira uku kungave kwakakonzera kusakwanisa kweWolfspeed kuburitsa mari yakakwana yekuzadzisa chikwereti uye zvisungo zvemhindu.
Pasinei nezvipingamupinyi zvazvino, tarisiro yenguva refu yeSiC tekinoroji inoramba yakanaka, ichikurudzirwa nekukwira kuri kudiwa muEVs, renewable energy infrastructure, uye AI-powered data centers.
Kusimuka kweChina uye Hondo Yemutengo
Maererano neNikkei Asia, Makambani eChinese akawedzera zvine hukasha kupinda muchikamu cheSiC, achisundidzira mitengo kusvika pakudzikira kwenhoroondo. Wolfspeed's 6-inch SiC wafers akambotengeswa ne $ 1,500; Vakwikwidzi veChinese zvino vanopa zvigadzirwa zvakafanana nemari isingasviki mazana mashanu emadhora - kana kunyange zvishoma.
Kambani yekutsvagisa musika TrendForce inoshuma kuti Wolfspeed yakabata chikamu chikuru chemusika muna 2024 pa33.7%. Nekudaro, TanKeBlue yekuChina neSICC vari kukurumidza kubata, vaine migove yemusika ye17.3% uye 17.1%, zvichiteerana.
Renesas Anobuda muSiC EV Musika
Kubhuroka kwaWolfspeed kwakanganisawo vadyidzani vayo. Japanese chipmaker Renesas Electronics yakanga yasaina chibvumirano chemadhora mazana maviri nemazana maviri emadhora neWolfspeed kuti iwedzere kugadzirwa kwayo kweSiC simba semiconductor.
Nekudaro, nekuda kwekuderera kwekuda kweEV uye kukura kwekubuda kweChinese, Renesas yakazivisa hurongwa hwekubuda mumusika weSiC EV wemagetsi emagetsi. Iyo kambani inotarisira kutora kurasikirwa inosvika madhora bhiriyoni 1.7 muhafu yekutanga ye2025 uye yakagadzirisa chibvumirano ichi nekushandura dhipoziti yayo kuita Wolfspeed-yakabudiswa inoshandurwa manotsi, zvakajairika stock, uye waranti.
Infineon, CHIPS Act Matambudziko
Infineon, mumwe mutengi mukuru weWolfspeed, anotarisanawo nekusagadzikana. Yakanga yasaina chibvumirano chemakore akawanda chekuchengetedza masimba neWolfspeed kuchengetedza SiC kupihwa. Kuti chibvumirano ichi chinoramba chiriko here pakati pekubhuroka hazvina kujeka, kunyangwe Wolfspeed akavimbisa kuenderera mberi nekuzadzisa maodha evatengi.
Pamusoro pezvo, Wolfspeed yakatadza kuwana mari pasi peUS CHIPS neScience Act munaKurume. Uku kunonzi ndiko kurambwa kukuru kwemari imwe chete kusvika pari zvino. Zvinoramba zvisina chokwadi kana chikumbiro cherubatsiro chichiri kuongororwa.
Ndiani Anofanira Kubatsirwa?
Sekureva kweTrendForce, Vagadziri veChinese vangangoramba vachikura - kunyanya vachipihwa hutongi hweChina mumusika wepasi rose weEV. Nekudaro, vatengesi vasiri vekuUS vakaita seSTMicroelectronics, Infineon, ROHM, uye Bosch vanogona zvakare kuwana nzvimbo nekupa mamwe macheni ekupa uye kubatana nevagadziri vemotokari kupikisa nzira dzeChina dzenzvimbo.
Nguva yekutumira: Jul-04-2025