01Imidiya yaseKorea: I-Samsung ayinakwenzeka ukuba ijoyine ukusikwa kwemveliso ye-chip yeMicron
Ngokohlalutyo lweKorea Times ngomhla wama-26, nangona iMicron kunye ne-SK Hynix sele beqalile ukugcina iindleko kumlinganiselo omkhulu ukuze bahlangabezane nokwehla kwengeniso kunye nemida yenzuzo enkulu, akunakwenzeka ukuba i-Samsung itshintshe isicwangciso sayo sokuvelisa i-chip. .Ngekota yokuqala ka-2023, i-Samsung iza kulawula ukugcina umda wayo wenzuzo enkulu, kwaye kuqikelelwa ukuba ukuzithemba kwabathengi kuya kuphila ngokukhawuleza kwikota yesibini.
Umphathi ophezulu womthengisi we-Samsung utyhile kudliwanondlebe ukuba i-Samsung izama ukunciphisa uluhlu lwe-chip.Nangona ukuncitshiswa kwemveliso kunyanzelekile ukuba kuxhamle unikezelo lwexesha elifutshane kunye neemeko zemfuno, i-Samsung ayibonakali icinga ukunciphisa kakhulu imveliso yokugcina kuba inkampani isasebenza kunye nabathengi ababalulekileyo abanje ngee-automakers.Xoxa ngendlela yokubuyisela uluhlu lwempahla kwimpilo.Umntu uthe ukuqaliswa kwetekhnoloji kunye neentshukumo zofakelo lwesiseko saseMelika ziya kuba kugxininiso lweSamsung.Uthe i-Samsung inamathuba aphezulu kakhulu okuhlengahlengisa indawo yokugcina, kwaye ixesha lokuthatha isigqibo sokutyala imali kwizixhobo kuxhomekeke kwinkqubela phambili yoluhlu lwe-chip.
02 176-umaleko we-4DNAND, I-SK hynix iya kubonisa imemori yokusebenza okuphezulu kwi-CES 2023
U-SK hynix uthe ngomhla wama-27 ukuba inkampani iya kuthatha inxaxheba kumboniso omkhulu we-elektroniki kunye ne-IT - "CES 2023" eya kubanjelwa eLas Vegas, eU.SA ukusuka nge-5 kaJanuwari ukuya kwi-8th kunyaka ozayo, ukubonisa iimveliso zayo eziphambili zeememori kunye neemveliso ezintsha.umgca phezulu.
Imveliso engundoqo eboniswe yinkampani ngeli xesha yimveliso ye-SSD ye-ultra-high-performance-level ye-SSD PS1010 E3.S (emva koku kuthiwa yi-PS1010).I-PS1010 yimveliso yemodyuli edibanisa ezininzi ze-SK hynix 176-layer 4D NAND, kwaye ixhasaPCIeGen 5 umgangatho.Iqela lobuchwephesha le-SK Hynix licacisile, “Imakethi yememori yeseva iyaqhubeka nokukhula ngaphandle kokuhla.Xa kuthelekiswa noko, isantya sokufunda nokubhala sinyuke ukuya kuthi ga kwi-130% kunye ne-49% ngokulandelelanayo.Ukongezelela, imveliso inomlinganiselo ophuculweyo wokusetyenziswa kwamandla ngaphezu kwe-75%, okulindeleke ukunciphisa iindleko zokusebenza kweseva yabathengi kunye nokukhutshwa kwekhabhoni.Kwangelo xesha, i-SK Hynix iya kubonisa isizukulwana esitsha seemveliso zememori ezifanelekileyo kwikhompyuter ephezulu yokusebenza (i-HPC, iKhompyutha yokuSebenza ePhezulu), njengomsebenzi okhoyo ophezulu weDRAM “HBM3”, kunye” GDDR6-AiM”, “inkumbulo ye-CXL "eyandisa ngokuguquguqukayo umthamo wememori kunye nokusebenza, njl.
03 Inguqulelo yaseKorea ye "Chip Act" yapasiswa phakathi kokugxekwa, konke ngenxa yenkxaso encinci kakhulu!
Ngokwengxelo yaseMzantsi Korea "yemihla ngemihla ephakathi" ngomhla wama-26, iNdlu yoWiso-mthetho yaseMzantsi Korea isandula ukudlulisa inguqulelo yaseKorea ye "Chip Act" - "K-Chips Act".Kuxelwa ukuba i-bill ijolise ekuxhaseni uphuhliso lwemboni ye-semiconductor yaseKorea kwaye iya kubonelela ngenkuthazo kwiiteknoloji eziphambili ezifana ne-semiconductors kunye neebhetri.
Ingxelo yabonisa ukuba nangona inguqulelo yokugqibela yomthetho oyilwayo inyuse intlawulo yerhafu kwinkcitho yotyalo-mali lwamashishini amakhulu ukusuka kwi-6% ukuya kwi-8%, isixa esipheleleyo sembuyekezo sahlehliswa kakhulu xa kuthelekiswa noyilo olucetywayo ngamaqela alawulayo kunye namaqela aphikisayo, athe atsala umdla. ukugxekwa: umthetho oyilwayo Impembelelo ekuphuculeni iteknoloji engundoqo yaseMzantsi Korea iyancipha kakhulu.Kuxelwa ukuba igama elisemthethweni lenguqulo yaseKorea ye "Chip Act" yi "Restriction of Special Taxation Act".Ngomhla wama-23, iNdlu yoWiso-mthetho yaseMzantsi Korea yapasisa umthetho oyilwayo ngeevoti ezingama-225, iivoti ezili-12 ezichaseneyo, kunye nama-25 arhoxayo.Nangona kunjalo, imboni ye-semiconductor yaseKorea, izangqa zeshishini, kunye nezangqa zezemfundo ngokudibeneyo zabonisa ukugxeka kunye nenkcaso kwi-25.Bathe, “Ukuba oku kuyaqhubeka, siza kuzisa ‘ixesha lomkhenkce kwishishini le-semiconductor’” kwaye “isicwangciso sokuqeqesha iitalente kwixesha elizayo siya kuba lilize.”Kwinguqulelo yomthetho oyilwayo owapasiswa yiNdlu yoWiso-mthetho, isikali sokukhululwa kwerhafu kwiinkampani ezinkulu ezifana ne-Samsung Electronics kunye ne-SK Hynix yandisiwe ukusuka kwi-6% yangaphambili ukuya kwi-8%.Ayiphelelanga nje ekufikeleleni kumashumi amabini ekhulwini ekhulwini (20%) ephakanyiswe liqela elilawulayo, koko nakwi-10% eyayindululwe liqela eliphikisayo.Ukuba akufikelelwanga, isikali sokuncitshiswa kwerhafu kunye nokukhululwa kumashishini amancinci naphakathi kuya kuhlala kungatshintshi kwinqanaba lokuqala, kwi-8% kunye ne-16% ngokulandelanayo.Phambi koMzantsi Korea, iUnited States, iTaiwan, iManyano yaseYurophu namanye amazwe kunye nemimandla ziye zazisa ngokulandelelana iibhili ezifanelekileyo.Xa sithetha ngokuthelekisa, iinkxaso-mali kula mazwe kunye nemimandla ziphezulu njengeepesenti eziphindwe kabini, kwaye inqanaba lenkxaso-mali kwilizwe laseTshayina litsale ingqalelo enkulu.Akumangalisi ukuba uMzantsi Korea ugxeke ibhili yenkxaso-mali engonelanga.
I-Arhente ye-04: Imakethi ye-smartphone yaseIndiya yawa phantsi kolindelo kulo nyaka, yehle nge-5% unyaka nonyaka
Ngokophando lwamva nje oluvela kwi-Counterpoint, ukuthunyelwa kwe-smartphone eIndiya kulindeleke ukuba kwehle nge-5% unyaka nonyaka ngo-2022, kulahlekile okulindelekileyo.
Kwaye unobangela wokuhla kwempahla ayizizo zonke iindawo ezinqongopheleyo, kuba imeko yobonelelo kwisiqingatha sokuqala sika-2022 iye yasonjululwa.Esona sizathu siphambili sokunciphisa ukuthunyelwa kwempahla yimfuno enganelanga, ngakumbi kwizinga lokungena kunye neefowuni eziphakathi ezingabizi kakhulu.Nangona kunjalo, ngokungafani nokudandatheka kwezi ntlobo zimbini zingasentla zeemarike, imarike ephezulu iya kuba yindawo yokukhula kwi-2022. Enyanisweni, ngokweenkcukacha ze-Counterpoint, ukuthunyelwa kwixabiso lexabiso elingaphezulu kwe-$ 400 libetha irekhodi eliphezulu.Ngexesha elifanayo, ukuthengiswa kweefowuni eziphathwayo eziphakamileyo nazo ziqhube Ixabiso eliphakathi liye laphakama kwirekhodi elikufutshane ne-20,000 ye-Indian rupees (malunga ne-250 yeedola zase-US).Nangona kunjalo, ukuqwalasela ukuba kusekho inani elikhulu leefowuni kunye neefowuni eziphathwayo ezisebenzisa imigangatho yonxibelelwano yakudala kwimarike yaseIndiya, ekuhambeni kwexesha, iimfuno zokutshintshwa kwaba basebenzisi besitokhwe ziya kuba yeyona nto iqhuba imarike ye-smartphone kwixesha elizayo.
05 TSMC Wei Zhejia: Izinga lokusetyenziswa komthamo we-wafer foundry liya kuthatha kuphela kwisiqingatha sesibini sonyaka olandelayo.
Ngokutsho kwe-Taiwan media Electronics Times, kutshanje, uMongameli we-TSMC u-Wei Zhejia ubonise ukuba uluhlu lwe-semiconductor luphezulu kwikota yesithathu ye-2022 kwaye yaqala ukuhlaziywa kwikota yesine..Kule nkalo, abanye abavelisi bathi umgca wokugqibela wokukhusela kwi-semiconductor industry chain uye waphulwa, kwaye isiqingatha sokuqala se-2023 siya kujongana nemingeni enzima yokulungiswa kwempahla kunye nokuwa kwentsebenzo.
Ngokoqwalaselo lwemizi-mveliso, izinga lokusetyenziswa kwamandla esiseko sesibini se-wafer sele liqalile ukwehla ukusukela kwikota yesithathu ka-2022, ngelixa i-TSMC iqalile ukwehla ukusukela kwikota yesine, kwaye ukwehla kuya kunyuka kakhulu kwisiqingatha sokuqala sika-2023. Kwixesha eliphakamileyo lempahla, umlinganiselo we-3nm kunye ne-5nm oda unyukile, kwaye ukusebenza kulindeleke ukuba kubuyele ngokukhawuleza.Ngaphandle kwe-TSMC, ii-wafer foundries ezinezinga lokusetyenziswa kwesakhono kunye nokusebenza ziye zahla zilondoloza kwaye zilumkile malunga nembonakalo ka-2023. Kuqikelelwa ukuba uninzi lwekhonkco lokubonelela ngokubanzi kwisiqingatha sokuqala sonyaka kuya kuba nzima ukuphuma. lexesha lohlengahlengiso lwempahla.Ukukhangela phambili kwi-2023, i-TSMC ijongene nemingeni efana nokuhlanjululwa kwengeniso enkulu kwinqanaba lokuqala lokuveliswa kobuninzi benkqubo ye-3nm, ukunyuka kwesantya sonyaka sokukhula kweendleko zokuhla, ukunyuka kweendleko okubangelwa ukunyuka kwamaxabiso, umjikelo we-semiconductor kunye nokwandiswa kweziseko zemveliso yaphesheya.I-TSMC iphinde yavuma ukuba ukususela kwikota yesine ye-2022, izinga lokusetyenziswa kwe-7nm / 6nm umthamo awusayi kuba kwindawo ephezulu kwiminyaka emithathu edlulileyo.Phakamisa.
06 Ngotyalo-mali olupheleleyo lwe-5 yeebhiliyoni, iprojekthi ephambili yeProjekthi ye-Zhejiang Wangrong Semiconductor igqityiwe.
NgoDisemba 26, iprojekthi ye-semiconductor ye-Zhejiang Wangrong Semiconductor Co., Ltd. kunye nemveliso yonyaka ye-240,000 yezixhobo zombane ze-8-intshi zagqitywa.
IProjekthi ye-Zhejiang Wangrong Semiconductor yiprojekthi yokuqala yokwenziwa kwe-wafer ye-intshi ezi-8 kwisiXeko saseLishui.Iprojekthi yahlulwe yazizigaba ezibini.Inqanaba lokuqala leprojekthi ligqityiwe ngeli xesha, notyalo-mali olumalunga neebhiliyoni ezi-2.4 zeeyuan.Kucetywa ukuqaliswa ukusebenza ngo-Agasti ka-2023 kwaye kuphunyezwe umthamo wenyanga wemveliso wama-20,000 ama-wafers ayi-8-intshi.Isigaba sesibini siya kuqalisa ukwakhiwa phakathi kowama-2024. Utyalo-mali olupheleleyo lwezigaba ezibini luya kufikelela kwiibhiliyoni ezi-5 zeeyuan.Emva kokugqitywa, iya kufumana imveliso yonyaka 720,000 8-intshi isixhobo chips amandla, ngexabiso lemveliso yuan 6 billion.Ngomhla we-13 ka-Agasti 2022, kwabanjwa umsitho wesiseko sale projekthi.
Ixesha lokuposa: Dec-29-2022
