公众号记得加星标⭐️，第一时间看推送不会错过。 相较于去年一度超过600 元的股价，环球晶圆今年股价一路走低，如今在300 元左右徘徊。市场竞争 与投资上的双重威胁，是它发展上的两大难关。 今 年 5 月 ， 环 球 晶 圆 董 事 长 徐 秀 兰 飞 往 美 国 德 州 ， 与 美 国 商 务 部 投 资 加 速 办 公 室 执 行 长 葛 林 姆 斯 （Michael Grimes）同台，启用环球晶最新的12吋先进硅晶圆制造厂，并宣布拟计划加码投资40亿 美元，规划在该厂址进行第3、第4期扩建工程。 环球晶目前的营收比重，仍以主要供应成熟制程的8吋硅晶圆为主；即使是12吋硅晶圆，目前也多交 货给成熟制程客户，预计要等欧美新产能到位，才能进一步拓展先进制程市场。 然而，8吋晶圆不只成长空间有限，还面临来自中国的低价竞争。 来源：内容来自 今周刊 。 环球晶近期积极扩产，美国德州、密苏里州两座新厂，以及义大利厂新产能，都已经送样、力拼进入 量产阶段。 但在扩大全球布局背后，环球晶的营运表现却显得欲振乏力，2024年全年营收626亿元，较2023年衰 退11.4%。除营收萎缩外，获利更加疲软，2024年每股税后 ...

本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 【新材料行业景气度仍处底部，多项数据及重要事件受关注】2025年新材料行业总体景气度仍在底部。 5月，CIB新材料价格指数为60.2，环比回升1.9%、同比跌13.1%，较2022年3月高点跌53.7%；开工指数 为67.2%，环比升0.2个百分点、同比跌1.6个百分点。 企业盈利方面，2025年一季度，CIB新材料企业盈 利指数为84.6，较前一季度升9.0%、较上年同期升10.4%；新材料上市公司营收同比增6.8%，连续两季 度正增长，毛利率19.0%，止住三连跌。 5月20日，西北有色金属研究院等三方签订新材料产业基金合 作协议，联合发起百亿新材料产业基金，计划存续期10年，效能放大至1000亿。该基金将推动并购及产 业链延伸。 数据跟踪显示，5月先进化工材料部分品种开工率高，但价格和毛利多下跌；先进无机非金 属材料玻纤价格稳、玻璃价格跌；先进钢铁材料碳结钢价涨、弹簧钢价跌。 5月，先进有色金属材料海 绵钛价连涨7个月，铝合金价小跌，镁合金和钕铁硼价处低位；新能源材料需求旺但材料价格等下滑； 绿色低碳材料部分价格稳定或小跌。 5月，电子信息材料 ...

Group 1 - Renesas has recently announced the abandonment of its SiC power semiconductor production and disbanded its SiC chip production team at the Takasaki factory, leading to an expected loss of approximately $1.7 billion (about 250 billion yen) in the first half of the year [2][3][14] - The company has postponed its strategic goals set in 2022, including becoming one of the top three embedded semiconductor solution providers by 2030, exceeding $20 billion in sales, and increasing its market value sixfold by 2022, now aiming for 2035 [4][14] - The bankruptcy restructuring of its SiC partner, Wolfspeed, has significantly impacted Renesas, as Wolfspeed is a key supplier of SiC substrates [5][6][8] Group 2 - Renesas experienced a surge in revenue during 2021-2022 due to the global chip shortage and acquisitions, with 2022 revenue reaching 1.5 trillion yen, a 51% year-on-year increase, but growth has since slowed [23][25] - The company announced a major layoff of about 5% of its workforce, approximately 1,000 employees, and postponed salary increases due to performance pressures [24][29] - Financial results for the first quarter of 2025 showed a 12.2% year-on-year decline in sales to 308.8 billion yen, with automotive revenue also down 12.8% [26][27][41] Group 3 - The automotive semiconductor market is facing a downturn, with a projected 1.2% revenue decline in 2024, attributed to inventory adjustments by suppliers and OEMs [38] - Renesas has adjusted its strategy to focus on its core strengths in embedded processing and computing technologies, while also planning to increase investments in hardware and related peripherals [29][30] - The company is expected to continue its presence in the SiC market through design and outsourcing manufacturing, despite halting its own production [21][44]

Core Viewpoint - Wolfspeed, a pioneer in the semiconductor industry, has filed for bankruptcy due to overwhelming debt and inability to adapt to market changes, particularly the rise of Chinese competitors [3][22]. Group 1: Company Background - Wolfspeed was once the largest manufacturer of silicon carbide (SiC) substrates, with a peak market value of $16.5 billion (approximately 120 billion RMB) [3]. - The company originated from Cree Research, founded in 1987, and became a leader in the LED market before transitioning to SiC technology [8][12]. - Wolfspeed's market share in SiC substrates was as high as 80% in the past, but it has significantly declined to 33.7% by 2024 due to increased competition from Chinese firms [16]. Group 2: Financial Struggles - As of March, Wolfspeed had approximately $1.33 billion in cash reserves but faced $6.5 billion in debt, leading to severe liquidity issues [20]. - The company has reported net losses for ten consecutive years, with losses escalating from $280 million in FY 2018 to $864 million in FY 2024 [21]. - In May 2025, Wolfspeed's stock plummeted by 57%, resulting in a market value loss exceeding $1 billion [21]. Group 3: Market Dynamics - The demand for SiC semiconductors surged in sectors like electric vehicles and renewable energy, with over 60% of the demand coming from the EV market [20]. - Despite the high demand, Wolfspeed's expansion efforts did not yield the expected orders, particularly as the EV market faced a slowdown [20]. - The company's strategy of aggressive capacity expansion did not align with market realities, leading to underutilization of its new facilities [22][23]. Group 4: Competitive Landscape - Chinese competitors have leveraged their mature manufacturing capabilities to challenge Wolfspeed, which failed to adequately address the Chinese market's dynamics [3][24]. - Other global players, such as STMicroelectronics and Infineon, have pursued vertical integration and partnerships with Chinese firms, further intensifying competition [17].

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来自T he Edge 。 中国浙江晶盛机电股份有限公司（JSG）旗下子公司 SuperSiC (Malaysia) Sdn Bhd 于本周五在马来 西亚槟城柏淡（Bertam）科技园举办新厂房奠基仪式，项目聚焦填补马来西亚半导体产业中的关键 环节——先进晶圆制造能力的空白。 该项目厂区占地面积达40,000平方米，属于晶盛机电全球化扩张战略的一部分，预计将在一年内动工 建设。 "这不仅有助于强化全球供应链稳定性，更是'贴近客户、快速响应'承诺的具体落实。"曹建伟表示。 晶盛机电成立于2006年，并在深圳证券交易所上市。根据公司官网信息，晶盛机电是全球领先的太阳 能装备及大硅片设备（8-12英寸）制造商，并掌握先进的大尺寸蓝宝石晶体生长技术。 项目一期完工后，计划年产24万片8英寸碳化硅晶圆。碳化硅晶圆广泛应用于高性能电子产品领域， 如电动汽车充电器、电信基站电源系统等关键场景。 马 来 西 亚 投 资 发 展 局 （ MIDA ） 首 席 执 行 官 拿 督 斯 克 · 沙 姆 苏 · 易 卜 拉 欣 （ Datuk Sikh Shamsul Ibr ...

有人说，中国制造进入任何一个行业，都能把它打成"白菜价"，真有这么厉害吗？ 在2011-2018年期间，中国芯片企业继续加强自主研发和科技创新，终于实现了28nm芯片的落地投产，取得了里程碑成就。而在 梁孟松的带领下，中芯国际还押注Fin FET晶体管技术的研发，最终完成了14nm本土化的技术突破，7nm、N+1芯片研发也取得了 突破性进展。 可能有人会好奇，明明中国芯片产业很落后，还遭到了台积电、ASML公司等巨头的嘲笑，怎么会突然就厉害起来了呢？事实 上，中国芯片产业的发展，离不开国家、科研机构、企业以及高校的共同努力。回顾过去这些年的布局，你就知道答案了。 早在2000年，国家就未雨绸缪，制定了18号文件，其中明确提到了，集成电路产业是国家重点扶持对象，也就是说，25年前，国 家就已经开始重视芯片产业的发展了。 而在国家的号召之下，很多企业纷纷入局，像中芯国际、华虹半导体等，也先后在上海等地建厂，国产90nm芯片也很快实现了落 地，中国芯片产业也逐渐有了规模。 在过去这几年，中国芯备受煎熬，遭遇了美西方的重拳打击，一轮接一轮，根本喘不过气来。在西方的霸权打击之下，中国芯片 产业不得不走上了自主研发的道路 ...

1.【 雄安新区首座 "近零碳"变电站投运 】6月30日，雄安新区绿色建造示范工程——复兴220千伏 变电站投运。据国网河北建设公司介绍，该变电站设计方案融合了海绵城市、碳足迹管理、能耗重组 等8项绿色建设解决方案，采用智能化系统、水循环系统、零碳监测系统等15项低碳技术，实现全生 命周期"近零碳"。它是雄安新区首个全生命周期"近零碳"变电站、首个圆形钢结构变电站，变电容 量360兆伏安，是雄安新区220千伏分区环网重要枢纽变电站，将担负起启动区总部聚集核心区域供 电任务，为北京疏解企业和高校用电提供强有力保障。（ 新华社 ） 2.【智能座椅项目落子武汉经开区， 5亿元投资核心零部件基地】据武汉经开区消息，深圳斯诺凡科 技有限公司近日与武汉经开区签约，将投资建设智能座椅武汉研发及生产基地项目。据介绍，项目总 投资5亿元，将租赁检验检测产业园15000平方米厂房，建设智能座椅传感器生产基地、座椅舒适系 统总成生产基地及研发中心，预计2025年投产。（第一财经） 3.【中国香港首座 8英寸碳化硅晶圆厂获批，项目总预算超7亿港元】据报道，中国香港创新科技署 （创科署）6月25日宣布，"创新及科技基金"下设的"新型工 ...

智通财经APP获悉，碳化硅半导体制造商Wolfspeed(WOLF.US)周一宣布，已根据美国破产法第11章自 愿申请破产保护，以进行债务重组，预计今年第三季度末完成重组。数据显示，这是今年迄今为止规模 最大的破产申请之一，仅次于巴西航空公司Azul SA和卫星公司Ligado Networks。受此消息影响， Wolfspeed周一美股盘后暴涨近95%。 根据最新披露的破产重组协议，Wolfspeed 的总债务在重组前为65亿美元。 作为与债权人达成的一项重 组协议的一部分。Wolfspeed计划通过破产重组获得2.75亿美元的新融资并削减约70%的债务(约46亿美 元)来缓解其财务压力。该公司的主要债权人主要包括阿波罗全球管理(APO.US)、日本MCU芯片巨头瑞 萨电子。 Wolfspeed表示："通过采取这一举措，公司有望更好地执行长期增长战略，并加速实现盈利。"该公司 补充称，其目前的现金流约13亿美元，足以在重组期间维持正常运营，且不会中断对客户的服务或对员 工的薪酬和福利。 分析人士指出，Wolfspeed走向破产危机主要是因为错判市场形势并采取高负债的激进扩张计划。押注 新能源市场对碳化硅市场 ...

公开资料显示，杰立方半导体于 2023 年 10 月在香港注册成立，并于 2024 年 6 月正式投入运营，其全 球研发中心也同步启用。该公司正规划建设香港首座 8 英寸碳化硅先进垂直整合晶圆厂（IDM），预计 将于 2027 年正式投产。 7 月 1 日消息，据香港特别行政区政府新闻公报网站，香港创新科技署（创科署）6 月 25 日宣布，"创 新及科技基金"下设的"新型工业评审委员会"支持杰立方半导体（香港）有限公司提交的"新型工业加速 计划"申请。 该项目计划建设第三代半导体碳化硅晶圆生产设施，属于先进制造技术领域。这是相应"新型工业加速 计划"获支持的第三个项目，项目总预算超过 7 亿港元（IT之家注：现汇率约合 6.39 亿元人民币），预 计将获批约 2 亿港元（现汇率约合 1.83 亿元人民币）的资助。 IT之家获悉，香港特区政府于 2024 年 9 月推出"新型工业加速计划"，以支持生命健康科技、人工智能 与数据科学、先进制造与新能源技术等战略性企业，符合条件的企业需在香港投资不少于 2 亿港元（现 汇率约合 1.83 亿元人民币）建设新的智能制造设施，每个申请项目的总成本须至少为 3 亿港元（现 ...

Core Viewpoint - The article discusses the evolution and challenges faced by Wolfspeed (formerly CREE) in the silicon carbide (SiC) semiconductor market, particularly in the context of the electric vehicle (EV) industry and the company's strategic decisions that led to its decline. Group 1: Company Background and Market Position - CREE, founded in 1987, initially struggled for recognition in the semiconductor industry until the rise of electric vehicles, particularly Tesla's Model 3, highlighted its dominance in SiC production, holding 60% of the global SiC wafer capacity [3][5]. - The transition from traditional silicon to SiC in Tesla's Model 3 inverter showcased the advantages of SiC, such as lower weight and higher efficiency, which positioned CREE as a key player in the EV supply chain [4][8]. Group 2: Strategic Decisions and Market Dynamics - In 2017, under new CEO Gregg Lowe, CREE shifted focus from LED to SiC semiconductors, leading to a significant increase in semiconductor revenue share from 10% to 53% by 2021 [20][19]. - The rebranding to Wolfspeed and the divestment of the LED business were bold moves aimed at solidifying its position in the SiC market, but the company faced challenges in scaling production and managing costs [21][20]. Group 3: Production Challenges and Competitive Landscape - The production of SiC wafers is complex and costly, with slower growth rates compared to silicon wafers, leading to high production costs and inefficiencies [13][9]. - As the EV market expanded, competition intensified, with other companies entering the SiC space, leading to a need for Wolfspeed to either expand its 6-inch wafer capacity or invest in 8-inch wafer production [24][26]. Group 4: Financial Performance and Future Outlook - Despite initial optimism, Wolfspeed's financial performance deteriorated, with a 12% revenue decline in 2024 and significant stock price drops, attributed to underutilization of its new 8-inch facility and rising competition from Chinese firms [34][37]. - The company's heavy investment in 8-inch production without immediate returns raised concerns among investors, leading to a significant drop in market value and ultimately resulting in bankruptcy proceedings [40][39]. Group 5: Industry Implications - The article highlights the broader implications for the semiconductor industry, emphasizing that cost control is critical in a highly competitive market where product standardization is prevalent [41][42]. - The challenges faced by Wolfspeed may signal a larger trend of consolidation and restructuring within the semiconductor supply chain, particularly in the context of the evolving EV market [45].