Fatarar Wolfspeed Alamar Babban Juyawa ga Masana'antar Semiconductor ta SiC

Wolfspeed, wani tsohon jagora a fasahar silicon carbide (SiC), ya shigar da ƙarar fatarar kuɗi a wannan makon, wanda hakan ya nuna gagarumin sauyi a yanayin SiC semiconductor na duniya.

Rushewar kamfanin ya nuna ƙalubale masu zurfi a faɗin masana'antu—rage buƙatar motocin lantarki (EV), tsananin gasa a farashi daga masu samar da kayayyaki na China, da kuma haɗarin da ke tattare da faɗaɗawa mai tsanani.

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Fatara da Sake Tsarin Mulki

A matsayinta na majagaba a fannin fasahar SiC, Wolfspeed ta fara yarjejeniyar tallafawa sake fasalin tattalin arziki da nufin rage kusan kashi 70% na bashin da ke kanta da kuma rage kudin ruwa na shekara-shekara da kusan kashi 60%.

A da, kamfanin ya fuskanci matsin lamba mai yawa saboda yawan kashe kuɗi kan sabbin wurare da kuma ƙaruwar gasa daga masu samar da kayayyaki na SiC na ƙasar Sin. Wolfspeed ya bayyana cewa wannan matakin da aka ɗauka zai inganta matsayin kamfanin don samun nasara na dogon lokaci da kuma taimakawa wajen ci gaba da jagorantarsa ​​a ɓangaren SiC.

"A yayin tantance zaɓuɓɓuka don ƙarfafa jadawalin kuɗinmu da sake daidaita tsarin jarinmu, mun zaɓi wannan matakin dabarun ne saboda mun yi imanin cewa shi ne mafi kyawun matsayi a Wolfspeed a nan gaba," in ji Shugaba Robert Feurle a cikin wata sanarwa.

Wolfspeed ya jaddada cewa zai ci gaba da gudanar da ayyukansa na yau da kullun a lokacin tsarin fatarar kuɗi, kula da isar da kayayyaki ga abokan ciniki, da kuma biyan masu samar da kayayyaki don kayayyaki da ayyuka a matsayin wani ɓangare na tsarin kasuwanci na yau da kullun.

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Zuba Jari Mai Yawa da Matsalolin Kasuwa

Baya ga karuwar gasa a China, Wolfspeed na iya saka hannun jari fiye da kima a karfin SiC, yana mai yin babban jari kan ci gaban kasuwar EV mai dorewa.

Duk da cewa ɗaukar EV yana ci gaba a duk duniya, saurin ya ragu a manyan yankuna da dama. Wannan raguwar na iya taimakawa ga gazawar Wolfspeed na samar da isassun kudaden shiga don biyan basussuka da basussuka.

Duk da koma-baya da ake fuskanta a yanzu, hasashen dogon lokaci game da fasahar SiC ya kasance mai kyau, wanda karuwar buƙata a cikin EVs, kayayyakin more rayuwa na makamashi mai sabuntawa, da cibiyoyin bayanai masu amfani da AI suka haifar.

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Tashin Hankali a China da Yaƙin Farashi

Bisa lafazinNikkei AsiaKamfanonin China sun faɗaɗa sosai a ɓangaren SiC, suna tura farashi zuwa ƙasa mai tarihi. Wafers ɗin SiC mai inci 6 na Wolfspeed sun taɓa sayar da shi akan $1,500; abokan hamayyar China yanzu suna ba da irin waɗannan kayayyaki akan ƙasa da $500—ko ma ƙasa da haka.

Kamfanin bincike kan kasuwa TrendForce ya ba da rahoton cewa Wolfspeed ya mallaki mafi girman kaso a kasuwa a shekarar 2024 da kashi 33.7%. Duk da haka, TanKeBlue na China da SICC suna samun riba cikin sauri, inda hannun jarin kasuwa ya kai kashi 17.3% da 17.1% bi da bi.

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Renesas Ya Fita Daga Kasuwar SiC EV

Fatarar Wolfspeed ta shafi abokan hulɗarta. Kamfanin kera guntu na Japan Renesas Electronics ya sanya hannu kan yarjejeniyar samar da wafer ta dala biliyan 2.1 tare da Wolfspeed don haɓaka samar da na'urar samar da wutar lantarki ta SiC.

Duk da haka, saboda raguwar buƙatar EV da ƙaruwar yawan fitar da kayayyaki daga China, Renesas ya sanar da shirin ficewa daga kasuwar na'urorin wutar lantarki na SiC EV. Kamfanin yana sa ran zai yi asarar kusan dala biliyan 1.7 a rabin farko na 2025 kuma ya sake tsara yarjejeniyar ta hanyar mayar da ajiyarsa zuwa takardun kuɗi masu canzawa da Wolfspeed ya bayar, hannun jari na gama gari, da kuma garanti.

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Matsalolin Dokar Infineon, CHIPS

Infineon, wani babban abokin ciniki na Wolfspeed, shi ma yana fuskantar rashin tabbas. Ya sanya hannu kan yarjejeniyar ajiyar ikon amfani na shekaru da yawa tare da Wolfspeed don tabbatar da wadatar SiC. Ko wannan yarjejeniyar ta ci gaba da aiki a tsakanin shari'ar fatarar kuɗi ba a fayyace ko hakan zai ci gaba da aiki ba, kodayake Wolfspeed ya yi alƙawarin ci gaba da cika umarnin abokin ciniki.

Bugu da ƙari, Wolfspeed ya gaza samun kuɗaɗen tallafi a ƙarƙashin Dokar CHIPS da Kimiyya ta Amurka a watan Maris. An ruwaito cewa wannan shi ne mafi girman ƙin amincewa da kuɗaɗen tallafi har zuwa yau. Har yanzu ba a tabbatar ko har yanzu ana kan duba buƙatar tallafin ba.

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Wa Zai Iya Amfani?

A cewar TrendForce, masu haɓaka fasahar kera na China za su ci gaba da bunƙasa—musamman ganin yadda China ke mamaye kasuwar kera na'urorin lantarki ta duniya. Duk da haka, masu samar da kayayyaki na ƙasashen waje kamar STMicroelectronics, Infineon, ROHM, da Bosch suma za su iya samun ci gaba ta hanyar samar da wasu hanyoyin samar da kayayyaki da kuma haɗin gwiwa da masu kera motoci don ƙalubalantar dabarun da China ke amfani da su wajen kera na'urorin lantarki.