Samsung, Micron Isitoreji Ifekthri Exponsion!

Muva nje, izindaba zezimboni zibonisa ukuthi ukuze zibhekane nokwanda kwesidingo sama-memory chips aqhutshwa yi-artificial intelligence (AI) Boom, i-Samsung Electronics kanye ne-micron banwebe amandla abo okukhiqiza ama-chip. I-Samsung izophinde iqale kabusha ukwakhiwa kwengqalasizinda yesitshalo sayo esisha se-Pyeongtaek (P5) ekuqaleni kwengxenye yesithathu ka-2024. I-Micron ukwakha izivivinyo ze-HBM kanye nemigqa yokukhiqiza ivolumu eBoise, i-Idaho, futhi icubungula ukukhiqiza i-HBM eMalaysia eyokuqala Isikhathi sokuhlangabezana nokufunwa okwengeziwe kusuka ku-AI Boom.

I-Samsung Repens New Pyeongtaek Plant (P5)
Izindaba zakwamanyezi zakwamanye amazwe zibonisa ukuthi ama-Samsung Electronics anqume ukuqala kabusha ingqalasizinda yesitshalo esisha sePyeongtaek (P5), okulindeleke ukuthi aqale kabusha ukwakhiwa kwikota yesithathu yango-2024 ekuqaleni, isikhathi sokuqedwa kulinganiselwa ukuthi kube ngu-Ephreli 2027, kodwa Isikhathi sokukhiqizwa sangempela kungenzeka sisekuqaleni.

Ngokwemibiko edlule, lesi sitshalo sayeka umsebenzi ngasekupheleni kukaJanuwari, futhi samsung sasithi ngesikhathi "lesi yisilinganiso sesikhashana sokuxhuma inqubekela phambili" kanye "nokutshalwa kwemali akukenziwa." I-Samsung P5 isitshalo lesi sinqumo sokuqalisa kabusha ukwakhiwa, imboni ihumushele okuningi ukuthi ukuphendula ubuhlakani bokufakelwa (AI) Boom aqhutshwa yisidingo se-memory chip, inkampani yandise amandla okukhiqiza.

Kubikwa ukuthi isitshalo se-Samsung P5 siyindwangu enkulu enamakamelo okuhlanza ayisishiyagalombili, kanti i-P1 iye P4 inamakamelo amane ahlanzekile kuphela. Lokhu kwenza ukuthi kwenzeke i-Samsung ukuba ibe nekhono lokukhiqiza eliningi lokuhlangabezana nesidingo semakethe. Kepha njengamanje, akukho mininingwane esemthethweni mayelana nenhloso ethile ye-P5.

Ngokusho kwemibiko yabezindaba yaseKorea, imithombo yezimboni ithe i-Samsung Electronics ibamba umhlangano weKomidi Lokulawulwa Kwangaphakathi kweBhodi Yabaqondisi ngoMeyi 30 ukuhambisa futhi bamukele i-ajenda ehlobene nengqalasizinda ye-P5. Ibhodi labaphathi liholwa yi-CEO neNhloko yeDX Division Jong-Hee Han futhi liqukethe i-Noh Tae-Moon, inhloko ye-MX Business Unit, umqondisi wokusekelwa kokuphathwa, kanye ne-Lee jeong-bae, inhloko yebhizinisi lokugcina iyunithi.

UHwang Sang-Joong, uMongameli wePhini kanye neNhloko yemikhiqizo ye-DRAM nobuchwepheshe e-Samsung, kusho ngoMashi ukuthi ulindele ukukhiqizwa kwe-HBM kulo nyaka kube ngonyaka owedlule. Ngasikhathi sinye, le nkampani yamemezela i-HBM RoadMap, elilindele ukuthunyelwa kwe-HBM ngonyaka ka-2026 ukuba kube ngu-2023 ekhiqizweni, futhi ngo-2028, ukukhiqizwa kweminyaka yonke kuzoba nezikhathi ezingama-2023.

.Micron ukwakha imigqa yokukhiqiza yokuhlolwa kwe-HBM kanye nemigqa yokukhiqiza ngobuningi e-United States
NgoJuni 19, izindaba eziningi zemidiya ziveze ukuthi kwakha iMicron Test Production Line Line nomugqa omkhulu we-HBM ekomkhulu layo eBoise, i-Idaho, kanye nokubheka ukukhiqizwa kwe-HBM eMalaysia okokuqala hlangana nobuhlakani bokufakelwa boom. Kubikwa ukuthi i-boise ye-boise ye-micron izoba online ngo-2025 bese iqala ukukhiqizwa kwe-DRAM ngo-2026.

U-micron wamemezela amasu wokukhulisa inkumbulo yayo ephezulu ye-bandwidth yememori (HBM) kusuka kumadijithi "maphakathi ne-yunithi elilodwa" cishe angama-20% esikhathini sonyaka. Kuze kube manje, iMicron ikhulise umthamo wokugcina ezindaweni eziningi.

Ekupheleni kuka-Ephreli, ubuchwepheshe beMicron bamemezele ngokusemthethweni kwiwebhusayithi yalo esemthethweni ukuthi yayithole ama- $ 6.1 billion kuxhaso lukahulumeni oluvela kuMxhaso We-Chip and Science Act. Lezi zibonelelo, kanye nezinkuthazo ezengeziwe zombuso kanye nezasekhaya, zizosekela ukwakhiwa kweMicron yendawo yokukhiqiza imemori yenkumbulo e-Idaho kanye nezindawo ezimbili ezithuthukile zokukhiqiza inkumbulo edolobheni laseClay Town, eNew York.

Lesi sitshalo e-Idaho saqala ukwakhiwa ngo-Okthoba 2023 Iphrojekthi yeNew York isebenza ngokwandulelayo, izifundo zensimu, kanye nezicelo zemvume, kufaka phakathi iNepa. Ukwakhiwa kwendwangu kulindeleke ukuthi kuqale ngo-2025, ngokukhiqiza okuza ekusakazweni nasekunikeleni okukhipha ku-2028 futhi kwanda ngokuhambisana nokufunwa kwemakethe eminyakeni eyishumi ezayo. Uxhaso lukahulumeni lukahulumeni lwase-US luzosekela uhlelo lukaMicron ukutshala cishe ama- $ 50 billion kuzindleko ezinkulu zezimali zokuhola inkumbulo yasekhaya e-United States ngo-2030, kusho abezindaba.

NgoMeyi kulo nyaka, izindaba zansuku zonke zithi i-micron zizosebenzisa ama-600 kuye kwangama-800 billion ukwakha i-advanced drip factory usebenzisa i-extra advanced drip factory usebenzisa i-extra advanced ye-chip factory usebenzisa i-extravima inqubo ye-ultravima, e-EUV) eHiroshima, eJapan, okulindeleke ukuthi iqale ekuqaleni kuka-2026 futhi iphothulwe Ekupheleni kuka-2027. Phambilini, iJapan ibivumile imali ebangelwa njengezigidi eziyizinkulungwane ezingama-192 ngokuxhasa i-micron ukwakha isitshalo eHiroshima futhi ikhiqize isizukulwane esisha sama-chip.

Isitshalo esisha sika-Micron eHiroshima, esiseduzane ne-Fab ekhona 15, sizogxila ekukhiqizeni okude, ngaphandle kokugcina emuva nokuhlola, futhi sizogxila emikhiqizweni ye-HBM.

Ngo-Okthoba 2023, iMicron yavula ihlakaniphile yayo yesibili (umhlangano wokusika - umhlangano) isitshalo ePenang, eMalaysia, ngokutshala imali yokuqala engama- $ 1 billion. Ngemuva kokuphothulwa kwefektri yokuqala, iMicron ingeze elinye ama- $ 1 billion ukukhulisa ifektri yesibili ye-Smart ibe ngamamitha-skwele ayizigidi eziyi-1.5.