01Kafofin watsa labarai na Koriya: Ba zai yuwu Samsung ya shiga raguwar samar da guntu na Micron ba
Dangane da nazarin da jaridar Korea Times ta yi a ranar 26 ga wata, kodayake Micron da SK Hynix sun fara adana farashi mai yawa don tinkarar raguwar kudaden shiga da ribar riba mai yawa, da wuya Samsung ya canza dabarunsa na samar da guntu. .A cikin kwata na farko na 2023, Samsung a zahiri zai ci gaba da kula da babban ribar ribar sa, kuma ana hasashen cewa amincewar mabukaci zai murmure da zaran kwata na biyu.
Wani babban jami'in kamfanin samar da kayayyaki na Samsung ya bayyana a cikin wata hira da aka yi da shi cewa Samsung na kokarin rage kayan aikin na'ura.Duk da cewa raguwar samar da kayayyaki yana da alaƙa da fa'ida ga samar da kayayyaki na ɗan gajeren lokaci da yanayin buƙatu, Samsung bai yi la'akari da rage yawan fitarwar ajiya ba saboda har yanzu kamfanin yana aiki tare da mahimman abokan ciniki kamar masu kera motoci.Tattauna yadda ake mayar da kaya ga lafiya.Mutumin ya ce gabatarwar fasaha da ayyukan shigarwa na tushen Amurka za su zama abin da Samsung ke mayar da hankali kan.Ya ce Samsung yana da babban yuwuwar daidaita ƙarfin ajiya, kuma lokacin da za a yanke shawarar saka hannun jari a cikin kayan aiki ya dogara da ci gaban ƙira na guntu.
02 176-Layer 4DNAND, SK hynix zai nuna babban aikin ƙwaƙwalwar ajiya a CES 2023
SK hynix ya fada a ranar 27 ga wata cewa, kamfanin zai halarci bikin baje kolin na'urorin lantarki da na IT mafi girma a duniya - "CES 2023" da za a gudanar a Las Vegas, Amurka daga 5 ga Janairu zuwa 8 ga watan Janairu na shekara mai zuwa, don baje kolin manyan kayayyakin ajiyarsa da sabbin kayayyaki.jeri.
Babban samfurin da kamfani ya nuna a wannan lokacin shine samfurin SSD mai babban aiki mai girman gaske PS1010 E3.S (wanda ake kira PS1010).PS1010 samfuri ne mai haɗakarwa da yawa SK hynix 176-Layer 4D NAND, kuma yana goyan bayanPCIeGen 5 Standard.Ƙungiyar fasaha ta SK Hynix ta bayyana, "Kasuwar ƙwaƙwalwar ajiyar uwar garken tana ci gaba da girma duk da raguwa.Idan aka kwatanta da wancan, saurin karatu da rubutu sun karu da kashi 130% da 49% bi da bi.Bugu da kari, samfurin yana da ingantaccen rabon amfani da wutar lantarki sama da 75%, wanda ake sa ran zai rage farashin sabar abokin ciniki da hayakin carbon.A lokaci guda, SK Hynix zai nuna sabon ƙarni na samfuran ƙwaƙwalwar ajiya waɗanda suka dace da ƙididdige ƙididdiga masu girma (HPC, Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwaƙwalwa ) ) kamar DRAM mafi girma na yanzu "HBM3" da "GDDR6-AiM", "Memory CXL". ” wanda a hankali yana faɗaɗa ƙarfin ƙwaƙwalwar ajiya da aiki, da sauransu.
03 An zartar da sigar Koriya ta “Dokar Chip” a cikin zargi, duk saboda ƙarancin tallafi!
A cewar rahoton "Central Daily" na Koriya ta Kudu a ranar 26 ga wata, Majalisar Dokokin Koriya ta Kudu kwanan nan ta zartar da tsarin Koriya ta "Dokar Chip" - "Dokar K-Chips".An ba da rahoton cewa, kudirin na da nufin tallafawa ci gaban masana'antar sarrafa na'ura ta Koriya kuma zai ba da kwarin gwiwa ga manyan fasahohi kamar na'urar daukar ma'aikata da batura.
Rahoton ya yi nuni da cewa, duk da cewa tsarin karshe na kudirin ya kara yawan kudaden harajin da ake kashewa wajen zuba jari na manyan kamfanoni daga kashi 6% zuwa 8%, adadin ladan da aka samu ya ja baya sosai idan aka kwatanta da daftarin da jam’iyyun da ke mulki da na adawa suka gabatar, wanda ya jawo hankalin jama’a. zargi: lissafin Tasirin inganta mahimman fasahar Koriya ta Kudu ya ragu sosai.An ba da rahoton cewa sunan hukuma na sigar Koriya ta "Dokar Chip" ita ce "Ƙuntata Dokar Haraji ta Musamman".A ranar 23 ga wata, Majalisar Dokokin Koriya ta Kudu ta zartas da kudurin da kuri'u 225 da suka amince da shi, da kuri'u 12 na adawa da shi, yayin da 25 suka ki amincewa.Koyaya, masana'antar semiconductor na Koriya, da'irar kasuwanci, da da'irar ilimi tare sun bayyana suka da adawa a ranar 25 ga wata.Sun ce, "Idan wannan ya ci gaba, za mu shigar da 'zaman kankara na masana'antar semiconductor'" kuma "shirin horar da masu hazaka na gaba zai zama banza."A cikin nau'in kudirin dokar da Majalisar Dokokin kasar ta amince da shi, an kara ma'aunin rage haraji ga manyan kamfanoni kamar Samsung Electronics da SK Hynix daga kashi 6% na baya zuwa kashi 8%.Ba wai kawai ta gaza kaiwa kashi 20% na jam’iyya mai mulki ba, hatta kashi 10% da jam’iyyar adawa ta gabatar.Idan ba a kai ba, ma'aunin rage haraji da keɓe ga kanana da matsakaitan masana'antu ba zai canza ba a matakin farko, a 8% da 16% bi da bi.Kafin Koriya ta Kudu, Amurka, Taiwan, Tarayyar Turai da sauran kasashe da yankuna sun yi nasarar gabatar da kudirin doka.Idan aka kwatanta, tallafin da ake samu a wadannan kasashe da yankuna ya kai adadin lambobi biyu, kuma matakin tallafin da ake samu a babban yankin kasar Sin ya jawo hankalin jama'a sosai.Ba abin mamaki ba ne cewa Koriya ta Kudu ta soki kudirin na rashin isasshen tallafi.
04 Agency: Kasuwar wayoyin hannu ta Indiya ta yi kasa da yadda ake tsammani a wannan shekara, ta ragu da kashi 5% a shekara
Dangane da sabon bincike daga Counterpoint, jigilar wayoyin hannu a Indiya ana tsammanin za su faɗi da kashi 5% kowace shekara a cikin 2022, bacewar tsammanin.
Kuma abin da ke haifar da raguwar jigilar kayayyaki ba duk ƙarancin sassa bane, saboda an warware matsalar samar da kayayyaki a farkon rabin 2022.Babban dalilin takaita jigilar kayayyaki shine rashin isassun bukatu, musamman ga wayoyin masu shiga da na tsakiya wadanda suka fi tsada.Koyaya, sabanin ɓacin rai na waɗannan nau'ikan kasuwanni biyu na sama, babban kasuwa mai girma zai zama babban ci gaba a cikin 2022. A zahiri, bisa ga bayanan Counterpoint, jigilar kayayyaki a cikin farashin farashin sama da $ 400 ya sami babban matsayi.A lokaci guda kuma, tallace-tallacen manyan wayoyin hannu ya kuma haifar da matsakaicin farashin ya tashi zuwa rikodin kusan rupees 20,000 na Indiya (kimanin dalar Amurka 250).To sai dai idan aka yi la’akari da cewa har yanzu akwai dimbin wayoyi da wayoyin hannu da ke amfani da tsoffin ka’idojin sadarwa a kasuwannin Indiya, nan gaba kadan, bukatun masu amfani da hannayen jari za su zama abin dogaro ga kasuwar wayoyin hannu a nan gaba.
05 TSMC Wei Zhejia: Adadin amfani da karfin samar da wafer zai karu ne kawai a rabin na biyu na shekara mai zuwa
A cewar kafofin watsa labaru na Taiwan Electronics Times, kwanan nan, shugaban TSMC Wei Zhejia ya nuna cewa yawan kayan aikin na'ura ya kai kololuwa a cikin kwata na uku na 2022 kuma an fara yin bita a cikin kwata na hudu..Dangane da wannan, wasu masana'antun sun ce layin tsaro na ƙarshe a cikin sarkar masana'antar semiconductor ya karye, kuma rabin farkon 2023 zai fuskanci ƙalubale mai tsanani na gyaran kaya da rugujewar aiki.
Dangane da lura da masana'antu, ƙimar amfani da kayan aikin wafer na biyu ya fara raguwa tun kashi na uku na 2022, yayin da TSMC ya fara raguwa tun kwata na huɗu, kuma raguwar za ta ƙaru sosai a farkon rabin 2023. A cikin lokacin kololuwar kayayyaki, adadin odar 3nm da 5nm ya karu, kuma ana sa ran aikin zai sake komawa sosai.Ban da TSMC, wafer foundries wanda yawan amfani da aiki da kuma aiki ya ragu sun fi ra'ayin mazan jiya da kuma taka tsantsan game da hangen nesa na 2023. An kiyasta cewa yawancin sarkar samar da kayayyaki a farkon rabin shekara zai kasance da wahala a fita. na lokacin daidaita kaya.Sa ido zuwa 2023, TSMC na fuskantar kalubale kamar dilution na babban riba a farkon mataki na taro samar da 3nm tsari, tashin shekara-shekara girma kudi na rage daraja, hauhawar farashin lalacewa ta hanyar hauhawar farashin kaya, semiconductor sake zagayowar da kuma fadada na ketare samar da sansanonin.TSMC ta kuma yarda cewa daga kashi na hudu na 2022, yawan amfani da karfin 7nm/6nm ba zai kasance a babban matsayi na shekaru uku da suka gabata ba.karba.
06 Tare da jimlar zuba jari na biliyan 5, an kammala babban aikin na Zhejiang Wangrong Semiconductor Project.
A ranar 26 ga watan Disamba, an rufe aikin na'urar samar da wutar lantarki na Zhejiang Wangrong Semiconductor Co., Ltd. tare da fitar da na'urorin wutar lantarki guda 240,000 a duk shekara.
Aikin Semiconductor na Zhejiang Wangrong shine aikin kera wafer mai inci 8 na farko a cikin birnin Lishui.Aikin ya kasu kashi biyu.Kashi na farko na aikin ya kare a wannan karon, inda aka zuba jarin kusan yuan biliyan 2.4.An shirya fara aiki a watan Agustan 2023 kuma a sami damar samar da wafer 20,000 mai inci 8 kowane wata.Za a fara aikin kashi na biyu a tsakiyar shekarar 2024. Jimillar jarin da za a yi a bangarorin biyu zai kai yuan biliyan 5.Bayan kammala aikin, za ta samu nasarar fitar da na'urorin wutar lantarki mai girman inci 720,000 a duk shekara, wanda darajarsa za ta kai yuan biliyan 6.A ranar 13 ga Agusta, 2022, an gudanar da bikin kaddamar da aikin.
Lokacin aikawa: Dec-29-2022
