新未名空间

no4everlove 写了： 2025年 5月 23日 12:56 在一条船上 不等于我就要被你摘啊。。。男人不能假借卖惨揩油啊！

YL7983 写了： 2025年 5月 23日 13:07

放什么不好？！放一条色狼和菊花
啊不 sorry向日葵

no4everlove 写了： 2025年 5月 23日 13:11 放什么不好？！放一条色狼和菊花
啊不 sorry向日葵

请注意脚下的金币！！！

chinav5 写了： 2025年 5月 23日 13:03 SiC是它老本行，它也是生产SiC的鼻祖，如果这个生产线都搞不定，那么这个公司的问题比GaN产线的问题更大。

My 2 cents。

但是tesla在减少他家的Sic，其他EV用量和Tesla比还是不行吧，加上新厂，债太多。就像skywork没了apple。

还是被中国卷死的，加上新的工艺产率不过关，成本降不下来。债太多不是问题，问题还是在生产成本上。

默哀一分钟。

branching 写了： 2025年 5月 23日 13:26 但是tesla在减少他家的Sic，其他EV用量和Tesla比还是不行吧，加上新厂，债太多。就像skywork没了apple。

chinav5 写了： 2025年 5月 23日 13:50 还是被中国卷死的，加上新的工艺产率不过关，成本降不下来。债太多不是问题，问题还是在生产成本上。

默哀一分钟。

被中国卷就是我说的压力大。

什么第三代第四代第N代半导体统统完蛋，因为不需要高精度光刻机，说白了就是非高科技。

更多的信息：

As of 2024, Wolfspeed (formerly Cree) is the leading global provider of GaN-on-SiC RF devices, commanding an estimated 35–40% share of the market. This dominance is attributed to its vertically integrated approach, which encompasses both SiC substrate production and GaN epitaxy, allowing for enhanced control over quality and cost efficiencies. Wolfspeed's GaN-on-SiC devices are widely utilized in high-frequency applications such as 5G base stations and aerospace radar systems .
P Market Research

Other significant players in the GaN-on-SiC RF device market include:

Qorvo: Holding a 25–30% market share, Qorvo specializes in hybrid GaN-on-SiC and RF filter integration. Its Defense & Aerospace segment contributes 35% of its GaN RF revenue, leveraging proprietary MicroShield™ packaging technology. Qorvo's diversification into automotive radar and satellite communication terminals positions it uniquely across multiple high-growth verticals .
Markwide Research
+5
P Market Research
+5
Dataintelo
+5

Infineon Technologies: Capturing 15–20% of the market, Infineon focuses on automotive-grade GaN-on-SiC devices. Its acquisition of Wolfspeed's RF business in 2018 accelerated GaN-on-SiC IP portfolio development. Infineon's AEC-Q101 qualified GaN devices for 77GHz automotive radar account for 60% of its RF GaN revenue .
Everything RF
+2
P Market Research
+2
P Market Research
+2

NXP Semiconductors: Holding a 10–12% market share, NXP emphasizes differentiated channel partnerships. Its joint development agreement with TSMC on 0.14μm GaN-on-SiC process technology targets 5G base station efficiency above 70% at 3.8GHz .
Dataintelo
+5
P Market Research
+5
Dataintelo
+5

MACOM Technology Solutions: Adopting a disruptive pricing strategy, MACOM undercuts competitors by 15–20% for mid-power GaN-on-SiC devices. Its MAGb-series products targeting CATV and RF energy applications achieve 65% market penetration in China’s 5G mid-band infrastructure .
P Market Research

In summary, while Wolfspeed leads the GaN-on-SiC RF device market, companies like Qorvo, Infineon Technologies, NXP Semiconductors, and MACOM Technology Solutions also play significant roles, each with unique strengths and market focuses.

While not mentioned above, China does have emerging GaN-on-SiC manufacturers, including:

Dynax Semiconductor

San'an Integrated Circuit

HiWafer
These firms are rapidly expanding, especially for domestic 5G and defense applications, but they currently lag behind the global leaders in terms of scale and maturity.

看起来这个公司的问题不是被中国公司卷死的，而是典型的美国MBA式管理的问题。老的创业者退出以后，后面上来的MBA搞砸了。摊子铺的太大，项目不能及时达到规划的目标。

chinav5 写了： 2025年 5月 23日 16:11 更多的信息：

As of 2024, Wolfspeed (formerly Cree) is the leading global provider of GaN-on-SiC RF devices, commanding an estimated 35–40% share of the market. This dominance is attributed to its vertically integrated approach, which encompasses both SiC substrate production and GaN epitaxy, allowing for enhanced control over quality and cost efficiencies. Wolfspeed's GaN-on-SiC devices are widely utilized in high-frequency applications such as 5G base stations and aerospace radar systems .
P Market Research

Other significant players in the GaN-on-SiC RF device market include:

Qorvo: Holding a 25–30% market share, Qorvo specializes in hybrid GaN-on-SiC and RF filter integration. Its Defense & Aerospace segment contributes 35% of its GaN RF revenue, leveraging proprietary MicroShield™ packaging technology. Qorvo's diversification into automotive radar and satellite communication terminals positions it uniquely across multiple high-growth verticals .
Markwide Research
+5
P Market Research
+5
Dataintelo
+5

Infineon Technologies: Capturing 15–20% of the market, Infineon focuses on automotive-grade GaN-on-SiC devices. Its acquisition of Wolfspeed's RF business in 2018 accelerated GaN-on-SiC IP portfolio development. Infineon's AEC-Q101 qualified GaN devices for 77GHz automotive radar account for 60% of its RF GaN revenue .
Everything RF
+2
P Market Research
+2
P Market Research
+2

NXP Semiconductors: Holding a 10–12% market share, NXP emphasizes differentiated channel partnerships. Its joint development agreement with TSMC on 0.14μm GaN-on-SiC process technology targets 5G base station efficiency above 70% at 3.8GHz .
Dataintelo
+5
P Market Research
+5
Dataintelo
+5

MACOM Technology Solutions: Adopting a disruptive pricing strategy, MACOM undercuts competitors by 15–20% for mid-power GaN-on-SiC devices. Its MAGb-series products targeting CATV and RF energy applications achieve 65% market penetration in China’s 5G mid-band infrastructure .
P Market Research

In summary, while Wolfspeed leads the GaN-on-SiC RF device market, companies like Qorvo, Infineon Technologies, NXP Semiconductors, and MACOM Technology Solutions also play significant roles, each with unique strengths and market focuses.

While not mentioned above, China does have emerging GaN-on-SiC manufacturers, including:

Dynax Semiconductor

San'an Integrated Circuit

HiWafer
These firms are rapidly expanding, especially for domestic 5G and defense applications, but they currently lag behind the global leaders in terms of scale and maturity.

看起来这个公司的问题不是被中国公司卷死的，而是典型的美国MBA式管理的问题。老的创业者退出以后，后面上来的MBA搞砸了。摊子铺的太大，项目不能及时达到规划的目标。

EV里面的老大tesla减少订单，不知道原因,其他几家Jaguar Land Rover, General Motors (GM), Mercedes-Benz, Lucid Motors电车好像不成气候。纽约也是新工厂扩大了产能，在北卡新厂还没开始生产，就是债太多，营收跟不上，CHIPS也没拿到钱。军工部分应该没问题，涉及军工的企业肯定不会吧中国作为唯一的供应链。

嗯，这是他纽约工厂的问题，纽约工厂的问题是需求下降，开工不足：

Wolfspeed's Mohawk Valley facility in Marcy, New York, has encountered several significant challenges since its inception, impacting both its operational performance and financial stability.
Fox59

Operational and Financial Struggles
Underperformance of the 200mm Wafer Facility: The Mohawk Valley plant, dedicated to producing 200mm silicon carbide (SiC) wafers, has faced difficulties in ramping up production. Initially, Wolfspeed projected that 20% utilization would generate approximately $100 million in revenue. However, recent forecasts indicate that actual revenue may fall 30% to 50% below this target due to slower-than-expected demand, particularly from the electric vehicle (EV) sector.
PR Newswire
+3
GlobeNewswire
+3
PR Newswire
+3

Financial Losses and Restructuring Costs: In the second quarter of fiscal year 2025, Wolfspeed reported a revenue of $181 million, down from $195 million in the previous quarter, with the Mohawk Valley facility contributing $52 million. Despite this, the facility incurred a gross loss of 21%, up from 13% in 2024, primarily due to underutilization costs amounting to $28.9 million.
Reddit

Legal and Investor Concerns
Class Action Lawsuits: Investors have initiated class action lawsuits against Wolfspeed, alleging that the company misled shareholders about the performance and revenue projections of the Mohawk Valley facility. These legal actions claim that Wolfspeed's public statements did not accurately reflect the challenges and slower-than-anticipated ramp-up of the facility.
PR Newswire
+2
GlobeNewswire
+2
PR Newswire
+2

Strategic Implications
The challenges at the Mohawk Valley facility have broader implications for Wolfspeed's strategy and financial health. The company's reliance on the success of this facility underscores the risks associated with large-scale manufacturing investments in emerging technologies. The slower-than-expected adoption of EVs, particularly in Europe, has further complicated Wolfspeed's ability to achieve its revenue targets.
Reuters
+1
Financial Times
+1

In summary, while Wolfspeed's Mohawk Valley facility represents a significant investment in SiC wafer production, its underperformance has led to financial losses, legal challenges, and strategic reassessments.

branching 写了： 2025年 5月 23日 16:22 EV里面的老大tesla减少订单，不知道原因,其他几家Jaguar Land Rover, General Motors (GM), Mercedes-Benz, Lucid Motors电车好像不成气候。纽约也是新工厂扩大了产能，在北卡新厂还没开始生产，就是债太多，营收跟不上，CHIPS也没拿到钱。军工部分应该没问题，涉及军工的企业肯定不会吧中国作为唯一的供应链。

它的北卡产线，计划将于6月投产。

如果它能拿到军工的合同，估计应该死不了。

北卡产线的问题：

Wolfspeed's North Carolina operations have faced several challenges impacting both its existing facilities and new projects.

Operational Challenges in Durham
Wolfspeed has announced plans to close its 150mm device fabrication plant in Durham, North Carolina, due to low utilization and cost inefficiencies. The company cited an equipment incident in June 2024 that resulted in a temporary capacity reduction, negatively affecting gross margins by 500 basis points due to underutilization charges and repair costs.
Axios
+3
Manufacturing Dive
+3
WRAL.com
+3

Additionally, in October 2024, a technician at the Durham facility tragically died from electrocution. The U.S. Department of Labor's Occupational Safety and Health Administration (OSHA) issued a fine of $27,554 for violations related to the incident. This has prompted Wolfspeed to enhance safety protocols across its operations.
WRAL.com
+1
News & Observer
+1

Expansion and Transition to Chatham County
In contrast to the challenges in Durham, Wolfspeed is investing heavily in a new facility in Chatham County, North Carolina. The $5 billion John Palmour Manufacturing Center for Silicon Carbide is set to become the world's largest and most advanced silicon carbide wafer production facility. Expected to begin production in June 2025, this facility aims to produce 200mm silicon carbide wafers, which are more efficient and cost-effective than the 150mm wafers produced in Durham. The project is anticipated to create approximately 1,800 jobs and contribute over $17.5 billion to the state's economy over the next two decades.
Axios
+1
Axios
+1
Wolfspeed Investor Relations
+1
Axios
+1

Financial and Strategic Implications
Wolfspeed's restructuring efforts, including the closure of the Durham facility and the transition to the Chatham County plant, are part of a broader strategy to streamline operations and reduce costs. However, these moves have led to significant financial losses and stock price declines. In the first quarter of fiscal year 2025, the company reported a net loss of $362 to $401 million, with revenues between $160 and $200 million, well below analyst expectations. The company also announced plans to lay off approximately 20% of its workforce, with most of the cuts affecting North Carolina operations.
Investopedia
Manufacturing Dive

In summary, while Wolfspeed's new Chatham County facility represents a significant investment in the future of silicon carbide production, the company faces ongoing challenges in its existing North Carolina operations. The success of the Chatham County plant will be crucial for Wolfspeed's long-term viability and competitiveness in the semiconductor industry.

branching 写了： 2025年 5月 23日 16:22 EV里面的老大tesla减少订单，不知道原因,其他几家Jaguar Land Rover, General Motors (GM), Mercedes-Benz, Lucid Motors电车好像不成气候。纽约也是新工厂扩大了产能，在北卡新厂还没开始生产，就是债太多，营收跟不上，CHIPS也没拿到钱。军工部分应该没问题，涉及军工的企业肯定不会吧中国作为唯一的供应链。

需求不足就是因为中国电动车，新能源已经席卷全球市场。这些技术都是陈旧的技术，比亚迪的充电都1000伏了，全是自己的技术。成本还比你低。赶紧加200%的关税，不然会死的很快。

是，就是实现了0到1的被1到10的抢掉了饭碗。

JianguoChuan 写了： 2025年 5月 23日 17:21 需求不足就是因为中国电动车，新能源已经席卷全球市场。这些技术都是陈旧的技术，比亚迪的充电都1000伏了，全是自己的技术。成本还比你低。赶紧加200%的关税，不然会死的很快。

chinav5 写了： 2025年 5月 23日 17:27 是，就是实现了0到1的被1到10的抢掉了饭碗。

做第三代半导体的，回国创业和做高管的机会都没有了，第三代半导体是大概3年前国内很火的，可见已经白菜了。

国内用氮化镓做的充电器泛滥成灾。

结论：这个公司的前途，是没有前途。

JianguoChuan 写了： 2025年 5月 23日 17:30 做第三代半导体的，回国创业和做高管的机会都没有了，第三代半导体是大概3年前国内很火的，可见已经白菜了。

YL7983 写了： 2025年 5月 23日 13:15 请注意脚下的金币！！！

你注意看金币周围有几坨狗屎哦

YL7983 写了： 2025年 5月 23日 13:07

大叔，你还拿着吗。我虽然没回本，但是也就亏个吃巴菲的钱，不想要了。。不死不活的，没有降到 8毛9毛又涨到1块五那时候刺激了。现在这样子看来真没有意思，想换手了。

no4everlove 写了： 2025年 5月 28日 15:02 你注意看金币周围有几坨狗屎哦

啥，狗，从来只听说有色狼，还有色狗？

no4everlove 写了： 2025年 5月 28日 15:05 大叔，你还拿着吗。我虽然没回本，但是也就亏个吃巴菲的钱，不想要了。。不死不活的，没有降到 8毛9毛又涨到1块五那时候刺激了。现在这样子看来真没有意思，想换手了。

大叔我几进几出，好不快活！

YL7983 写了： 2025年 5月 28日 15:34 大叔我几进几出，好不快活！

这个快活点是在 什么价格进什么价格出呢？