{"id":2236,"date":"2025-07-03T00:00:00","date_gmt":"2025-07-03T00:00:00","guid":{"rendered":"urn:uuid:4fdbc0a7-1535-4712-be6b-556571efe6e5"},"modified":"2025-07-03T00:00:00","modified_gmt":"2025-07-03T00:00:00","slug":"wolfspeedshe-nopo-chan-noyuan-yin","status":"publish","type":"post","link":"https:\/\/www.sekaiken.com\/?p=2236","title":{"rendered":"Wolfspeed\u793e\u306e\u7834\u7523\u306e\u539f\u56e0"},"content":{"rendered":"<p>Wolfspeed\u793e\u306e\u7834\u7523\u306e\u539f\u56e0\u306f\u3044\u304f\u3064\u304b\u3042\u308b\u3088\u3046\u3067\u3059\u3002<br \/>\n(1)\u7c73\u56fdCHIPS\u6cd5\u306e\u88dc\u52a9\u91d1\u3068\u7a0e\u91d1\u306e\u9084\u4ed8\u3092\u5f53\u3066\u306b\u3057\u3066\u5275\u696d\u306e\u5730\u8fd1\u304fNorth Calorina\u5ddeChatham\u306b$5B=7200\u5104\u5186\u306e\u65b0\u5de5\u5834\u3092\u5efa\u3066\u307e\u3057\u305f\u3002<br \/>\nhttps:\/\/www.axios.com\/local\/raleigh\/2025\/02\/05\/wolfspeed-nears-completion-of-siler-city-factory-north-carolina<br \/>\n\u3068\u3053\u308d\u304c\u3001CHIPS\u6cd5\u306e\u6761\u4ef6\u3092\u6e80\u305f\u3055\u306a\u304b\u3063\u305f\u305f\u3081\u3001\u88dc\u52a9\u91d1\u304c\u3082\u3089\u3048\u305a\u3001\u6628\u5e7411\u6708\u306b\u793e\u9577\u304c\u9996\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u6700\u521d\u306f\u7406\u7531\u306a\u3057\u306b\u8882\uff08\u305f\u3082\u3068\uff09\u3092\u5225\uff08\u308f\u304b\uff09\u3063\u305f\u3088\u3046\u306a\u767a\u8868\u3067\u3059\u304c\u30011\u304b\u6708\u5f8c\u304f\u3089\u3044\u304b\u3089CHIPS\u6cd5\u306e\u8a71\u304c\u51fa\u3066\u304d\u3066\u3044\u307e\u3059\u3002<br \/>\n\u7834\u7523\u306e\u539f\u56e0\u3068\u3057\u3066\u306f\u3053\u308c\u304c\u4e00\u756a\u76f4\u63a5\u7684\u3060\u3068\u601d\u3044\u307e\u3059\u3002<br \/>\nhttps:\/\/investor.wolfspeed.com\/news\/news-details\/2024\/Wolfspeed-Announces-Leadership-Transition<br \/>\n\u4e0b\u8a18\u306b\u3088\u308b\u3068\u3001\u30c8\u30e9\u30f3\u30d7\u5927\u7d71\u9818\u306b\u306a\u3063\u305f\u305f\u3081CHIPS\u6cd5\u306e\u9069\u7528\u304b\u3089\u9664\u5916\u3055\u308c\u305f\u53ef\u80fd\u6027\u304c\u3042\u308b\u305d\u3046\u3067\u3059\u3002\u3082\u3063\u3068\u6398\u308b\u3068\u9762\u767d\u305d\u3046\u3067\u3059\u304c\u3001\u516c\u958b\u60c5\u5831\u3060\u3051\u3067\u306f\u9650\u754c\u3082\u3042\u308a\u307e\u3059\u306d\u3002<br \/>\nhttps:\/\/www.axios.com\/local\/raleigh\/2024\/12\/10\/what-went-wrong-wolfspeed-lowe-fired-durham-semiconductor<br \/>\n(2)SiC\u306e\u30d1\u30ef\u30fc\u534a\u5c0e\u4f53\u306fEV\u7528\u9014\u304c\u5927\u304d\u3044\u3067\u3059\u304c\u3001EV\u30b7\u30d5\u30c8\u304c\u6e1b\u901f\u3057\u305f\u305f\u3081\u4f9b\u7d66\u904e\u5270\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u4e0b\u8a18\u30de\u30c3\u30ad\u30f3\u30bc\u30fc\u306e\u30ec\u30dd\u30fc\u30c8\u306b\u3042\u308b\u3088\u3046\u306b\u3001\u9700\u7d66\u95a2\u4fc2\u306f\u5224\u65ad\u304c\u96e3\u3057\u3044\u72b6\u6cc1\u306e\u3088\u3046\u3067\u3001\u30a6\u30a7\u30d5\u30a1\u306e\u5148\u884c\u4e88\u7d04\u306a\u3069\u306f\u624b\u63a7\u3048\u308b\u611f\u3058\u306a\u306e\u3067\u306f\u306a\u3044\u304b\u3068\u60f3\u50cf\u3057\u307e\u3059\u3002<br \/>\nhttps:\/\/www.mckinsey.com\/industries\/semiconductors\/our-insights\/managing-uncertainty-in-the-silicon-carbide-wafer-market<br \/>\n(3)\u65b0\u8208\u52e2\u529b\uff08\u4e2d\u56fd\u306eTankeBlue\u793e\u306a\u3069\uff09\u304c\u9ad8\u54c1\u8cea\u306e\u30a6\u30a7\u30d5\u30a1\u3092\u51fa\u3059\u3088\u3046\u306b\u306a\u3063\u3066\u3001\u72ec\u8d70\u614b\u52e2\u306b\u9670\u308a\u304c\u751f\u3058\u307e\u3057\u305f\u3002\u7279\u306b\u30c7\u30d0\u30a4\u30b92\u4f4d\u306e\u72ecInfineon\u306f\u81ea\u524d\u306e\u30a6\u30a7\u30d5\u30a1\u4f01\u696d\u3092\u6301\u3063\u3066\u3044\u306a\u3044\u305f\u3081\u3001Wolfspeed\u304b\u3089\u8cb7\u3063\u3066\u3044\u305f\u306e\u3067\u3059\u304c\u4ed6\u306b\u4e57\u308a\u63db\u3048\u59cb\u3081\u305f\u306e\u304c\u5927\u304d\u3044\uff08\u4fa1\u683c\u306e\u305b\u3044\uff1f\uff09\u3068\u601d\u308f\u308c\u307e\u3059\u3002\u4eba\u4ef6\u8cbb\u304c\u9ad8\u3044\u7c73\u56fd\u306e\u5de5\u5834\u3067\u7af6\u4e89\u529b\u3092\u7dad\u6301\u3059\u308b\u306e\u306f\u4e26\u5927\u62b5\u306e\u3053\u3068\u3067\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u3002\u539f\u6599\u306e\u30a6\u30a7\u30d5\u30a1\u3092\u30e9\u30a4\u30d0\u30eb\u306b\u58f2\u308a\u306a\u304c\u3089\u81ea\u5206\u3067\u3082\u672b\u7aef\u88fd\u54c1\u306e\u30c7\u30d0\u30a4\u30b9\u3092\u58f2\u308b\u3068\u3044\u3046\u30d3\u30b8\u30cd\u30b9\u30b9\u30bf\u30a4\u30eb\u306b\u7121\u7406\u304c\u3042\u3063\u305f\u3001\u3068\u3082\u66f8\u3044\u3066\u3042\u308a\u307e\u3059\u3002<\/p>\n<blockquote class=\"wp-embedded-content\" data-secret=\"nvnzaRc61P\"><p><a href=\"https:\/\/global-net.co.jp\/archives\/7479\">\u4e2dSiC\u30a6\u30a8\u30cf\u30e1\u30fc\u30ab\u30fc\u306eTanKeBlue \u3068SiCC\u3001Infineon\u306bSiC\u30a6\u30a8\u30cf\u3092\u4f9b\u7d66\u3078<\/a><\/p><\/blockquote>\n<p><iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; visibility: hidden;\" title=\"&#8220;\u4e2dSiC\u30a6\u30a8\u30cf\u30e1\u30fc\u30ab\u30fc\u306eTanKeBlue \u3068SiCC\u3001Infineon\u306bSiC\u30a6\u30a8\u30cf\u3092\u4f9b\u7d66\u3078&#8221; &#8212; \u30b0\u30ed\u30fc\u30d0\u30eb\u30cd\u30c3\u30c8\" src=\"https:\/\/global-net.co.jp\/archives\/7479\/embed#?secret=nvnzaRc61P\" data-secret=\"nvnzaRc61P\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe><br \/>\nhttps:\/\/www.tankeblue.com\/<br \/>\n\u203b\u6559\u8a13\u3068\u3057\u3066\u306f\u3001\u2460\u81ea\u5206\u306e\u529b\u3092\u904e\u4fe1\u3057\u306a\u3044\u3001\u2461\u88dc\u52a9\u91d1\u3092\u5f53\u3066\u306b\u3057\u306a\u3044\u3001\u304c\u8a00\u3048\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u6279\u5224\u3059\u308b\u306e\u306f\u7c21\u5358\u3067\u3059\u304c\u2026<\/p>\n<p>\u82f1\u8a9e\u306f\u3000https:\/\/www.axios.com\/local\/raleigh\/2024\/12\/10\/what-went-wrong-wolfspeed-lowe-fired-durham-semiconductor<\/p>\n<p>&ldquo;But under Lowe&rsquo;s leadership, the Durham company underwent a radical transformation, changing its name and selling off its LED lighting and radio frequency technology businesses.&rdquo;  SiC\u30a6\u30a7\u30d5\u30a1\u306e\u4e00\u672c\u8db3\u6253\u6cd5\uff08\u9078\u629e\u3068\u96c6\u4e2d\uff09\u3067\u3059\u306d\u3002<br \/>\n&ldquo;Wolfspeed began to focus solely on its fledgling silicon carbide chips business, which was quickly gaining momentum in the electric vehicle space \u2014 ushering in a period of company expansion and high demand for its products.&rdquo;<br \/>\nfledging \u6b69\u304d\u56de\u308b\u3001\u3070\u3089\u307e\u304f<br \/>\nusher \u300c\u30a2\u300d\u30b7\u30e3\u30fc =guide \u5c0e\u304f\u3001\u6848\u5185\u3059\u308b<br \/>\n\u201dWith Lowe at the helm, Wolfspeed, founded on technology built at N.C. State University, went all in on its silicon carbide tech, which is more energy-efficient than traditional silicon components.\u201d<br \/>\nwent all in on ~\u306b\u5168\u632f\u308a\u3057\u305f<br \/>\nat the helm\u3000\u6307\u63ee\u3092\u3068\u308b<br \/>\n&ldquo;Wolfspeed has routinely revised its earnings nearly every quarter, often due to operational and equipment issues at its factories or lower demand for EVs and other electrifying industries, Gianarikas said, causing its stock to fall from $140 to $11.&rdquo;\u3000\u53ce\u76ca\u898b\u901a\u3057\u3092\u6bce\u56de\u4e0b\u65b9\u4fee\u6b63\u3057\u3066\u3044\u305f\u3002<br \/>\n&ldquo;Wolfspeed has found it difficult to build a vertically integrated business manufacturing its own silicon carbide devices while still selling silicon carbide material for its competitors&rsquo; devices.&rdquo;<br \/>\n\u539f\u6599\u306e\u30a6\u30a7\u30d5\u30a1\u3092\u30e9\u30a4\u30d0\u30eb\u306b\u58f2\u308a\u306a\u304c\u3089\u672b\u7aef\u88fd\u54c1\u306e\u30c7\u30d0\u30a4\u30b9\u3092\u58f2\u308b\u3068\u3044\u3046\u30d3\u30b8\u30cd\u30b9\u30b9\u30bf\u30a4\u30eb\u306b\u7121\u7406\u304c\u3042\u3063\u305f<br \/>\nvertically integrated \u5782\u76f4\u7d71\u5408\u3055\u308c\u305f<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Wolfspeed\u793e\u306e\u7834\u7523\u306e\u539f\u56e0\u306f\u3044\u304f\u3064\u304b\u3042\u308b\u3088\u3046\u3067\u3059\u3002 (1)\u7c73\u56fdCHIPS\u6cd5\u306e\u88dc\u52a9\u91d1\u3068\u7a0e\u91d1\u306e\u9084\u4ed8\u3092\u5f53\u3066\u306b\u3057\u3066\u5275\u696d\u306e\u5730\u8fd1\u304fNorth Calorina\u5ddeChatham\u306b$5B=7200\u5104\u5186\u306e\u65b0\u5de5\u5834\u3092\u5efa\u3066\u307e\u3057\u305f\u3002 https:\/\/www.axios.com\/local\/raleigh\/2025\/02\/05\/wolfspeed-nears-completion-of-siler-city-factory-north-carolina \u3068\u3053\u308d\u304c\u3001CHIPS\u6cd5\u306e\u6761\u4ef6\u3092\u6e80\u305f\u3055\u306a\u304b\u3063\u305f\u305f\u3081\u3001\u88dc\u52a9\u91d1\u304c\u3082\u3089\u3048\u305a\u3001\u6628\u5e7411\u6708\u306b\u793e\u9577\u304c\u9996\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u6700\u521d\u306f\u7406\u7531\u306a\u3057\u306b\u8882\uff08\u305f\u3082\u3068\uff09\u3092\u5225\uff08\u308f\u304b\uff09\u3063\u305f\u3088\u3046\u306a\u767a\u8868\u3067\u3059\u304c\u3001&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[43,42],"tags":[6,5],"class_list":["post-2236","post","type-post","status-publish","format-standard","hentry","category-companies","category-tech","tag-companies","tag-tech"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.sekaiken.com\/index.php?rest_route=\/wp\/v2\/posts\/2236","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sekaiken.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sekaiken.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sekaiken.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sekaiken.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2236"}],"version-history":[{"count":0,"href":"https:\/\/www.sekaiken.com\/index.php?rest_route=\/wp\/v2\/posts\/2236\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.sekaiken.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2236"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sekaiken.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2236"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sekaiken.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2236"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}