2024年10月15日,美国碳化硅芯片制造龙头企业Wolfspeed Inc.(WOLF)股价一举暴涨逾40%,引发市场广泛关注。WOLF大涨主要源于一系列政策和资金利好消息的集中释放。
消息面上,美国政府出于推动本土先进芯片产业发展的考虑,当天宣布根据《芯片与科学法案》向WOLF提供7.5亿美元政府补助,用于其在北卡罗来纳州新建的碳化硅晶圆制造厂。除了政府大力支持,由阿波罗环球管理公司、Baupost集团、富达管理与研究公司及资本集团等多家知名投资机构组成的财团,也同意向WOLF提供额外的7.5亿美元新融资。
根据初步条款,WOLF还有望从该法案获得10亿美元的现金税收抵免。这些高达25亿美元的资金注入,显著缓解了WOLF的资金压力,为其在美国布局大规模先进晶圆厂和扩大产能提供了有力支持。分析人士认为,美国政府及大型投资机构加码支持WOLF,主要看中其在碳化硅和氮化镓等宽带隙半导体芯片领域的技术优势,这类新型芯片材料被视为能极大提高能源利用效率,推动国家战略新兴产业发展的关键力量。
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