Samsung, Micron mbiri yekuchengetedza fekitori yekuwedzera!

Munguva pfupi yapfuura, nhau dzeindasitiri dzinoratidza kuti kuitira kuti vakwanise kurarama nekuwedzera kwekudiwa kwemachipisi endangariro anofambiswa neiyo artificial intelligence (AI) boom, Samsung Electronics neMicron vakawedzera memory chip yavo yekugadzira. Samsung ichatangazve kuvaka zvivakwa zvechirimwa chayo chitsva chePyeongtaek (P5) kutanga kwekota yechitatu ya2024. Micron iri kuvaka HBM bvunzo uye mitsara yekugadzira vhoriyamu pamuzinda wayo muBoise, Idaho, uye iri kufunga kugadzira HBM muMalaysia kwekutanga. nguva yekuzadzisa zvimwe zvinodiwa kubva kuAI boom.

Samsung inovhurazve Chigadzirwa chitsva chePyeongtaek (P5)
Nhau dzenhau dzekunze dzinoratidza kuti Samsung Electronics yakafunga kutangazve zvivakwa zvePyeongtaek plant (P5), iyo inotarisirwa kutangazve kuvaka muchikamu chechitatu cha2024 pakutanga, uye nguva yekupedzisa inofungidzirwa kuve Kubvumbi 2027, asi iyo nguva chaiyo yekugadzira inogona kunge iri kare.

Sekureva kwemishumo yapfuura, chirimwa ichi chakamira kushanda mukupera kwaNdira, uye Samsung yakati panguva iyoyo "iyi inguva pfupi yekubatanidza kufambira mberi" uye "kudyara hakusati kwaitwa." Samsung P5 inodyara sarudzo iyi kuti itangezve kuvaka, iyo indasitiri yakadudzira zvakanyanya kuti mukupindura kune yekugadzira njere (AI) boom inotungamirwa nememory chip kudiwa, kambani yakawedzera kuwedzera kugona kwekugadzira.

Zvinonzi Samsung P5 chirimwa ijira hombe rine makamuri masere akachena, nepo P1 kusvika P4 ine makamuri mana akachena chete. Izvi zvinoita kuti Samsung ive nehuwandu hwekugadzira huwandu hwekuzadzisa kudiwa kwemusika. Asi parizvino, hapana ruzivo rwepamutemo nezve chinangwa chaicho cheP5.

Sekureva kwenhau dzeKorea media, masosi eindasitiri akati Samsung Electronics yakaita musangano wemukati manejimendi komiti yebhodhi revatungamiriri muna Chivabvu 30 kuendesa uye kutora ajenda ine chekuita neP5 zvivakwa. The Management Board inotungamirwa neMukuru Mukuru uye Musoro weDX Division Jong-hee Han uye ine Noh Tae-moon, Musoro weMX Business Unit, Park Hak-gyu, Director of Management Support, uye Lee Jeong-bae, mukuru weStorage Bhizinesi. unit.

Hwang Sang-joong, mutevedzeri wemutungamiri uye mukuru wezvigadzirwa zveDRAM uye tekinoroji kuSamsung, akataura muna Kurume kuti anotarisira kugadzirwa kweHBM gore rino kuve kwakapetwa ka2.9 kupfuura gore rapfuura. Panguva imwecheteyo, kambani yakazivisa HBM roadmap, iyo inotarisira kuti HBM inotakura muna 2026 ichave 13.8 times the 2023 kugadzirwa, uye panosvika 2028, gore negore HBM kugadzirwa kuchawedzera kuwedzera kusvika 23.1 times the 2023 level.

.Micron iri kuvaka HBM mitsetse yekugadzira bvunzo uye mitsetse yekugadzira yakawanda muUnited States
Musi waChikumi 19, nhau dzenhau dzakati wandei dzakaratidza kuti Micron iri kuvaka HBM yekugadzira mutsara uye mutsara wekugadzira wakawanda pamuzinda wayo muBoise, Idaho, uye ichifunga nezvekugadzirwa kweHBM muMalaysia kekutanga kusangana nekuwedzera kudiwa kwakaunzwa nehungwaru hwekunyepedzera. boom. Zvinonzi Micron's Boise fab ichave online muna 2025 uye kutanga kugadzirwa kweDRAM muna 2026.

Micron yakambozivisa hurongwa hwekuwedzera yayo yepamusoro-bandwidth memory (HBM) musika wekugovanisa kubva kune yazvino "yepakati-imwe manhamba" kusvika kunosvika makumi maviri muzana pagore. Parizvino, Micron yakawedzera kuchengetedza munzvimbo dzakawanda.

Pakupera kwaKubvumbi, Micron Technology yakazivisa zviri pamutemo pawebhusaiti yayo yepamutemo kuti yakanga yawana mabhiriyoni matanhatu emadhora murubatsiro rwehurumende kubva kuChip neSainzi Act. Aya mabhenefiti, pamwe nekuwedzera ehurumende uye yemuno kurudziro, achatsigira kuvakwa kweMicron kwenzvimbo inotungamira yeDRAM yekugadzira ndangariro muIdaho uye mbiri dzepamberi dzeDRAM dzekugadzira ndangariro muClay Town, New York.

Chirimwa chiri muIdaho chakatanga kuvakwa muna Gumiguru 2023. Micron akati chirimwa ichi chinotarisirwa kunge chiri pamhepo uye kushanda muna 2025, uye kutanga zviri pamutemo kugadzirwa kweDRAM muna 2026, uye kugadzirwa kweDRAM kucharamba kuchiwedzera nekukura kwekuda kweindasitiri. Chirongwa cheNew York chiri kuita dhizaini yekutanga, zvidzidzo zvemumunda, uye zvikumbiro zvemvumo, kusanganisira NEPA. Kuvakwa kwejira kunotarisirwa kutanga muna 2025, nekugadzirwa kuri kuuya uye kugovera kubuda muna 2028 uye kuwedzera mukuwirirana nemusika kudiwa mumakore gumi anotevera. Rubatsiro rwehurumende yeUS ruchatsigira chirongwa cheMicron chekudyara mari inosvika mabhiriyoni makumi mashanu emadhora mukushandisa mari yekutungamira kugadzirwa kwendangariro muUnited States panosvika 2030, kuburitswa kwenhau.

Muna Chivabvu gore rino, nhau dzemazuva ese dzakataura kuti Micron ichashandisa mazana matanhatu kusvika mazana masere emabhiriyoni yen kuvaka yepamberi yeDRAM chip fekitori ichishandisa yakanyanyisa ultraviolet light (EUV) microshadow process muHiroshima, Japan, inotarisirwa kutanga kutanga kwa2026 uye kupera. pakupera kwa 2027. Pakutanga, Japan yakanga yatendera mari inosvika 192 bhiriyoni yerutsigiro yekutsigira Micron kuvaka chirimwa muHiroshima uye. gadzira chizvarwa chitsva chemachipisi.

Chirimwa chitsva cheMicron muHiroshima, chiri padhuze neFab 15 iripo, ichatarisa kugadzirwa kweDRAM, kusasanganisa kurongedza-yekupedzisira uye kuyedza, uye ichatarisa pane zvigadzirwa zveHBM.

Muna Gumiguru 2023, Micron yakavhura chirimwa chayo chechipiri chehungwaru (yekucheka-kumucheto uye kuyedza) chirimwa muPenang, Malaysia, nekudyara kwekutanga kwemadhora bhiriyoni. Mushure mekupedzwa kwefekitari yekutanga, Micron yakawedzera imwe bhiriyoni imwe yemadhora kuwedzera fekitori yechipiri yakangwara kusvika 1.5 miriyoni masikweya mafiti.