Ileghara oyi oyi anya?Samsung nwere ike ghara ibelata mmepụta;SK Hynix ga-egosipụta ngwaahịa 176-layer 4D NAND;Ụdị Korean nke "Chip Act" gafere n'etiti nkatọ

01Mgbasa ozi ndị Korea: Samsung enweghị ike isonye na mbelata mmepụta mgbawa Micron

Dabere na nyocha nke Korea Times na 26th, ọ bụ ezie na Micron na SK Hynix amalitela ịchekwa ọnụ ahịa n'ọtụtụ buru ibu iji nagide mbelata nke ego ha nwetara na oke uru, o yighị ka Samsung ga-agbanwe atụmatụ imepụta mgbawa ya. .Ka ọ na-erule nkeji mbụ nke 2023, Samsung ka ga-enwe ike ijikwa oke oke uru ya, a na-ebu amụma na ntụkwasị obi ndị ahịa ga-agbake ozugbo nkeji nke abụọ.

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Otu onye isi oche nke onye na-ebubata Samsung kpughere na N'ajụjụ ọnụ Samsung na-anwa ibelata ngwa ahịa mgbawa.Ọ bụ ezie na mbelata mmepụta ga-erite uru na obere oge ọkọnọ na ọnọdụ ọchịchọ, Samsung adịghị atụle nke ukwuu ibelata mmepụta nchekwa n'ihi na ụlọ ọrụ ahụ ka na-arụ ọrụ na ndị ahịa dị mkpa dị ka ndị na-emepụta ụgbọala.Kwurịtara otu esi eweghachi ngwa ahịa na ahụike.Onye ahụ kwuru na ntinye teknụzụ na nrụnye nke ụlọ ọrụ America ga-abụ ihe Samsung ga-elekwasị anya.O kwuru na Samsung nwere ohere dị elu nke ịhazi ikike nchekwa, na oge ikpebi itinye ego na akụrụngwa dabere na ọganihu nke ngwa ngwa mgbawa.

02 176-ọkwa 4DNAND, SK hynix ga-egosipụta ebe nchekwa dị elu na CES 2023

SK hynix kwuru na 27th na ụlọ ọrụ ga-ekere òkè na ụwa kasị ukwuu electronics na IT ngosi - "CES 2023" ga-ẹkenịmde na Las Vegas, USA si January 5th na 8th afọ ọzọ, na-egosi ya isi ebe nchekwa ngwaahịa na ọhụrụ ngwaahịa.kwụba n'ahịrị.

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Ngwaahịa bụ isi nke ụlọ ọrụ gosipụtara n'oge a bụ ngwaahịa SSD dị elu nke nwere nnukwu arụmọrụ ụlọ ọrụ PS1010 E3.S (nke a na-akpọ PS1010).PS1010 bụ ngwaahịa modul na-ejikọta multiple SK hynix 176-layer 4D NAND, ma na-akwadoPCIeGen 5 ọkọlọtọ.Ndị otu teknụzụ SK Hynix kọwara, “Ahịa ebe nchekwa ihe nkesa na-aga n'ihu na-eto eto n'agbanyeghị ọdịda ahụ.Tụnyere nke ahụ, ọsọ ọgụgụ na ide abawanyela site na 130% na 49% n'otu n'otu.Na mgbakwunye, ngwaahịa ahụ nwere oke oriri ike emelitere karịa 75%, nke a na-atụ anya na ọ ga-ebelata ụgwọ ọrụ nkesa ndị ahịa yana ikuku carbon.N'otu oge ahụ, SK Hynix ga-egosiputa ọgbọ ọhụrụ nke ngwaahịa ebe nchekwa dabara adaba maka kọmpụta arụmọrụ dị elu (HPC, Kọmpụta arụmọrụ dị elu), dị ka DRAM kachasị arụ ọrụ dị ugbu a "HBM3" na "GDDR6-AiM", "Ebe nchekwa CXL". "nke na-agbanwe agbanwe na-agbasawanye ikike nchekwa na arụmọrụ, wdg.

03 Afefere ụdị “Chip Act” nke ndị Korea n'agbanyeghị nkatọ, ihe niile n'ihi obere enyemaka!

Dabere na akụkọ South Korea "Central Daily" na 26th, South Korea National Assembly na nso nso a gafere ụdị Korea nke "Chip Act" - "K-Chips Act".A na-akọ na ụgwọ ahụ chọrọ ịkwado mmepe nke ụlọ ọrụ semiconductor Korea na ọ ga-enye ihe mkpali maka teknụzụ ndị dị mkpa dị ka semiconductor na batrị.

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Akụkọ ahụ mere ka ọ pụta ìhè na n'agbanyeghị na mbipụta ikpeazụ nke ụgwọ ahụ mụbara kredit ụtụ isi maka mmefu itinye ego nke nnukwu ụlọ ọrụ site na 6% ruo 8%, ego a na-akwụghachi ụgwọ n'ozuzu ya gbanwere nke ukwuu ma e jiri ya tụnyere usoro nke ndị ọchịchị na ndị mmegide tụpụtara, bụ nke dọtara mmasị. nkatọ: ụgwọ ahụ Mmetụta na nkwalite teknụzụ isi South Korea na-ebelata nke ukwuu.A na-akọ na aha njirimara nke Korean version nke "Chip Act" bụ "Mgbochi nke Special Taxation Act".N’abalị iri abụọ na atọ, Òtù Mba Ndịda Korea ji votu 225 kwadoro iwu ahụ, votu iri na abụọ megidere ya, na mmadụ iri abụọ na ise anabataghị iwu ahụ.Agbanyeghị, ụlọ ọrụ semiconductor Korea, okirikiri azụmaahịa, na ngalaba agụmakwụkwọ kwuputara nkatọ na mmegide na 25th.Ha kwuru, "Ọ bụrụ na nke a na-aga n'ihu, anyị ga-ebute 'oge ice nke ụlọ ọrụ semiconductor'" na "atụmatụ ịzụ nkà n'ọdịnihu ga-adaba n'efu."N'ụdị nke ụgwọ ahụ nke National Assembly gafere, ọnụ ọgụgụ nke enyemaka ụtụ maka nnukwu ụlọ ọrụ dị ka Samsung Electronics na SK Hynix mụbara site na 6% gara aga ruo 8%.Ọ bụghị naanị na ọ dabara na 20% nke ndị ọchịchị tụrụ aro ya, mana ọbụlagodi 10% nke otu ndọrọ ndọrọ ọchịchị tụrụ aro.Ọ bụrụ na erubeghị ya, ọnụ ọgụgụ nke mbelata ụtụ isi na nnwere onwe maka obere ụlọ ọrụ dị obere ga-anọgide na-agbanweghị na ọkwa mbụ, na 8% na 16% n'otu n'otu.Tupu South Korea, United States, Taiwan, European Union na obodo na mpaghara ndị ọzọ ewebatala ụgwọ ndị dị mkpa.N'ikwu okwu n'otu n'otu, ego enyemaka dị na mba na mpaghara ndị a dị elu dị ka ọnụọgụ ọnụọgụ abụọ, na ọkwa enyemaka na China China adọtala nlebara anya nke ukwuu.Ọ bụghị ihe ijuanya na South Korea katọrọ ụgwọ ahụ maka enweghị enyemaka ego zuru oke.

04 Agency: Ahịa ama ama nke India dara atụmanya nke afọ a, gbadata 5% kwa afọ

Dabere na nyocha ọhụrụ sitere na Counterpoint, mbupu ekwentị na India na-atụ anya ịda site na 5% kwa afọ na 2022, atụmanya na-efu efu.

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Na ihe kpatara mbelata nke mbupu abụghị akụkụ niile ụkọ, n'ihi na edozila ọnọdụ ọkọnọ na ọkara mbụ nke 2022.Isi ihe kpatara ịmachi mbupu bụ enweghị oke achọrọ, ọkachasị maka ekwentị ntinye na nke etiti nwere ọnụ ahịa karịa.Otú ọ dị, n'adịghị ka ịda mbà n'obi nke ụdị ahịa abụọ dị n'elu, ahịa ahịa dị elu ga-abụ ebe ọganihu na 2022. N'ezie, dị ka data Counterpoint si kwuo, mbupu na ọnụahịa ọnụahịa nke ihe karịrị $ 400 meriri ihe ndekọ dị elu.N'otu oge ahụ, ahịa nke ekwentị mkpanaaka dị elu akwalitewokwa nkezi ọnụ ahịa ruru ihe ruru 20,000 Indian rupees (ihe dị ka dollar US 250).Otú ọ dị, n'ịtụle na a ka nwere ọnụ ọgụgụ dị ukwuu nke ekwentị njirimara na ekwentị mkpanaaka na-eji ụkpụrụ nkwurịta okwu ochie na ahịa India, n'ikpeazụ, mkpa ngbanwe nke ndị ọrụ ngwaahịa ndị a ga-abụ ihe na-akpali akpali maka ahịa smartphone n'ọdịnihu.

05 TSMC Wei Zhejia: Ọnụego ojiji nke ikike nrụpụta wafer ga-ebulite na ọkara nke abụọ nke afọ na-abịa.

Dabere na Taiwan media Electronics Times, n'oge na-adịbeghị anya, Onye isi ala TSMC Wei Zhejia rụtụrụ aka na ọnụọgụ semiconductor ruru na nkeji nke atọ nke 2022 wee malite ịtụgharị na nkeji nke anọ..N'akụkụ a, ụfọdụ ndị na-emepụta kwuru na agbajila usoro nchebe ikpeazụ na yinye ụlọ ọrụ semiconductor, na ọkara mbụ nke 2023 ga-eche ihe ịma aka siri ike ihu nke mgbazi ngwa ahịa na ọdịda arụmọrụ.

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Dabere na nleba anya ụlọ ọrụ, ọnụ ọgụgụ iji ikike nke ụlọ ọrụ wafer nke abụọ amalitela ibelata kemgbe nkeji nke atọ nke 2022, ebe TSMC amalitela ibelata kemgbe nkeji nke anọ, ọdịda ga-abawanye nke ukwuu na ọkara mbụ nke 2023. N'ime oge kachasị elu nke ngwaahịa, oke nke 3nm na 5nm abawanyela, a na-atụkwa anya na arụmọrụ ahụ ga-agbake nke ukwuu.Ewezuga TSMC, wafer foundries nke ikike itinye n'ọrụ na arụmọrụ na-agbadata na-echekwa nchekwube na kpachara anya maka echiche maka 2023. A na-eme atụmatụ na ọtụtụ n'ime agbụ ọkọnọ niile na ọkara mbụ nke afọ ka ga-esi ike ịpụ apụ. nke oge mgbanwe ngwa ahịa.Na-atụ anya 2023, TSMC na-eche ihe ịma aka ihu dị ka nbibi nke nnukwu uru na mbido mbụ nke mmepụta oke nke usoro 3nm, na-arị elu ọnụ ọgụgụ mbelata kwa afọ nke ọnụ ahịa mbelata, mmụba ọnụ ahịa sitere na onu oriri, okirikiri semiconductor na mgbasawanye nke ntọala mmepụta mba ofesi.TSMC kwetakwara na malite na nkeji nke anọ nke 2022, ọnụ ọgụgụ ojiji nke 7nm/6nm agaghịzi adị n'ogo dị elu nke afọ atọ gara aga.tụtụlite.

06 Site na ntinye ego nke ijeri 5, isi oru ngo nke Zhejiang Wangrong Semiconductor Project emechiela.

Na Disemba 26, a kpuchiri ọrụ semiconductor nke Zhejiang Wangrong Semiconductor Co., Ltd. na mmepụta kwa afọ nke 240,000 iberibe ike 8-inch.

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Zhejiang Wangrong Semiconductor Project bụ ọrụ nrụpụta inch asatọ mbụ na Lishui City.E kewara oru a ụzọ abụọ.A na-emechi akụkụ mbụ nke ọrụ a n'oge a, yana itinye ego ruru ijeri yuan 2.4.A na-eme atụmatụ itinye ya n'ọrụ n'August 2023 wee nweta ikike nrụpụta kwa ọnwa nke 20,000 inch wafers.Usoro nke abụọ ga-amalite iwu n'etiti 2024. Ngụkọta ego nke usoro abụọ a ga-eru ijeri yuan 5.Mgbe emechara, ọ ga-enweta ihe nrụpụta ngwaọrụ ike 720,000 8 inch kwa afọ, yana uru mmepụta nke ijeri yuan 6.N’August 13, 2022, e mere emume mwube maka ọrụ ahụ.


Oge nzipu: Dec-29-2022