Sigina na fatarar fatarar Wolfspeed Babban Juyin Juya don Masana'antar Semiconductor na SiC
Wolfspeed, shugaba mai dadewa a fasahar siliki carbide (SiC), ya shigar da karar fatarar kudi a wannan makon, wanda ke nuna gagarumin canji a cikin yanayin yanayin SiC na duniya.
Faduwar kamfanin yana nuna zurfin ƙalubalen masana'antu-rajin buƙatar abin hawa na lantarki (EV), gasa mai tsanani daga masu siyar da kayayyaki na kasar Sin, da kuma haɗarin da ke tattare da haɓakar haɓaka.
Bankruptcy da Restructuring
A matsayinsa na majagaba a fasahar SiC, Wolfspeed ya ƙaddamar da yarjejeniyar tallafi na sake fasalin da nufin rage kusan kashi 70% na bashin da ya fi fice da kuma yanke biyan kuɗin ruwa na shekara-shekara da kusan kashi 60%.
A baya can, kamfanin ya fuskanci matsin lamba saboda yawan kashe kudade kan sabbin kayan aiki da kara gogayya daga masu samar da SiC na kasar Sin. Wolfspeed ya bayyana cewa wannan ma'auni mai fa'ida zai inganta kamfanin don samun nasara na dogon lokaci da kuma taimakawa wajen ci gaba da jagorancinsa a bangaren SiC.
"A cikin kimanta zaɓuɓɓuka don ƙarfafa ma'auni na mu da kuma daidaita tsarin babban birnin mu, mun zaɓi wannan mataki mai mahimmanci saboda mun yi imanin cewa mafi kyawun matsayi na Wolfspeed na gaba," in ji Shugaba Robert Feurle a cikin wata sanarwa.
Wolfspeed ya jaddada cewa zai ci gaba da gudanar da ayyuka na yau da kullun yayin tsarin fatara, kula da isar da saƙon abokin ciniki, da biyan masu siyar da kayayyaki da ayyuka a zaman wani ɓangare na daidaitattun hanyoyin kasuwanci.
Zuba Jari da Kasuwar Kasuwa
Baya ga haɓaka gasa ta Sinawa, Wolfspeed na iya yin saka hannun jari sosai a ƙarfin SiC, yin banki da yawa kan ci gaban kasuwar EV.
Yayin da tallafin EV ke ci gaba a duniya, saurin ya ragu a manyan yankuna da yawa. Wannan jinkirin na iya haifar da gazawar Wolfspeed don samar da isassun kudaden shiga don biyan bashi da wajibcin riba.
Duk da koma baya a halin yanzu, hangen nesa na dogon lokaci na fasahar SiC ya kasance mai inganci, wanda ya haifar da haɓakar buƙatu a cikin EVs, kayan aikin makamashi mai sabuntawa, da cibiyoyin bayanan AI.
Yunƙurin China da Yaƙin Farashi
Bisa lafazinNikke Asiya, Kamfanonin kasar Sin sun bazu cikin karfin gwiwa a fannin SiC, tare da tura farashin farashi zuwa arha mai tarihi. Wolfspeed's 6-inch SiC wafers sau ɗaya an sayar da su akan $1,500; Abokan hamayyar kasar Sin yanzu suna ba da kayayyaki iri ɗaya akan $500—ko ma ƙasa da haka.
Kamfanin binciken kasuwa TrendForce ya ba da rahoton cewa Wolfspeed ya rike kaso mafi girma na kasuwa a cikin 2024 a 33.7%. Duk da haka, kamfanonin TanKeBlue na kasar Sin da SICC suna saurin kamawa, tare da hannun jari na 17.3% da 17.1%, bi da bi.
Renesas Ya Fita Daga Kasuwar SiC EV
Farar Wolfspeed shima ya shafi abokan huldarsa. Kamfanin kera na'ura na kasar Japan Renesas Electronics ya sanya hannu kan yarjejeniyar samar da wafer na dala biliyan 2.1 tare da Wolfspeed don haɓaka samar da wutar lantarki ta SiC.
Koyaya, saboda raunin buƙatun EV da haɓaka samfuran Sinawa, Renesas ya sanar da shirin ficewa daga kasuwar na'urar wutar lantarki ta SiC EV. Kamfanin yana tsammanin yin asarar kusan dala biliyan 1.7 a farkon rabin shekarar 2025 kuma ya sake fasalin yarjejeniyar ta hanyar canza ajiyar kuɗin sa zuwa bayanin kula mai iya canzawa, hannun jari na gama-gari, da garanti na Wolfspeed.
Infineon, Matsalolin Dokar CHIPS
Infineon, wani babban abokin ciniki na Wolfspeed, shima yana fuskantar rashin tabbas. Ya rattaba hannu kan yarjejeniyar ajiyar iya aiki na shekaru da yawa tare da Wolfspeed don tabbatar da wadatar SiC. Ko wannan yarjejeniya ta ci gaba da aiki a cikin shari'ar fatarar kuɗi ba a sani ba, kodayake Wolfspeed ya yi alƙawarin ci gaba da cika umarnin abokin ciniki.
Bugu da ƙari, Wolfspeed ya kasa samun kuɗi a ƙarƙashin Dokar CHIPS da Kimiyyar Amurka a cikin Maris. An bayar da rahoton cewa wannan shi ne mafi girma da aka ki amincewa da kudade guda ɗaya zuwa yau. Har yanzu babu tabbas ko har yanzu ana kan duba bukatar tallafin.
Wanene Ya Tsaya don Amfani?
A cewar TrendForce, masu haɓaka Sinawa na iya ci gaba da haɓaka—musamman idan aka yi la’akari da yadda China ta mamaye kasuwar EV ta duniya. Duk da haka, masu samar da kayayyaki ba na Amurka ba irin su STMicroelectronics, Infineon, ROHM, da Bosch na iya samun ci gaba ta hanyar ba da wasu hanyoyin samar da kayayyaki da yin haɗin gwiwa tare da masu kera motoci don ƙalubalantar dabarun ƙasar Sin.
Lokacin aikawa: Jul-04-2025