Uhlelo lwesiJapane u-Nikkei umthelela ongaba khona wokukhiqizwa kwezwe lonke kwe-China kwenkumbulo ye-NAND ne-DRAM emakethe yomhlaba. Izinkampani ezimbalwa zaseShayina zisenezithiyo eziningi okufanele zinqobe endleleni yazo yokukhiqiza inkumbulo enkulu, kodwa ngisho namanje zisencane zibeka usongo oluthile kubaholi bale makethe.
Ngokusho komthombo, umenzi wenkumbulo ye-NAND (3D NAND) u-Yangtze Memory ulindele ukuphinda kathathu ukukhiqizwa kwama-wafers anama-flash memory chips kuye kuma-wafers ayizinkulungwane ezingama-2020 angama-60-mm ngenyanga ekupheleni kuka-300. Inkumbulo ye-DRAM ikhiqizwa enye inkampani - i-ChangXin Memory. Ekupheleni kuka-2020, izokwandisa ukukhiqizwa kwama-wafers enkumbulo ngokuphindwe kane, kuya kuma-wafer ayizinkulungwane ezingama-40 ngenyanga. Uma sicabanga ukuthi emhlabeni jikelele namuhla alinganiselwa ezigidini ezingu-1,3 amawafa anenkumbulo ye-NAND akhiqizwa njalo ngenyanga futhi cishe nenani elifanayo lamawafa anenkumbulo ye-DRAM - isamba esingama-wafer ayizigidi ezingu-2,6 ngenyanga, khona-ke isabelo esihlanganisiwe salaba bakhiqizi ababili baseShayina sizolandisa. ngo-4% wemikhiqizo yomhlaba wonke ye-NAND ne-DRAM.
Amaphesenti amane yinani eliphakeme uma izinga lokukhubazeka lilincane futhi abakhiqizi benkumbulo bengawandisi amavolumu okukhiqiza. Kuyacaca ukuthi abaholi bomhlaba abakhumbulayo ngeke bahlale phansi babukele ukukhula kwezimbangi zaseChina. Izijeziso zingase zibe khona, amacala elungelo lobunikazi futhi, ekugcineni, amaShayina angase avele acindezelwe ngamavolumu kanye nokulahlwa. Umnikazi we-Yangtze Memory u-Tsinghua Unigroup, u-Nikkei ubike, ubone ukulahlekelwa kwayo kukhuphuke kakhulu ku-$2019 million engxenyeni yokuqala ka-480, okungase kubonise ngokungaqondile umthwalo wemboni yenkumbulo kazwelonke yaseChina.
Ngesikhathi esifanayo, abameleli benkampani yaseTaiwan i-Lite-On Semiconductor babelane ngombono wabo walesi simo nezintatheli zaseJapane. Ngokusho kwe-Lite-On Semi, eyazi kahle imakethe ye-SSD drive futhi izikhiqizela yona (i-Lite-On inokuxhumana namaJapane ngokusebenzisa isigaba sayo se-Plextor), kubakhiqizi baseShayina, inzuzo ilandela imithetho ehlukene. Izinkampani zaseShayina zingathola uxhaso lukahulumeni futhi zizonikezwa ama-oda aphoqelelwe ngamanani abekwe uhulumeni uma kudingeka.
Imodeli enjalo ingase iholele ekuweni komnotho, kodwa isikhathi esithile izokwazi ukusekela abakhiqizi basekhaya. Isibonelo, i-Lenovo isivele ifake ama-oda enkumbulo ekhiqizwe yi-Yangtze Memory, nakuba isezingeni eliphansi futhi ayikwazi ukusetshenziswa emikhiqizweni ethuthuke kakhulu. Lokhu akusho ukuthi inkumbulo yaseShayina maduze izoqala ukufaka esikhundleni sakwamanye amazwe, kepha emakethe yasekhaya yaseChina, ukukhululwa kwenkumbulo kazwelonke emiqulu ethile kuzoba semqoka kakhulu.
Ekugcineni, u-5% wemakethe ye-DRAM engase ithathwe yi-ChangXin Memory ingaphezu kwaleyo yomkhiqizi omkhulu wanamuhla wase-Taiwanese DRAM, uNanya (ibambe u-3,1% kwikota yesi-3 ka-2019). Uma i-Samsung, i-SK Hynix neMicron bengakwazi ukwesaba amaShayina isikhathi eside, khona-ke iTaiwan ngokuzayo kufanele ilungiselele ukushiya imakethe.
Source: 3dnews.ru