01Kaus lim qab teb xov xwm: Samsung tsis zoo li yuav koom nrog Micron cov chips txiav
Raws li kev txheeb xyuas ntawm Kaus Lim Kauslim rau hnub tim 26, txawm hais tias Micron thiab SK Hynix tau pib txuag cov nqi ntawm qhov loj los tiv thaiv qhov poob ntawm cov nyiaj tau los thiab cov nyiaj tau los tag nrho, nws tsis zoo li Samsung yuav hloov nws lub tswv yim tsim tawm. .Los ntawm thawj peb lub hlis twg ntawm 2023, Samsung tseem tseem yuav tswj hwm nws cov txiaj ntsig tag nrho, thiab nws tau kwv yees tias cov neeg siv khoom ntseeg siab yuav rov qab los sai li sai tau thaum lub quarter thib ob.
Ib tus thawj coj loj ntawm Samsung tus neeg muag khoom tau tshaj tawm hauv kev xam phaj tias Samsung tab tom sim txo cov khoom muag nti.Txawm hais tias qhov kev txo qis hauv kev tsim khoom yog ua kom muaj txiaj ntsig rau lub sijhawm luv luv thiab xav tau qhov xwm txheej, Samsung tsis zoo li xav txog kev txo qis cov khoom tso tawm vim tias lub tuam txhab tseem ua haujlwm nrog cov neeg siv khoom tseem ceeb xws li automakers.Sib tham txog yuav ua li cas rov qab cov khoom muag rau kev noj qab haus huv.Tus neeg tau hais tias kev qhia txog thev naus laus zis thiab kev teeb tsa ntawm Asmeskas cov chaw tsim khoom yuav yog lub hom phiaj ntawm Samsung.Nws tau hais tias Samsung muaj qhov ua tau zoo heev ntawm kev hloov kho lub peev xwm, thiab lub sijhawm los txiav txim siab los nqis peev hauv cov cuab yeej yog nyob ntawm kev nce qib ntawm cov khoom muag nti.
02 176-txheej 4DNAND, SK hynix yuav ua kom pom kev ua tau zoo nco ntawm CES 2023
SK hynix tau hais rau hnub tim 27 tias lub tuam txhab yuav koom nrog hauv lub ntiaj teb cov khoom siv hluav taws xob thiab IT loj tshaj plaws - "CES 2023" yuav tsum muaj nyob rau hauv Las Vegas, Tebchaws Asmeskas txij Lub Ib Hlis 5 txog rau 8 xyoo tom ntej, los nthuav qhia nws cov khoom tseem ceeb nco thiab cov khoom tshiab.kab-up.
Cov khoom tseem ceeb uas tau nthuav tawm los ntawm lub tuam txhab lub sijhawm no yog cov khoom lag luam siab tshaj plaws-qib SSD khoom PS1010 E3.S (tom qab no hu ua PS1010).PS1010 yog ib qho khoom lag luam ua ke nrog ntau yam SK hynix 176-txheej 4D NAND, thiab txhawb nqaPCIeGen 5 standard.Pab pawg kws tshaj lij ntawm SK Hynix tau piav qhia, "Lub server nco kev lag luam tseem nce ntxiv txawm tias muaj kev poob qis.Piv nrog rau qhov ntawd, kev nyeem ntawv thiab sau nrawm tau nce mus txog 130% thiab 49% feem.Tsis tas li ntawd, cov khoom lag luam muaj kev txhim kho kev siv hluav taws xob ntau dua 75%, uas xav kom txo cov neeg siv khoom cov nqi khiav lag luam thiab cov pa roj carbon emissions.Nyob rau tib lub sijhawm, SK Hynix yuav nthuav tawm lub cim tshiab ntawm cov khoom siv nco tsim nyog rau kev ua haujlwm siab (HPC, Kev Ua Tau Zoo Tshaj Plaws), xws li qhov ua tau zoo tshaj plaws DRAM "HBM3", thiab "GDDR6-AiM", "CXL nco. ” uas yooj yim nthuav kev nco muaj peev xwm thiab kev ua tau zoo, thiab lwm yam.
03 Lub Kaus Lim Kauslim ntawm "Chip Act" tau dhau los ntawm kev thuam, tag nrho vim kev pab nyiaj tsawg dhau!
Raws li Kaus Lim Qab Teb Kaus Lim Qab Teb "Central Daily" tshaj tawm rau hnub 26, South Kauslim Teb Chaws Sib Tham tsis ntev los no tau dhau los ntawm Kaus Lim Kauslim ntawm "Chip Act" - "K-Chips Act".Nws tau tshaj tawm tias daim nqi no yog lub hom phiaj los txhawb txoj kev loj hlob ntawm Korean semiconductor kev lag luam thiab yuav muab kev txhawb siab rau cov thev naus laus zis tseem ceeb xws li semiconductors thiab roj teeb.
Daim ntawv tshaj tawm tau taw qhia tias txawm hais tias qhov kawg ntawm tsab cai lij choj tau nce cov se credit rau kev nqis peev ntawm cov lag luam loj los ntawm 6% mus rau 8%, tag nrho cov nqi zog tau poob qis dua piv nrog cov qauv tsim los ntawm kev txiav txim siab thiab cov neeg tawm tsam, uas nyiam. kev thuam: daim nqi Lub zog ntawm kev txhim kho ntawm South Kauslim cov thev naus laus zis tseem ceeb tau txo qis heev.Nws tau tshaj tawm tias lub npe ntawm Kaus Lim Kauslim version ntawm "Chip Act" yog "Txheej Txheem Cai Se Tshwj Xeeb".Hnub tim 23, Pawg Sab Laj Kaus Lim Kauslim tau tshaj tawm tsab cai lij choj nrog 225 tus neeg pom zoo, 12 pov npav tawm tsam, thiab 25 qhov tsis pom zoo.Txawm li cas los xij, Kaus Lim Kauslim kev lag luam, lub voj voog ua lag luam, thiab cov voj voog kev kawm tau sib sau ua ke qhia kev thuam thiab kev tawm tsam ntawm 25th.Lawv tau hais tias, "Yog tias qhov no txuas ntxiv mus, peb yuav coj mus rau 'lub hnub nyoog dej khov ntawm kev lag luam semiconductor'" thiab "txoj kev npaj qhia cov txuj ci yav tom ntej yuav tsis muaj tseeb."Nyob rau hauv cov qauv ntawm tsab cai lij choj dhau los ntawm National Assembly, qhov ntsuas ntawm kev txo se rau cov tuam txhab loj xws li Samsung Electronics thiab SK Hynix tau nce los ntawm 6% dhau los mus rau 8%.Tsis tsuas yog ua tsis tau raws li 20% tau thov los ntawm pawg tswj hwm, tab sis txawm tias 10% tau thov los ntawm pawg neeg tawm tsam.Yog tias nws tsis mus txog, qhov ntsuas ntawm kev txo se thiab kev zam rau cov lag luam me thiab nruab nrab yuav nyob twj ywm tsis hloov pauv ntawm qib qub, ntawm 8% thiab 16% feem.Ua ntej Kaus Lim Qab Teb, Tebchaws Meskas, Taiwan, European Union thiab lwm lub tebchaws thiab cheeb tsam tau ua tiav cov ntawv qhia txog kev cuam tshuam.Hais txog kev hais lus, cov nyiaj pab hauv cov teb chaws thiab cheeb tsam no yog siab npaum li ob tus lej feem pua, thiab theem ntawm cov nyiaj pab hauv Suav teb loj tau nyiam ntau yam.Nws tsis yog qhov xav tsis thoob tias Kaus Lim Qab Teb tau thuam daim nqi rau cov nyiaj pab tsis txaus.
04 Lub Chaw Haujlwm: Is Nrias teb lub lag luam smartphone poob qis ntawm qhov kev cia siab rau xyoo no, nqis 5% xyoo-rau-xyoo
Raws li kev tshawb fawb tshiab los ntawm Counterpoint, kev xa khoom hauv xov tooj ntawm tes hauv Is Nrias teb xav tias yuav poob 5% xyoo-rau-xyoo xyoo 2022, qhov kev cia siab ploj lawm.
Thiab qhov ua txhaum rau qhov poob ntawm cov khoom xa tuaj tsis yog txhua qhov tsis txaus, vim tias qhov xwm txheej ntawm cov khoom xa tuaj hauv thawj ib nrab xyoo 2022 tau raug daws lawm.Qhov laj thawj tseem ceeb ntawm kev txwv cov khoom xa tuaj yog qhov kev thov tsis txaus, tshwj xeeb tshaj yog rau cov xov tooj nkag thiab nruab nrab ntawm cov xov tooj uas raug nqi ntau dua.Txawm li cas los xij, tsis zoo li kev nyuaj siab ntawm ob hom kev lag luam saum toj no, kev ua lag luam high-end yuav yog qhov kev loj hlob ntawm 2022. Qhov tseeb, raws li Counterpoint cov ntaub ntawv, kev xa khoom hauv cov nqi ntau dua $ 400 ntaus cov ntaub ntawv siab.Nyob rau tib lub sijhawm, kev muag khoom ntawm high-end mobile xov tooj kuj tau tsav Tus nqi nruab nrab tau nce mus rau cov ntaub ntawv ze li 20,000 Indian rupees (kwv yees li 250 US dollars).Txawm li cas los xij, xav tias tseem muaj cov xov tooj tseem ceeb thiab cov xov tooj ntawm tes siv cov qauv kev sib txuas lus qub hauv kev lag luam Indian, nyob rau lub sijhawm ntev, cov kev xav tau hloov pauv ntawm cov neeg siv khoom lag luam no yuav dhau los ua lub zog tsav rau lub lag luam smartphone yav tom ntej.
05 TSMC Wei Zhejia: Kev siv tus nqi ntawm wafer foundry muaj peev xwm tsuas tuaj tos hauv ib nrab xyoo tom ntej
Raws li Taiwan xov xwm Electronics Times, tsis ntev los no, TSMC Thawj Tswj Hwm Wei Zhejia tau taw qhia tias cov khoom lag luam semiconductor tau nce siab nyob rau lub quarter thib peb ntawm 2022 thiab pib hloov kho hauv lub quarter thib plaub..Hauv qhov no, qee cov tuam txhab tau hais tias txoj kab kawg ntawm kev tiv thaiv hauv kev lag luam semiconductor tau tawg los ntawm, thiab thawj ib nrab xyoo 2023 yuav ntsib teeb meem loj ntawm kev kho cov khoom muag thiab kev ua haujlwm poob.
Raws li kev soj ntsuam kev lag luam, kev siv peev xwm ntawm qib thib ob wafer foundries tau pib poob qis txij li peb lub hlis twg ntawm xyoo 2022, thaum TSMC tau pib poob qis txij li lub quarter thib plaub, thiab qhov poob yuav nce ntxiv hauv thawj ib nrab xyoo 2023. Nyob rau lub caij nyoog ntawm cov khoom, qhov kev faib ua feem ntawm 3nm thiab 5nm xaj tau nce, thiab kev ua tau zoo yuav tsum rov ua kom zoo dua.Tshwj tsis yog rau TSMC, wafer foundries uas nws muaj peev xwm siv tau thiab kev ua tau zoo tau poob qis dua yog kev saib xyuas thiab ceev faj txog qhov kev xav rau xyoo 2023. Nws tau kwv yees tias feem ntau ntawm cov saw hlau tag nrho hauv thawj ib nrab ntawm lub xyoo tseem yuav nyuaj rau kev tawm. ntawm lub sijhawm kho cov khoom muag.Nrhiav rau pem hauv ntej mus rau 2023, TSMC tab tom ntsib cov kev cov nyom xws li dilution ntawm tag nrho cov nyiaj tau los nyob rau hauv thawj theem ntawm huab hwm coj ntau lawm ntawm 3nm txheej txheem, nce txhua xyoo kev loj hlob tus nqi ntawm depreciation nqi, tus nqi nce los ntawm kev nce nqi, semiconductor voj voog thiab nthuav tawm txawv teb chaws ntau lawm puag.TSMC tseem lees paub tias pib txij lub quarter thib plaub ntawm 2022, kev siv tus nqi ntawm 7nm / 6nm muaj peev xwm yuav tsis nyob ntawm qhov siab ntawm peb lub xyoos dhau los.khaws.
06 Nrog rau tag nrho cov peev ntawm 5 billion, lub ntsiab project ntawm Zhejiang Wangrong Semiconductor Project tau capped
Thaum Lub Kaum Ob Hlis 26, qhov project semiconductor ntawm Zhejiang Wangrong Semiconductor Co., Ltd. nrog rau txhua xyoo tso zis ntawm 240,000 daim ntawm 8-nti fais fab khoom tau capped.
Zhejiang Wangrong Semiconductor Project yog thawj 8-nti wafer tsim qhov project hauv Lishui City.Qhov project tau muab faib ua ob theem.Thawj theem ntawm qhov project yog capped lub sijhawm no, nrog kev nqis peev ntawm 2.4 billion yuan.Nws tau npaj yuav muab tso rau hauv kev ua haujlwm thaum Lub Yim Hli 2023 thiab ua tiav lub peev xwm tsim tawm txhua hli ntawm 20,000 8-nti wafers.Qhov thib ob theem yuav pib tsim nyob rau hauv nruab nrab ntawm 2024. Tag nrho cov peev ntawm ob theem yuav ncav cuag 5 billion yuan.Tom qab ua tiav, nws yuav ua tiav txhua xyoo tso zis ntawm 720,000 8-nti fais fab khoom chips, nrog rau cov nqi tso tawm ntawm 6 billion yuan.Thaum Lub Yim Hli 13, 2022, kev ua koob tsheej rau qhov project tau tshwm sim.
Post lub sij hawm: Dec-29-2022
