{"id":67841,"date":"2024-04-25T18:17:43","date_gmt":"2024-04-25T10:17:43","guid":{"rendered":"https:\/\/www.cnledw.com\/?p=67841"},"modified":"2024-04-25T18:17:56","modified_gmt":"2024-04-25T10:17:56","slug":"wolfspeed%e5%b0%86%e5%87%ba%e5%94%ae%ef%bc%9f%e5%ae%98%e6%96%b9%e5%9b%9e%e5%ba%94%e6%9d%a5%e4%ba%86%ef%bc%81","status":"publish","type":"post","link":"https:\/\/www.cnledw.com\/Company\/newsdetail-67841.html","title":{"rendered":"Wolfspeed\u5c06\u51fa\u552e\uff1f\u5b98\u65b9\u56de\u5e94\u6765\u4e86"},"content":{"rendered":"

\u8def\u900f\u793e\u6d88\u606f\uff0c4\u670822\u65e5\uff0c\u7f8e\u56fd\u6fc0\u8fdb\u6295\u8d44\u516c\u53f8Jana Partners\u7ed9Wolfspeed\u5317\u7f8e\u603b\u90e8\u8463\u4e8b\u4f1a\u53d1\u4e86\u4e00\u5c01\u4fe1\uff0c\u50ac\u4fc3\u5176\u8003\u8651\u901a\u8fc7\u51fa\u552e\u7b49\u65b9\u5f0f\uff0c\u6539\u5584\u80a1\u4e1c\u4ef7\u503c\u3002<\/p>\n

Wolfspeed\uff1a\u540e\u7eed\u5c06\u4e0eJana Partners\u63a5\u6d3d<\/strong><\/p>\n

Jana Partners\u636e\u79f0\u6301\u6709Wolfspeed\u91cd\u8981\u80a1\u4efd\uff0c\u4f46\u76ee\u524d\u5177\u4f53\u80a1\u4efd\u6bd4\u4f8b\u672a\u77e5\u3002Jana\u8868\u793a\uff0c\u73b0\u9636\u6bb5\uff0cWolfspeed\u5c1a\u672a\u80fd\u5b9e\u73b0\u8d22\u653f\u548c\u8fd0\u8425\u91cc\u7a0b\u7891\u76ee\u6807\uff0c\u52a0\u4e0a\u5176\u6838\u5fc3\u8015\u8018\u7684\u7535\u52a8\u8f66\u7ec8\u7aef\u5e02\u573a\u589e\u957f\u4e0d\u5982\u9884\u671f\uff0c\u76f8\u5173\u6295\u8d44\u8005\u56e0\u6b64\u5bf9\u5176\u6218\u7565\u7ea7\u8d44\u672c\u914d\u7f6e\u8868\u793a\u62c5\u5fe7\u3002<\/p>\n

\u5c3d\u7ba1Jana\u8ba4\u53efWolfspeed\u7684\u5dee\u5f02\u5316\u5236\u9020\u80fd\u529b\u4ee5\u53ca\u8be5\u516c\u53f8\u5728\u80fd\u6e90\u8f6c\u578b\u671f\u626e\u6f14\u7684\u89d2\u8272\uff0c\u4f46\u4e5f\u76f4\u8a00\u76ee\u524d\u80a1\u4e1c\u7684\u6295\u8d44\u4f3c\u4e4e\u90fd\u6709\u6240\u4e8f\u635f\uff0c\u8fd9\u65b9\u9762\u5728\u8d44\u672c\u5e02\u573a\u4e0a\u4e5f\u6709\u6240\u4f53\u73b0\u3002\u636e\u62a5\u9053\uff0c\u81ea\u4eca\u5e741\u6708\u4efd\u4ee5\u6765\uff0cWolfspeed\u7684\u80a1\u4ef7\u8dcc\u4e86\u8fd150%\uff0c\u8fc7\u53bb\u8fd1\u4e00\u5e74\u7d2f\u8ba1\u635f\u593163%\u7684\u4ef7\u503c\u3002<\/p>\n

Jana\u8ba4\u4e3a\uff0c\u5bf9\u4e8e\u4e00\u4e2a\u62e5\u670937\u5e74\u5386\u53f2\u3001\u800c\u4ef7\u503c\u4e3a28\u4ebf\u7f8e\u5143\u7684\u4f01\u4e1a\u6765\u8bf4\uff0c\u76ee\u524d\u662f\u65f6\u5019\u8003\u8651\u63a2\u7d22\u5404\u79cd\u65b9\u5f0f\u4ee5\u6539\u5584WOLF\u7684\u8868\u73b0\uff0c\u540c\u65f6\u5168\u9762\u5ba1\u89c6\u6218\u7565\u9009\u62e9\uff0c\u800c\u51fa\u552e\u4fbf\u662f\u5176\u4e2d\u4e00\u4e2a\u65b9\u6848\u3002\u5bf9\u6b64\uff0cJana\u8fd8\u5f15\u51faCoherent\u8f6c\u8ba9SiC\u4e1a\u52a1\u7ed9\u65e5\u672c\u7535\u88c5\u548c\u4e09\u83f1\u7535\u673a\u7684\u6848\u4f8b\u4f5c\u4e3a\u53c2\u8003\u3002\u540c\u65f6\uff0cJana\u8fd8\u50ac\u4fc3Wolfspeed\u91cd\u65b0\u8bc4\u4f30\u6295\u8d44\u7684\u89c4\u6a21\u548c\u65f6\u673a\uff0c\u5305\u542b\u6b63\u5728\u89c4\u5212\u5efa\u8bbe\u7684\u6b27\u6d32\u5236\u9020\u5de5\u5382\u3002<\/p>\n

\u53e6\u5916\uff0cJana\u900f\u9732\uff0c\u7f8e\u56fd\u5168\u7403\u6027\u6295\u8d44\u94f6\u884c\u3001\u8bc1\u5238\u548c\u6295\u8d44\u7ba1\u7406\u516c\u53f8\u9ad8\u76db\u96c6\u56e2\uff08Goldman Sachs\uff09\u4e3aWolfspeed\u6307\u5b9a\u4e86\u6bcf\u80a1126\u7f8e\u5143\u7684\u5e76\u8d2d\u4ef7\u683c\u76ee\u6807\uff0c\u8fd9\u4e2a\u4ef7\u683c\u76f8\u5f53\u4e8eWolfspeed 22\u65e5\u80a1\u4ef7\uff0822.12\u7f8e\u5143\uff09\u8fd1500%\u7684\u6ea2\u4ef7\u3002<\/p>\n

\u9488\u5bf9\u6b64\u4e8b\uff0cWolfspeed 22\u65e5\u4e5f\u7ed9\u51fa\u4e86\u6b63\u9762\u7684\u56de\u5e94\uff0c\u5176\u8868\u793a\u4f1a\u4ed4\u7ec6\u5ba1\u67e5Jana\u8fd9\u5c01\u4fe1\uff0c\u5e76\u671f\u5f85\u540e\u7eed\u5c31\u6b64\u4e8b\u4e0e\u5176\u63a5\u6d3d\u3002<\/p>\n

\u957f\u8fdc\u6f5c\u529b\uff1a\u9ad8\u7ade\u4e89\u58c1\u5792\u5e26\u52a8\u6574\u4f53\u4ef7\u503c\u63d0\u5347<\/strong><\/p>\n

\u5b9e\u9645\u4e0a\uff0c\u8fd1\u5e74\u6765\u5173\u4e8eWolfspeed\u8003\u8651\u51fa\u552e\u7684\u6d88\u606f\u4e0d\u7edd\u4e8e\u8033\uff0c\u4f20\u8a00\u4e2d\u7684\u6f5c\u5728\u4e70\u5bb6\u5c31\u5305\u62ecTI\u5fb7\u5dde\u4eea\u5668\u7b49\u56fd\u9645\u5927\u5382\uff0c\u8fd9\u5f52\u6839\u7a76\u5e95\uff0c\u8fd8\u662f\u6295\u8d44\u516c\u53f8Jana\u4e0a\u9762\u63d0\u5230\u7684\u7ecf\u8425\u8868\u73b0\u672a\u8fbe\u6807\u3002<\/p>\n

\u4ece2019\u81f32023\u4e94\u4e2a\u8d22\u5e74\u7684\u8425\u6536\u548c\u6301\u7eed\u7ecf\u8425\u51c0\u4e8f\u635f\uff08GAAP\uff09\u7684\u6570\u636e\u6765\u770b\uff0cWolfspeed\u8425\u6536\u4fdd\u6301\u9010\u5e74\u589e\u957f\uff0c\u5229\u6da6\u65b9\u9762\uff0c\u867d\u71362022\u548c2023\u8d22\u5e74\u4e8f\u635f\u7a0b\u5ea6\u76f8\u6bd42021\u8d22\u5e74\u6709\u6240\u4e0b\u964d\uff0c\u4f46\u4ecd\u6ca1\u6709\u8fbe\u5230Wolfspeed\u7684\u9884\u671f\u3002<\/p>\n

\"\"
<\/figcaption><\/figure>\n

\u51c0\u5229\u6da6\u4e8f\u635f\u4e0e\u5176\u5927\u989d\u8d44\u672c\u652f\u51fa\u7d27\u5bc6\u76f8\u5173\uff0c\u76f8\u4fe1\u8fd9\u4e5f\u662fJana\u5efa\u8baeWolfspeed\u91cd\u65b0\u8003\u8651\u6b27\u6d32\u5de5\u5382\u6295\u8d44\u89c4\u6a21\u548c\u65f6\u673a\u7684\u91cd\u8981\u539f\u56e0\u4e4b\u4e00\u3002\u800c\u8be5\u5de5\u5382\u7684\u5efa\u8bbe\u89c4\u5212\u8fd1\u65e5\u786e\u5b9e\u4e5f\u4f20\u6765\u4e86\u65b0\u7684\u6d88\u606f\u3002<\/p>\n

\u6839\u636e\u5916\u5a92\u6d88\u606f\uff0cWolfspeed\u9996\u5e2d\u6267\u884c\u5b98Gregg Lowe\u66fe\u4e8e\u65e5\u524d\u900f\u9732\uff0c\u539f\u8ba1\u5212\u4e8e2024\u5e74\u590f\u5b63\u5f00\u5de5\u7684\u5fb7\u56fdSiC\u6676\u5706\u5382\u53ef\u80fd\u8981\u52302025\u5e74\u624d\u4f1a\u4e3e\u884c\u5960\u57fa\u4eea\u5f0f\uff0c\u9884\u8ba12027\u5e74\u5f00\u59cb\u751f\u4ea7\u3002\u540e\u7eed\uff0cWolfspeed\u662f\u5426\u5bf9\u8be5\u5de5\u5382\u7684\u5efa\u8bbe\u89c4\u5212\u4f5c\u51fa\u8c03\u6574\uff0c\u6216\u8bb8\u5728\u5176\u4e0eJana\u63a5\u6d3d\u4e4b\u540e\u5c31\u4f1a\u6709\u8fdb\u4e00\u6b65\u7684\u7b54\u6848\u3002<\/p>\n

\u81f3\u4e8e\u51fa\u552e\u90e8\u5206\uff0c\u5ba2\u89c2\u4e0a\u6765\u770b\uff0c\u80cc\u9760\u8d44\u91d1\u5b9e\u529b\u5f3a\u5927\u3001\u6280\u672f\u548c\u8d44\u6e90\u53ef\u4e0e\u4e4b\u534f\u540c\u7684\u5927\u5382\uff0c\u672a\u5fc5\u4e0d\u662f\u4e00\u4e2a\u7406\u60f3\u7684\u9009\u62e9\u3002\u9664\u4e86\u80fd\u591f\u83b7\u5f97\u8db3\u591f\u7684\u8d44\u91d1\u652f\u6301\uff0c\u4fdd\u8bc1\u6269\u4ea7\u9879\u76ee\u987a\u5229\u63a8\u8fdb\uff0c\u8fd8\u80fd\u501f\u529b\u5bf9\u65b9\u5f3a\u5316\u7ade\u4e89\u4f18\u52bf\uff0c\u6253\u5f00\u66f4\u5927\u7684\u5e02\u573a\u7a7a\u95f4\uff0c\u9010\u6b65\u6539\u5584\u76c8\u5229\u80fd\u529b\u3002\u8fd9\u65b9\u9762\u6216\u8bb8\u53ef\u4ee5\u53c2\u8003GaN\u9886\u57df\u7684\u4e24\u8d77\u91cd\u5927\u5e76\u8d2d\uff1aGaN Systems\u5e76\u5165\u82f1\u98de\u51cc\u3001Transphorm\u5e76\u5165\u745e\u8428\u7535\u5b50\u3002<\/p>\n

\u800c\u5bf9\u4e8e\u6536\u8d2d\u65b9\u6765\u8bf4\uff0cWolfspeed\u7684\u53d1\u5c55\u6f5c\u529b\u662f\u6e05\u6670\u53ef\u89c1\u7684\uff0c\u76f8\u5bf9\u4e8eSiC\u6750\u6599\u9886\u57df\u5176\u4ed6\u5382\u5546\u800c\u8a00\uff0cWolfspeed\u5df2\u7ecf\u6784\u7b51\u4e86\u8f83\u9ad8\u7684\u7ade\u4e89\u58c1\u5792\u3002<\/p>\n

\u4e00\u65b9\u9762\uff0cWolfspeed\u7684\u886c\u5e95\u548c\u5916\u5ef6\u6750\u6599\u6280\u672f\u957f\u671f\u4ee5\u6765\u4fdd\u6301\u5148\u8fdb\uff0c\u4ee58\u82f1\u5bf8\u886c\u5e95\u4e3a\u4f8b\uff0cWolfspeed\u662f\u4e1a\u5185\u6700\u65e9\u7814\u53d1\u6210\u529f\u3001\u6700\u65e9\u5b9e\u73b0\u91cf\u4ea7\u5e76\u51fa\u8d27\u7684\u5382\u5546\u3002\u53e6\u4e00\u65b9\u9762\uff0c\u5176\u4ea7\u54c1\u76f8\u5bf9\u5e02\u9762\u4e0a\u5176\u4ed6\u540c\u7c7b\u4ea7\u54c1\uff0c\u5177\u6709\u66f4\u9ad8\u7684\u54c1\u8d28\uff0c\u4e14\u5e02\u5360\u7387\u6301\u7eed\u4fdd\u6301\u7b2c\u4e00\u3002\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u4e5f\u6709\u7740\u660e\u786e\u7684\u53d1\u5c55\u8def\u7ebf\uff0c\u8fd1\u4e9b\u5e74\u5df2\u76f8\u7ee7\u5265\u79bb\u4e86LED\u3001\u5c04\u9891\u7b49\u4e1a\u52a1\uff0c\u5c06\u8d44\u6e90\u805a\u7126\u5728SiC\u9886\u57df\u3002<\/p>\n

\u7efc\u5408\u800c\u8a00\uff0c\u5728SiC\u6838\u5fc3\u6750\u6599\u73af\u8282\uff0cWolfspeed\u7684\u6280\u672f\u3001\u5de5\u827a\u3001\u54c1\u8d28\u548c\u5e02\u573a\u4efd\u989d\u5747\u5904\u4e8e\u5e02\u573a\u524d\u5217\u3002\u82e5\u672a\u6765\u771f\u7684\u8fdb\u884c\u5408\u7406\u7684\u6218\u7565\u8c03\u6574\uff0cWolfspeed\u6709\u673a\u4f1a\u5728\u4fdd\u6301\u76f8\u5bf9\u7ade\u4e89\u4f18\u52bf\u7684\u57fa\u7840\u4e0a\uff0c\u540c\u6b65\u6269\u5927\u8425\u6536\u89c4\u6a21\u3001\u6539\u5584\u76c8\u5229\u80fd\u529b\uff0c\u5e76\u5e26\u52a8\u6574\u4f53\u4ef7\u503c\u63d0\u5347\u3002\uff08\u6587\uff1a\u96c6\u90a6\u5316\u5408\u7269\u534a\u5bfc\u4f53Jenny\uff09<\/p>\n

\u66f4\u591aSiC\u548cGaN\u7684\u5e02\u573a\u8d44\u8baf\uff0c\u8bf7\u5173\u6ce8\u5fae\u4fe1\u516c\u4f17\u8d26\u53f7\uff1a\u96c6\u90a6\u5316\u5408\u7269\u534a\u5bfc\u4f53\u3002<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

\u8def\u900f\u793e\u6d88\u606f\uff0c4\u670822\u65e5\uff0c\u7f8e\u56fd\u6fc0\u8fdb\u6295\u8d44\u516c\u53f8Jana Partners\u7ed9Wolfspeed\u5317\u7f8e\u603b\u90e8\u8463\u4e8b\u4f1a\u53d1\u4e86\u4e00\u5c01\u4fe1 […]<\/p>\n","protected":false},"author":127,"featured_media":67842,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1265],"tags":[1184,64],"_links":{"self":[{"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/posts\/67841"}],"collection":[{"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/users\/127"}],"replies":[{"embeddable":true,"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/comments?post=67841"}],"version-history":[{"count":2,"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/posts\/67841\/revisions"}],"predecessor-version":[{"id":67844,"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/posts\/67841\/revisions\/67844"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/media\/67842"}],"wp:attachment":[{"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/media?parent=67841"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/categories?post=67841"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/tags?post=67841"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}