（来源：第三代半导体产业） 2025 年 9 月 29 日（美国东部时间）美国北卡罗来纳州达勒姆 —— 全球碳化硅技术引领者 Wolfspeed, Inc. 公司 (纽约证券交易所代码：WOLF) 今日宣布已成功完成其财务重整流程，并已退出美国《破产 法》第 11 章的保护。 通过此次重整，Wolfspeed 将其总债务削减了约 70%，债务到期日延长至 2030 年，年度现金利息支出 也随之降低了约 60%。此外，公司认为其保持有充足的流动性，可继续为客户提供领先的碳化硅解决 方案。凭借由自由现金流生成能力支撑的自筹资金商业计划，Wolfspeed 已蓄势待发，将充分利用其垂 直整合的 200 mm 制造基地，并以安全、可扩展的本土供应链为后盾，来推动可持续增长。 "Wolfspeed 顺利完成其快速重整程序，这标志着一个新纪元的开启。我们正以全新的活力，和对 Wolfspeed 自成立以来就具备的增长思维与创业精神的再度承诺，迈入这个新纪元，"Wolfspeed 首席执 行官 Robert Feurle 表示。"在进入这个新纪元之际，我们拥有了显著改善的财务稳定性、一个新建的规 模化、垂直整合的 200 ...

Core Insights - Chipmaker Wolfspeed has successfully exited Chapter 11 bankruptcy, significantly improving its financial position by reducing total debt by nearly 70% and annual cash interest expense by approximately 60% [1] Financial Restructuring - Total debt has been cut by nearly 70% [1] - Annual cash interest expense has been lowered by roughly 60% [1]

Group 1: Wolfspeed, Inc. - Wolfspeed, Inc. (NYSE:WOLF) experienced a dramatic stock price surge, increasing by 13.76 to close at 14.97, representing an astonishing rise of approximately 1137% [1][6] - The trading volume for Wolfspeed was 16,826,215, significantly lower than its average volume of 59,266,785 [1] - The stock reached a year high of 21.78 from a low of 0.39, indicating substantial volatility and investor interest in the semiconductor sector [1] Group 2: Direxion ETFs - Direxion Daily S&P 500 Bear 3X Shares (NYSE:SPXS) saw its price escalate by 34.66 to 38.53, translating to an increase of around 896% with a trading volume of 6,172,045 [2] - Direxion Daily Financial Bear 3X Shares (NYSE:FAZ) recorded a substantial rise of 36.25 to 40.30, an increase of approximately 895%, with a volume of 296,006 [3] - Direxion Daily MSCI Emerging Markets Bear 3X Shares (NYSE:EDZ) increased by 36.59 to 40.77, an 875% jump, despite a trading volume of 15,169, indicating skepticism towards emerging markets [4] - Direxion Daily S&P Biotech Bear 3X Shares (NYSE:LABD) experienced a price increase of 37.49 to 41.83, an 864% rise, reflecting negative sentiment in the biotech sector [5] Group 3: Market Trends - The performance of leveraged and inverse ETFs highlights the volatile nature of these investments, with significant price swings observed across various sectors [5][6] - The substantial gains in these ETFs suggest a broader market sentiment leaning towards caution, particularly in specific sectors or the overall market [5][6]

DURHAM, N.C.--(BUSINESS WIRE)--Wolfspeed, Inc. (NYSE: WOLF), a global leader in silicon carbide technologies, today announced that in connection with its emergence from the Chapter 11 process, it has appointed Anthony M. Abate, Mike Bokan, Eric Musser, Hong Q. Hou, and, pending certain regulatory approvals, Aris Bolisay, to its Board of Directors (the "Board†). Anthony M. Abate will succeed Tom Werner as Chairman of the Board. The new Board members will join current Board members, Mark Jensen a. ...

Core Insights - Wolfspeed, Inc. has successfully completed its financial restructuring and emerged from Chapter 11 protection [1] - The company has reduced its total debt by approximately 70% [1] - Maturities of the debt have been extended to 2030 [1] - Annual cash interest expense has been lowered by roughly 60% [1] - The company believes it maintains ample liquidity to continue operations [1]

Key Points Wolfspeed is canceling its existing common stock and issuing shares of a new stock as part of its bankruptcy. Shareholders of its old stock will be severely diluted. Wolfspeed is slashing its debt, reducing payments by 60%. 10 stocks we like better than Wolfspeed › Shares of Wolfspeed (NYSE: WOLF) saw some unusual activity on Monday, appearing to finish the day up a whopping 1,686.78% as the S&P 500 (SNPINDEX: ^GSPC) and Nasdaq Composite (NASDAQINDEX: ^IXIC) gained 0.3% and 0.5%, respe ...

智通财经APP获悉，周一，Wolfspeed(WOLF.US)股价暴涨超1130%，并多次触及停牌。截至发稿，该股 股价停留在14.97美元。半导体板块今日普遍走高，消息面上，外媒报道称，特朗普政府正考虑根据每 台设备中的芯片数量，对外国电子设备征收关税，此举旨在推动企业将生产转移至美国。根据计划，美 国商务部将对进口产品征收关税，税额相当于该产品芯片含量估算价值的一定百分比。若该计划得以实 施，将表明特朗普政府试图对从牙刷到笔记本电脑等各类消费产品施加影响。 ...

Core Viewpoint - Wolfspeed, a company specializing in silicon carbide technology, is undergoing Chapter 11 bankruptcy protection proceedings, raising questions about its future and potential investment opportunities despite its current financial struggles [3][10]. Company Overview - Wolfspeed has transitioned from the LED light bulb business to focus on silicon carbide, which is more power-efficient and suitable for high-voltage applications like electric vehicles and solar inverters [2]. - The company reported $758 million in revenue for its recently ended fiscal year but has not achieved profitability [3]. Bankruptcy Context - The company initiated Chapter 11 bankruptcy in June, which may allow it to restructure and reduce its debt significantly, potentially wiping out about 70% of its $6.5 billion debt [3][10]. - The bankruptcy process is reportedly supported by its lenders, indicating a cooperative approach to restructuring [10]. Market Potential - The silicon carbide market is projected to grow at an average annualized rate of over 34% through 2034, suggesting a favorable long-term outlook for the technology [8]. - Despite the promising market growth, the technology remains expensive, approximately three times the cost of ordinary silicon, which has hindered widespread adoption [7]. Investment Considerations - Investing in Wolfspeed at this stage requires strategic thinking, as the company is in bankruptcy proceedings and the silicon carbide market is still developing [9][12]. - Current shareholders may only retain 3% to 5% of the restructured company's equity, reflecting a significant devaluation from previous stock prices [11]. - The potential for high returns exists, but the investment carries substantial risks due to the company's financial instability and competition from other silicon carbide manufacturers [15][17].

Core Viewpoint - Wolfspeed (WOLF) is shifting its incorporation from North Carolina to Delaware by September 29 as part of a broader restructuring effort while operating under Chapter 11 bankruptcy protection [1][4]. Company Developments - The relocation to Delaware is expected to streamline governance and legal flexibility, particularly during bankruptcy proceedings, as Delaware's corporate laws are favorable for restructuring and attracting future investment [3]. - Although the move signals an intent to stabilize operations and potentially emerge leaner, it does not directly resolve Wolfspeed's financial challenges [4][5]. Financial Performance - WOLF shares have declined approximately 60% from their one-month high set on September 16 [2]. - The company is still navigating bankruptcy court with no confirmed path to profitability, and its core business faces significant competition and capital intensity [5][6]. Market Sentiment - Despite the challenges, Wall Street analysts forecast significant upside potential for WOLF stock over the next 12 months [8]. - The incorporation shift may enhance the company's attractiveness to institutional capital and strategic partners post-restructuring, potentially boosting shareholder value [4].

Core Viewpoint - Wolfspeed (WOLF.US) experienced a significant stock price drop of over 29%, trading at $1.305, following the announcement of its plan to relocate its registered office to Delaware as part of a strategic restructuring plan [1] Company Summary - Wolfspeed plans to move its registered office from North Carolina to Delaware by September 29, 2025, as part of a strategic restructuring initiative [1] - The company is currently undergoing Chapter 11 bankruptcy protection proceedings [1] - In its announcement, Wolfspeed warned investors that trading its securities is highly speculative and that shareholders may face substantial losses [1]