Samsung, Micron kukulitsa fakitale yosungira ziwiri!

Posachedwa, nkhani zamakampani zikuwonetsa kuti pofuna kuthana ndi kuchuluka kwa kufunikira kwa tchipisi tokumbukira motsogozedwa ndi ukadaulo wanzeru (AI), Samsung Electronics ndi Micron awonjezera mphamvu yawo yopanga ma memory chip. Samsung iyambiranso ntchito yomanga nyumba zopangira zida zake zatsopano za Pyeongtaek (P5) kotala lachitatu la 2024. Micron ikupanga mizere yoyesera ya HBM ndi mizere yopanga voliyumu ku likulu lake ku Boise, Idaho, ndipo ikuganiza zopanga HBM ku Malaysia koyamba. nthawi yokwaniritsa zofunikira zambiri kuchokera ku boom ya AI.

Samsung yatsegulanso chomera Chatsopano cha Pyeongtaek (P5)
Nkhani zofalitsa zakunja zikuwonetsa kuti Samsung Electronics idaganiza zoyambitsanso zomangamanga zanyumba yatsopano ya Pyeongtaek (P5), yomwe ikuyembekezeka kuyambiranso ntchito yomanga gawo lachitatu la 2024 koyambirira, ndipo nthawi yomaliza ikuyembekezeka kukhala Epulo 2027, koma nthawi yeniyeni yopangira ikhoza kukhala kale.

Malinga ndi malipoti am'mbuyomu, mbewuyo idayimitsa ntchito kumapeto kwa Januware, ndipo Samsung idati panthawiyo "iyi ndi njira yakanthawi yolumikizirana ndikupita patsogolo" ndipo "ndalama sizinachitike." Samsung P5 ibzale lingaliro ili kuti ayambirenso ntchito yomanga, makampaniwo adatanthauzira zambiri kuti poyankha nzeru zamakono (AI) zoyendetsedwa ndi kufunikira kwa memory chip, kampaniyo idakulitsanso mphamvu yopanga.

Zimanenedwa kuti chomera cha Samsung P5 ndi nsalu yayikulu yokhala ndi zipinda zisanu ndi zitatu zoyera, pomwe P1 mpaka P4 ili ndi zipinda zinayi zokha zoyera. Izi zimapangitsa kuti Samsung ikhale ndi mphamvu zopanga zambiri kuti ikwaniritse zomwe msika ukufunikira. Koma pakadali pano, palibe chidziwitso chovomerezeka chokhudza cholinga chenicheni cha P5.

Malinga ndi malipoti aku Korea, magwero am'mafakitale adati Samsung Electronics idachita msonkhano wa komiti yoyang'anira mkati mwa board of directors pa Meyi 30 kuti ipereke ndikutengera zomwe zikugwirizana ndi zomangamanga za P5. Management Board imatsogozedwa ndi CEO ndi Mtsogoleri wa DX Division Jong-hee Han ndipo ili ndi Noh Tae-moon, Mtsogoleri wa MX Business Unit, Park Hak-gyu, Director of Management Support, ndi Lee Jeong-bae, wamkulu wa Storage Business. unit.

Hwang Sang-joong, wachiwiri kwa purezidenti komanso wamkulu wa zinthu za DRAM ndiukadaulo ku Samsung, adati mu Marichi kuti akuyembekeza kupanga kwa HBM chaka chino kukhala nthawi 2.9 kuposa chaka chatha. Nthawi yomweyo, kampaniyo idalengeza misewu ya HBM, yomwe ikuyembekeza kuti kutumiza kwa HBM mu 2026 kudzakhala nthawi 13.8 kuposa kupanga 2023, ndipo pofika 2028, kupanga kwapachaka kwa HBM kudzakwera mpaka 23.1 nthawi ya 2023.

.Micron ikupanga mizere yopangira mayeso a HBM ndi mizere yopangira zinthu zambiri ku United States
Pa Juni 19, nkhani zingapo zapa TV zidawonetsa kuti Micron ikupanga mzere woyeserera wa HBM ndi mzere wopanga anthu ambiri ku likulu lake ku Boise, Idaho, ndikuganizira kupanga kwa HBM ku Malaysia kwa nthawi yoyamba kuti ikwaniritse zofunikira zambiri zobwera ndi luntha lochita kupanga. boom. Akuti nsalu za Micron's Boise zidzakhala pa intaneti mu 2025 ndikuyamba kupanga DRAM mu 2026.

Micron adalengeza m'mbuyomu kuti akufuna kuwonjezera gawo lake lamsika la high-bandwidth memory (HBM) kuchokera pa "chiwerengero chapakatikati" mpaka pafupifupi 20% pachaka. Pakadali pano, Micron yakulitsa malo osungira m'malo ambiri.

Kumapeto kwa Epulo, Micron Technology idalengeza patsamba lawo lovomerezeka kuti idalandira $ 6.1 biliyoni m'mabungwe aboma kuchokera ku Chip and Science Act. Ndalama izi, limodzi ndi zolimbikitsa zamayiko ndi zakomweko, zithandizira ntchito ya Micron yomanga malo otsogola a DRAM ku Idaho ndi malo awiri apamwamba opangira kukumbukira kwa DRAM ku Clay Town, New York.

Chomera ku Idaho chinayamba kumangidwa mu Okutobala 2023. Micron adati mbewuyo ikuyembekezeka kukhala pa intaneti ndikugwira ntchito mu 2025, ndikuyamba kupanga DRAM mu 2026, ndipo kupanga kwa DRAM kupitilira kukula ndikukula kwamakampani. Pulojekiti ya New York ikukonza zoyambira, maphunziro a m'munda, ndi zofunsira chilolezo, kuphatikiza NEPA. Ntchito yomanga nsaluyi ikuyembekezeka kuyamba mu 2025, ndipo kupanga kwake kukubwera mwachangu ndikuthandizira kutulutsa mu 2028 ndikuwonjezeka molingana ndi kufunikira kwa msika pazaka khumi zikubwerazi. Thandizo la boma la US lithandizira dongosolo la Micron loyika ndalama pafupifupi $50 biliyoni pazogwiritsa ntchito ndalama zotsogola ku United States pofika chaka cha 2030, atolankhani adatero.

M'mwezi wa Meyi chaka chino, nkhani zatsiku ndi tsiku zidati Micron awononga 600 mpaka 800 biliyoni yen kuti apange fakitale yapamwamba ya DRAM chip pogwiritsa ntchito njira ya microshadow ya kuwala kwa ultraviolet (EUV) ku Hiroshima, Japan, yomwe ikuyembekezeka kuyamba koyambirira kwa 2026 ndikumalizidwa. kumapeto kwa 2027. M'mbuyomu, Japan idavomereza ndalama zokwana 192 biliyoni zothandizira Micron kuti amange chomera ku Hiroshima ndi kutulutsa m'badwo watsopano wa chips.

Chomera chatsopano cha Micron ku Hiroshima, chomwe chili pafupi ndi Fab 15 yomwe ilipo, idzayang'ana kwambiri pakupanga kwa DRAM, kupatula kuyika ndikuyesa ndikuyesa, ndipo imayang'ana kwambiri zinthu za HBM.

Mu Okutobala 2023, Micron adatsegula chomera chake chachiwiri chanzeru ku Penang, Malaysia, ndikuyika ndalama zoyambira $ 1 biliyoni. Fakitale yoyamba itatha, Micron anawonjezeranso $ 1 biliyoni kuti akulitse fakitale yachiwiri yanzeru kufika mamita 1.5 miliyoni.