Njengoba ukuchuma kwemakethe ye-semiconductor kuqhubeka ukwehla, “umoya obandayo” we-semiconductor uvunguza uye ensimini yezinto ezibonakalayo ekhuphukayo, futhi ama-silicon wafers nama-silicon wafers e-monocrystalline silicon asebenze kahle ekuqaleni nawo aseqalile ukuxega.
01 ibei-silicon wafer factoryuvumelene nekhasimende ukuthi libambezele ukuthunyelwa
Ngokusho kwe-Economic Daily, ethintwa ukukhishwa kwesitoko kwama-logic IC kanye nokwehliswa okukhulu kokukhiqizwa kwabakhiqizi bama-memory chip, isidingo samawafa e-silicon nawo aqhubekile nokwehla.Izindwangu ze-silicon zaqala ukuvumelana namakhasimende ukuba abambezele ukudonsa izimpahla, futhi isimo sengqondo sokunamathela entengo sishintshile, futhi abakhiqizi abaningi bazimisele ukubambisana namakhasimende ukuze baxoxisane ngamanani, futhi abanye abakhiqizi basho ngokuqondile ukuthi "ingxenye yokuqala yonyaka ozayo. kungase kube nzima kancane.”
Kuyaqondakala ukuthi abanyeizindwangu ze-silicone-Taiwan bavumile ukulibazisa ukuthunyelwa enanini elincane lamakhasimende, ukubambezeleka isikhathi esingangenyanga eyodwa noma ezimbili.Ezinye izindwangu ze-silicon zixoxisana namakhasimende ukuthi abambezele kancane ukudonsa izimpahla kusukela kwikota yokuqala yonyaka ozayo.
Kusukela kulo mzuliswano wokwehla kwemakethe, izimboni eziyisicwecwana ziye zahlupheka ngama-oda, ukusetshenziswa kwamandla kwehlile, abakhiqizi be-memory chip baye banciphisa ngokulandelanayo imali esetshenziswayo kanye nokukhiqizwa ebusika, izimboni zokuklama ze-IC ziye zanciphisa inani lama-chips, zaphelelwa amandla, zaze zakhokha nomonakalo odalekile. ukukhansela izinkontileka ze-wafer foundry zesikhathi eside.Manje njengoba umoya obandayo uvunguza ngamawafa e-silicon, imakethe ingaphansi kwengcindezi enkulu.
Abasebenzi be-silicon wafer ngokungagwegwesi, izinga lamanje le-inventory yesikhathi eside lamakhasimende lilokhu likhuphuka, cishe selifinyelele umkhawulo, amanye amakhasimende eze ngempela ukuzoxoxa ngokubambezeleka kokuthunyelwa.Sekukonke, umthelela wokwehla kwezindwangu ze-silicon ungase ungaveli ngempela kuze kube ikota yokuqala yonyaka ozayo, futhi kulinganiselwa ukuthi ama-wafers angama-silicon angama-intshi angu-8 angase alungise amawafa e-silicon angaphezu kwamayintshi angu-12.
Kuphinde kube nokuxega ngokwentengo, futhi ifektri yaseTaiwan iHejing ithe izoxoxisana namakhasimende engxenyeni yokuqala yonyaka ozayo, futhi izolungisa ngokuvumelana nezimo zemakethe.Izwe langaphandle likholelwa ukuthi isidingo semakethe samawafa angama-silicon angama-intshi angu-6 sibuthakathaka, futhi intengo cishe izoxega, futhi intengo yamawafa e-silicon angaphezu kwamayintshi angu-8 inethuba elingcono lokugcina ukuzinza.
Yize “umoya obandayo” uvunguza ku-silicon fab, uhlelo lokunwetshwa kwe-silicon fab ngeke lumiswe.Kubikwa ukuthi ekuthuthukisweni kwesikhathi esimaphakathi nesikhathi eside, uhlelo lokunwetshwa kwezindwangu ze-silicon wafer ezifana ne-Global Crystal, i-Tai Sembco ne-Hejing ayikayeki.
Ngokuqondene ne-Tai Sembco, lesi sitshalo esisha kulindeleke ukuthi siqale ukukhiqizwa ngobuningi ngo-2024, futhi inkampani yathi lesi sitshalo esisha siyaqhubeka njengoba bekulindelekile.Isitshalo sika-Hejing sikaLongtan e-Taiwan kanye nesitshalo sase-Zhengzhou ezwekazini lase-China zombili zandisa umthamo wazo wokukhiqiza i-silicon wafer yama-intshi angu-12.
UXu Xiulan, usihlalo weGlobal Crystal, uthe esikhathini esifushane, okuhlanganisa amakhompyutha, omakhalekhukhwini kanye nemishini yokugcina izinto, kungase kuqhubeke nokuba buthaka engxenyeni yesibili yonyaka, kodwa izikhungo zedatha nezimoto zisebenze kakhulu, futhi jikelele. ukusebenza kwemakethe kulindeleke ukuthi kube okuphansi ngo-2023. Ngokuhamba kwesikhathi, ngenxa yokuthuthukiswa kwesimo somnotho sisonke kanye nebhalansi kancane kancane yohlu lwama-chip, ukukhula kuzophinda kuqale ngo-2024.
I-02 TCL Zhonghuan monocrystalline silicon wafer inikeza "ukunciphisa okubili okulandelanayo"
Ngokwemibiko yabezindaba, i-TCL Central iphinde yehlisa intengo yama-wafers e-monocrystalline silicon ngoNovemba 27, ngemuva kokunciphisa intengo ngo-Okthoba 31.
Phakathi kwazo, izingcaphuno ze-150μm ukujiya P-uhlobo 210 kanye 182 silicon wafers kwaba 9.30 yuan/ucezu futhi 7.05 yuan/ucezu, ngokulandelana, okwakuyi-0.43 yuan/ucezu kanye 0.33 yuan/ucezu ngaphansi izingcaphuno October 31;Izingcaphuno zakamuva zobukhulu obungu-150μm obungu-N-uhlobo 210 kanye nama-silicon wafers angu-182 kwakungu-9.86 yuan / ucezu kanye no-7.54 yuan / ucezu, ngokulandelana, okwakungu-0.46 yuan / ucezu kanye no-0.36 yuan / ucezu olungaphansi komjikelezo wangaphambili wezingcaphuno.
I-TCL Central ithe intengo izosetshenziswa kusukela ngoNovemba 28. Njengoba ingcindezi yokusungula emakethe ye-wafer iqhubeka nokwenyuka, ama-wafers ngokusobala ayiphoyinti lokuqala lokukhuphuka kwentengo.Kusukela kwikhotheshini ye-TCL Central, izinga lokwehla layo yonke imikhiqizo lifinyelele ku-4.5%.
Ngaphansi kwemakethe yamanje, ngokudlulisela phezulu kochungechunge lwezimboni, kunengqondo ukuthi "umoya obandayo" we-semiconductor uvunguze uye endaweni yempahla ekhuphuka nomfula.
Isikhathi sokuthumela: Dec-03-2022