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UMorgan Stanley: Imakethe yama-semiconductor ingafinyelela ku-$1.5 trillion ngo-2030
2026-05-26
326
International
1. I-Micron Technology izoqala kabusha ukukhiqizwa kwe-DDR4 kanye ne-LPDDR4, kanye nokwanda okulindelekile okuphindwe kane kokunikezwa kwe-DDR4 wafer.
2. Ngokusho kwemibiko, i-Samsung Electronics isebenzise ngempumelelo ubuchwepheshe bokuqala be-prototype ye-NAND yezinga le-V engu-900 emhlabeni.
3. I-Amkor yandisa ukwakheka kwayo okuthuthukisiwe kokupakisha e-Arizona futhi iveze ukuthi inkampani ibambisana ne-AMD ekupakisheni ama-chip.
4. I-Nvidia izosungula ilabhorethri yocwaningo lwe-AI eSingapore ukuze ikhuthaze kakhulu ukwakheka kobuchwepheshe bokuzenzakalela kanye nobuchwepheshe bamarobhothi.
5. I-SK Hynix imemezele ukwethulwa kobuchwepheshe bokugcina ukushisa obulawulwa amazinga okushisa obubizwa ngokuthi "iHBM". Uma kuqhathaniswa nezixazululo zendabuko, ukumelana nokushisa kwe-iHBM kuncishiswe ngo-30%.
6. Ngokusho kombiko kaMorgan Stanley, kulinganiselwa ukuthi usayizi wemakethe yezimboni ze-semiconductor emhlabeni wonke ungafinyelela ku-$1.5 trillion ngo-2030, kanti ama-chip ahlobene ne-AI anikela ku-50%.
Domestic
1. I-Huatian Technology itshale imali eyizigidigidi ezintathu zama-yuan ukwakha "i-Huatian Nanjing Advanced Packaging and Testing Industry Base Phase II Construction Project".
2. UZiguang Guowei uhlela ukuthenga iRuineng Semiconductor ngama-yuan ayizigidi eziyizinkulungwane ezingu-1.9. Ngemva kokuba ukuthengiselana sekuqediwe, iRuineng Semiconductor izoba yinkampani ephethwe ngokuphelele yiZiguang Guowei.
3. I-Kinghelm ne-Slkor baqasha abaQondisi be-Akhawunti Ababalulekile! Kudingeka ukuthi ube nokufinyelela ezinsizeni ezinkulu zamakhasimende kanye nekhono lokubhekana nezinselele embonini ye-elekthronikhi, ngesinxephezelo esikhulu. Siyakwamukela abantu abanesifiso sokujoyina nathi, bahlole imakethe ndawonye, futhi bakhe ikusasa ndawonye!
4. UYu Hao, i-CEO yeZhumi Technology, uveze obala ukuthi iZhumi Auto kulindeleke ukuthi ikhiqize ngobuningi cishe ngonyaka nesigamu, kugxilwe kakhulu ekukhuleni emakethe aphesheya kwezilwandle.
5. Ama-wafer e-silicon angama-intshi angu-2 square monocrystalline e-Global Crystal aseqalile ukuqinisekiswa ngezinga elincane futhi kulindeleke ukuthi akhiqizwe ngobuningi kwikota yesine ka-2026.
6. I-NE Times ikhiphe idatha yekota yokuqala ka-2026, ekhombisa ukuthi amandla afakiwe amamojula wamandla e-Xinlian ahlanganisiwe e-silicon carbide abekwe endaweni yesibili eShayina, ngesabelo semakethe esingu-14.6%.
1. I-Micron Technology izoqala kabusha ukukhiqizwa kwe-DDR4 kanye ne-LPDDR4, kanye nokwanda okulindelekile okuphindwe kane kokunikezwa kwe-DDR4 wafer.
2. Ngokusho kwemibiko, i-Samsung Electronics isebenzise ngempumelelo ubuchwepheshe bokuqala be-prototype ye-NAND yezinga le-V engu-900 emhlabeni.
3. I-Amkor yandisa ukwakheka kwayo okuthuthukisiwe kokupakisha e-Arizona futhi iveze ukuthi inkampani ibambisana ne-AMD ekupakisheni ama-chip.
4. I-Nvidia izosungula ilabhorethri yocwaningo lwe-AI eSingapore ukuze ikhuthaze kakhulu ukwakheka kobuchwepheshe bokuzenzakalela kanye nobuchwepheshe bamarobhothi.
5. I-SK Hynix imemezele ukwethulwa kobuchwepheshe bokugcina ukushisa obulawulwa amazinga okushisa obubizwa ngokuthi "iHBM". Uma kuqhathaniswa nezixazululo zendabuko, ukumelana nokushisa kwe-iHBM kuncishiswe ngo-30%.
6. Ngokusho kombiko kaMorgan Stanley, kulinganiselwa ukuthi usayizi wemakethe yezimboni ze-semiconductor emhlabeni wonke ungafinyelela ku-$1.5 trillion ngo-2030, kanti ama-chip ahlobene ne-AI anikela ku-50%.
Domestic
1. I-Huatian Technology itshale imali eyizigidigidi ezintathu zama-yuan ukwakha "i-Huatian Nanjing Advanced Packaging and Testing Industry Base Phase II Construction Project".
2. UZiguang Guowei uhlela ukuthenga iRuineng Semiconductor ngama-yuan ayizigidi eziyizinkulungwane ezingu-1.9. Ngemva kokuba ukuthengiselana sekuqediwe, iRuineng Semiconductor izoba yinkampani ephethwe ngokuphelele yiZiguang Guowei.
3. I-Kinghelm ne-Slkor baqasha abaQondisi be-Akhawunti Ababalulekile! Kudingeka ukuthi ube nokufinyelela ezinsizeni ezinkulu zamakhasimende kanye nekhono lokubhekana nezinselele embonini ye-elekthronikhi, ngesinxephezelo esikhulu. Siyakwamukela abantu abanesifiso sokujoyina nathi, bahlole imakethe ndawonye, futhi bakhe ikusasa ndawonye!
4. UYu Hao, i-CEO yeZhumi Technology, uveze obala ukuthi iZhumi Auto kulindeleke ukuthi ikhiqize ngobuningi cishe ngonyaka nesigamu, kugxilwe kakhulu ekukhuleni emakethe aphesheya kwezilwandle.
5. Ama-wafer e-silicon angama-intshi angu-2 square monocrystalline e-Global Crystal aseqalile ukuqinisekiswa ngezinga elincane futhi kulindeleke ukuthi akhiqizwe ngobuningi kwikota yesine ka-2026.
6. I-NE Times ikhiphe idatha yekota yokuqala ka-2026, ekhombisa ukuthi amandla afakiwe amamojula wamandla e-Xinlian ahlanganisiwe e-silicon carbide abekwe endaweni yesibili eShayina, ngesabelo semakethe esingu-14.6%.
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