Makampani a Chip awonjezera nsalu 38 zatsopano za 300mm pofika 2024
Mandalama a 300mm mu 2020 adzakula ndi 13% pachaka (YoY) kuti aphimbire mbiri yakale yomwe idakhazikitsidwa mu 2018 ndikuyikanso chaka china chamakampani opanga ma semiconductor mu 2023, SEMI idatero lero mu 300mm Fab Outlook mpaka 2024. Mliri wa COVID-19 wadzetsa kuchulukirachulukira kwa 2020 pakugwiritsa ntchito ndalama mwanzeru ndikufulumizitsa kusintha kwa digito padziko lonse lapansi, ndipo chiwonjezekocho chikuyembekezeka kufikira 2021.
Kulimbikitsa kukula kukukulirakulira kwa ntchito zamtambo, maseva, ma laputopu, masewera ndiukadaulo wazachipatala.Ukadaulo wosinthika mwachangu monga 5G, Internet of Things (IoT), zamagalimoto, nzeru zopangapanga (AI) ndi kuphunzira pamakina zomwe zikupitilizabe kukulitsa kufunikira kwa kulumikizana kwakukulu, malo akulu a data ndi data yayikulu nazonso zikuyambitsa kuwonjezeka.
"Mliri wa COVID-19 ukufulumizitsa kusintha kwa digito komwe kukuchitika pafupifupi makampani onse omwe angaganizidwe kuti asinthe momwe timagwirira ntchito komanso moyo," atero Ajit Manocha, Purezidenti wa SEMI ndi CEO."Kugwiritsa ntchito ndalama zomwe akuyembekezeredwa komanso nsalu 38 zatsopano zimalimbikitsa gawo la ma semiconductors ngati maziko a matekinoloje apamwamba omwe akutsogolera kusinthaku ndikulonjeza kuti athandizira kuthana ndi zovuta zina zazikulu padziko lonse lapansi."
Kukula kwa ndalama zopangira nsalu za semiconductor kudzapitilira mu 2021 koma pang'onopang'ono 4% YoY.Poyang'ana machitidwe am'makampani am'mbuyomu, lipotilo likuneneratu kutsika pang'ono mu 2022 komanso kutsika kwina pang'ono mu 2024 kutsatira mbiri ya $ 70 biliyoni mu 2023.
Kuwonjezera 38 Nsalu Zatsopano za 300mm
The SEMI 300mm Fab Outlook mpaka 2024 ikuwonetsa makampani a chip akuwonjezera zosachepera 38 zatsopano za 300mm voliyumu kuchokera mu 2020 mpaka 2024, kuwonetsa kosamala komwe sikumayambitsa mapulojekiti ang'onoang'ono kapena zabodza.Nthawi yomweyo, kuchuluka kwa nsalu pamwezi kudzakula ndi pafupifupi 1.8 miliyoni zowotcha mpaka kufika pa 7 miliyoni.
Pansi pa projekiti yotheka kwambiri, makampaniwa adzawonjezera zosachepera 38 zatsopano za 300mm voliyumu kuchokera ku 2019 mpaka 2024. Taiwan idzawonjezera 11 voliyumu nsalu ndi China eyiti kuwerengera theka la chiwerengero.Makampani a chip adzalamulira 161 300mm voliyumu nsalu pofika 2024.
Kukula kwa Ndalama ndi Zamalonda
Memory imayambitsa kuchuluka kwa ndalama zomwe zimagwiritsidwa ntchito pa nsalu za 300mm.Ndalama zenizeni komanso zoneneratu zikuwonetsa kukwera kosasunthika kwa manambala apamwamba chaka chilichonse kuyambira 2020 mpaka 2023, ndikuwonjezeka kwamphamvu ndi 10% mu 2024.
Zopereka za DRAM ndi 3D NAND pakugwiritsa ntchito nsalu za 300mm sizikhala zofananira kuyambira 2020 mpaka 2024. Ndalama za logic/MPU, komabe, ziwona kupita patsogolo kokhazikika kuyambira 2021 mpaka 2023. Zipangizo zokhudzana ndi mphamvu zidzakhala gawo lodziwika bwino muzogulitsa zansalu za 300mm, zochulukirapo. Kukula kwa 200% mu 2021 ndikuwonjezeka kwa manambala awiri mu 2022 ndi 2023.
Kutsata nsalu ndi mizere 286 kuyambira 2013 mpaka 2024, 300mm Fab Outlook mpaka 2024 ikuwonetsa zosintha 247 ku nsalu 104, mindandanda isanu ndi inayi yatsopano, ndi zolephereka kuwiri kuyambira pomwe lipoti la Marichi 2020.
Nthawi yotumiza: 10-03-21