Izimfanelo Zomkhiqizo

I-Xilinx: Inkinga yokunikezwa kwe-chip yezimoto ayikho nje mayelana nama-semiconductors

Ngokwemibiko yabezindaba, umenzi we-chip wase-US u-Xilinx uxwayise ngokuthi izinkinga zokuhlinzeka ezithinta imboni yezimoto ngeke zixazululwe maduzane nokuthi akuseyona nje indaba yokukhiqiza ama-semiconductor kodwa futhi kuhilela abanye abahlinzeki bezinto zokwakha kanye nezingxenye.

UVictor Peng, umongameli kanye ne-CEO yakwa-Xilinx uthe engxoxweni: “Akuwona ama-wafers atholakala kuphela anezinkinga, ama-substrates apakisha ama-chips nawo abhekene nezinselelo.Manje kunezinselelo ezithile nezinye izingxenye ezizimele. ”I-Ceres ingumhlinzeki oyinhloko kubakhiqizi bezimoto abanjengoSubaru noDaimler.

UPeng uthe unethemba lokuthi ukushoda ngeke kuphele unyaka wonke wathi uCeres wenza konke okusemandleni ukuhlangabezana nezidingo zamakhasimende.“Sixhumana kakhulu namakhasimende ethu ukuze siqonde izidingo zawo.Ngicabanga ukuthi senza umsebenzi omuhle wokuhlangabezana nezidingo zabo ezibalulekile.UCeres naye usebenzisana eduze nabahlinzeki bempahla ukuxazulula izinkinga, okuhlanganisa ne-TSMC.”

Abakhiqizi bezimoto emhlabeni jikelele babhekene nezinselelo ezinkulu ekukhiqizeni ngenxa yokuntuleka kwama-cores.Ama-chips ngokuvamile ahlinzekwa izinkampani ezifana ne-NXP, i-Infineon, i-Renesas, ne-STMicroelectronics.

Ukukhiqizwa kwe-chip kuhilela uchungechunge olude lokuhlinzeka, kusukela ekuklanyeni nasekukhiqizeni kuya ekupakisheni nasekuhloleni, futhi ekugcineni ukulethwa ezimbonini zezimoto.Yize imboni ivumile ukuthi ayashoda ama-chips, ezinye izingqinamba seziqala ukuvela.

Izinto ze-substrate ezifana ne-ABF (Ajinomoto build-up film) substrates, ezibaluleke kakhulu ekufakweni kwama-chips asezingeni eliphezulu asetshenziswa ezimotweni, amaseva, neziteshi eziyisisekelo, kuthiwa zibhekene nokushoda.Abantu abambalwa abasazi kahle lesi simo bathi isikhathi sokulethwa kwe-ABF substrate selulwe saba ngaphezu kwamasonto angama-30.

Isikhulu se-chip supply chain sithe: “Ama-chips obuhlakani bokwenziwa kanye nama-interconnects e-5G adinga ukusebenzisa i-ABF eningi, futhi isidingo kulezi zindawo sesivele sinamandla kakhulu.Ukuphindaphindeka kwesidingo sama-chips ezimoto kuqinise ukunikezwa kwe-ABF.Abahlinzeki be-ABF bakhulisa umthamo, kodwa abakwazi ukuhlangabezana nesidingo.”

UPeng uthe naphezu kokushoda kokuhlinzekwa okungakaze kubonwe, uCeres ngeke anyuse amanani entengo nontanga ngalesi sikhathi.NgoZibandlela wonyaka odlule, i-STMicroelectronics yazisa amakhasimende ukuthi izokwenyusa amanani kusukela ngoJanuwari, ithi "ukwehla kwesidingo ngemuva kwehlobo kube ngokuzumayo futhi isivinini sokubuyisela kabusha sibeke lonke iketango ngaphansi kwengcindezi."Ngomhla zi-2 kuNhlolanja, i-NXP yatshela abatshalizimali ukuthi abanye abahlinzeki bempahla sebevele benyusile amanani futhi inkampani kuzomele idlulise izindleko ezikhuphukile, isho ukukhuphuka kwamanani okuseduze.I-Renesas iphinde yatshela amakhasimende ukuthi kuzomele amukele amanani aphezulu.

Njengonjiniyela omkhulu emhlabeni wonke wama-gate arrays ahlelekayo (ama-FPGA), ama-chips ka-Ceres abalulekile esikhathini esizayo sezimoto ezixhumene nezizishayelayo kanye nezinhlelo zokushayela ezisizwayo ezithuthukile.Ama-chips ayo ahlelekayo abuye asetshenziswe kabanzi kumasathelayithi, i-chip design, i-aerospace, amaseva esikhungo sedatha, iziteshi eziyisisekelo ze-4G ne-5G, kanye nakumakhompyutha okwenziwa kobuhlakani bokwenziwa kanye namajethi okulwa e-F-35 athuthukile.

U-Peng uthe wonke ama-chips kaCeres athuthukisiwe akhiqizwa yi-TSMC futhi inkampani izoqhubeka nokusebenza ne-TSMC kuma-chip inqobo nje uma i-TSMC igcina isikhundla sayo sokuhola embonini.Ngonyaka odlule, i-TSMC yamemezela uhlelo lwama-dollar ayizigidi eziyizinkulungwane ezingu-12 lokwakha ifektri e-US njengoba izwe libheke ukubuyisela ukukhiqizwa kwama-chip ezempi emhlabathini wase-US.Imikhiqizo evuthiwe kasaziwayo ihlinzekwa yi-UMC kanye ne-Samsung eSouth Korea.

U-Peng ukholelwa ukuthi yonke imboni ye-semiconductor izokhula kakhulu ngo-2021 kunango-2020, kodwa ukuvela kabusha kwalolu bhubhane kanye nokushoda kwezakhi nakho kudala ukungaqiniseki ngekusasa layo.Ngokombiko waminyaka yonke kaCeres, iChina ithathe indawo ye-US njengemakethe yayo enkulu kunazo zonke kusukela ngo-2019, cishe nama-29% ebhizinisi layo.