Njengoko impumelelo yentengiso ye-semiconductor iqhubeka nokuhla, i-semiconductor "umoya obandayo" uvuthuza ukuya kwindawo ephezulu, kwaye ii-silicon wafers kunye ne-monocrystalline silicon wafers ebezisebenza kakuhle ekuqaleni nazo sele ziqalisile ukukhululeka.
01 Ii-silicon wafer factorykuvunyelwene nomthengi ukuba alibazise ukuthunyelwa
Ngokutsho kwe-Economic Daily, echatshazelwa kukuchithwa kwe-logic ye-ICs kunye nokunciphisa imveliso enkulu yabavelisi be-memory chip, imfuno yee-wafers ze-silicon iqhubekile nokuhla.Iifabhu zeSilicon zaqala ukuvuma ukuba abathengi babambezele ukutsala iimpahla, kwaye isimo sengqondo sokubambelela kwixabiso sitshintshile, kwaye abavelisi abaninzi bazimisele ukusebenzisana nabathengi ukuthethana ngamaxabiso, kwaye abanye abavelisi bathi ngokuthe ngqo "kwisiqingatha sokuqala sonyaka olandelayo. kunokuba nzima kancinci. ”
Kuyaqondwa ukuba abanyeiimpahla ze-siliconeTaiwan baye bavuma ukulibazisa ukuthunyelwa kwinani elincinane labathengi, ukulibazisa malunga nenyanga enye okanye ezimbini.Amanye amalaphu e-silicon athethathethana nabathengi ukuba alibazise kancinane ukutsala iimpahla ukusuka kwikota yokuqala yonyaka ozayo.
Ukusukela kulo mjikelo wokuhla kweemarike, ii-wafer foundries ziye zafumana ii-odolo, ukusetyenziswa kwamandla kuyehla, abavelisi be-memory chip baye banciphisa ngokulandelelana inkcitho eyinkunzi kunye nemveliso ebusika, iifektri zoyilo ze-IC ziye zanciphisa inani leetshiphusi, zagxothwa ngokusebenzayo, zaze zahlawula nomonakalo owenziweyo. ukurhoxisa izivumelwano zexesha elide ze-wafer foundry.Ngoku ekubeni umoya obandayo uvuthuza ngee-silicon wafers, intengiso iphantsi koxinzelelo olukhulu.
Iingcali zeSilicon wafer ngokungafihlisiyo, inqanaba loluhlu lwabathengi bexesha elide langoku liyenyuka, mhlawumbi lifikelele kumda, abanye abathengi beze ngokwenene ukuxoxa ngokulibaziseka kokuthunyelwa.Lilonke, impembelelo yokuhla kwelaphu le-silicon inokungaveli ngenene kude kube yikota yokuqala yalo nyaka uzayo, kwaye kuqikelelwa ukuba ii-intshi ezisi-8 ze-silicon wafers zinokuhlengahlengisa ngaphezulu kwe-12-intshi ye-silicon wafers.
Kukwakho ukukhululeka ngokwamaxabiso, kwaye umzi-mveliso waseTaiwan uHejing uthe uya kuthethathethana nabathengi kwisiqingatha sokuqala sonyaka ozayo, kwaye uya kulungelelanisa ngokwemiqathango yemarike.Ilizwe langaphandle likholelwa ukuba imfuno yemarike yee-intshi ezi-6 ze-silicon ibuthathaka, kwaye ixabiso lilindeleke ukuba likhululeke, kwaye ixabiso le-silicon wafers ngaphezulu kwe-intshi ezi-8 linethuba elingcono lokugcina uzinzo.
Nangona "umoya obandayo" uvuthuza kwi-silicon fab, isicwangciso sokwandiswa kwefab ye-silicon asiyi kumiswa.Kuxelwa ukuba kuphuhliso oluphakathi kunye nexesha elide, isicwangciso sokwandisa i-silicon wafer fabs ezifana ne-Global Crystal, i-Tai Sembco kunye ne-Hejing ayiyekanga.
Ngokuphathelele i-Tai Sembco, isityalo esitsha kulindeleke ukuba siqalise imveliso eninzi ngo-2024, kwaye inkampani yathi isityalo esitsha siqhubela phambili njengoko kulindelekile.Isityalo sase-Hejing sikaLongtan eTaiwan kunye nesityalo saseZhengzhou kwilizwe laseTshayina zombini zandisa umthamo wazo we-12-intshi we-silicon wokuvelisa.
Xu Xiulan, usihlalo weGlobal Crystal, uthe ngexesha elifutshane, kubandakanywa iikhomputha, iifowuni eziphathwayo kunye nezixhobo zokugcina, zinokuqhubeka zibuthathaka kwisiqingatha sesibini sonyaka, kodwa amaziko edatha kunye neemoto zenze ngamandla, kwaye ngokubanzi. ukusebenza kwemarike kulindeleke ukuba kube tyaba ngo-2023. Ekuhambeni kwexesha, ngenxa yophuculo lwemeko-bume yoqoqosho ngokubanzi kunye nokulungelelana ngokuthe ngcembe kwe-inventri ye-chip, ukukhula kuya kuqalisa ngo-2024.
02 TCL Zhonghuan monocrystalline silicon wafer inika "ukunciphisa kabini okulandelelanayo"
Ngokweengxelo zeendaba, i-TCL Central yanciphisa ixabiso le-monocrystalline silicon wafers kwakhona ngoNovemba 27, emva kokusika ixabiso ngo-Oktobha 31.
Phakathi kwazo, iingcaphuno ze-150μm ubukhulu be-P-uhlobo lwe-210 kunye ne-182 ye-silicon yafers yayiyi-9.30 yuan / iqhekeza kunye ne-7.05 yuan / iqhekeza, ngokulandelanayo, eyayiyi-0.43 yuan / iqhekeza kunye ne-0.33 yuan / isiqwenga esingaphantsi kwe-quotations ngo-Oktobha 31;Iikowuti zamva nje ze-150μm ubukhulu be-N-uhlobo lwe-210 kunye ne-182 ye-silicon yafers yayiyi-9.86 yuan / iqhekeza kunye ne-7.54 yuan / iqhekeza, ngokulandelelana, eyayiyi-0.46 yuan / iqhekeza kunye ne-0.36 yuan / iqhekeza elingaphantsi kunomjikelo wangaphambili weekowuteshini.
I-TCL Central yathi ixabiso liya kuphunyezwa ukususela ngoNovemba 28. Njengoko uxinzelelo lwe-inventory kwimarike ye-wafer iqhubeka nokunyuka, ii-wafers ngokucacileyo ziyindawo yokuqala yokunyuka kwexabiso.Ukususela kwi-quotation ye-TCL Central, izinga lokuhla kwazo zonke iimveliso lifikelele kwi-4.5%.
Ngaphantsi kwemarike yangoku, kunye nokuhanjiswa okunyukayo kwekhonkco lezoshishino, kunengqiqo ukuba i-semiconductor "umoya obandayo" uvuthuze kwintsimi yempahla ephezulu.
Ixesha lokuposa: Dec-03-2022