01Makanema aku Korea: Samsung ndiyokayikitsa kujowina mabala opanga chip a Micron
Malinga ndi kusanthula kwa Korea Times pa 26th, ngakhale Micron ndi SK Hynix ayamba kusunga ndalama pamlingo waukulu kuti athane ndi kuchepa kwa ndalama komanso phindu lalikulu, ndizokayikitsa kuti Samsung ingasinthe njira yake yopanga chip. .Pofika kotala loyamba la 2023, Samsung ikhalabe ndi mwayi wosunga phindu lake lalikulu, ndipo zikuloseredwa kuti chidaliro cha ogula chidzachira pakangotha gawo lachiwiri.
Mkulu wamkulu wa Samsung supplier adawulula poyankhulana kuti Samsung ikuyesera kuchepetsa zida za chip.Ngakhale kuchepetsedwa kwa kupanga kuyenera kupindulitsa pakanthawi kochepa komanso zofunikira, Samsung sikuwoneka kuti ikuganiza zochepetsera zosungirako chifukwa kampaniyo ikugwirabe ntchito ndi makasitomala ofunikira monga opanga ma automaker.Kambiranani momwe mungabwezeretsere zinthu ku thanzi.Munthuyo adanena kuti kuyambitsa ukadaulo ndikuyika zochitika zaku America zaku America ndizoyang'ana pa Samsung.Ananenanso kuti Samsung ili ndi mwayi waukulu kwambiri wosintha mphamvu yosungira, ndipo nthawi yosankha kuyika ndalama pazida zimatengera kupita patsogolo kwa zida za chip.
02 176-wosanjikiza 4DNAND, SK hynix iwonetsa kukumbukira kochita bwino kwambiri ku CES 2023
SK hynix inanena pa 27 kuti kampaniyo itenga nawo gawo pachiwonetsero chachikulu kwambiri padziko lonse lapansi cha zamagetsi ndi IT - "CES 2023" chomwe chidzachitike ku Las Vegas, USA kuyambira Januware 5 mpaka 8 chaka chamawa, kuti chiwonetsere zinthu zake zazikulu zokumbukira ndi zatsopano.Imani pamzere.
Chomwe chikuwonetsedwa ndi kampaniyi nthawi ino ndi mtundu wa SSD wapamwamba kwambiri wamabizinesi PS1010 E3.S (wotchedwa PS1010).PS1010 ndi gawo lazinthu zophatikiza angapo a SK hynix 176-wosanjikiza 4D NAND, ndipo imathandiziraPCIeGen 5 muyezo.Gulu laukadaulo la SK Hynix lidafotokoza kuti, "Msika wakukumbukira ma seva ukupitilira kukula ngakhale kutsika.Poyerekeza ndi izi, kuthamanga kwa kuwerenga ndi kulemba kwakwera mpaka 130% ndi 49% motsatana.Kuphatikiza apo, mankhwalawa ali ndi mphamvu yogwiritsira ntchito mphamvu yopitilira 75%, yomwe ikuyembekezeka kuchepetsa ndalama zogwiritsira ntchito seva yamakasitomala komanso kutulutsa mpweya.Nthawi yomweyo, SK Hynix iwonetsa m'badwo watsopano wazinthu zokumbukira zomwe zikuyenera kuchita bwino kwambiri pamakompyuta (HPC, High Performance Computing), monga magwiridwe antchito apamwamba kwambiri a DRAM "HBM3", ndi "GDDR6-AiM", "CXL memory ” zomwe zimakulitsa luso la kukumbukira komanso magwiridwe antchito, ndi zina.
03 Mtundu waku Korea wa "Chip Act" udaperekedwa pakutsutsidwa, zonse chifukwa chothandizidwa pang'ono!
Malinga ndi lipoti la South Korea la "Central Daily" pa 26th, Nyumba Yamalamulo yaku South Korea posachedwapa idapereka mtundu waku Korea wa "Chip Act" - "K-Chips Act".Akuti ndalamayi ikufuna kuthandizira chitukuko cha makampani a semiconductor aku Korea ndipo idzapereka chilimbikitso cha matekinoloje ofunikira monga ma semiconductors ndi mabatire.
Lipotilo linanena kuti ngakhale mtundu womaliza wa biluyo udawonjezera ngongole yamisonkho yamabizinesi akuluakulu kuchoka pa 6% mpaka 8%, kuchuluka kwa mphothoyi kudachepetsedwa kwambiri poyerekeza ndi zomwe zipani zolamulira ndi zipani zotsutsa zidapanga. kutsutsa: bilu Chikoka pakusintha kwaukadaulo wofunikira ku South Korea chachepetsedwa kwambiri.Akuti dzina lovomerezeka la mtundu waku Korea wa "Chip Act" ndi "Restriction of Special Taxation Act".Pa 23, Nyumba Yamalamulo yaku South Korea idapereka lamuloli ndi mavoti 225, mavoti 12 otsutsa, ndipo 25 adakana.Komabe, makampani aku Korea semiconductor, mabwalo abizinesi, ndi magulu ophunzira pamodzi adawonetsa kutsutsa ndi kutsutsa pa 25.Iwo anati, “Ngati izi zipitirira, tidzabweretsa ‘nyengo ya ice of the semiconductor industry’” ndipo “ndondomeko yophunzitsa anthu talente yamtsogolo idzatheratu.”Mu mtundu wabilu yomwe idaperekedwa ndi National Assembly, kuchuluka kwa msonkho kwamakampani akuluakulu monga Samsung Electronics ndi SK Hynix kudakwezedwa kuchokera pa 6% yam'mbuyomu mpaka 8%.Sikuti idangolephera kufikira 20% yomwe chipani cholamula idapereka, komanso 10% yomwe chipani chotsutsa chidapereka.Ngati sichikufikiridwa, kuchuluka kwa kuchepetsa msonkho ndi kukhululukidwa kwa mabizinesi ang'onoang'ono ndi apakatikati kumakhalabe kosasinthika pamlingo woyambirira, pa 8% ndi 16% motsatana.Asanafike South Korea, United States, Taiwan, European Union ndi mayiko ena ndi zigawo motsatizana anabweretsa ndalama zoyenera.Kunena zoona, ndalama zothandizira mayiko ndi zigawozi ndizokwera kwambiri kuposa magawo awiri, ndipo kuchuluka kwa ndalama zothandizira ku China kwachititsa chidwi kwambiri.Ndizosadabwitsa kuti dziko la South Korea ladzudzula lamuloli chifukwa chopanda thandizo lokwanira.
04 Agency: Msika wa mafoni aku India udasowa zomwe amayembekeza chaka chino, kutsika ndi 5% pachaka
Malinga ndi kafukufuku waposachedwa kuchokera ku Counterpoint, kutumiza kwa mafoni ku India kukuyembekezeka kutsika ndi 5% pachaka mu 2022, zomwe zikusowa.
Ndipo chomwe chikupangitsa kuchepa kwa zotumiza sikusowa kwa magawo onse, chifukwa momwe zinthu ziliri mu theka loyamba la 2022 zidathetsedwa.Chifukwa chachikulu chochepetsera kutumiza ndikusowa kokwanira, makamaka kwa mafoni olowera ndi apakati omwe amakhala otsika mtengo.Komabe, mosiyana ndi kuvutika maganizo kwa mitundu iwiri ya misika yomwe ili pamwambayi, msika wapamwamba udzakhala malo okulirapo mu 2022. Ndipotu, malinga ndi deta ya Counterpoint, kutumizidwa mumtengo wamtengo wapatali woposa $ 400 kugunda kwambiri.Pa nthawi yomweyi, malonda a mafoni apamwamba amayendetsanso Mtengo wamtengo wapatali unakwera kufika pa 20,000 Indian rupees (pafupifupi madola 250 US).Komabe, poganizira kuti padakali chiwerengero chachikulu cha mafoni ndi mafoni a m'manja omwe amagwiritsa ntchito njira zakale zolankhulirana pamsika waku India, m'kupita kwanthawi, zosowa zolowa m'malo mwa ogwiritsa ntchito masheyawa zidzakhala mphamvu yoyendetsera msika wa smartphone m'tsogolomu.
05 TSMC Wei Zhejia: Mlingo wogwiritsa ntchito makina ophatikizira ophikira udzangoyambira mu theka lachiwiri la chaka chamawa
Malinga ndi Taiwan media Electronics Times, posachedwa, Purezidenti wa TSMC Wei Zhejia adanenanso kuti zowerengera za semiconductor zidakwera kotala lachitatu la 2022 ndipo zidayamba kukonzedwanso gawo lachinayi..Pachifukwa ichi, opanga ena adanena kuti mzere wotsiriza wa chitetezo muzitsulo zamakina a semiconductor wathyoledwa, ndipo theka loyamba la 2023 lidzakumana ndi mavuto aakulu a kukonzanso kwazinthu ndi kugwa kwa ntchito.
Malinga ndi zomwe makampani awona, kuchuluka kwa kagwiritsidwe ntchito ka magawo achiwiri ayamba kutsika kuyambira kotala lachitatu la 2022, pomwe TSMC yayamba kutsika kuyambira kotala lachinayi, ndipo kuchepa kudzakwera kwambiri theka loyamba la 2023. M'nyengo yapamwamba ya katundu, chiwerengero cha maoda a 3nm ndi 5nm chawonjezeka, ndipo ntchitoyo ikuyembekezeka kuwonjezereka kwambiri.Kupatulapo TSMC, ma wafer foundries omwe mphamvu zawo zogwiritsira ntchito mphamvu ndi ntchito zakhala zikucheperachepera ndi osamala komanso osamala za momwe 2023 ikuyendera. ya nthawi yosintha zinthu.Tikuyembekezera 2023, TSMC ikukumana ndi zovuta monga kuchepetsedwa kwa phindu lalikulu poyambira kupanga zinthu zambiri za 3nm, kukwera kwamitengo yamitengo yapachaka, kukwera kwamitengo komwe kumabwera chifukwa cha kukwera kwamitengo, kuzungulira kwa semiconductor komanso kukulitsa zopangira zakunja.TSMC idavomerezanso kuti kuyambira kotala lachinayi la 2022, kugwiritsa ntchito mphamvu kwa 7nm/6nm sikudzakhalanso pachimake pazaka zitatu zapitazi.Nyamula.
06 Ndi ndalama zonse zokwana 5 biliyoni, pulojekiti yayikulu ya Zhejiang Wangrong Semiconductor Project yatha.
Pa December 26, pulojekiti ya semiconductor ya Zhejiang Wangrong Semiconductor Co., Ltd.
Zhejiang Wangrong Semiconductor Project ndiye pulojekiti yoyamba yopanga ma inchi 8 ku Lishui City.Ntchitoyi yagawidwa m'magawo awiri.Gawo loyamba la ntchitoyi likutha nthawi ino, ndi ndalama zokwana 2.4 biliyoni.Akukonzekera kuti ayambe kugwira ntchito mu Ogasiti 2023 ndikukwaniritsa kuthekera kopanga pamwezi kokwana 20,000 8-inch wafers.Gawo lachiwiri lidzayamba kumanga pakati pa 2024. Ndalama zonse za magawo awiriwa zidzafika 5 biliyoni yuan.Akamaliza, adzakwaniritsa linanena bungwe pachaka 720,000 8-inch mphamvu chipangizo tchipisi, ndi linanena bungwe la yuan biliyoni 6.Pa Ogasiti 13, 2022, panachitika mwambo woyambira ntchitoyo.
Nthawi yotumiza: Dec-29-2022
