{"id":70036,"date":"2024-11-08T14:23:02","date_gmt":"2024-11-08T06:23:02","guid":{"rendered":"https:\/\/www.cnledw.com\/?p=70036"},"modified":"2024-11-08T14:23:02","modified_gmt":"2024-11-08T06:23:02","slug":"wolfspeed%e3%80%81coherent%e7%ad%894%e5%ae%b6%e7%a2%b3%e5%8c%96%e7%a1%85%e7%9b%b8%e5%85%b3%e5%8e%82%e5%95%86%e5%85%ac%e5%b8%83%e6%9c%80%e6%96%b0%e4%b8%9a%e7%bb%a9","status":"publish","type":"post","link":"https:\/\/www.cnledw.com\/Company\/newsdetail-70036.html","title":{"rendered":"Wolfspeed\u3001Coherent\u7b494\u5bb6\u78b3\u5316\u7845\u76f8\u5173\u5382\u5546\u516c\u5e03\u6700\u65b0\u4e1a\u7ee9"},"content":{"rendered":"

\u8fd1\u65e5\uff0cWolfspeed\u3001Coherent\u3001Axcelis\u548c\u4e16\u754c\u5148\u8fdb4\u5bb6\u5382\u5546\u76f8\u7ee7\u516c\u5e03\u4e86\u6700\u65b0\u4e1a\u7ee9\u3002\u5176\u4e2d\uff0cCoherent\u3001Axcelis\u8868\u73b0\u826f\u597d\u3002<\/p>\n

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

Wolfspeed\uff1a\u83b7\u9ad8\u989d\u589e\u8d44<\/strong><\/p>\n

Wolfspeed\u57282025\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u5b9e\u73b0\u8425\u6536\u7ea6\u4e3a1.95\u4ebf\u7f8e\u5143\uff08\u6298\u5408\u4eba\u6c11\u5e01\u7ea613.96\u4ebf\u5143\uff09\uff0c\u53bb\u5e74\u540c\u671f\u7ea6\u4e3a1.97\u4ebf\u7f8e\u5143,\u51c0\u4e8f\u635f2.822\u4ebf\u7f8e\u5143\uff08\u6298\u5408\u4eba\u6c11\u5e01\u7ea6-20.20\u4ebf\u5143\uff09\uff0c\u53bb\u5e74\u540c\u671f\u4e3a-3.957\u4ebf\u7f8e\u5143\u3002<\/p>\n

\u83ab\u970d\u514b\u8c37\u5de5\u5382\u8d21\u732e\u4e86\u7ea64900\u4e07\u7f8e\u5143\u7684\u6536\u5165\uff1b\u672c\u5b63\u6bdb\u5229\u7387\u7ea6\u4e3a19%\uff0c\u53bb\u5e74\u540c\u671f\u7ea6\u4e3a13%\uff1b\u4e0d\u542b\u4ece\u8d37\u6b3e\u96c6\u56e2\u521d\u6b65\u63d0\u53d6\u76842.5\u4ebf\u7f8e\u5143\uff0c\u7b2c\u4e00\u5b63\u5ea6\u672b\u73b0\u91d1\u548c\u6295\u8d44\u7ea6\u4e3a17\u4ebf\u7f8e\u5143\u3002<\/p>\n

Wolfspeed\u9996\u5e2d\u6267\u884c\u5b98Gregg Lowe\u8868\u793a\uff1a\u201cWolfspeed\u5c06\u5728\u83ab\u970d\u514b\u8c37\u548c\u5317\u5361\u7f57\u6765\u7eb3\u5dde\u7684\u6750\u6599\u5de5\u5382\u751f\u4ea78\u82f1\u5bf8\u78b3\u5316\u7845\uff0c\u516c\u53f8\u7684\u76ee\u6807\u662f\u501f\u6b64\u6bcf\u5e74\u521b\u9020\u7ea630\u4ebf\u7f8e\u5143\u7684\u6536\u5165\u3002\u4e0a\u4e2a\u6708\uff0c\u7b7e\u7f72\u4e86\u4e00\u4efd\u4e0d\u5177\u7ea6\u675f\u529b\u7684\u521d\u6b65\u6761\u6b3e\u5907\u5fd8\u5f55\uff08PMT\uff09\uff0c\u6839\u636e\u300a\u82af\u7247\u548c\u79d1\u5b66\u6cd5\u6848\u300b\uff0c\u516c\u53f8\u62df\u83b7\u5f97\u9ad8\u8fbe7.5\u4ebf\u7f8e\u5143\u7684\u76f4\u63a5\u878d\u8d44\uff0c\u5e76\u4ece\u8d37\u6b3e\u96c6\u56e2\u83b7\u5f97\u989d\u5916\u76847.5\u4ebf\u7f8e\u5143\u3002\u901a\u8fc7\u8fd9\u4e00\u5ba3\u5e03\uff0cWolfspeed\u53ef\u83b7\u5f97\u9ad8\u8fbe25\u4ebf\u7f8e\u5143\u7684\u989d\u5916\u8d44\u91d1\uff0c\u7528\u6765\u652f\u6301\u516c\u53f8\u7684\u7f8e\u56fd\u4ea7\u80fd\u6269\u5f20\u8ba1\u5212\u3002\u201d<\/p>\n

Lowe\u7ee7\u7eed\u8bf4\uff1a\u201c\u516c\u53f8\u901a\u8fc7\u5173\u95ed\u8fbe\u52d2\u59c66\u82f1\u5bf8\u6676\u5706\u5382\u3001\u6539\u8fdb\u5176\u4ed6\u751f\u4ea7\u57fa\u5730\u4ee5\u53ca\u88c1\u5458\u7684\u63aa\u65bd\uff0c\u6765\u4f7f\u516c\u53f8\u5168\u5e73\u53f0\u8fc7\u6e21\u52308\u82f1\u5bf8\uff0c\u5e76\u8fdb\u4e00\u6b65\u7cbe\u7b80\u6210\u672c\u3002\u7efc\u5408\u8fd9\u4e9b\u63aa\u65bd\uff0c\u6211\u4eec\u9884\u8ba1\u6bcf\u5e74\u53ef\u8282\u7701\u73b0\u91d1\u7ea62\u4ebf\u7f8e\u5143\uff0c2025\u8d22\u5e74\u7684\u8d44\u672c\u652f\u51fa\u6307\u5f15\u4e5f\u8fdb\u4e00\u6b65\u964d\u4f4e1\u4ebf\u7f8e\u5143\u3002\u6b64\u5916\uff0c\u516c\u53f8\u6c7d\u8f66\u4e1a\u52a1\u5728\u7b2c\u4e00\u5b63\u5ea6\u5b9e\u73b0\u4e862.5\u500d\u7684\u540c\u6bd4\u589e\u957f\uff0c\u6211\u4eec\u9884\u8ba1\u7535\u52a8\u6c7d\u8f66\u6536\u5165\u5c06\u5728\u6574\u4e2a2025\u8d22\u5e74\u7ee7\u7eed\u540c\u6bd4\u589e\u957f75%\u3002\u201d<\/p>\n

\u5bf9\u4e8e2025\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\uff0cWolfspeed\u9884\u8ba1\u6765\u81ea\u4e8e\u6301\u7eed\u7ecf\u8425\u4e1a\u52a1\u7684\u6536\u5165\u57281.6\u4ebf\u7f8e\u5143\u52302\u4ebf\u7f8e\u5143\u4e4b\u95f4\uff08\u6298\u5408\u4eba\u6c11\u5e01\u7ea611.45\u4ebf\u5143\u523014.31\u4ebf\u5143\u4e4b\u95f4\uff09\uff1b\u51c0\u4e8f\u635f\u5c06\u57283.62\u4ebf\u7f8e\u5143\u81f34.01\u4ebf\u7f8e\u5143\uff08\u6298\u5408\u4eba\u6c11\u5e01\u7ea625.91\u4ebf\u5143\u523028.70\u4ebf\u5143\u4e4b\u95f4\uff09\uff1b<\/p>\n

\u9884\u8ba1\u5c06\u4ea7\u751f1.74\u4ebf\u7f8e\u5143\u7684\u91cd\u7ec4\u76f8\u5173\u6210\u672c\uff0c\u5176\u4e2d3400\u4e07\u7f8e\u5143\u5c06\u8ba1\u5165\u51c0\u6536\u5165\u6210\u672c\uff0c\u5176\u4f591.4\u4ebf\u7f8e\u5143\u5c06\u8ba1\u5165\u8fd0\u8425\u8d39\u7528\uff1b\u8fd0\u8425\u652f\u51fa\u9884\u8ba1\u5c06\u5305\u62ec\u7ea62300\u4e07\u7f8e\u5143\u7684\u5de5\u5382\u542f\u52a8\u6210\u672c\uff0c\u4e3b\u8981\u4e0e\u6750\u6599\u6269\u5c55\u5de5\u4f5c\u6709\u5173\uff1b\u51c0\u6536\u5165\u6210\u672c\u9884\u8ba1\u5c06\u5305\u62ec\u4e0e\u83ab\u970d\u514b\u8c37\u5de5\u5382\u6709\u5173\u7684\u7ea63500\u4e07\u7f8e\u5143\u7684\u672a\u5145\u5206\u4f7f\u7528\u6210\u672c\u3002<\/p>\n

Coherent\uff1aAI\u76f8\u5173\u4e1a\u52a1\u5e26\u52a8\u8425\u6536<\/strong><\/p>\n

11\u67086\u65e5\uff0cCoherent\uff08\u9ad8\u610f\uff09\u516c\u5e032025\u8d22\u5e74\u7b2c\u4e00\u8d22\u5b63\u6536\u516513.48\u4ebf\u7f8e\u5143\uff08\u6298\u5408\u4eba\u6c11\u5e01\u7ea696.48\u4ebf\u5143\uff09\uff0c\u53bb\u5e74\u540c\u671f\u6536\u5165\u4e3a10.53\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f28.02%\u3002<\/p>\n

2025\u8d22\u5e74\u7b2c\u4e00\u8d22\u5b63\u516c\u53f8\u51c0\u5229\u6da62486.10\u4e07\u7f8e\u5143\uff08\u6298\u5408\u4eba\u6c11\u5e01\u7ea61.78\u4ebf\u5143\uff09\uff0c\u53bb\u5e74\u540c\u671f\u51c0\u4e8f\u635f\u4e3a6753.40\u4e07\u7f8e\u5143\u3002<\/p>\n

\u9996\u5e2d\u6267\u884c\u5b98Jim Anderson\u8868\u793a\uff1a\u201c\u4e3b\u8981\u6536\u76ca\u4e8e\u65d7\u4e0b\u4e0eAI\u76f8\u5173\u7684\u6570\u636e\u901a\u4fe1\u6536\u53d1\u5668\u4e1a\u52a1\u9a71\u52a8\uff0c\u516c\u53f8\u57289\u6708\u5b63\u5ea6\u5b9e\u73b0\u4e86\u73af\u6bd4\u548c\u540c\u6bd4\u53cc\u589e\u957f\u3002\u516c\u53f8\u8fd8\u63d0\u9ad8\u4e86\u6bdb\u5229\u7387\u548c\u8425\u4e1a\u5229\u6da6\u7387\u3002\u201d<\/p>\n

\u62a5\u544a\u671f\u5185\uff0c\u5728\u7845\u5149\u5b50\u6fc0\u5149\u5668\u65b9\u9762\uff0cCoherent\u63a8\u51fa\u4e86\u4e00\u7cfb\u5217\u9ad8\u6548\u7387\u6fc0\u5149\u5668\uff0c\u4ee5\u652f\u6301\u57fa\u4e8e\u7845\u5149\u5b50\u5b66\u76841.6T\u5149\u5b66\u6536\u53d1\u5668\uff1b\u6b64\u5916\uff0c\u516c\u53f8\u8fd8\u63a8\u51fa\u4e86\u4e1a\u754c\u9996\u4e2a\u9ad8\u5149\u5b66\u8f93\u51fa\u529f\u7387\u7684L\u6ce2\u6bb5800GZR\/ZR+\u76f8\u5e72\u6536\u53d1\u5668\u3002<\/p>\n

\u5c55\u671b\u672a\u6765\uff0cCoherent\u57282025\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u6536\u5165\u9884\u8ba1\u5c06\u572813.3\u4ebf\u7f8e\u5143\u548c14.1\u4ebf\u7f8e\u5143\u4e4b\u95f4\u30022025\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684Non-GAAP\u6bdb\u5229\u7387\u9884\u8ba1\u5c06\u572836%\u548c38%\u4e4b\u95f4\uff1b2025\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684Non-GAAP\u603b\u8fd0\u8425\u8d39\u7528\u9884\u8ba1\u5c06\u57282.75\u4ebf\u7f8e\u5143\u548c2.95\u4ebf\u7f8e\u5143\u4e4b\u95f4\u3002<\/p>\n

Axcelis\uff1a\u53d7\u76ca\u4e8e\u78b3\u5316\u7845\u5e02\u573a\u7684\u957f\u671f\u589e\u957f<\/strong><\/p>\n

Axcelis\u7b2c\u4e09\u5b63\u5ea6\u5b9e\u73b0\u8425\u65362.566\u4ebf\u7f8e\u5143\uff08\u6298\u5408\u4eba\u6c11\u5e01\u7ea618.37\u4ebf\u5143\uff09\uff0c\u800c2024\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u8425\u6536\u4e3a2.565\u4ebf\u7f8e\u5143\uff1b<\/p>\n

\u672c\u5b63\u5ea6\u6bdb\u5229\u7387\u4e3a42.9%\uff0c\u7b2c\u4e8c\u5b63\u5ea6\u4e3a43.8%\uff1b\u8425\u4e1a\u5229\u6da6\u4e3a4690\u4e07\u7f8e\u5143\uff0c\u8425\u4e1a\u5229\u6da6\u7387\u4e3a18.3%\uff0c\u7b2c\u4e8c\u5b63\u5ea6\u4e3a5280\u4e07\u7f8e\u5143\uff1b\u51c0\u5229\u6da6\u4e3a4860\u4e07\u7f8e\u5143\uff08\u6298\u5408\u4eba\u6c11\u5e01\u7ea63.48\u4ebf\u5143\uff09\uff0c\u800c\u7b2c\u4e8c\u5b63\u5ea6\u4e3a5090\u4e07\u7f8e\u5143\u3002<\/p>\n

Axcelis\u603b\u88c1\u517c\u9996\u5e2d\u6267\u884c\u5b98Russell Low\u8bc4\u8bba\u9053\uff1a\u201cAxcelis\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u8868\u73b0\u826f\u597d\uff0c\u76f8\u5bf9\u7b26\u5408\u6211\u4eec\u7684\u9884\u671f\u3002\u867d\u7136\u6211\u4eec\u9884\u8ba1\u52302025\u5e74\u4e0a\u534a\u5e74\u6210\u719f\u8282\u70b9\u4ea7\u80fd\u5c06\u5728\u77ed\u671f\u5185\u5f97\u5230\u6d88\u5316\uff0c\u4f46\u5ba2\u6237\u53c2\u4e0e\u5ea6\u5f88\u9ad8\uff0c\u516c\u53f8\u7684\u957f\u671f\u589e\u957f\u673a\u4f1a\u4f9d\u7136\u826f\u597d\uff0c\u8fd9\u4e3b\u8981\u5f97\u76ca\u4e8e\u78b3\u5316\u7845\u5e02\u573a\u6709\u5438\u5f15\u529b\u7684\u957f\u671f\u589e\u957f\u3001\u5185\u5b58\u548c\u4e00\u822c\u6210\u719f\u5e02\u573a\u7684\u5468\u671f\u6027\u590d\u82cf\u3001\u5148\u8fdb\u903b\u8f91\u5e02\u573a\u4efd\u989d\u7684\u63d0\u9ad8\u4ee5\u53ca\u65e5\u672c\u5e02\u573a\u7684\u533a\u57df\u6e17\u900f\u3002\u201d<\/p>\n

\u5bf9\u4e8e\u622a\u81f32024\u5e7412\u670831\u65e5\u7684\u7b2c\u56db\u5b63\u5ea6\uff0cAxcelis\u9884\u8ba1\u8425\u6536\u7ea6\u4e3a2.45\u4ebf\u7f8e\u5143\u3002<\/p>\n

\u4e16\u754c\u5148\u8fdb\uff1a\u4f30Q4\u6676\u5706\u51fa\u8d27\u91cf\u5b63\u51cf\u7ea611%<\/strong><\/p>\n

\u4e16\u754c\u5148\u8fdb2024\u5e74\u7b2c\u4e09\u5b63\u5b9e\u73b0\u8425\u6536\u7ea6\u4e3a\u65b0\u53f0\u5e01118.04\u4ebf\u5143\uff08\u6298\u5408\u4eba\u6c11\u5e01\u7ea626.19\u4ebf\u5143\uff09\uff0c\u5f52\u5c5e\u4e8e\u6bcd\u516c\u53f8\u80a1\u4e1c\u51c0\u5229\u7ea6\u4e3a\u65b0\u53f0\u5e0121.29\u4ebf\u5143\uff08\u6298\u5408\u4eba\u6c11\u5e01\u7ea64.72\u4ebf\u5143\uff09\u3002<\/p>\n

\u4e0e\u4e0a\u4e00\u5b63\u8425\u6536\u65b0\u53f0\u5e01110.65\u4ebf\u5143\u76f8\u6bd4\uff0c\u4e16\u754c\u5148\u8fdb\u7b2c\u4e09\u5b63\u8425\u6536\u7ea6\u589e\u52a06.7 %; \u5f52\u5c5e\u4e8e\u6bcd\u516c\u53f8\u80a1\u4e1c\u51c0\u5229\u7ea621.29\u4ebf\u5143\uff0c\u4e0a\u4e00\u5b63\u4e3a\u65b0\u53f0\u5e0117.98\u4ebf\u5143\u3002<\/p>\n

\u968f\u7740\u6574\u4f53\u5ba2\u6237\u7684\u9700\u6c42\u6301\u7eed\u6210\u957f\uff0c\u7b2c\u4e09\u5b63\u6676\u5706\u51fa\u8d27\u91cf\u8f83\u4e0a\u5b63\u589e\u52a0\u7ea610%\uff0c\u4ea7\u54c1\u5e73\u5747\u9500\u552e\u5355\u4ef7\u7ea6\u7565\u6301\u5e73\uff0c\u6bdb\u5229\u7387\u589e\u52a03\u4e2a\u767e\u5206\u70b9\u81f329%\u3002\u6574\u4f53\u800c\u8a00\uff0c\u7b2c\u4e09\u5b63\u8425\u8fd0\u8868\u73b0\u7b26\u54087\u670830\u65e5\u516c\u53f8\u63d0\u4f9b\u7684\u4e1a\u7ee9\u5c55\u671b\u3002<\/p>\n

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\u53e6\u5916\uff0c\u7ecf\u4e0e\u5ba2\u6237\u534f\u5546\uff0c\u516c\u53f8\u9884\u8ba1\u5c06\u4e8e\u6676\u5706\u6536\u5165\u5916\uff0c\u989d\u5916\u8ba4\u5217\u7ea6\u5360\u8425\u4e1a\u6536\u51653~4%\u4e4b\u957f\u671f\u5408\u7ea6\u6536\u5165\u3002\uff08\u96c6\u90a6\u5316\u5408\u7269\u534a\u5bfc\u4f53\u6574\u7406\uff09<\/p>\n

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