Wolfspeed破产，最慌的应该是前几年投了碳化硅的投资人

Group 1 - Wolfspeed, a leading global silicon carbide company, filed for bankruptcy in May [1][21] - Silicon carbide is preferred over silicon for its high voltage and current tolerance, making it suitable for electric vehicles [4][5] - The silicon carbide industry has seen rapid growth alongside the development of the electric vehicle sector in China [7][8] Group 2 - Wolfspeed was initially a LED company and later focused on silicon carbide due to its potential, changing its name from Cree to Wolfspeed [17] - Chinese companies, represented by Tianke and Tianyue, have successfully reduced the cost of 6-inch silicon carbide substrates by 30% compared to Wolfspeed and have begun mass production of 8-inch substrates [19][20] - The bankruptcy of Wolfspeed raises concerns for investors in the silicon carbide sector, as it indicates a shift towards lower profit margins in manufacturing [25][21] Group 3 - The high valuations of silicon carbide projects, previously based on securing Wolfspeed substrates, are now in jeopardy due to Wolfspeed's bankruptcy [26][28] - The relationships between electric vehicle manufacturers and silicon carbide companies were previously beneficial, but the collapse of Wolfspeed disrupts this dynamic [27][28] - The competitive landscape in the silicon carbide industry is intensifying, with companies like Tianke and Tianyue emerging as strong competitors [22][30]