11月7日,电动汽车芯片制造商Wolfspeed Inc.(WOLF)股价盘中重挫近40%,引发市场广泛关注。公司此前发布的业绩预期大幅失色,加之宣布关闭工厂面临巨额重组费用,正是导致股价暴跌的主要原因。
Wolfspeed预计下一季度营收将在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。公司直言,营收预期大幅下滑主要源自其主要客户所在的电动汽车行业需求疲软。作为电动汽车芯片供应商,近期电动汽车市场销售不佳直接导致了对Wolfspeed芯片产品的需求大幅下降,包括其碳化硅制造的节能芯片在内。
与此同时,Wolfspeed还宣布将关闭其位于达勒姆的150毫米芯片制造工厂,转而专注于效率更高的200毫米莫霍克谷工厂。但这一调整预计将在本财季致使公司计提高达1.74亿美元的重组相关费用,对公司当期业绩也将造成重大冲击。此前一个月,公司已因欧洲电动汽车市场放缓而被迫放弃在德国新建工厂的计划。
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