01Ibitangazamakuru byo muri Koreya: Samsung ntabwo ishobora kwinjira mu kugabanya umusaruro wa chip ya Micron
Nk’uko isesengura ry’ikinyamakuru Korea Times ryabitangaje ku ya 26, nubwo Micron na SK Hynix batangiye kuzigama amafaranga ku rugero runini kugira ngo bahangane n’igabanuka ry’imisoro n’inyungu rusange, ntibishoboka cyane ko Samsung izahindura ingamba zayo zo gukora chip! .Mugihembwe cya mbere cya 2023, Samsung izakomeza gucunga neza inyungu zayo zose, kandi biteganijwe ko ikizere cyabaguzi kizakira vuba mugihembwe cya kabiri.
Umuyobozi mukuru w’umuyobozi utanga isoko rya Samsung yatangaje mu kiganiro ko Samsung igerageza kugabanya ibarura rya chip.Nubwo igabanuka ry'umusaruro riteganijwe kugirira akamaro itangwa ry'igihe gito n'ibisabwa, Samsung isa nkaho itatekereza kugabanya cyane ibicuruzwa biva mu bubiko kuko isosiyete ikomeje gukorana n’abakiriya bakomeye nk’abakora amamodoka.Muganire ku buryo bwo kugarura ibarura ryubuzima.Uyu muntu yavuze ko ibikorwa byo gutangiza ikoranabuhanga n’ibikorwa byo gushinga uruganda rw’Abanyamerika bizibandwaho na Samsung.Yavuze ko Samsung ifite amahirwe menshi yo guhindura ubushobozi bwo kubika, kandi igihe cyo gufata icyemezo cyo gushora mu bikoresho biterwa n’iterambere ry’ibarura rya chip.
02 176-ibice 4DNAND, SK hynix izerekana imikorere yibikorwa byinshi kuri CES 2023
SK hynix yavuze ku ya 27 ko iyi sosiyete izitabira imurikagurisha rikomeye rya elegitoroniki n’ikoranabuhanga ku isi - “CES 2023 ″ izabera i Las Vegas, muri Amerika kuva ku ya 5 kugeza ku ya 8 Mutarama umwaka utaha, kugira ngo yerekane ibicuruzwa byayo byibukwa n’ibicuruzwa bishya.umurongo.
Igicuruzwa cyibanze cyerekanwe nisosiyete muriki gihe ni ultra-high-high-performance-urwego rwibikorwa bya SSD ibicuruzwa PS1010 E3.S (nyuma bita PS1010).PS1010 nigicuruzwa cya module gihuza SK hynix nyinshi 176-layer 4D NAND, kandi ishyigikiraPCIeItangiriro 5.Itsinda rya tekinike rya SK Hynix ryasobanuye riti: “Isoko ryo kwibuka rya seriveri rikomeje kwiyongera nubwo ryagabanutse.Ugereranije nibyo, umuvuduko wo gusoma no kwandika wiyongereye kugera kuri 130% na 49%.Byongeye kandi, ibicuruzwa bifite igipimo cy’imikoreshereze y’ingufu zirenga 75%, bikaba biteganijwe ko bizagabanya ibiciro by’abakiriya ba seriveri n’ibicuruzwa byangiza.Muri icyo gihe, SK Hynix izerekana igisekuru gishya cyibicuruzwa bibuka bikwiranye na comptabilite ikora cyane (HPC, High Performance Computing), nkibikorwa bihari cyane DRAM “HBM3 ″, na“ GDDR6-AiM ”,“ CXL yibuka ”Ibyo byongerera ubushobozi ubushobozi bwo kwibuka no gukora, nibindi.
03 Inyandiko yo muri koreya ya "Chip Act" yatowe mugihe cyo kunengwa, byose kubera inkunga nke cyane!
Raporo ya “Central Daily” yo muri Koreya y'Epfo ivuga ku ya 26, Inteko ishinga amategeko ya Koreya y'Epfo iherutse kwemeza verisiyo yo muri Koreya ya “Chip Act” - “K-Chips Act”.Biravugwa ko umushinga w'itegeko ugamije gushyigikira iterambere ry’inganda zikoresha amashanyarazi ya Koreya kandi izatanga imbaraga mu ikoranabuhanga ry’ingenzi nka semiconductor na bateri.
Raporo yerekanye ko nubwo verisiyo yanyuma y’iri tegeko yongereye inguzanyo y’imisoro ku mikoreshereze y’ishoramari ry’inganda nini kuva kuri 6% ikagera kuri 8%, amafaranga yatanzwe muri rusange yagarutse cyane ugereranije n’umushinga wasabwe n’amashyaka ari ku butegetsi n’abatavuga rumwe n’ubutegetsi, yakuruye kunegura: umushinga w'itegeko Ingaruka zo kunoza ikoranabuhanga ry’ingenzi rya Koreya yepfo ryaragabanutse cyane.Biravugwa ko izina ryemewe rya verisiyo yo muri koreya ya “Chip Act” ari “Kubuza amategeko adasanzwe y’imisoro”.Ku ya 23, Inteko ishinga amategeko y’igihugu cya Koreya yepfo yemeje umushinga w’itegeko n'amajwi 225 ashyigikira, amajwi 12 arwanya, 25 yifata.Icyakora, inganda za semiconductor zo muri koreya, uruzinduko rw’ubucuruzi, hamwe n’amasomo hamwe na hamwe bagaragaje ko banenga kandi barwanywa ku ya 25.Bati: "Niba ibi bikomeje, tuzatangiza 'ibihe by'urubura rw'inganda ziciriritse" "kandi" gahunda yo guhugura impano z'ejo hazaza ntizaba impfabusa. "Mu mpapuro z'umushinga w'itegeko zemejwe n'Inteko ishinga amategeko, igipimo cyo korohereza imisoro ku masosiyete manini nka Samsung Electronics na SK Hynix cyiyongereye kiva kuri 6% kibanza kigera kuri 8%.Ntabwo byananiwe kugera kuri 20% byasabwe n’ishyaka riri ku butegetsi, ndetse na 10% byasabwe n’ishyaka ritavuga rumwe n’ubutegetsi.Niba itagerwaho, igipimo cyo kugabanya imisoro no gusonerwa imishinga mito n'iciriritse ntizahinduka ku rwego rwa mbere, kuri 8% na 16%.Mbere ya Koreya y'Epfo, Amerika, Tayiwani, Umuryango w’ubumwe bw’ibihugu by’Uburayi ndetse n’ibindi bihugu n’uturere byagiye bikurikirana imishinga y'amategeko.Ugereranije, inkunga muri ibi bihugu no mu turere ziri hejuru y’imibare ibiri ku ijana, kandi urwego rw’inkunga mu gihugu cy’Ubushinwa rwashimishije abantu benshi.Ntibitangaje kubona Koreya y'Epfo yanenze umushinga w'itegeko kubera inkunga zidahagije.
04 Ikigo: Isoko rya terefone zo mu Buhinde ntiryageze ku biteganijwe muri uyu mwaka, ryamanutseho 5% umwaka ushize
Nk’uko ubushakashatsi buheruka gukorwa na Counterpoint bubitangaza, ibicuruzwa byoherejwe na terefone mu Buhinde biteganijwe ko bizagabanukaho 5% umwaka ushize mu mwaka wa 2022, bikaba bitari byitezwe.
Kandi nyirabayazana yo kugabanuka kw'ibicuruzwa ntabwo ari ibice byose bibura, kuko ikibazo cyo gutanga mugice cya mbere cya 2022 cyakemutse.Impamvu nyamukuru yo kugabanya ibyoherezwa ni ibisabwa bidahagije, cyane cyane kuri terefone yinjira-yo hagati na terefone yo hagati yorohereza ibiciro.Icyakora, bitandukanye no kwiheba kw'ubwoko bubiri bw'amasoko yavuzwe haruguru, isoko ryo mu rwego rwo hejuru rizaba aho ryiyongera mu 2022. Mubyukuri, dukurikije imibare ya Counterpoint, ibicuruzwa byoherejwe mu madorari arenga 400 byageze ku rwego rwo hejuru.Muri icyo gihe, igurishwa rya terefone zigendanwa zo mu rwego rwo hejuru naryo ryatumye igiciro cyo hagati cyazamutse kigera ku gipimo kigera ku 20.000 by'Abahinde (hafi 250 US $).Nyamara, urebye ko hakiri umubare munini wa terefone ziranga na terefone zigendanwa ukoresheje ibipimo by’itumanaho bishaje ku isoko ry’Ubuhinde, mu gihe kirekire, ibikenerwa byo gusimbuza aba bakoresha imigabane bizahinduka imbaraga z’isoko rya terefone mu gihe kiri imbere.
05 TSMC Wei Zhejia: Igipimo cyo gukoresha ubushobozi bwa fondasiyo ya wafer kizatangira gusa mugice cya kabiri cyumwaka utaha
Nk’uko ikinyamakuru cyo muri Tayiwani cyitwa Electronics Times kibitangaza, vuba aha, Perezida wa TSMC, Wei Zhejia, yerekanye ko ibarura rya semiconductor ryageze mu gihembwe cya gatatu cya 2022 kandi ritangira kuvugururwa mu gihembwe cya kane..Ni muri urwo rwego, bamwe mu bakora inganda bavuze ko umurongo wa nyuma wo kwirwanaho mu ruganda rwa semiconductor rwaciwe, kandi igice cya mbere cya 2023 kizahura n’ibibazo bikomeye byo gukosora ibarura no gusenyuka.
Nk’uko ubushakashatsi bwakozwe mu nganda bubitangaza, igipimo cy’imikoreshereze y’ubushobozi bwo mu cyiciro cya kabiri cya wafer cyatangiye kugabanuka kuva mu gihembwe cya gatatu cya 2022, mu gihe TSMC yatangiye kugabanuka kuva mu gihembwe cya kane, kandi kugabanuka biziyongera cyane mu gice cya mbere cya 2023. Mugihe cyibihe byibicuruzwa, igipimo cya 3nm na 5nm cyiyongereye, kandi biteganijwe ko imikorere izagaruka cyane.Usibye TSMC, ibishingwe bya wafer bifite igipimo cyo gukoresha ubushobozi n’imikorere byagabanutse cyane birinda kandi bikitondera icyerekezo cya 2023. Bigereranijwe ko igice kinini cy’ibicuruzwa rusange mu gice cya mbere cy’umwaka kizakomeza kugorana gusohoka y'ibarura ry'igihe cyo guhindura.Dutegereje 2023, TSMC ihura n’ibibazo nko kugabanya inyungu nini mu cyiciro cya mbere cy’umusaruro rusange w’ibikorwa bya 3nm, izamuka ry’ubwiyongere bw’umwaka ku giciro cyo guta agaciro, kwiyongera kw'ibiciro guterwa n'ifaranga, ukwezi kwa semiconductor no kwagura ibicuruzwa biva mu mahanga.TSMC yemeye kandi ko guhera mu gihembwe cya kane cya 2022, igipimo cyo gukoresha 7nm / 6nm ubushobozi kitazongera kuba ku rwego rwo hejuru mu myaka itatu ishize.fata.
06 Hamwe n’ishoramari rya miliyari 5 zose, umushinga wingenzi wumushinga wa Zhejiang Wangrong Semiconductor wafashwe
Ku ya 26 Ukuboza, umushinga wa semiconductor wa Zhejiang Wangrong Semiconductor Co., Ltd. wasohotse buri mwaka ibice 240.000 by'ibikoresho by'amashanyarazi ya santimetero 8.
Umushinga wa Zhejiang Wangrong Semiconductor niwo mushinga wambere wo gukora wafer ya santimetero 8 mu mujyi wa Lishui.Umushinga ugabanyijemo ibice bibiri.Icyiciro cya mbere cyumushinga cyafashwe kuriyi nshuro, ishoramari rya miliyari 2.4.Biteganijwe ko izashyirwa mu bikorwa muri Kanama 2023 kandi ikagera ku musaruro wa buri kwezi wa 20.000 8-ya waferi.Icyiciro cya kabiri kizatangira kubakwa hagati ya 2024. Igishoro cyose cyibyiciro byombi kizagera kuri miliyari 5.Nyuma yo kurangira, izagera ku musaruro wa buri mwaka wa 720.000 ibyuma byamashanyarazi bikoresha amashanyarazi, bifite agaciro ka miliyari 6.Ku ya 13 Kanama 2022, habaye umuhango wo gutangiza umushinga.
Igihe cyo kohereza: Ukuboza-29-2022
