09/01/2024, 02:45 PM UTC
硅龙头Wolfspeed跌落神坛：全面解析The Fall of Silicon Carbide Leader Wolfspeed: A Comprehensive Analysis
➀ Wolfspeed（前身为Cree）市值从120亿美元暴跌至17亿美元，面临重大财务损失和运营挑战。➁ 公司从LED转向化合物半导体应用的转型遭遇中国制造商的激烈竞争，后者通过降价侵蚀利润。➂ Wolfspeed转向8英寸碳化硅晶圆的战略面临技术和成本障碍，行业内6英寸与8英寸的争论仍未解决。➀ Wolfspeed, formerly Cree, has seen its market cap plummet from $12 billion to $1.7 billion, facing significant financial losses and operational challenges. ➁ The company's pivot from LED to compound semiconductor applications has been met with fierce competition from Chinese manufacturers, who have driven down prices and eroded profits. ➂ The transition to 8-inch silicon carbide wafers, a strategic move by Wolfspeed, faces technological and cost hurdles, with the 6-inch vs. 8-inch debate still unresolved in the industry.
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