芯片制造商Wolfspeed Inc.(WOLF)于11月6日夜盘股价暴跌27.43%,引发市场广泛关注。公司最新发布的业绩预期大幅失色,加之宣布关闭旧工厂将面临巨额重组费用,正是导致股价重挫的主要原因。
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其主要客户所在的汽车行业需求疲软。作为电动汽车芯片供应商,Wolfspeed正面临头号客户通用汽车和梅赛德斯-奔驰在内的订单放缓。电动汽车销售的下滑直接导致了对其碳化硅制造节能芯片的需求降低。
与此同时,Wolfspeed还宣布将关闭位于达勒姆的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。但这一调整决策预计将致使公司在本财季计提高达1.74亿美元的重组相关费用,对公司业绩也将造成一定冲击。此前一个月,公司已因欧洲电动汽车市场放缓而放弃在德国恩斯多夫建厂的计划。
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