01Imidiya yaseKorea: I-Samsung mancane amathuba okuthi ijoyine ukusikeka kokukhiqizwa kwe-chip ye-Micron
Ngokokuhlaziywa kwe-Korea Times ngomhla ka-26, nakuba iMicron kanye ne-SK Hynix sebeqalile ukonga izindleko ngezinga elikhulu ukuze babhekane nokwehla kwemali engenayo kanye nesilinganiso senzuzo enkulu, mancane amathuba okuthi abakwaSamsung bazoshintsha isu labo lokukhiqiza ama-chip. .Ngekota yokuqala ka-2023, i-Samsung isazokwazi ukugcina umkhawulo wayo wenzuzo enkulu, futhi kubikezelwa ukuthi ukuzethemba kwabathengi kuzolulama ngokushesha nje kwikota yesibili.
Isikhulu esiphezulu somphakeli we-Samsung siveze engxoxweni ukuthi i-Samsung izama ukunciphisa i-chip inventory.Nakuba ukuncishiswa kokukhiqizwa kuzozuzisa isimo esifushane sokuhlinzekwa kanye nesidingo, i-Samsung ibonakala ingacabangi kakhulu ukunciphisa ukugcinwa kwesitoreji ngoba inkampani isasebenza namakhasimende abalulekile afana nama-automakers.Xoxa ngendlela yokubuyisela i-inventory empilweni.Lo muntu uthe ukwethulwa kobuchwepheshe kanye nezenzo zokufakwa kwesizinda saseMelika kuzoba okugxilwe kakhulu kweSamsung.Uthe i-Samsung inamathuba aphezulu kakhulu okulungisa umthamo wokugcina, futhi isikhathi sokunquma ukutshala imali emishinini sincike ekuqhubekeleni phambili kokusungulwa kwe-chip.
02 176-ungqimba 4DNAND, i-SK hynix izobonisa inkumbulo esebenza kahle kakhulu ku-CES 2023
I-SK hynix ithe mhla zingama-27 inkampani izobamba iqhaza embukisweni omkhulu wezinto zikagesi kanye ne-IT – “CES 2023″ ozokuba seLas Vegas, e-USA kusukela zingama-5 kuya kumhla ziyisi-8 kuJanuwari ngonyaka ozayo, ukuze ikhombise ngemikhiqizo yayo eyinhloko yenkumbulo nemikhiqizo emisha.ima emugqeni.
Umkhiqizo owumongo ovezwe yinkampani ngalesi sikhathi umkhiqizo we-SSD wezinga eliphezulu lebhizinisi we-PS1010 E3.S (ngemuva kwalokhu ubizwa ngokuthi i-PS1010).I-PS1010 ingumkhiqizo wemojula ohlanganisa i-SK hynix 176-layer 4D NAND, futhi isekelaPCIeGen 5 standard.Ithimba lezobuchwepheshe le-SK Hynix lichaze, “Imakethe yenkumbulo yeseva iyaqhubeka nokukhula naphezu kokwehla.Uma kuqhathaniswa nalokho, isivinini sokufunda nokubhala sikhuphuke safinyelela ku-130% no-49% ngokulandelana.Ngaphezu kwalokho, umkhiqizo unesilinganiso esithuthukisiwe sokusetshenziswa kwamandla esingaphezu kuka-75%, okulindeleke ukuthi kunciphise izindleko zokusebenza zeseva yamakhasimende kanye nokukhishwa kwekhabhoni.Ngasikhathi sinye, i-SK Hynix izokhombisa isizukulwane esisha semikhiqizo yenkumbulo efanele ikhompuyutha esebenza kahle kakhulu (i-HPC, i-High Performance Computing), efana nokusebenza okuphezulu kakhulu okukhona kwe-DRAM “HBM3″, kanye” GDDR6-AiM”, “inkumbulo ye-CXL ” enweba kalula umthamo wenkumbulo nokusebenza, njll.
03 Inguqulo yesiKorea "ye-Chip Act" yaphasiswa phakathi kokugxekwa, konke ngenxa yoxhaso oluncane kakhulu!
Ngokombiko waseNingizimu Korea othi “Central Daily” ngomhla zingama-26, iSishayamthetho Sikazwelonke saseNingizimu Korea sisanda kudlulisa inguqulo yesiKorea “ye-Chip Act” – “K-Chips Act”.Kubikwa ukuthi lo mthethosivivinywa uhlose ukusekela ukuthuthukiswa kwemboni ye-semiconductor yaseKorea futhi uzohlinzeka ngokugqugquzela ubuchwepheshe obubalulekile njengama-semiconductors namabhethri.
Umbiko uveze ukuthi nakuba inguqulo yokugcina yalo mthethosivivinywa inyuse isikweletu sentela yezindleko zokutshalwa kwezimali emabhizinisini amakhulu isuka ku-6% yaya ku-8%, inani lomklomelo lilonke lehle kakhulu uma liqhathaniswa nohlaka oluhlongozwe amaqembu abusayo naphikisayo, oluhehe. ukugxeka: umthethosivivinywa Umthelela ekuthuthukisweni kobuchwepheshe obubalulekile baseNingizimu Korea uyancipha kakhulu.Kubikwa ukuthi igama elisemthethweni lenguqulo yesi-Korean ye-"Chip Act" "Umthetho Wokukhawulelwa Kwentela Ekhethekile".Mhla zingama-23, iSishayamthetho Sikazwelonke saseNingizimu Korea saphasisa lo mthethosivivinywa ngamavoti angama-225, amavoti ayi-12 aphikisana nawo, angama-25 aphika.Kodwa-ke, imboni ye-semiconductor yaseKorea, imibuthano yebhizinisi, kanye nemibuthano yezemfundo ngokuhlangene bazwakalisa ukugxeka nokuphikiswa ngomhla ka-25.Bathe, “Uma lokhu kuqhubeka, sizongenisa ‘inkathi yeqhwa embonini ye-semiconductor’” futhi “uhlelo lokuqeqesha amakhono esikhathi esizayo luzoshabalala.”Enguqulweni yomthethosivivinywa owaphasiswa yiSishayamthetho Sikazwelonke, izinga lokukhululeka kwentela ezinkampanini ezinkulu ezifana ne-Samsung Electronics ne-SK Hynix linyuswe lisuka ku-6% laya ku-8%.Akugcinanga nje ngokuhluleka ukufinyelela ku-20% owawuphakanyiswe yiqembu elibusayo, kodwa ngisho no-10% owawuphakanyiswe yiqembu eliphikisayo.Uma kungafinyelelwanga kuyo, isikali sokuncishiswa kwentela kanye nokukhululwa emabhizinisini amancane naphakathi nendawo sizohlala singashintshile ezingeni lokuqala, ku-8% no-16% ngokulandelana.Ngaphambi kokuthi iNingizimu Korea, i-United States, i-Taiwan, i-European Union namanye amazwe nezifunda zethule izikweletu ezifanele ngokulandelana kwazo.Uma sikhuluma nje, uxhaso kulawa mazwe nasezifundeni luphakeme ngamaphesenti angamadijithi amabili, futhi izinga lemixhaso ezweni laseChina lidonse ukunaka okukhulu.Akumangalisi ukuthi iSouth Korea igxeke umthethosivivinywa ngoxhaso olunganele.
I-Ejensi ye-04: Imakethe yama-smartphone yase-India yehlile kulokho obekulindelwe kulo nyaka, yehle ngo-5% unyaka nonyaka
Ngokocwaningo lwakamuva oluvela ku-Counterpoint, ukuthunyelwa kwama-smartphone eNdiya kulindeleke ukuthi kwehle ngo-5% unyaka nonyaka ngo-2022, okushodayo okulindelwe.
Futhi imbangela yokwehla kokuthunyelwa akukona konke ukushoda kwezingxenye, ngoba isimo sokuhlinzeka engxenyeni yokuqala ka-2022 empeleni sesixazululiwe.Isizathu esiyinhloko sokukhawulela ukuthunyelwa isidingo esinganele, ikakhulukazi kumafoni asezingeni lokungena kanye nebanga elimaphakathi angabizi kakhulu.Kodwa-ke, ngokungafani nokucindezeleka kwalezi zinhlobo ezimbili ezingenhla zezimakethe, imakethe ephezulu izoba yindawo yokukhula ngo-2022. Eqinisweni, ngokusho kwedatha ye-Counterpoint, ukuthunyelwa ngenani lentengo elingaphezu kwama-$ 400 kushaya irekhodi eliphezulu.Ngesikhathi esifanayo, ukuthengiswa kwezingcingo eziphathwayo ezisezingeni eliphezulu nakho kuqhubekile Intengo emaphakathi ikhuphukele kwirekhodi elisondele ku-20,000 Indian rupees (cishe ama-250 US dollar).Kodwa-ke, uma kucatshangelwa ukuthi kusenenombolo enkulu yamafoni afakiwe kanye nomakhalekhukhwini abasebenzisa izindinganiso zokuxhumana ezindala emakethe yaseNdiya, ngokuhamba kwesikhathi, izidingo zokushintsha zalaba basebenzisi besitoko zizoba amandla okushayela imakethe yama-smartphone esikhathini esizayo.
05 TSMC Wei Zhejia: Izinga lokusetshenziswa komthamo we-wafer foundry lizokhula engxenyeni yesibili yonyaka olandelayo
Ngokusho kwabezindaba zaseTaiwan i-Electronics Times, muva nje, uMongameli we-TSMC u-Wei Zhejia uveze ukuthi i-semiconductor yokusungula inyuke ngekota yesithathu ka-2022 futhi yaqala ukubukezwa ngekota yesine..Mayelana nalokhu, abanye abakhiqizi bathi umugqa wokugcina wokuzivikela ochungechungeni lwemboni ye-semiconductor uphuliwe, futhi ingxenye yokuqala ka-2023 izobhekana nezinselele ezinzima zokulungiswa kwempahla kanye nokuwa kokusebenza.
Ngokusho kokubonwa kwemboni, izinga lokusebenzisa amandla ezinkampani eziyisinkwa sesibili seliqalile ukwehla kusukela ngekota yesithathu ka-2022, kanti i-TSMC isiqalile ukwehla kusukela ngekota yesine, futhi ukwehla kuzokhuphuka kakhulu engxenyeni yokuqala ka-2023. Esikhathini esiphezulu sezimpahla, ingxenye yama-oda we-3nm ne-5nm inyukile, futhi ukusebenza kulindeleke ukuthi kukhuphuke kakhulu.Ngaphandle kwe-TSMC, abasunguli be-wafer izinga labo lokusebenzisa amandla nokusebenza belokhu behla bayacophelela futhi baqaphela umbono ka-2023. Kulinganiselwa ukuthi iningi lochungechunge lokuhlinzekwa kwempahla engxenyeni yokuqala yonyaka kusazoba nzima ukuphuma. yenkathi yokulungiswa kwempahla.Sibheke phambili ku-2023, i-TSMC ibhekene nezinselelo ezinjengokuncishiswa kwenzuzo enkulu esigabeni sokuqala sokukhiqizwa ngobuningi benqubo ye-3nm, ukukhuphuka kwezinga lokukhula kwaminyaka yonke lezindleko zokwehla, ukukhuphuka kwezindleko okubangelwa ukwehla kwamandla emali, umjikelezo we-semiconductor kanye nokwanda kwezisekelo zokukhiqiza phesheya.I-TSMC iphinde yavuma ukuthi kusukela ngekota yesine ka-2022, izinga lokusebenzisa umthamo we-7nm/6nm ngeke lisaba sezingeni eliphezulu kule minyaka emithathu edlule.Phakamisa.
06 Ngokutshalwa kwezimali kwezigidigidi ezi-5, iphrojekthi enkulu ye-Zhejiang Wangrong Semiconductor Project isibekelwe umkhawulo.
Ngomhla zingama-26 kuZibandlela, iphrojekthi ye-semiconductor ye-Zhejiang Wangrong Semiconductor Co., Ltd. enomphumela wonyaka wezingcezu ezingu-240,000 zamadivayisi kagesi angama-intshi angu-8.
I-Zhejiang Wangrong Semiconductor Project iwumsebenzi wokuqala wokukhiqiza wama-intshi angu-8 eDolobheni laseLishui.Iphrojekthi ihlukaniswe izigaba ezimbili.Isigaba sokuqala salo msebenzi sifinyelelwe kulokhu, ngokutshalwa kwezimali okungama-yuan ayizigidi eziyizinkulungwane ezingu-2.4.Kuhlelelwe ukuthi kuqale ukusebenza ngo-Agasti 2023 futhi kuzuze umthamo wanyanga zonke wokukhiqiza wama-wafer angu-20,000 8-inch.Isigaba sesibili sizoqala ukwakhiwa maphakathi no-2024. Isamba sokutshalwa kwezimali kwalezi zigaba ezimbili sizofinyelela ku-5 billion yuan.Ngemuva kokuqedwa, izozuza umkhiqizo wonyaka wama-chips wedivayisi yamandla angu-720,000 8-intshi, nenani eliphumayo lama-yuan ayizigidi eziyizinkulungwane ezingu-6.Ngo-Agasti 13, 2022, kwabanjwa umcimbi wokuqala walo msebenzi.
Isikhathi sokuthumela: Dec-29-2022
