恩智浦毅然决定关闭美国亚利桑那州6英寸ECHO晶圆厂，全面退出基于GaN的5G功率放大器(PA)市 场；代工巨头台积电也在早些时候宣布在2027年7月前内逐步退出GaN代工业务，就连Wolfspeed也 将旗下GaN业务打包出售...，这些国际巨头的接连撤退，无疑给火热的GaN市场浇下一盆冷水，不安 的市场情绪持续蔓延。 但从另一方面来看，在上述巨头们收缩战线的同时，英飞凌、德州仪器、安森美、意法半导体、瑞萨 电子等国外大厂，以及英诺赛科、三安、士兰微、芯联集成等国内相关企业，仍在迅猛扩张，相继加 大在GaN领域的投入，投资项目与规划层出不穷。 一边是巨头相继退场，一边是企业积极布局，GaN市场正上演一场极具戏剧性的"冰与火之歌"。 这种鲜明反差与双重叙事的表象之下，实则是市场需求、商业逻辑、技术路线与成本控制的深层博 弈。而巨头的集体退场究竟释放出怎样的行业信号？GaN赛道是否已开启差异化竞争新格局？代工模 式与IDM路线的博弈又将走向何方？行业加速洗牌下，如何探寻GaN赛道未来发展路径？... 公众号记得加星标⭐️，第一时间看推送不会错过。 在半导体市场，氮化镓（GaN）作为第三代半导体的核心材料，凭借宽 ...

Is Wolfspeed a comeback story, or a cautionary tale? See what a $10,000 investment from late 2022 would be worth today.I used to own some Wolfspeed (WOLF 6.55%) stock, starting in March 2020, right after the COVID-19 crash. The company was known as Cree at the time, an experienced maker of LED light elements. Cree was expanding its gallium nitride (GaN) and silicon carbide (SiC) chip-making capacity, and the company seemed poised for great returns as a leading parts supplier to the electric vehicle industry ...

December 15, 2025 – TheNewswire - Toronto, ON - Total Metals Corp. (“Total Metals” or the “Company”) (TSX-V: TT) (OTCQB: TTTMF) (FSE: O4N) is pleased to announce the filing of a technical report (“Technical Report”) prepared in accordance with National Instrument 43-101 – Standards of Disclosure for Mineral Projects (“NI 43-101”) and independently prepared by English River Geoscience Ltd. for the 100% owned High Lake – West Hawk Lake Project (“Project”). The Technical Report was completed and filed to sati ...

Group 1 - Waymo aims to launch ride-hailing services in over 20 cities, including Tokyo and London, by next year, with a cumulative ride volume exceeding 14 million since 2025, projected to surpass 20 million by year-end [2] - Toyota partners with Wolfspeed to integrate silicon carbide devices into its onboard charging systems for electric vehicles [2] - BAIC Group collaborates with Horizon Robotics to develop an urban assisted driving system, utilizing Horizon's chips for a comprehensive city navigation system [2] Group 2 - Lantu Motors launches its flagship sedan, Lantu Zhaiguang L, priced from 279,900 yuan, featuring an 800V intelligent hybrid system and advanced smart driving capabilities [2] - Jiyue Automotive issues a notice to creditors regarding the status of vehicles and equipment, advising immediate cessation of use for unregistered and unmaintained vehicles due to potential legal risks [2][3]

12月11日，Wolfspeed发文称，公司近日宣布与丰田公司(Toyota)达成合作，丰田公司将在其车载充电系统采用 Wolfspeed车规级MOSFET。 今年8月，Wolfspeed 推出第四代(Gen 4)1200V车规级碳化硅(SiC)裸芯片MOSFET系列，专为严苛的汽车环境设 计。Wolfspeed第四代高性能碳化硅 MOSFET，可在 185℃下持续工作，助力动力总成系统实现最大性能。 碳化硅作为高压车载功率系统行业标准半导体的广泛应用，支持着汽车行业向清洁能源车辆的快速转型。碳化硅 以其为快速、高效、高功率密度的电动汽车动力总成系统赋能而闻名，其在车载辅助功率系统（如车载充电器） 中的应用也提供了诸多优势，能在车辆的整个生命周期内提升电动汽车的整体拥有体验。通过提供更高功率、更 优效率的功率系统，碳化硅能够缩短车主的充电时间，并最大限度地减少车辆整体的能量损耗，从而提高续航里 程并降低每次充电的成本。 该系列产品采用无封装裸芯片设计，可灵活集成于各类定制模块中。凭借高阻断电压、低导通电阻、高速开关及 低电容等卓越特性，该器件成为汽车动力总成系统与电机驱动应用的理想解决方案。 ...

Does Wolfspeed's CHIPS Act funding win position the stock for a big rally?Wolfspeed (WOLF +4.02%) shareholders have gotten some good news recently. The company has now received its nearly $700 million in tax refunds from the CHIPS Act, and its stock is now up roughly 12% following the news.Wolfspeed emerged from bankruptcy protections and completed a corporate restructuring earlier this year, and the company continues to have a base support among some meme-stock investors. Is the silicon-carbide (SiC) speci ...

Management moved quickly to utilize this capital with financial discipline. Rather than letting the cash sit idle, the company allocated $192.2 million of the proceeds to retire approximately $175 million of outstanding secured debt. This strategic move offers three distinct benefits for investors:The immediate impact of this refund is a dramatic improvement in Wolfspeed’s financial health. Following receipt of these funds, the company’s total liquidity position, comprising cash and short-term investments, ...

Wolfspeed needs cash... because it's burning a lot of cash (and about to burn even more).Wolfspeed (WOLF +6.50%) stock jumped 4.7% through 10:45 a.m. ET Monday after the silicon carbide and gallium nitride semiconductor specialist announced positive news for its balance sheet.Citing Section 48D of the Internal Revenue Code, and specifically, the Advanced Manufacturing Investment Credit (AMIC) contained therein, Wolfspeed says the IRS just gave it a $698.6 million income tax refund.$698.6 million in cash. Al ...

The SiC and GaN chipmaker could surprise the short sellers.Five months ago, Wolfspeed (WOLF 1.07%) seemed doomed as its growth stalled out, its net losses widened, and its debt levels skyrocketed. On June 30, the chipmaker filed for Chapter 11 bankruptcy protection as its stock plummeted to an all-time low of $0.39 per share.But on Sept. 29, it emerged from bankruptcy protection after reducing its total debt by roughly 70%, extending its remaining debt maturities to 2030, and reducing its annual cash intere ...

Core Insights - The article discusses heavily shorted stocks, highlighting the reasons traders engage in short selling and the potential for short squeezes [1][4][10] Group 1: Reasons for Heavy Shorting - Stocks become heavily shorted when experienced traders and institutional investors believe the company is fundamentally overvalued, anticipating a price decline [2][3] - Short sellers borrow shares, sell them at high prices, and aim to repurchase them at lower prices for profit [3] Group 2: Short Squeeze Dynamics - High short interest can attract bullish traders who see potential for rapid gains through short squeezes, where rising stock prices force short sellers to buy back shares, creating a feedback loop that drives prices higher [4][10] - The volatility associated with short squeezes can lead to returns that significantly exceed typical stock movements in a short time frame [5][10] Group 3: Most Shorted Stocks - As of November 26, the top 10 most shorted stocks include: - The Wendy's Co. (NASDAQ:WEN) - 55.36% - Cambium Networks Corp. (NASDAQ:CMBM) - 50.03% - Lucid Group, Inc. (NASDAQ:LCID) - 48.99% - Wolfspeed, Inc. (NYSE:WOLF) - 48.18% - Hertz Global Holdings, Inc. (NASDAQ:HTZ) - 44.67% - Sable Offshore Corp. (NYSE:SOC) - 38.59% - Replimune Group, Inc. (NASDAQ:REPL) - 38.39% - Hims & Hers Health, Inc. (NYSE:HIMS) - 38.12% - aTyr Pharma, Inc. (NASDAQ:ATYR) - 37.92% - Intellia Therapeutics, Inc. (NASDAQ:NTLA) - 37.85% [6][7]