芯片制造商Wolfspeed Inc.(WOLF)昨晚在夜盘遭遇重挫,股价大跌28.59%,引发市场广泛关注。这一暴跌与公司最新发布的业绩预期和重组计划密切相关。
Wolfspeed预计当季营收将在1.6亿美元至2亿美元之间,大幅低于分析师之前预期的2.146亿美元。公司指出,营收预期差劲主要是由于其主要客户所在的汽车行业需求疲软所致。作为电动汽车芯片供应商,Wolfspeed正面临主要客户包括通用汽车和梅赛德斯-奔驰在内的汽车制造商订单放缓的压力。电动汽车销售的放缓直接影响了对其采用碳化硅制造的更节能芯片的需求。
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,转而专注于更高效的200毫米莫霍克谷工厂。这一调整预计将导致公司在本财季计提高达1.74亿美元的重组费用,对营收和利润水平产生一定冲击。此前,Wolfspeed已于上月放弃在德国恩斯多夫建厂的计划,同样是因欧洲电动汽车市场增长放缓所致。
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