Flash tsis txaus rau xyoo tom ntej: 28nm nruj tshaj plaws, SSD hard drive nce?

Tom qab Chia hard drive mining kub taub hau tau txo qis, lubSSDhard drive tus nqi uas tau nce ntau heev nyob rau lub Tsib Hlis kuj tau poob rov qab mus rau qib qub, nrog1 TB ibtus nqi feem ntau hauv ib txhiab daus las.Txawm li cas los xij, txoj xov zoo tsis ntev,SSDhard disk sai sai yuav ntsib lwm qhov kev sib tw, lub sij hawm no tsis txaus ntawm flash nco master chips, 28nm cov khoom muaj kev ntxhov siab, nws muaj peev xwm tsav tau tus nqi ntawmSSD.

Xov xwm los ntawm cov saw hlau tau hais tias qhov tsis txaus ntawm NAND flash nco tus tswv lub peev xwm tsim khoom yuav txuas ntxiv mus txog rau thaum xaus ntawm 2022, qhov sib txawv yuav tsum siab li 20-30%, tshwj xeeb tshaj yog cov khoom ntawm 28nm mature txheej txheem master nti yog nruj tshaj plaws.

SSDflash lub ntsiab tswj nti tsis xav tau cov txheej txheem high-end, tseem muaj ntau ntawm 40nm txheej txheem tseem ceeb tswj nti hauv kev siv, ntau dua.PCIe 4.0Lub ntsiab tswj yog siv ntawm 16nm, yav tom ntej PCIe 5.0 lub ntsiab tswj yuav txawm siv 7nm txheej txheem, tab sisPCIe 3.0, SATA interface lub ntsiab tswj nti tseem yog tus thawj ntawm 28nm, tom qab tag nrho, tus nqi, kev ua tau zoo, kev siv hluav taws xob tam sim no yog qhov sib npaug tshaj plaws.

Ntiaj teb no 28nm foundry muaj peev xwm yog mas concentrated nyob rau hauv TSMC, UMC thiab SMIC peb lub tuam txhab loj, xws li TSMC npaj kom nquag nthuav cov txheej txheem mature ntawm 28nm muaj peev xwm, yuav tsum tau mus rau 2-3 xyoo tom ntej, 28nm tag nrho cov peev xwm yuav tsum tau nthuav 100,000 rau 150,000. pieces ib hlis.

UMC tshaj tawm nyob rau lub Tsib Hlis xyoo no txog $ 3.6 nphom kev nqis peev uas yuav siv los ua kom nws cov txheej txheem 28nm chips ntau lawm.

SMIC tseem nquag nthuav dav nws cov txheej txheem 28nm, tau teeb tsa ntau txoj haujlwm loj hauv Beijing thiab Shenzhen nrog tag nrho cov peev ntawm 65.3 billion yuan, lossis txog $ 10 billion.

SK Hynix tseem tab tom tsom mus rau kev txhim kho cov txiaj ntsig ntawm NAND flash nco, npaj nthuav dav muag ntawm 128-txheej-raws li cov khoom siv txawb thiab cov lag luam-chav kawmSSDs nyob rau hauv peb lub hlis twg thiab ua tiav loj zus tau tej cov 176-txheej NAND flash nco nyob rau hauv lub thib ob ib nrab ntawm lub xyoo no.

Kev txheeb xyuas kev lag luam, yav dhau los, lub quarter thib 2 yog lub caij nyoog ntawm NAND-hais txog kev lag luam, tab sis xyoo no qhov xwm txheej txawv heev, tsis yog tsuas yog lub peev xwm ntawm cov foundry nruj nruj, downstream ntshai ntawm cov khoom tsis txaus thiab vwm stocking tag nrho. txoj kev, thiab tom qab ntawd Samsung Texas Austin cog qhov teeb meem kaw, ua rau muaj kev nruj dua ntawm NAND tswj ICs, ua rau qhov kev poob siab ntawm kev lag luam saw tawg, ua rau lub quarter thib ob nqes nqes nqes mus ntxiv, xyoo no Q3, NAND Flash xa khoom. lub zog yuav nce ntxiv, thiab tus nqi yuav nce ntxiv.


Post lub sij hawm: Mar-20-2023