Wolfspeed’s revenue falls 7% in December quarter

What happened

Wolfspeed reported Q2 FY25 revenue of $180.5M, down 7% sequentially and 13% year-over-year, though slightly above its guidance midpoint. The decline reflects ongoing softness in demand for silicon carbide (SiC) materials and devices in key markets like electric vehicles. 利空: The persistent revenue drop signals sustained demand weakness for SiC components, pressuring pricing and inventory levels for traders holding related positions.

Impact and signal

Affected components and suppliers

Source and time

Source: Semiconductor Today · 2/17/2025 · View original source