Mohala oa Tšebeletso
Morgan Stanley: 'Maraka oa li-semiconductor o ka fihla ho $1.5 trillion ka 2030
2026-05-26
326
International
1. Theknoloji ea Micron e tla qala tlhahiso ea DDR4 le LPDDR4 hape, ka keketseho e lebelletsoeng ea phepelo ea wafer ea DDR4 ka makhetlo a mane.
2. Ho ya ka ditlaleho, Samsung Electronics e atlehile ho kenya tshebetsong theknoloji ya pele ya lefatshe ya prototype ya NAND ya maemo a 900 lera V.
3. Amkor e ntse e atolosa moralo oa eona o tsoetseng pele oa ho paka liphutheloana Arizona 'me e senotse hore k'hamphani e sebelisana le AMD ho paka li-chip.
4. Nvidia e tla theha laboratori ea lipatlisiso ea AI Singapore ho ntšetsa pele moralo oa theknoloji ea othomathike le ea liroboto.
5. SK Hynix e phatlalalitse ho qalisoa ha theknoloji ea polokelo ea mocheso e laoloang ke mocheso e bitsoang "iHBM". Ha ho bapisoa le litharollo tsa setso, khanyetso ea mocheso ea iHBM e fokotsehile ka 30%.
6. Ho ya ka tlaleho ya Morgan Stanley, ho hakanngwa hore boholo ba mmaraka wa indasteri ya di-semiconductor lefatsheng ka bophara bo ka fihla ho $1.5 trillion ka 2030, ka di-chip tse amanang le AI tse kenyang letsoho ho fihla ho 50%.
malapeng
1. Theknoloji ea Huatian e tsetetse li-yuan tse libilione tse 3 ho aha "Projeke ea Kaho ea Mokhahlelo oa Bobeli oa Setheo sa Liphutheloana le Liteko tsa Indasteri ea Huatian Nanjing".
2. Ziguang Guowei o rera ho reka Ruineng Semiconductor ka li-yuan tse libilione tse 1.9. Kamora hore thekiso e phetheloe, Ruineng Semiconductor e tla ba lekala le felletseng la Ziguang Guowei.
3. Kinghelm le Slkor ba hira Batsamaisi ba Liakhaonto tsa Bohlokoa! Ba hloka ho ba le phihlello ea mehloli e meholo ea bareki le bokhoni ba ho sebetsana le liphephetso indastering ea lisebelisoa tsa elektroniki, ka puseletso e kholo. Rea amohela batho ba nang le takatso e matla ho ikopanya le rona, ho hlahloba 'maraka hammoho, le ho theha bokamoso hammoho!
4. Yu Hao, CEO oa Zhumi Technology, o boletse phatlalatsa hore Zhumi Auto e lebelletsoe ho fihlela tlhahiso e kholo ka nako e ka etsang selemo le halofo, 'me e etelle pele ho atolohela mebarakeng ea mose ho maoatle.
5. Li-wafer tsa silicon tse sekwere tse 2 tsa Global Crystal tse nang le monocrystalline tse sekwere tse qadileng ho netefatsoa ka tekanyo e nyane mme ho lebelletswe hore di tla hlahiswa ka bongata kotara ya bone ya 2026.
6. NE Times e lokollotse tlhahisoleseding bakeng sa kotara ea pele ea 2026, e bonts'ang hore bokhoni bo kentsoeng ba li-module tsa matla a silicon carbide tse kopantsoeng tsa Xinlian bo boemong ba bobeli Chaena, ka karolo ea 'maraka ea 14.6%.
1. Theknoloji ea Micron e tla qala tlhahiso ea DDR4 le LPDDR4 hape, ka keketseho e lebelletsoeng ea phepelo ea wafer ea DDR4 ka makhetlo a mane.
2. Ho ya ka ditlaleho, Samsung Electronics e atlehile ho kenya tshebetsong theknoloji ya pele ya lefatshe ya prototype ya NAND ya maemo a 900 lera V.
3. Amkor e ntse e atolosa moralo oa eona o tsoetseng pele oa ho paka liphutheloana Arizona 'me e senotse hore k'hamphani e sebelisana le AMD ho paka li-chip.
4. Nvidia e tla theha laboratori ea lipatlisiso ea AI Singapore ho ntšetsa pele moralo oa theknoloji ea othomathike le ea liroboto.
5. SK Hynix e phatlalalitse ho qalisoa ha theknoloji ea polokelo ea mocheso e laoloang ke mocheso e bitsoang "iHBM". Ha ho bapisoa le litharollo tsa setso, khanyetso ea mocheso ea iHBM e fokotsehile ka 30%.
6. Ho ya ka tlaleho ya Morgan Stanley, ho hakanngwa hore boholo ba mmaraka wa indasteri ya di-semiconductor lefatsheng ka bophara bo ka fihla ho $1.5 trillion ka 2030, ka di-chip tse amanang le AI tse kenyang letsoho ho fihla ho 50%.
malapeng
1. Theknoloji ea Huatian e tsetetse li-yuan tse libilione tse 3 ho aha "Projeke ea Kaho ea Mokhahlelo oa Bobeli oa Setheo sa Liphutheloana le Liteko tsa Indasteri ea Huatian Nanjing".
2. Ziguang Guowei o rera ho reka Ruineng Semiconductor ka li-yuan tse libilione tse 1.9. Kamora hore thekiso e phetheloe, Ruineng Semiconductor e tla ba lekala le felletseng la Ziguang Guowei.
3. Kinghelm le Slkor ba hira Batsamaisi ba Liakhaonto tsa Bohlokoa! Ba hloka ho ba le phihlello ea mehloli e meholo ea bareki le bokhoni ba ho sebetsana le liphephetso indastering ea lisebelisoa tsa elektroniki, ka puseletso e kholo. Rea amohela batho ba nang le takatso e matla ho ikopanya le rona, ho hlahloba 'maraka hammoho, le ho theha bokamoso hammoho!
4. Yu Hao, CEO oa Zhumi Technology, o boletse phatlalatsa hore Zhumi Auto e lebelletsoe ho fihlela tlhahiso e kholo ka nako e ka etsang selemo le halofo, 'me e etelle pele ho atolohela mebarakeng ea mose ho maoatle.
5. Li-wafer tsa silicon tse sekwere tse 2 tsa Global Crystal tse nang le monocrystalline tse sekwere tse qadileng ho netefatsoa ka tekanyo e nyane mme ho lebelletswe hore di tla hlahiswa ka bongata kotara ya bone ya 2026.
6. NE Times e lokollotse tlhahisoleseding bakeng sa kotara ea pele ea 2026, e bonts'ang hore bokhoni bo kentsoeng ba li-module tsa matla a silicon carbide tse kopantsoeng tsa Xinlian bo boemong ba bobeli Chaena, ka karolo ea 'maraka ea 14.6%.
Litlhahiso Tse Amanang


粤公网安备44030002007346号