Lipontšo Tsa Phallo ea Wolfspeed Ntlha e kholo ea Phetoho bakeng sa Indasteri ea SiC Semiconductor
Wolfspeed, moetapele oa nako e telele oa theknoloji ea silicon carbide (SiC), o kentse kopo ea ho putlama bekeng ena, a tšoaea phetoho e kholo tikolohong ea lefatše ea SiC semiconductor.
Ho oa ha k'hamphani ho totobatsa liqholotso tse tebileng tsa indasteri - tlhoko ea koloi ea motlakase e liehang (EV), tlholisano e matla ea litheko ho tsoa ho barekisi ba China, le likotsi tse amanang le keketseho e matla.
Bankruptcy le Restructuring
E le pula-maliboho ho theknoloji ea SiC, Wolfspeed e thehile tumellano ea ts'ehetso ea ntlafatso e reretsoeng ho fokotsa hoo e ka bang 70% ea mokoloto oa eona o setseng le ho fokotsa litefo tsa selemo le selemo tsa tsoala ka hoo e ka bang 60%.
Nakong e fetileng, k'hamphani e ne e tobane le khatello e ntseng e eketseha ka lebaka la litšenyehelo tse boima tsa lichelete litsing tse ncha le tlhōlisano e ntseng e eketseha ho tsoa ho barekisi ba SiC ba Chaena. Wolfspeed o boletse hore mohato ona o sebetsang o tla beha k'hamphani boemong bo botle bakeng sa katleho ea nako e telele le ho thusa ho boloka boetapele ba eona lekaleng la SiC.
"Ha re hlahloba mekhoa ea ho matlafatsa letlapa la rona la ho leka-lekanya le ho fetola sebopeho sa rona sa lichelete, re khethile mohato ona oa leano hobane re lumela hore ke maemo a molemo ka ho fetisisa a Wolfspeed bakeng sa bokamoso," ho boletse CEO Robert Feurle polelong.
Wolfspeed o hatelletse hore e tla tsoelapele ts'ebetso e tloaelehileng nakong ea ts'ebetso ea ho putlama, ho boloka litšebeletso tsa bareki, le ho lefa barekisi ba thepa le lits'ebeletso e le karolo ea mekhoa e tloaelehileng ea khoebo.
Matsete a Feteletseng le Liphello Tsa Limmaraka
Ntle le tlholisano e ntseng e hola ea Machaena, Wolfspeed e kanna ea tsetela ho feta tekano ho bokhoni ba SiC, ea banka haholo kholong e tsitsitseng ea mmaraka oa EV.
Ha kamohelo ea EV e ntse e tsoela pele lefatšeng ka bophara, lebelo le fokotsehile libakeng tse 'maloa tse kholo. Ho fokotseha hona ho ka 'na ha kenya letsoho hore Wolfspeed e se ke ea khona ho hlahisa chelete e lekaneng ho finyella likoloto le likoloto tsa phaello.
Ho sa tsotellehe litšitiso tse teng hona joale, pono ea nako e telele ea theknoloji ea SiC e ntse e le ntle, e susumetsoa ke ho eketseha ha tlhokahalo ea li-EVs, lisebelisoa tsa motlakase tse tsosolositsoeng, le litsi tsa data tse tsamaisoang ke AI.
Phahamiso ea Chaena le Ntoa ea Theko
Ho latelaNikkei Asia, lik'hamphani tsa Machaena li atolohile ka matla lekaleng la SiC, li sutumelletsa litheko ho theolelo ea nalane. Li-wafers tsa Wolfspeed tsa 6-inch SiC li kile tsa rekisoa ka $ 1,500; Bahanyetsi ba Machaena joale ba fana ka lihlahisoa tse tšoanang ka $500 kapa ka tlase ho moo.
Feme ea lipatlisiso tsa 'maraka TrendForce e tlaleha hore Wolfspeed e tšoere karolo e kholo ea mmaraka ka 2024 ho 33.7%. Leha ho le joalo, TanKeBlue ea Chaena le SICC li ntse li tsoela pele ka potlako, ka likarolo tsa 'maraka tsa 17.3% le 17.1%, ka ho latellana.
Renesas o Tsoa Mmarakeng oa SiC EV
Ho putlama ha Wolfspeed le hona ho amme balekane ba eona. Moetsi oa li-chip oa Japane Renesas Electronics o ne a saenetse tumellano ea phepelo ea li-wafer ea $ 2.1 bilione le Wolfspeed ho eketsa tlhahiso ea eona ea semiconductor ea matla ea SiC.
Leha ho le joalo, ka lebaka la tlhokahalo e fokolang ea EV le tlhahiso e ntseng e eketseha ea Chaena, Renesas e phatlalalitse merero ea ho tsoa 'marakeng oa lisebelisoa tsa motlakase oa SiC EV. Khamphani e lebelletse ho lahleheloa ke chelete e ka bang $ 1.7 bilione halofong ea pele ea 2025 mme e ntlafalitse tumellano ka ho fetolela depositi ea eona hore e be lintlha tse fetolehang tse fanoeng ke Wolfspeed, setoko se tloaelehileng le mangolo a tumello.
Infineon, CHIPS Act Mathata
Infineon, moreki e mong e moholo oa Wolfspeed, le eena o tobane le ho hloka botsitso. E ne e saenetse tumellano ea ho boloka bokhoni ea lilemo tse ngata le Wolfspeed ho boloka phepelo ea SiC. Hore na tumellano ena e ntse e sebetsa nakong ea linyeoe ha ho hlake, leha Wolfspeed e itlamme ho tsoela pele ho phethahatsa litaelo tsa bareki.
Ho feta moo, Wolfspeed o ile a hloleha ho fumana chelete tlas'a US CHIPS le Science Act ka Hlakubele. Ho tlalehoa hore ena e ne e le eona e kholo ka ho fetisisa e hanngoeng ka chelete e le 'ngoe ho fihlela joale. Ho ntse ho sa tsejoe hantle hore na kopo ea lithuso e ntse e hlahlojoa.
Ke Mang ea Emeng ho Rua Molemo?
Ho latela TrendForce, bahlahisi ba Machaena ba kanna ba tsoela pele ho hola - haholoholo ha China e le taolong 'marakeng oa lefatše oa EV. Leha ho le joalo, barekisi bao e seng ba US ba kang STMicroelectronics, Infineon, ROHM, le Bosch le bona ba ka fumana monyetla ka ho fana ka liketane tse ling tsa phepelo le ho sebelisana le baetsi ba likoloi ho phephetsa maano a China a ho etsa lehae.
Nako ea poso: Jul-04-2025