Zviratidzo zveWolfspeed Bankruptcy Zvinopa Chinjo Huru kuSiC Semiconductor Industry

Wolfspeed, mutungamiri wekare mu tekinoroji yesilicon carbide (SiC), akaendesa nyaya yekubhuroka svondo rino, zvichiratidza shanduko huru mumusika wepasi rose weSiC semiconductor.

Kudonha kwekambani kunoratidza matambudziko makuru ari muindasitiri yese—kudzikira kwekudiwa kwemotokari dzemagetsi (EV), makwikwi emitengo akanyanya kubva kuvatengesi vekuChina, uye njodzi dzine chekuita nekuwedzera kwemagetsi.

---

Kubhuroka uye Kugadzirisazve

Semunhu anotungamira muSiC tekinoroji, Wolfspeed yakatanga chibvumirano chekutsigira kugadzirisa zvinhu chakanangana nekuderedza chikwereti chayo chinosvika 70% uye kuderedza muripo wemari wepagore neinenge 60%.

Kare, kambani iyi yaimbosangana nekumanikidzwa kwakanyanya nekuda kwekushandiswa kwemari yakawanda pazvivakwa zvitsva uye kukwikwidzana kuri kuwedzera kubva kune vatengesi veSiC vekuChina. Wolfspeed akataura kuti danho iri rekugadzirira richaisa kambani iyi panzvimbo yakanaka yekubudirira kwenguva refu uye richabatsira kuchengetedza hutungamiriri hwayo muchikamu cheSiC.

"Mukuongorora nzira dzekusimbisa bhajeti redu uye kugadzirisa mamiriro edu emari, takasarudza danho iri nekuti tinotenda kuti ndiro rinoisa Wolfspeed panzvimbo yakanaka mune ramangwana," akadaro CEO Robert Feurle mumashoko ake.

Wolfspeed akasimbisa kuti icharamba ichishanda zvakajairika panguva yekubhuroka, kuchengetedza kutumirwa kwevatengi, uye kubhadhara vatengesi vezvinhu nemasevhisi sechikamu chemaitiro ebhizinesi akajairwa.

---

Kudyara Mari Zvakawandisa uye Kusagadzikana Kwemusika

Kuwedzera pakukura kwemakwikwi ekuChina, Wolfspeed ingangodaro yakadyara mari yakawandisa muSiC, ichinyanya kukoshesa kukura kwemusika weEV kwenguva refu.

Kunyange zvazvo kushandiswa kwemagetsi emagetsi kuri kuramba kuchienderera mberi pasi rose, kufamba kwacho kwaderera munzvimbo dzakawanda huru. Kuderera uku kungave kwakakonzera kutadza kwaWolfspeed kuwana mari yakakwana yekuzadzisa zvikwereti nezvikwereti zvemubereko.

Pasinei nematambudziko aripo pari zvino, tarisiro yenguva refu yetekinoroji yeSiC ichiri yakanaka, ichikurudzirwa nekuwedzera kwekudiwa kwemagetsi emagetsi, zvivakwa zvesimba rinogona kudzokororwa, uye nzvimbo dzedata dzinoshandisa AI.

---

Kukwira kweChina neHondo yeMitengo

Maererano neNikkei Asia, makambani ekuChina akawedzera zvakanyanya muchikamu cheSiC, achikwidza mitengo kusvika pakaderera kare. Mawafer eWolfspeed SiC ane mainch matanhatu akambotengeswa nemadhora chiuru nemazana mashanu ($1,500); makwikwi ekuChina ikozvino anopa zvigadzirwa zvakafanana nemadhora mazana mashanu chete ($500)—kana kutoti pasi pazvo.

Kambani yekutsvagisa misika yeTrendForce inoti Wolfspeed ndiyo yaive nemugove mukuru wemusika muna 2024 pa33.7%. Zvisinei, TanKeBlue yeChina neSICC dziri kukurumidza kusvika, nemugove wemusika we17.3% uye 17.1%, zvichiteerana.

---

Renesas Anobuda muSiC EV Musika

Kubhuroka kweWolfspeed kwakakanganisawo vadyidzani vayo. Mugadziri wemachip wekuJapan, Renesas Electronics, akanga asaina chibvumirano chemadhora mabhiriyoni maviri nerimwe chete chekutengesa mawafer neWolfspeed kuti vawedzere kugadzirwa kweSiC power semiconductor.

Zvisinei, nekuda kwekushomeka kwezvinodiwa zvemagetsi emagetsi uye kukura kwezvigadzirwa zvemagetsi zvekuChina, Renesas yakazivisa hurongwa hwekubuda mumusika weSiC EV. Kambani iyi inotarisira kurasikirwa nemari inosvika mabhiriyoni gumi nemanomwe emadhora muhafu yekutanga ya2025 uye yakagadzirisa chibvumirano ichi nekushandura mari yayakaisa mumari yayo kuita mari yekutenga inotengeswa neWolfspeed, masheya akajairika, uye mawaranti.

---

Matambudziko eInfineon, CHIPS Act

Infineon, mumwe mutengi mukuru weWolfspeed, akatarisanawo nekusava nechokwadi. Yakanga yasaina chibvumirano chekuchengetedza nzvimbo kwemakore akawanda neWolfspeed kuti iwane SiC. Hazvina kujeka kuti chibvumirano ichi chicharamba chiri kushanda here pakati penyaya dzekubhuroka, kunyangwe Wolfspeed yakavimbisa kuramba ichizadzisa mirairo yevatengi.

Pamusoro pezvo, Wolfspeed yakakundikana kuwana mari pasi peUS CHIPS and Science Act munaKurume. Uku kunonzi kwaive kurambwa kukuru kwemari kusvika pari zvino. Hazvisati zvanyatsojeka kana chikumbiro chemari yekubatsira chichiri kuongororwa.

---

Ndiani Anogona Kubatsirwa?

Sekureva kweTrendForce, vagadziri vekuChina vangangoramba vachikura—kunyanya tichifunga nezvekukunda kweChina mumusika wepasi rose wemagetsi emagetsi. Zvisinei, vatengesi vasiri vekuUS vakaita seSTMicroelectronics, Infineon, ROHM, naBosch vanogonawo kuwana mukana nekupa mamwe macheni ekutengesa uye kushanda pamwe chete nevagadziri vemotokari kuti vapikise nzira dzeChina dzekugadzira mota.