WOLF

<p>Since changing its name to Wolfspeed (formerly Cree) in 2021, its market value has dropped from 12 billion to 1.7 billion, only two tenths, and faces competition pressure from Chinese counterparts. Teacher Zhu Jing mentioned the lack of comprehensive analysis on the internet, pointing out that Wolfspeed's revenue in Q4 2024 is only 200 million US dollars, with a loss of 174 million, and a total annual loss of 860 million, making it the worst-performing company in the Philadelphia Semiconductor Index. Despite the short-term challenges, the long-term prospects remain unpredictable</p>

- Zhu Jing pointed out the lack of analysis on Wolfspeed's recent decline, highlighting the company's market value drop since renaming from Cree in 2021.
- Despite financial struggles, Wolfspeed's transition from LED to compound semiconductors faced challenges, especially with intense competition from Chinese counterparts engaging in aggressive pricing strategies.
- The article delves into the industry dynamics, discussing the shift towards 8-inch silicon carbide manufacturing and the ongoing debate between 6-inch and 8-inch substrates, emphasizing cost considerations and technological advancements.

Since changing its name, has the silicon carbide leader been struggling?