Thaum kawg ntawm xyoo 2020, Tuam Tshoj yuav tsim tau txog li 4% ntawm cov chips hauv ntiaj teb kev lag luam nco

Japanese tsab Nikkei kawm qhov muaj peev xwm cuam tshuam ntawm Tuam Tshoj txoj kev tsim tawm hauv lub tebchaws ntawm NAND thiab DRAM nco ntawm kev ua lag luam thoob ntiaj teb. Ob peb lub tuam txhab Suav tseem muaj ntau yam teeb meem los daws lawv txoj hauv kev rau kev tsim khoom nco, tab sis txawm tias tam sim no nyob rau theem pib lawv ua rau muaj kev hem thawj rau cov thawj coj ntawm lub khw no.

Raws li qhov chaw, NAND nco (3D NAND) chaw tsim tshuaj paus Yangtze Memory xav tias yuav ua rau peb npaug ntawm kev tsim cov wafers nrog flash nco chips rau 2020 txhiab 60-mm wafers ib hlis los ntawm qhov kawg ntawm 300. DRAM nco yog tsim los ntawm lwm lub tuam txhab - ChangXin Memory. Thaum kawg ntawm 2020, nws yuav ua rau kom cov khoom ntawm lub cim xeeb wafers plaub npaug, mus txog 40 txhiab wafers ib hlis. Yog tias peb xav tias thoob ntiaj teb niaj hnub no txog 1,3 lab wafers nrog NAND nco tau tsim txhua lub hlis thiab kwv yees li tib tus naj npawb ntawm wafers nrog DRAM nco - tag nrho ntawm 2,6 lab wafers ib hlis, ces qhov sib koom ua ke ntawm ob lub tuam txhab suav no yuav suav nrog. rau 4% ntawm ntiaj teb no NAND thiab DRAM khoom.

Plaub feem pua ​​​​yog tus nqi siab tshaj plaws yog tias tus nqi tsis zoo yog tsawg thiab cov tuam txhab nco tsis tau nce ntau lawm. Nws yog qhov tseeb tias cov thawj coj hauv ntiaj teb nco yuav tsis zaum rov qab thiab saib kev loj hlob ntawm Suav cov neeg sib tw. Kev nplua yuav tuaj rau hauv kev ua si, kev foob patent thiab, thaum kawg, Suav tuaj yeem raug tsoo los ntawm ntim thiab pov tseg. Yangtze Memory tus tswv Tsinghua Unigroup, Nikkei tau tshaj tawm, pom nws cov nyiaj poob qis nce mus txog $ 2019 lab hauv thawj ib nrab xyoo 480, uas tuaj yeem qhia tsis ncaj rau lub nra ntawm Tuam Tshoj txoj kev lag luam nco hauv lub tebchaws.

Tib lub sijhawm, cov neeg sawv cev ntawm lub tuam txhab Taiwanese Lite-On Semiconductor tau qhia lawv lub zeem muag ntawm qhov xwm txheej nrog cov neeg sau xov xwm Nyij Pooj. Raws li Lite-On Semi, uas paub SSD tsav kev lag luam zoo thiab ua rau lawv tus kheej (Lite-On muaj kev sib txuas nrog cov neeg Nyij Pooj los ntawm nws cov Plextor division), rau Suav manufacturers, profitability ua raws li cov cai sib txawv. Cov tuam txhab suav tuaj yeem tau txais tsoomfwv cov nyiaj pab thiab yuav raug yuam kom xaj ntawm tsoomfwv cov nqi yog tias xav tau.

Cov qauv zoo li no yuav ua rau kev lag luam poob qis, tab sis rau qee lub sijhawm nws yuav tuaj yeem txhawb nqa cov neeg tsim khoom hauv tsev. Piv txwv li, Lenovo twb tau tso kev txiav txim rau lub cim xeeb tsim los ntawm Yangtze Memory, txawm hais tias nws muaj peev xwm tsawg thiab tsis tuaj yeem siv rau hauv cov khoom siv siab tshaj plaws. Qhov no tsis tau txhais hais tias Suav nco yuav pib hloov cov neeg txawv teb chaws sai sai, tab sis rau kev lag luam hauv Suav teb, kev tso tawm ntawm lub teb chaws nco hauv qee qhov ntim yuav yog qhov tseem ceeb.

Thaum kawg, 5% ntawm DRAM kev ua lag luam uas ChangXin Memory tuaj yeem tuav tau ntau dua li niaj hnub no lub tuam txhab loj tshaj plaws Taiwanese DRAM, Nanya (nws tuav 3,1% hauv lub quarter thib 3 ntawm 2019). Yog tias Samsung, SK Hynix thiab Micron tsis tuaj yeem ntshai ntawm Suav tau ntev, ces Taiwan yav tom ntej yuav tsum npaj tawm ntawm kev ua lag luam.

Tau qhov twg los: 3d xov.ru