Ibimenyetso bya Wolfspeed Bankruptcy Byahinduye Impinduka Ku Nganda za SiC Semiconductors

Wolfspeed, umuyobozi w’igihe kirekire mu ikoranabuhanga rya silicon carbide (SiC), yatanze ikirego cyo guhomba muri iki cyumweru, bigaragaza impinduka zikomeye mu miterere y’isi ya SiC semiconductor.

Ihungabana ry’ikigo rigaragaza imbogamizi zikomeye mu nganda—kugabanya ikiguzi cy’imodoka zikoresha amashanyarazi (EV), ipiganwa rikomeye ry’ibiciro rituruka ku batanga ibicuruzwa b’Abashinwa, ndetse n’ingaruka zijyanye no kwaguka gukomeye.

---

Guhomba no kuvugurura imikorere

Nk’umutambyi mukuru mu ikoranabuhanga rya SiC, Wolfspeed yatangije amasezerano yo kuvugurura imikorere yayo agamije kugabanya hafi 70% by’umwenda wayo utari urimo no kugabanya inyungu z’umwaka ku kigero cya 60%.

Mbere, iyi sosiyete yari ihanganye n’ikibazo cy’ingutu bitewe n’amafaranga menshi yakoreshejwe ku nyubako nshya ndetse n’ihangana ry’abacuruza SiC bo mu Bushinwa ryari riri kwiyongera. Wolfspeed yavuze ko iyi ngamba izatuma iyi sosiyete irushaho kugira icyo igeraho mu gihe kirekire kandi igafasha gukomeza ubuyobozi bwayo mu rwego rwa SiC.

“Mu gusuzuma amahitamo yo gukomeza ingengo y’imari yacu no kuvugurura imiterere y’imari yacu, twahisemo iyi ntambwe y’ingenzi kuko twizera ko izashyira Wolfspeed mu mwanya mwiza mu gihe kizaza,” ibi ni ibyatangajwe n’umuyobozi mukuru Robert Feurle mu itangazo rye.

Wolfspeed yashimangiye ko izakomeza imirimo isanzwe mu gihe cyo guhomba, gukomeza kohereza abakiriya, no kwishyura abatanga ibicuruzwa na serivisi nk'igice cy'amabwiriza asanzwe y'ubucuruzi.

---

Ishoramari rirenze urugero n'ingaruka mbi ku isoko

Uretse iterambere ry’irushanwa ry’Abashinwa, Wolfspeed ishobora kuba yarashoye imari irenze urugero mu bushobozi bwa SiC, ishora imari nyinshi ku iterambere rirambye ry’isoko rya EV.

Nubwo gukoresha amashanyarazi ya EV bikomeje ku isi yose, umuvuduko waragabanutse mu turere twinshi dukomeye. Uku kugabanuka kw'umuvuduko gushobora kuba kwaragize uruhare mu gutuma Wolfspeed idashobora kubona amafaranga ahagije yo kwishyura imyenda n'inyungu.

Nubwo hari ibibazo biriho ubu, icyerekezo cy’igihe kirekire cy’ikoranabuhanga rya SiC kiracyari cyiza, giterwa n’ubwiyongere bw’abakenera amashanyarazi, ibikorwa remezo by’ingufu zishobora kongera gukoreshwa, ndetse n’ibigo by’amakuru bikoresha ubuhanga bwa AI.

---

Izamuka ry'Ubushinwa n'Intambara y'Ibiciro

DukurikijeNikkei Aziya, amasosiyete yo mu Bushinwa yagutse cyane mu rwego rwa SiC, bituma ibiciro bizamuka cyane mu mateka. Imashini za Wolfspeed za SiC za santimetero 6 zigeze kugurishwa ku madolari 1,500; abanywanyi b'Abashinwa ubu batanga ibicuruzwa nk'ibyo ku madolari 500 gusa—cyangwa munsi yabyo.

Isosiyete ikora ubushakashatsi ku isoko rya TrendForce ivuga ko Wolfspeed yari ifite imigabane myinshi ku isoko mu 2024 ku kigero cya 33.7%. Ariko, TanKeBlue yo mu Bushinwa na SICC zirimo kugera ku rwego rwo hejuru, aho imigabane ku isoko ya 17.3% na 17.1%, uko bikurikirana.

---

Renesas Yasohoye Isoko rya SiC EV

Guhomba kwa Wolfspeed byagize ingaruka ku bafatanyabikorwa bayo. Uruganda rw’ibikoresho by’ikoranabuhanga rw’Abayapani, Renesas Electronics, rwari rwasinye amasezerano y’ubwikorezi bwa wafer miliyari 2.1 z’amadolari na Wolfspeed kugira ngo rwongere umusaruro wa SiC power semiconductor.

Ariko, bitewe n’igabanuka ry’ikiguzi cy’amashanyarazi ya EV n’umusaruro w’Abashinwa ukomeza kwiyongera, Renesas yatangaje ko iteganya kuva ku isoko ry’ibikoresho by’amashanyarazi bya SiC EV. Iyi sosiyete yiteze ko izatakaza hafi miliyari 1.7 z’amadolari mu gice cya mbere cya 2025 kandi yavuguruye amasezerano ihindura amafaranga yari yarabikije mu noti zivugururwa zatanzwe na Wolfspeed, imigabane isanzwe, n’ingwate.

---

Infineon, CHIPS Act Ingorane

Infineon, undi mukiriya ukomeye wa Wolfspeed, na we afite ikibazo cy’uko atazi neza. Yari yasinye amasezerano yo kubika ubushobozi bw’imyaka myinshi na Wolfspeed kugira ngo ibone serivisi zo gutanga SiC. Ntibiramenyekana neza niba aya masezerano agifite agaciro mu gihe cy’ibikorwa byo guhomba, nubwo Wolfspeed yiyemeje gukomeza kuzuza ibyo abakiriya bategetse.

Byongeye kandi, Wolfspeed yananiwe kubona inkunga hakurikijwe itegeko rya Amerika rya CHIPS na Science muri Werurwe. Bivugwa ko iyi ari yo nkunga ikomeye cyane yanzwe kugeza ubu. Ntibiramenyekana neza niba icyifuzo cy’inkunga kikiri gusuzumwa.

---

Ni nde uzagirira akamaro?

Nk’uko TrendForce ibivuga, abakora mu Bushinwa bashobora gukomeza kwiyongera—cyane cyane bitewe n’uko Ubushinwa bwiganje ku isoko ry’imodoka za EV ku isi. Ariko, abatanga ibicuruzwa bitari ibya Amerika nka STMicroelectronics, Infineon, ROHM, na Bosch nabo bashobora kubona inyungu binyuze mu gutanga ubundi buryo bwo gutanga ibicuruzwa no gukorana n’abakora imodoka kugira ngo barwanye ingamba z’Ubushinwa zo gushyira mu bikorwa ibyo bashaka.