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The Silicon Carbide Giant "Abandoned The Son And The Handsome", The Market Killing UpgradeSource: Release Date:2024/9/9 Click On:16
近日,昔日碳化硅(SiC)巨头Wolfspeed“跌落神坛”的消息被推至热议中心。在激进的扩张策略中,Wolfspeed不仅交出了最差的2024财年成绩单,也面临着缩减资本支出而计划关闭一家位于美国北卡罗来纳州达勒姆的6英寸晶圆厂的境地。一边是如火如荼的SiC扩产潮,一边却是蒙上阴影的SiC巨头。这不仅折射出碳化硅市场竞争升级的激烈态势,也反映了在行业内卷以及6英寸晶圆厂加速向8英寸转移的产业大趋势下,各路玩家稍有不慎,就有可能影响对排...
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