金吾财讯 | 碳化硅巨头Wolfspeed盘初暴涨，报48.19美元，涨8.95%。
消息面上，企业财务与经营基本面已出现实质性改善，AI 相关业务保持高速增长，Q2 增速 50%、Q3 增速 30%；账面持有 12 亿美元现金储备；300 毫米晶圆产线实现量产突破，达成行业关键产能里程碑；债务重组落地后化解七成存量债务，年利息支出降低六成，部分债权人转换为企业股东，整体财务压力大幅缓解。
公司Gen5 碳化硅平台距上一代 Gen4 发布仅间隔 18 个月，研发节奏未受财务波动干扰，精准匹配车企成本、续航、安全三大核心痛点，面向车载逆变器、储能充电设备、固态断路器等场景优化系统效率。产品创下行业比导通电阻新纪录，1200V 型号 175℃芯片 RSP 达 3.4 mΩ.cm²，750V 型号低至 2.0 mΩ.cm²，相较竞品降低 27%，对比 Gen4 性能提升 41%；优化软恢复体二极管设计，连续工作结温提升至 200℃，适配高耐久车载工况。
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