Kufuratira kutonhora kwechando?Samsung ingangove isiri kucheka kugadzirwa;SK Hynix icharatidza 176-layer 4D NAND zvigadzirwa;Shanduro yeKorea ye "Chip Act" yakapfuura pakati pekutsoropodzwa

01Korean midhiya: Samsung haifanire kujoinha Micron's chip kugadzirwa kwekucheka

Zvinoenderana nekuongorora kweKorea Times musi wa26, kunyangwe Micron neSK Hynix vatanga kuchengetedza mari pamwero mukuru kuti vatarisane nekudzikira kwemari uye gross profit margins, hazvigoneke kuti Samsung ishandure chip yayo kugadzira chip. .Pakazosvika kota yekutanga ya2023, Samsung icharamba ichikwanisa kuchengetedza mari yayo yakawandisa, uye zvinofanotaurwa kuti kuvimba kwevatengi kuchapora nekukurumidza sekota yechipiri.

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Mukuru mukuru weSamsung mutengesi akaburitsa mubvunzurudzo kuti Samsung iri kuyedza kudzikisa chip inventory.Kunyangwe kudzikiswa kwekugadzirwa kunosungirwa kubatsira iyo yenguva pfupi yekupihwa uye kudiwa mamiriro, Samsung inoita kunge isingatarise zvakanyanya kudzikisa kuburitswa kwekuchengetedza nekuti kambani ichiri kushanda nevatengi vakakosha senge automaker.Kurukurai nzira yekudzorera zvinyorwa kune hutano.Iye munhu akataura kuti kusuma tekinoroji uye kumisikidza zviito zveAmerican foundry ichave yakatarisana neSamsung.Akataura kuti Samsung ine mukana wakakura kwazvo wekugadzirisa kuchengetedza, uye nguva yekusarudza kuisa mari mumidziyo inoenderana nekufambira mberi kweiyo chip inventory.

02 176-layer 4DNAND, SK hynix icharatidza ndangariro yepamusoro-soro paCES 2023

SK hynix yakataura musi wa27 kuti kambani ichatora chikamu mukuratidzira kukuru kwepasi rose kwemagetsi neIT - "CES 2023" ichaitirwa muLas Vegas, USA kubva Ndira 5 kusvika 8 gore rinouya, kuratidza zvigadzirwa zvayo zvekurangarira uye zvigadzirwa zvitsva.mirai mumutsetse.

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Chigadzirwa chepakati chinoratidzwa nekambani panguva ino ndiyo yekupedzisira-yepamusoro-inoshanda bhizinesi-level SSD chigadzirwa PS1010 E3.S (inozonzi PS1010).PS1010 chigadzirwa chemodule chinosanganisa akawanda SK hynix 176-layer 4D NAND, uye inotsigiraPCIeGen 5 chiyero.Chikwata chehunyanzvi cheSK Hynix chakatsanangura, "Iyo server memory musika inoramba ichikura kunyangwe kudzikira.Kuenzaniswa neizvozvo, kumhanya kwekuverenga nekunyora kwakawedzera kusvika ku130% uye 49% zvichiteerana.Uye zvakare, chigadzirwa chine yakagadziridzwa simba rekushandisa reshiyo inodarika 75%, iyo inotarisirwa kudzikisa vatengi 'sevha yekushandisa mari uye kabhoni emissions.Panguva imwecheteyo, SK Hynix icharatidza chizvarwa chitsva chezvigadzirwa zvendangariro zvakakodzerwa nepamusoro-performance computing (HPC, High Performance Computing), senge iripo yakanyanya kuita DRAM “HBM3”, uye” GDDR6-AiM”, “CXL memory. ” iyo inochinjika inowedzera ndangariro kugona uye kuita, nezvimwe.

03 Iyo yeKorea vhezheni ye "Chip Act" yakapasiswa pakati pekutsoropodzwa, zvese nekuda kwerubatsiro rushoma!

Sekureva kweSouth Korea "Central Daily" mushumo pamakumi maviri nenhanhatu, iyo South Korea National Assembly ichangobva kupasa shanduro yeKorea ye "Chip Act" - "K-Chips Act".Zvinonzi bhiri rine chinangwa chekutsigira kusimudzira kweKorea semiconductor indasitiri uye ichapa kukurudzira kweakakosha matekinoroji akadai semiconductors nemabhatiri.

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Chirevo chakaratidza kuti kunyangwe iyo yekupedzisira vhezheni yebhiri yakawedzera mutero wekubhadhara mari yekudyara kwemabhizinesi makuru kubva pa6% kusvika 8%, mubairo wese wakadzikiswa zvakanyanya kana uchienzaniswa negwaro rakarongwa nebato rinotonga neanopikisa, iro rakakwezva. kutsoropodza: ​​bhiri Pesvedzero yekuvandudza tekinoroji yakakosha yeSouth Korea yakaderedzwa zvakanyanya.Zvinonzi zita repamutemo reKorea vhezheni ye "Chip Act" ndiyo "Restriction of Special Taxation Act".Musi wa23, South Korean National Assembly yakatambira bhiri iri nemavhoti mazana maviri nemakumi maviri neshanu, mavhoti gumi nemaviri achipikisa, uye makumi maviri nevaviri abstention.Nekudaro, iyo Korean semiconductor indasitiri, denderedzwa rebhizinesi, uye madenderedzwa ezvidzidzo pamwe chete vakaratidza kushoropodza uye kushorwa pamakumi maviri neshanu.Vakati, “Kana izvi zvikaenderera mberi, tichaunza ‘ice age yeindasitiri yesemiconductor’” uye “chirongwa chekudzidzisa matarenda emangwana chichashaya basa.”Mushanduro yebhiri rakapasiswa neNational Assembly, chiyero chekuregererwa kwemitero kumakambani makuru seSamsung Electronics neSK Hynix chakawedzerwa kubva pa6% kusvika pa8%.Haana kungotadza kusvika pazvikamu makumi maviri kubva muzana zvakange zvarongwa nebato riri kutonga, asi kuti kana 10% yainge yataurwa nebato rinopikisa.Kana ikasasvikwa, chiyero chekudzikisa mutero uye kuregererwa kwemabhizinesi madiki uye epakati acharamba asina kuchinjika padanho rekutanga, pa8% uye 16% zvichiteerana.Pamberi peSouth Korea, United States, Taiwan, European Union nedzimwe nyika nematunhu zvakatevedzana kuunza mabhiri akakodzera.Zvichirevesa, rubatsiro munyika idzi nematunhu akakwira sezvikamu zvakapetwa kaviri muzana, uye nhanho yerubatsiro munyika yeChina yakwezva vanhu vakawanda.Hazvishamisi kuti South Korea yakashoropodza bhiri rerubatsiro rusina kukwana.

04 Agency: Musika we smartphone weIndia wakatadza kuita zvaitarisirwa gore rino, pasi ne5% gore-pa-gore

Zvinoenderana netsvagiridzo yazvino kubva kuCounterpoint, kutumirwa kwe smartphone muIndia kunotarisirwa kudonha ne5% gore-pa-gore muna 2022, kushaya tarisiro.

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Uye mhosva yekudzikira kwekutakura haisi yese kushomeka kwezvikamu, nekuti mamiriro ekupa muhafu yekutanga ye2022 akanyatsogadziriswa.Chikonzero chikuru chekumisa kutumirwa hakuna kukwana kudiwa, kunyanya kune yekupinda-level uye yepakati-renji mafoni ayo anonyanya kudhura.Zvisinei, kusiyana nekuora mwoyo kwemhando mbiri dziri pamusoro apa dzemisika, misika yepamusoro-soro ichava nzvimbo yekukura muna 2022. Kutaura zvazviri, maererano neCounterpoint's data, kutakura mumutengo wemari inodarika $ 400 yakarova rekodhi yakakwirira.Panguva imwecheteyo, kutengesa kwemafoni epamusoro-soro kwakafambisawo Mutengo wepakati wakasimuka kusvika kune rekodhi pedyo ne20,000 Indian rupees (inenge 250 US madhora).Nekudaro, tichifunga kuti kuchine huwandu hukuru hwenharembozha uye nharembozha dzinoshandisa zviyero zvekare zvekutaurirana mumusika weIndia, nekufamba kwenguva, izvo zvinodikanwa zvekutsiva zveava vashandisi vemasheya zvichave simba rekufambisa remusika we smartphone mune ramangwana.

05 TSMC Wei Zhejia: Mwero wekushandisa wewafer foundry huwandu unongotora muhafu yechipiri yegore rinouya.

Sekureva kweTaiwan media Electronics Times, nguva pfupi yadarika, Mutungamiriri weTSMC Wei Zhejia akataura kuti semiconductor inventory yakakwira muchikamu chechitatu cha2022 ndokutanga kuvandudzwa muchikamu chechina..Panyaya iyi, vamwe vagadziri vakataura kuti mutsara wekupedzisira wekudzivirira mune semiconductor indasitiri cheni yakaputswa, uye hafu yekutanga ye2023 ichasangana nematambudziko akaomarara ekugadziriswa kwezvinyorwa uye kudonha kwekuita.

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Zvinoenderana nekuona kwemaindasitiri, huwandu hwekushandisa huwandu hwechipiri-tier wafer foundries hwatanga kudzikira kubva chikamu chechitatu cha2022, nepo TSMC yatanga kudzikira kubva muchikamu chechina, uye kudzikira kuchawedzera zvakanyanya muhafu yekutanga ya2023. Mumwaka wepamusoro wezvinhu, chikamu che3nm uye 5nm maodha chakawedzera, uye kuita kunotarisirwa kudzoka zvakanyanya.Kunze kweTSMC, mawafer foundries ane huwandu hwekushandiswa kwesimba uye kuita kwave kuderera zvakanyanya kuchengetedza uye kuchenjerera pamusoro pematarisiro e2023. Zvinofungidzirwa kuti mazhinji ehuwandu hwekugovera cheni muhafu yekutanga yegore zvicharamba zvakaoma kubuda. yenguva yekugadzirisa zvinhu.Tichitarisira kuna 2023, TSMC iri kutarisana nematambudziko akadai sekuderedzwa kwemari yakawandisa muchikamu chekutanga chekugadzirwa kwakawanda kweiyo 3nm maitiro, kukwira kwepagore kwekukura kwemitengo yekuderera, kuwedzera kwemutengo kunokonzerwa nekukwira kwemitengo, semiconductor kutenderera uye kuwedzera kwemabhesi ekugadzira mhiri kwemakungwa.TSMC yakabvumawo kuti kutanga kubva pachikamu chechina cha2022, mwero wekushandisa we7nm/6nm huwandu hauchave uri pakakwirira pamakore matatu apfuura.nhonga.

06 Nekudyara kwakazara kwemabhiriyoni mashanu, chirongwa chikuru cheZhejiang Wangrong Semiconductor Project chakavharwa.

Musi wa26 Zvita, iyo semiconductor chirongwa cheZhejiang Wangrong Semiconductor Co., Ltd. ine gore negore kubuda kwe240,000 zvidimbu zve8-inch magetsi emidziyo yakavharwa.

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Zhejiang Wangrong Semiconductor Project ndiyo yekutanga 8-inch wafer kugadzira chirongwa muLishui City.Chirongwa ichi chakakamurwa kuita zvikamu zviviri.Chikamu chekutanga chepurojekiti chakavharwa panguva ino, nemari inosvika mabhiriyoni maviri nemazana mana emadhora.Yakarongwa kuiswa mukushanda muna Nyamavhuvhu 2023 uye kuwana mwedzi wega wega kugadzirwa kwe20,000 8-inch wafers.Chikamu chechipiri chichatanga kuvaka pakati pe 2024. Mari yose yezvikamu zviviri ichasvika 5 bhiriyoni yuan.Mushure mekupedza, ichaita gore negore kubuda kwe720,000 8-inch magetsi ekushandisa machipisi, ine kukosha kwekubuda kwe6 bhiriyoni yuan.Musi waNyamavhuvhu 13, 2022, mabiko ekutanga echirongwa ichi akaitwa.


Nguva yekutumira: Zvita-29-2022