Pamene kutukuka kwa msika wa semiconductor kukucheperachepera, "mphepo yozizira" ya semiconductor imawomba kumtunda wazinthu zakumtunda, ndipo zowotcha za silicon ndi zowotcha za silicon za monocrystalline zomwe poyambilira zinkachita bwino zayambanso kumasuka.
01 ndifakitale ya siliconadagwirizana ndi kasitomala kuti achedwetse kutumiza
Malinga ndi Economic Daily, yomwe idakhudzidwa ndi kuwonongeka kwa ma logic ICs komanso kuchepa kwakukulu kwa opanga ma memory chip, kufunikira kwa ma silicon wafers kukupitilirabe kuchepa.Nsalu za silicon zinayamba kuvomereza makasitomala kuti achedwetse kukoka katundu, ndipo malingaliro omamatira pamtengowo asinthanso, ndipo opanga ambiri ali okonzeka kugwirizana ndi makasitomala kuti akambirane mitengo, ndipo opanga ena adanena mwachindunji kuti "theka loyamba la chaka chamawa. zitha kukhala zovuta pang'ono."
Zimamveka kuti enansalu za siliconku Taiwan avomereza kuchedwetsa kutumiza kwamakasitomala ochepa, kuwachedwetsa kwa mwezi umodzi kapena iwiri.Nsalu zina za silicon zikukambirana ndi makasitomala kuti achedwetse pang'ono kukoka katundu kuyambira kotala loyamba la chaka chamawa.
Chiyambireni kuchepa kwa msika uku, malo opangira mawafa akhala akuchulukirachulukira, kugwiritsa ntchito mphamvu kwatsika, opanga ma memory chip adachepetsa motsatizana kuwononga ndalama komanso kupanga m'nyengo yozizira, mafakitale opanga ma IC achepetsa kuchuluka kwa tchipisi, kuthetsedwa mwachangu, komanso kulipira zowononga. kuletsa makontrakitala a nthawi yayitali yophika mkate.Tsopano popeza mphepo yozizira ikuwomba pazitsulo za silicon, msika ukupanikizika kwambiri.
Ogwiritsa ntchito silicon wafer moona mtima, kuchuluka kwamakasitomala kwakanthawi kwakanthawi kwakhala kukuchulukirachulukira, mwina wafika pomaliza, makasitomala ena abweradi kudzakambirana za kuchedwa kwa kutumiza.Ponseponse, zotsatira za kutsika kwa nsalu za silicon sizingawonekere mpaka kotala yoyamba ya chaka chamawa, ndipo akuti zowotcha za silicon za mainchesi 8 zitha kusintha zowotcha za silicon zoposa 12 inchi.
Palinso kumasuka mwa mawu a mitengo, ndi Taiwan fakitale Hejing ananena kuti kukambirana ndi makasitomala mu theka loyamba la chaka chamawa, ndipo kusintha malinga ndi zinthu msika.Dziko lakunja limakhulupirira kuti kufunikira kwa msika wa ma 6-inch silicon wafers ndi ofooka, ndipo mtengo wake ukhoza kumasuka, ndipo mtengo wa silicon wafer pamwamba pa mainchesi 8 uli ndi mwayi wabwino wokhazikika.
Ngakhale "mphepo yozizira" imawomba pansalu ya silicon, dongosolo lakukulitsa nsalu za silicon siliyimitsidwa.Zimanenedwa kuti pakukula kwapakati komanso kwanthawi yayitali, ndondomeko yowonjezera ya nsalu za silicon wafer monga Global Crystal, Tai Sembco ndi Hejing sizinayime.
Ponena za Tai Sembco, mbewu yatsopanoyi ikuyembekezeka kuyamba kupanga zochuluka mu 2024, ndipo kampaniyo idati chomera chatsopanocho chikuyenda bwino momwe amayembekezera.Chomera cha Hejing's Longtan ku Taiwan ndi chomera cha Zhengzhou ku China onse akukulitsa luso lawo lopanga silicon wafer wa ma inchi 12.
Xu Xiulan, wapampando wa Global Crystal, ananena kuti m'kanthawi kochepa, kuphatikizapo makompyuta, mafoni a m'manja ndi zipangizo zosungira, zikhoza kupitirizabe kufooka mu theka lachiwiri la chaka, koma deta malo ndi magalimoto achita mwamphamvu, ndipo chonsecho. msika ukuyembekezeka kukhala wosasunthika mu 2023. M'kupita kwanthawi, chifukwa chakusintha kwanyengo yonse yazachuma komanso kusanja kwapang'onopang'ono kwa chip inventories, kukula kudzayambiranso mu 2024.
02 TCL Zhonghuan monocrystalline silicon wafer imapereka "kuchepetsa kuwiri motsatizana"
Malinga ndi malipoti atolankhani, TCL Central idadulanso mtengo wamafuta a silicon monocrystalline pa Novembara 27, atadula mtengo pa Okutobala 31.
Pakati pawo, mawu a 150μm makulidwe a P-mtundu wa 210 ndi 182 silicon wafers anali 9.30 yuan / chidutswa ndi 7.05 yuan / chidutswa, motero, omwe anali 0,43 yuan / chidutswa ndi 0,33 yuan / chidutswa chotsika kuposa mawu a October 31;Mawu aposachedwa a 150μm makulidwe a N-mtundu wa 210 ndi 182 silicon wafer anali 9.86 yuan / chidutswa ndi 7.54 yuan / chidutswa, motero, omwe anali 0,46 yuan / chidutswa ndi 0,36 yuan / chidutswa chotsika kuposa mawu am'mbuyomu.
TCL Central inanena kuti mtengowo udzakhazikitsidwa kuyambira pa November 28. Pamene kupanikizika kwazinthu mumsika wophikira kukupitirirabe, mawafawa ndi omwe amayambira kutsika kwamtengo wapatali.Kuchokera pamawu a TCL Central, kutsika kwazinthu zonse kudafika 4.5%.
Pansi pa msika wamakono, ndi kupititsa patsogolo kwa mafakitale, ndizomveka kuti semiconductor "mphepo yozizira" iwombe m'munda wazinthu zakumtunda.
Nthawi yotumiza: Dec-03-2022