Wolfspeed (WOLF) ntseeg tias kev lag luam semiconductor yog nyob rau theem pib ntawm kev hloov pauv ntawm kev siv tshuab ib zaug. Thiab Wolfspeed Tshuag tuaj yeem coj lub pob thaum lub sijhawm ua haujlwm, ua tsaug rau lub tuam txhab kev txawj ntse thiab kev nqis peev.
X
Durham, NC-raws li Wolfspeed ua silicon carbide wafers thiab chips rau kev hloov hluav taws xob thiab xov tooj cua zaus. Nws cov chips yog tsim los rau cov tsheb fais fab, cov khoom siv hluav taws xob ceev ceev, cov khoom siv hluav taws xob, xov tooj cua, aerospace thiab lwm yam lag luam.
Silicon carbide, los yog SiC, muaj cov khoom zoo dua li cov khoom siv silicon hauv cov chips rau cov ntawv siv hluav taws xob.
"Kev ua lag luam tau tawg los ntawm txoj kev loj hlob," Wolfspeed Tus Thawj Coj Gregg Lowe tau hais lub Cuaj Hlis 8 ntawm Evercore ISI Technology, Media & Telecom Conference. "Qhov no tsis yog ib yam uas tshwm sim txhua lub sijhawm hauv semiconductors. Qhov no yog kev hloov pauv loj heev uas tshwm sim txhua txhua 50 xyoo. Lub sijhawm kawg tau muaj kev hloov pauv zoo li no yog thaum digital transistors mus ntawm bipolar mus rau CMOS (cov khoom siv hlau-oxide semiconductor ntxiv).
Lowe tau kwv yees tias kev lag luam hluav taws xob semiconductor yuav hloov mus rau silicon carbide los ntawm silicon sai.
“Muaj tag nrho lub hav hauv California muaj npe tom qab silicon. Thiab qhov ntawd yuav ploj mus hauv kev lag luam hluav taws xob hluav taws xob siab thiab txav mus rau silicon carbide, "Lowe tau hais. "Thiab nws zoo siab pom thoob plaws tsheb, kev lag luam, hnub ci, thiab lwm yam."
Coj peb daim ntawv ntsuam xyuas tsis qhia npe thiab qhia peb yam koj nyiam (Thiab tsis nyiam)
Hais txog koj tus broker Online.
Kaum tus neeg koom yuav yeej $ 50 Amazon Gift Card.
Hluav taws xob tsheb teeb liab tig mus rau Silicon Carbide
Kev lag luam pib loj tshaj plaws yog tsheb fais fab, nws hais. Silicon carbide chips xa cov nqi them sai dua thiab kev tsav tsheb ntev dua rau EVs.
"Lub tsheb hluav taws xob tau qhib lub qhov rooj rau kev siv dav dav ntawm silicon carbide, thiab qhov no yuav yog peb lub khw muag khoom rau ntau xyoo tom ntej," Lowe tau hais rau lub Yim Hli 17 lub rooj sib tham nrog cov kws tshuaj ntsuam.
Ntxiv nrog rau EVs, Wolfspeed pom kev muag khoom los ntawm lub zog tauj dua tshiab, kev tsheb ciav hlau, cov khoom siv, cov khoom siv hnyav thiab lwm yam kev lag luam.
Wolfspeed Tshuag Tau Txais Kev Ruaj Ntseg
Kev tshawb fawb lub tuam txhab Evercore ISI tus nqi Wolfspeed Tshuag li outperform, los yog yuav, nrog tus nqi phiaj ntawm 155.
"Peb txuas ntxiv saib WOLF yog ib zaj dab neeg zoo tshaj plaws rau EV kev saws me nyuam (nrog SiC tsav tsheb txuas ntxiv, them nyiaj ceev, thiab cov nqi qis qis), "Evercore cov kws tshuaj ntsuam tau hais hauv daim ntawv tsis ntev los no rau cov neeg siv khoom. "Lub tuam txhab pab pawg tswj hwm zoo tshaj plaws hauv chav kawm thiab txoj hauv kev meej rau txoj haujlwm ua thawj coj tus nqi yuav ua rau muaj txiaj ntsig EPS (cov nyiaj tau los ntawm ib feem) kev loj hlob ntawm no."
Txawm li cas los xij, Evercore tau sau tseg tias cov tub ua lag luam muaj kev txhawj xeeb txog Wolfspeed qhov kev ntsuas siab thiab nws cov phiaj xwm kev siv nyiaj hnyav.
Lub tuam txhab tau hloov nws lub npe mus rau Wolfspeed los ntawm Cree thaum Lub Kaum Hli 2021 tom qab muag nws cov lag luam LED qub txeeg qub teg rau Smart Global Holdings (SGH). LED yog luv rau lub teeb-emitting diode.
Txij thaum ntawd los, Wolfspeed tau nce nws qhov kev tsim khoom thiab kev nqis peev hauv cov khoom siv silicon carbide thiab cov khoom siv.
Tshiab Factories Rau Silicon Carbide Materials, Devices
Thaum lub Plaub Hlis, Wolfspeed tau qhib lub ntiaj teb loj tshaj plaws semiconductor fab rau kev ua silicon carbide chips los ntawm 200-millimeter wafers. Lub xeev-ntawm-lub-kos duab, siab automated fabrication chaw yog nyob rau hauv Marcy, NY Los ntawm qhov sib piv, nws cov laus fab hauv Durham, NC, muaj kev ua haujlwm hnyav.
Thaum Lub Cuaj Hlis 9, Wolfspeed tau tshaj tawm cov phiaj xwm los tsim lub Hoobkas hauv Chatham County, NC, los tsim 200-millimeter silicon carbide wafers. Cov wafers tuaj yeem tsim ntau daim chips ib wafer thiab ntawm tus nqi qis dua li tam sim no 150-millimeter wafers, lub tuam txhab tau hais.
Nws yuav tsim wafers rau nws tus kheej chip nroj tsuag nrog rau cov neeg sib tw SiC chipmakers suav nrog Infineon, Onsemi (ON) thiab STMicroelectronics (STM).
Wolfspeed muaj kwv yees li 60% kev lag luam sib koom hauv silicon carbide wafers, lub tuam txhab tau hais. Nws tseem cia siab tias yuav tau txais qee qhov kev pab nyiaj txiag los ntawm tsoomfwv Meskas rau nws lub Hoobkas nthuav dav uas yog ib feem ntawm kev tsim kho tsis ntev los no CHIPS Act.
Nthuav Ncauj Adoption Curve Predicted
Wolfspeed kwv yees cov khoom lag luam silicon carbide mus txog $ 1.7 nphom hauv 2026 los ntawm $ 700 lab xyoo no. Thiab nws pom cov khoom siv silicon carbide kev lag luam nce mus txog $ 8.9 nphom hauv 2026 los ntawm $ 4.3 billion xyoo no.
Niaj hnub no, silicon carbide chips tsuas yog 5% ntawm lub hwj chim semiconductor lag luam. SiC chips tuaj yeem ncav cuag 20% ntawm lub lag luam hluav taws xob los ntawm 2027, Lowe tau hais.
Wolfspeed Tshuag ntaus cov ntaub ntawv siab ntawm 142.33 thaum Lub Kaum Ib Hlis 15. Tab sis nws poob 59% ntawm nws cov nqi hauv kev lag luam kev lag luam kho lub caij ntuj sov no.
Txawm li cas los xij, nws tau txais txiaj ntsig zoo dua li qhov kev xav tau nyiaj txiag plaub lub hlis twg ntawm Lub Yim Hli 17. Wolfspeed Tshuag tau nce ze li 32% ntawm thawj hnub ua lag luam tom qab nws daim ntawv tshaj tawm.
Wolfspeed Tshuag Qib 5th hauv pab pawg
Hauv lub quarter kawg ntawm Lub Rau Hli 26, Wolfspeed poob qhov hloov kho 2 xees ib feem ntawm kev muag khoom ntawm $ 228.5 lab. Hauv lub xyoo dhau los, nws poob 23 xees ntawm kev muag khoom ntawm $ 145.8 lab.
Rau lub quarter tam sim no, nws kwv yees qhov poob ntawm 5 xees ib feem ntawm kev muag khoom ntawm $ 240 lab. Qhov ntawd yog nyob ntawm qhov nruab nrab ntawm nws qhov kev xav.
CEO Lowe hais tias lub tuam txhab yog hom kev nqis peev, nrog cov txiaj ntsig ua raws tom qab. Lub tuam txhab kuj tseem muaj kev txwv nruj heev thiab tsis tuaj yeem ua tau raws li qhov xav tau tam sim no, nws hais.
Lub tuam txhab tau teeb tsa lub hom phiaj nyiaj tau los ntawm $ 2.8 nphom rau nyiaj txiag xyoo 2026. Los ntawm kev sib piv, nws tau tshaj tawm $ 746 lab hauv kev muag khoom hauv nws cov nyiaj tau los tsis ntev los no xyoo 2022. Wolfspeed xav tias ntau tshaj ib nrab ntawm nws qhov muag hauv 2026 los ntawm kev lag luam tsheb.
Lub catalyst tom ntej rau Wolfspeed Tshuag tuaj yeem yog nws daim ntawv tshaj tawm txog nyiaj tau los rau lub Cuaj Hli, yuav xaus rau lub Kaum Hlis. Lub tuam txhab tseem muaj hnub kws tshuaj ntsuam nyiaj txiag npaj rau lub caij nplooj zeeg no.
Wolfspeed Tshuag nyob qib thib tsib ntawm 31 cov khoom lag luam hauv IBD's Semiconductor Manufacturing kev lag luam pawg, raws li IBD Stock CheckupCov. Nws muaj ib IBD Composite Rating ntawm 88 ntawm 99.
Ua raws li Patrick Seitz ntawm Twitter ntawm @IBD_PSeitz rau cov dab neeg ntxiv ntawm cov neeg siv khoom thev naus laus zis, software thiab cov khoom lag luam semiconductor.
KOJ UA LI CAS:
Nrhiav Cov Khoom Noj Zoo Tshaj Niaj Hnub No Kom Tau Saib Nrog IBD 50
Nrhiav Rau Cov Tom Qab Loj Cov Khoom Lag Luam Loj Tshaj? Pib Nrog 3 Kauj Ruam No
Kawm Yuav Sij Hawm Li Cas Kev Ua Lag Luam Nrog IBD Txoj Kev Lag Luam Li ETF
Saib Cov Khoom Pov Tseg Hauv Cov Npe Ntawm Cov Thawj Coj Nyob Ze Ntawm Qhov Yuav Tsum Tau
MarketSmith: Tshawb Fawb, Cov Ntawv Cim, Cov Ntaub Ntawv Thiab Qhia Hauv Ib Qhov Chaw
Tau qhov twg los: https://www.investors.com/research/the-new-america/wolfspeed-stock-leads-pack-of-power-chip-producers/?src=A00220&yptr=yahoo