Nikkei mbipụta Japanese mmetụta enwere ike na mmepụta mba China nke NAND na ebe nchekwa DRAM na ahịa zuru ụwa ọnụ. Ụlọ ọrụ China ole na ole ka nwere ọtụtụ ihe mgbochi iji merie n'ụzọ ha na-emepụta ebe nchekwa oke, ma ọbụna ugbu a na mmalite oge ha na-etinye ụfọdụ ihe egwu nye ndị isi ahịa a.
Dabere na isi iyi ahụ, onye nrụpụta NAND ebe nchekwa (3D NAND) Yangtze Memory na-atụ anya ịbawanye mmepụta nke wafers na ibe nchekwa flash ruo 2020 puku 60-mm wafers kwa ọnwa na njedebe nke 300. Ụlọ ọrụ ọzọ na-emepụta ebe nchekwa DRAM - ChangXin Memory. Na njedebe nke 2020, ọ ga-abawanye mmepụta nke wafers ebe nchekwa okpukpu anọ, ruo 40 puku wafers kwa ọnwa. Ọ bụrụ na anyị na-atụle na gburugburu ụwa taa banyere 1,3 nde wafers na NAND ebe nchekwa na-emepụta kwa ọnwa na ihe dị ka otu ọnụ ọgụgụ nke wafers na DRAM ebe nchekwa - ngụkọta nke 2,6 nde wafers kwa ọnwa, mgbe ahụ, ọnụ ọgụgụ nke ndị China abụọ na-emepụta ga-aza ajụjụ. maka 4% nke ngwaahịa NAND na DRAM zuru ụwa ọnụ.
Pasent anọ bụ uru kachasị elu ma ọ bụrụ na ntụpọ ntụpọ dị ntakịrị na ndị na-emepụta ebe nchekwa anaghị abawanye mpịakọta mmepụta. O doro anya na ndị isi ebe nchekwa ụwa agaghị anọ ọdụ na-ekiri uto nke ndị asọmpi China. Mmachibido iwu nwere ike ịbanye n'ime egwuregwu, akwụkwọ ikike ikike na, n'ikpeazụ, ndị China nwere ike ịzọpịa ya site na mpịakọta na mkpofu. Onye nwe ebe nchekwa Yangtze Tsinghua Unigroup, Nikkei kọrọ, hụrụ mfu ụgbụ ya na-abawanye nke ukwuu ruo nde $ 2019 na ọkara mbụ nke 480, nke nwere ike gosipụta n'ụzọ doro anya ibu nke ụlọ ọrụ ebe nchekwa mba China.
N'otu oge ahụ, ndị nnọchianya nke ụlọ ọrụ Taiwanese Lite-On Semiconductor na-ekerịta ọhụụ ha banyere ọnọdụ ahụ na ndị nta akụkọ Japan. Dị ka Lite-On Semi si kwuo, nke maara ahịa ụgbọala SSD nke ọma ma na-emepụta ha n'onwe ya (Lite-On nwere njikọ na ndị Japan site na nkewa Plextor), maka ndị na-emepụta China, uru na-agbaso iwu dị iche iche. Ụlọ ọrụ ndị China nwere ike ịnweta enyemaka gọọmentị, a ga-enyekwa ha iwu mmanye na ọnụ ahịa gọọmentị setịpụrụ ma ọ bụrụ na achọrọ ya.
Ụdị dị otú ahụ nwere ike iduga ọdịda akụ na ụba, ma ruo oge ụfọdụ ọ ga-enwe ike ịkwado ndị na-emepụta ụlọ. Dịka ọmụmaatụ, Lenovo etinyelarị iwu maka ebe nchekwa nke Yangtze Memory mepụtara, n'agbanyeghị na ọ nwere ikike dị ala na enweghị ike iji ya na ngwaahịa kachasị elu. Nke a apụtaghị na ebe nchekwa ndị China ga-amalite n'oge na-adịghị anya dochie ndị mba ọzọ, mana maka ahịa ụlọ nke China, ntọhapụ nke ebe nchekwa mba na mpịakọta ụfọdụ ga-abụ ihe dị mkpa.
N'ikpeazụ, 5% nke ahịa DRAM nke ChangXin Memory nwere ike ịnwe karịrị nke onye nrụpụta DRAM Taiwanese kacha taa, Nanya (ọ na-ejide 3,1% na nkeji nke atọ nke 3). Ọ bụrụ na Samsung, SK Hynix na Micron enweghị ike ịtụ egwu ndị China ogologo oge, mgbe ahụ, Taiwan n'ọdịnihu ga-akwadebe ịhapụ ahịa ahụ.
isi: 3dnews.ru
