Chip Stock Investor发布 2026-08-28
《Wolfspeed Stock Jumped 8% — Time to Buy?》
$WOLF看跌
Wolfspeed没有即将复苏的迹象；只有极低的估值（低于年化销售额的2倍）才会吸引投机性买入。
碳化硅领域的 Wolfspeed？因为我把 Wolfspeed 列在碳化硅晶圆下面，具体来说是原始碳化硅晶圆，但他们也做外延晶圆。他们也做外延步骤，使用 CVD，即化学气相沉积。
他们也制造器件。他们处于中间位置，在碳化硅器件领域，与 IDM 厂商并列。
Silicon carbide Wolfspeed? Because I have Wolfspeed listed here under silicon carbide wafers, specifically raw silicon carbide wafers, but they also do epitaxial wafers. They also do the epi step using CVD, chemical vapor deposition. They also make devices. They're here in the middle in the silicon carbide devices with the IDMs.
但 Wolfspeed 的复苏情况如何？我刚刚点击了 Wolfspeed 的财务数据。它弹出来，显示在右边这个小面板上。这是过去 12 个月的数据。
But what about Wolfspeed's recovery? I just clicked on the financials for Wolfspeed. It pops up here on this little panel on the right. This is the last 12 months.