Samsung, Micron kwagura uruganda rwububiko!

Vuba aha, amakuru yinganda yerekana ko kugirango duhangane n’ubwiyongere bukenewe bwibikoresho byo kwibuka bitwarwa nubwenge bwa artile (AI), Samsung Electronics na Micron byongereye ubushobozi bwo gukora chip yibikoresho. Samsung izakomeza kubaka ibikorwa remezo ku ruganda rwayo rushya rwa Pyeongtaek (P5) guhera mu gihembwe cya gatatu cya 2024. Micron yubaka ibizamini bya HBM n’umurongo w’ibicuruzwa ku cyicaro cyayo i Boise, Idaho, kandi iratekereza kubyaza umusaruro HBM muri Maleziya ku nshuro ya mbere. igihe cyo guhaza ibyifuzo byinshi biva muri AI.

Samsung yongeye gufungura uruganda rushya rwa Pyeongtaek (P5)
Amakuru y’itangazamakuru yo mu mahanga yerekana ko Samsung Electronics yafashe icyemezo cyo kongera gutangiza ibikorwa remezo by’uruganda rushya rwa Pyeongtaek (P5), biteganijwe ko ruzatangira kubaka mu gihembwe cya gatatu cya 2024 hakiri kare, kandi igihe cyo kurangiza kikaba ari Mata 2027, ariko igihe nyacyo cyo gukora gishobora kuba kare.

Nk’uko bigaragazwa na raporo zabanjirije iyi, uruganda rwahagaritse akazi mu mpera za Mutarama, kandi Samsung icyo gihe yavuze ko "iki ari ingamba z’agateganyo zo guhuza iterambere" kandi ngo "ishoramari ntirirashyirwaho." Uruganda rwa Samsung P5 rwafashe iki cyemezo cyo gusubukura kubaka, inganda zasobanuye byinshi ko mu rwego rwo guhangana n’ubwenge bw’ubukorikori (AI) buterwa no kwibuka chip chip, uruganda rwongereye ubushobozi bwo gukora.

Biravugwa ko uruganda rwa Samsung P5 ari fab nini ifite ibyumba umunani bisukuye, naho P1 kugeza P4 ifite ibyumba bine gusa bisukuye. Ibi bituma bishoboka ko Samsung ifite ubushobozi bwo gukora cyane kugirango ishobore kubona isoko. Ariko kuri ubu, nta makuru yemewe yerekeye intego yihariye ya P5.

Nk’uko ibitangazamakuru byo muri Koreya bibitangaza, amakuru y’inganda yavuze ko Samsung Electronics yakoresheje inama ya komite ishinzwe imiyoborere y’inama y’ubuyobozi ku ya 30 Gicurasi kugira ngo itange kandi yemeze gahunda ijyanye n’ibikorwa remezo bya P5. Ubuyobozi buyobowe n’umuyobozi mukuru n’umuyobozi wa DX Division Jong-hee Han kandi bugizwe na Noh Tae-moon, umuyobozi w’ishami ry’ubucuruzi rya MX, Park Hak-gyu, umuyobozi w’ishami rishinzwe imiyoborere, na Lee Jeong-bae, ukuriye ubucuruzi bw’ububiko. igice.

Muri Werurwe, Hwang Sang-joong, visi perezida akaba n’umuyobozi w’ibicuruzwa n’ikoranabuhanga bya DRAM muri Samsung, muri Werurwe yavuze ko yiteze ko umusaruro wa HBM muri uyu mwaka uzikuba inshuro 2,9 ugereranije n’umwaka ushize. Muri icyo gihe, isosiyete yatangaje ikarita y’inzira ya HBM, iteganya ko ibicuruzwa bya HBM mu 2026 bikubye inshuro 13.8 umusaruro wa 2023, kandi mu 2028, umusaruro wa HBM buri mwaka uzakomeza kwiyongera kugera kuri 23.1 ku rwego rwa 2023.

.Micron yubaka imirongo y'ibizamini bya HBM n'imirongo ikorerwa muri Amerika
Ku ya 19 Kamena, amakuru menshi y’itangazamakuru yerekanaga ko Micron yubaka umurongo w’ibizamini bya HBM n’umurongo w’umusaruro rusange ku cyicaro cyayo i Boise, Idaho, kandi urebye umusaruro wa HBM muri Maleziya ku nshuro ya mbere kugira ngo uhuze ibyifuzo byinshi byazanywe n’ubwenge bw’ubukorikori. boom. Biravugwa ko Boise fab ya Micron izaba iri kumurongo muri 2025 igatangira umusaruro wa DRAM muri 2026.

Micron yabanje gutangaza gahunda yo kongera ububiko bwayo bwagutse (HBM) ku isoko kuva kuri "mid-single imibare" kugeza kuri 20% mugihe cyumwaka. Kugeza ubu, Micron yaguye ubushobozi bwo kubika ahantu henshi.

Mu mpera za Mata, Ikoranabuhanga rya Micron ryatangaje ku mugaragaro ku rubuga rwa interineti rwemewe ko ryabonye inkunga ingana na miliyari 6.1 z'amadolari y'Amerika mu itegeko rya Chip na Science. Izi nkunga, hamwe n’inyongera za leta n’inzego z’ibanze, zizafasha Micron kubaka uruganda rukora ibikoresho byo gufata mu mutwe DRAM muri Idaho hamwe n’ibikoresho bibiri bigezweho byo kwibuka bya DRAM mu mujyi wa Clay, muri New York.

Uruganda muri Idaho rwatangiye kubakwa mu Kwakira 2023. Micron yavuze ko biteganijwe ko uru ruganda ruzaba ku rubuga rwa interineti kandi rugakora mu 2025, rugatangira ku mugaragaro umusaruro wa DRAM mu 2026, kandi umusaruro wa DRAM uzakomeza kwiyongera hamwe n’iterambere ry’inganda zikenewe. Umushinga wa New York urimo gukora igishushanyo mbonera, ubushakashatsi bwakozwe, hamwe no gusaba uruhushya, harimo na NEPA. Biteganijwe ko kubaka fab bizatangira mu 2025, umusaruro ukaza neza kandi ugatanga umusaruro mu 2028 kandi ukiyongera bijyanye n’ibisabwa ku isoko mu myaka icumi iri imbere. Inkunga ya leta zunze ubumwe z’Amerika izashyigikira gahunda ya Micron yo gushora hafi miliyari 50 z'amadorari mu bikorwa byose bizakoreshwa mu bikorwa byo kwibuka mu gihugu imbere muri Amerika bitarenze 2030, nk'uko byatangajwe n'abanyamakuru.

Muri Gicurasi uyu mwaka, amakuru ya buri munsi yavuze ko Micron izakoresha miliyari 600 kugeza kuri 800 yen mu kubaka uruganda rukora imashini ya DRAM ikoresha inzira ya microshadow ya ultraviolet (EUV) ikabije ya microshadow i Hiroshima, mu Buyapani, biteganijwe ko izatangira mu ntangiriro za 2026 ikazarangira mu mpera za 2027. Mbere yaho, Ubuyapani bwari bwemeje inkunga ingana na miliyari 192 yen yo gutera inkunga Micron yo kubaka uruganda i Hiroshima no gutanga ibisekuru bishya bya chip.

Uruganda rushya rwa Micron i Hiroshima, ruherereye hafi ya Fab 15 isanzweho, ruzibanda ku musaruro wa DRAM, usibye gupakira no gupima inyuma, no kwibanda ku bicuruzwa bya HBM.

Mu Kwakira 2023, Micron yafunguye uruganda rwayo rwa kabiri rufite ubwenge (guteranya no kugerageza) i Penang, muri Maleziya, ishoramari ryambere rya miliyari imwe. Nyuma yo kurangiza uruganda rwa mbere, Micron yongeyeho andi miliyari imwe yo kwagura uruganda rwa kabiri rwubwenge rugera kuri metero kare 1.5.