11月7日,电动汽车芯片制造商Wolfspeed Inc.(WOLF)股价盘中重挫27.79%,引发市场广泛关注。此前该公司发布的当季营收预期远低于预期,加之宣布关闭旧工厂面临重组费用高企,正是导致股价大跌的主因。
Wolfspeed预计当季营收将在1.6亿美元至2亿美元之间,远低于分析师之前预期的2.146亿美元。公司表示,营收预期大幅下滑主要源自下游电动汽车行业需求疲软的影响。作为电动汽车芯片供应商,Wolfspeed正面临主要客户包括通用汽车和梅赛德斯-奔驰在内的汽车制造商订单放缓的压力,导致对其采用碳化硅制造的更节能芯片需求大幅下降。
与此同时,Wolfspeed还宣布将关闭其位于达勒姆的150毫米芯片工厂,转而专注于更高效的200毫米莫霍克谷工厂。该计划预计将导致公司在本财季计提高达1.74亿美元的重组费用,对营收和利润水平也将产生不利影响。此前,Wolfspeed已放弃在德国恩斯多夫建厂的计划,同样是因为欧洲电动汽车市场增长放缓所致。
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