Chip indasitiri yekuwedzera 38 nyowani 300mm machira panosvika 2024
300mm machira ekudyara muna 2020 achakura ne13% gore-pamusoro-gore (YoY) kudzika rekodhi yakakwira yakakwira muna 2018 uye kunyora rimwe banner gore reiyo semiconductor indasitiri muna 2023, SEMI yakashuma nhasi mune yayo 300mm Fab Outlook kusvika 2024. Denda reCCIDID-19 rakonzera kuwedzera kwe2020 mukushandisa kwembatya nekumhanyisa shanduko yedhijitari pasi rese, uye kuwedzera kuri kutarisirwa kusvika muna 2021.
Kusimbisa kukura kuri kuwedzera kudiwa kwemasevhisi emakore, maseva, malaptop, mitambo yemitambo uye hutano hwehutano.Inokurumidza-kuchinja matekinoroji akadai se5G, Internet Yezvinhu (IoT), mota, artificial intelligence (AI) uye muchina kudzidza izvo zvinoramba zvichiwedzera mafuta kudiwa kwekubatana kukuru, nzvimbo huru dzedata uye data hombe zviri shure kwekuwedzera.
"Denda reCCIDID-19 riri kusimudzira shanduko yedhijitari iri kutsvaira indasitiri yese ingafungidzirwe kugadzirisa mashandiro atinoita nekurarama," akadaro Ajit Manocha, mutungamiri weSEMI uye CEO."Kushandiswa kwerekodhi rekodhi uye 38 machira matsva anosimbisa basa revasemiconductors semusimboti weanotungamira tekinoroji ari kufambisa shanduko iyi uye anovimbisa kubatsira kugadzirisa mamwe matambudziko makuru pasirese."
Kukura kwekudyara kwema semiconductor machira kuchaenderera mberi muna 2021 asi pamwero wakaderera we4% YoY.Tichitarisa kutenderera kweindasitiri yapfuura, chirevo chinofanotaurawo kudzikira zvishoma muna 2022 uye kumwe kudzikira kudiki muna 2024 zvichitevera rekodhi yemabhiriyoni makumi manomwe emadhora muna 2023.
Kuwedzera 38 New 300mm Fabs
Iyo SEMI 300mm Fab Outlook kusvika 2024 inoratidza iyo chip indasitiri ichiwedzera angangoita makumi matatu nemasere matsva mazana matatu emakumi matatu evhoriyamu machira kubva 2020 kusvika 2024, fungidziro inochengetedza iyo isingaite yakaderera-mukana kana runyerekupe mapurojekiti.Munguva imwe cheteyo, pamwedzi wepa-machira huwandu huchakura neanosvika miriyoni 1.8 wafers kusvika pamusoro pe7 miriyoni.
Pasi pehuwandu hwehuwandu hwehuwandu hweprojekti, iyo indasitiri ichawedzera zvishoma 38 itsva 300mm vhoriyamu machira kubva 2019 kusvika 2024. Taiwan ichawedzera 11 mavhoriyamu machira uye China masere kuverengera hafu yehuwandu.Iyo chip indasitiri icharaira 161 300mm vhoriyamu machira panosvika 2024.
Kushandisa Kukura neChigadzirwa Sector
Memory account yehuwandu hwekuwedzera kwe300mm machira ekushandisa.Chaiyo uye fungidziro yekudyara inoratidza kusimuka kwakasimba kwenhamba yepamusoro yegore rega rega kubva 2020 kusvika 2023, nekuwedzera kwakasimba kwegumi muzana muchitoro che2024.
DRAM uye 3D NAND mipiro kune 300mm kushandiswa kwemucheka kuchave kusina kuenzana kubva 2020 kusvika 2024. Investment ye logic/MPU, zvisinei, ichaona kuvandudzwa kwakadzikama kubva 2021 kusvika 2023. 200% kukura muna 2021 uye kaviri-manhamba inowedzera muna 2022 na2023.
Kutevera mazana maviri nemakumi masere nematanhatu machira nemitsara kubva 2013 kusvika 2024, iyo 300mm Fab Outlook kusvika 2024 inoratidza mazana maviri nemakumi mana nenomwe zvigadziriso kune zana nemana machira, mapfumbamwe matsva machira uye mitsara rondedzero, uye kaviri kudzima kubva pakuburitswa kwechishumo chaKurume 2020.
Nguva yekutumira: 10-03-21