Sezvo kubudirira kwemusika wesemiconductor kuri kuramba kuchidzikira, semiconductor "mhepo inotonhora" inovhuvhuta ichienda kumunda wezvinhu wekumusoro, uye masilicon wafers uye monocrystalline silicon wafers ayo akatanga aita zvakanaka atotangawo kusunungura.
01 Thesilicon wafer factoryakabvumirana nemutengi kuti anonoke kutumirwa
Sekureva kweEconomic Daily, yakakanganiswa nekuderedzwa kweiyo logic ICs uye kudzikiswa kukuru kwekugadzirwa kwevagadziri vememory chip, kudiwa kwesilicon wafers kwaramba kuchidzikira.Silicon machira akatanga kubvumirana nevatengi kunonoka kudhonza zvinhu, uye maitiro ekuomerera pamutengo akachinjawo, uye vagadziri vakawanda vanoda kushandira pamwe nevatengi kutaurirana mitengo, uye vamwe vagadziri vakataura zvakananga kuti "hafu yekutanga yegore rinouya. zvinogona kuoma zvishoma."
Zvinonzwisisika kuti vamwezvigadzirwa zvesiliconmuTaiwan vakabvuma kunonoka kutumira kune vashoma nhamba yevatengi, vachivanonotsa kweinenge mwedzi mumwe kana miviri.Mamwe machira esilicon ari kutaurirana nevatengi kuti vanonoke zvishoma kudhonza zvinhu kubva muchikamu chekutanga chegore rinouya.
Kubva pakudzikira kwemusika uku, mawafer foundries akatambura maodha, kushandiswa kwesimba kwadzikira, vagadziri vendangariro chip vakateedzera kudzikisa mari yekushandisa uye kugadzirwa kwechando, mafekitori ekugadzira IC akadzikisa huwandu hwemachipisi, akadzikiswa zvakanyanya, uye akabhadhara zvakakanganiswa. kudzima zvibvumirano zvenguva refu yewafer foundry.Iye zvino sezvo mhepo inotonhora iri kuvhuvhuta kuburikidza nesilicon wafers, musika uri pasi pekumanikidzwa kukuru.
Silicon wafer practitioners kutaura chokwadi, ikozvino yenguva refu yevatengi nhanho yekuverenga yave kuwedzera, pamwe yasvika painogumira, vamwe vatengi vauya kuzokurukura kunonoka kwekutakura.Pakazere, kukanganisa kwekudzikira kwesilicon machira kunogona kusanyatso kubuda kusvika kota yekutanga yegore rinouya, uye zvinofungidzirwa kuti 8-inch silicon wafers anogona kugadzirisa anopfuura gumi nemaviri-inch silicon wafers.
Kune zvakare kusunungurwa maererano nemitengo, uye fekitori yeTaiwan Hejing yakati ichataurirana nevatengi muhafu yekutanga yegore rinouya, uye ichagadzirisa zvinoenderana nemusika mamiriro.Vekunze vanotenda kuti kudiwa kwemusika kwe6-inch silicon wafers hakuna simba, uye mutengo unogona kusunungura, uye mutengo wesilicon wafers pamusoro pe8 inches une mukana uri nani wekuchengetedza kugadzikana.
Kunyangwe iyo "mhepo inotonhora" ichivhuvhuta kune iyo silicon fab, iyo silicon fab yekuwedzera chirongwa haizomiswa.Zvinonzi kune yepakati uye yenguva refu yekusimudzira, chirongwa chekuwedzera chesilicon wafer machira akadai seGlobal Crystal, Tai Sembco uye Hejing haina kumira.
Kana iri Tai Sembco, chirimwa chitsva ichi chinotarisirwa kutanga kugadzirwa kwakawanda muna 2024, uye kambani yakati chirimwa chitsva ichi chiri kufambira mberi sezvaitarisirwa.Hejing's Longtan chirimwa kuTaiwan uye Zhengzhou chirimwa chiri kumahombekombe eChina zvese zviri kuwedzera 12-inch silicon wafer yekugadzira kugona.
Xu Xiulan, sachigaro weGlobal Crystal, akataura kuti munguva pfupi, kusanganisira makombiyuta, nharembozha uye midziyo yekuchengetedza, inogona kuramba isina simba muhafu yechipiri yegore, asi nzvimbo dze data nemotokari dzakashanda zvakasimba, uye iyo yose. kushanda kwemusika kunotarisirwa kuve kwakatsetseka muna 2023. Nekufamba kwenguva, nekuda kwekuvandudzwa kwemamiriro ehupfumi hwese uye zvishoma nezvishoma chiyero che chip inventories, kukura kuchatangazve muna 2024.
02 TCL Zhonghuan monocrystalline silicon wafer inopa "kuderedzwa kuviri kwakatevedzana"
Sekureva kwenhau dzenhau, TCL Central yakacheka mutengo wemonocrystalline silicon wafers zvakare munaNovember 27, mushure mekucheka mutengo muna Gumiguru 31.
Pakati pavo, mashoko e150μm ukobvu P-mhando 210 uye 182 silicon wafers aiva 9.30 yuan / chidimbu uye 7.05 yuan / chidimbu, zvichiteerana, izvo zvaive 0.43 yuan / chidimbu uye 0.33 yuan / chidimbu chakaderera pane makotesheni musi wa31 Gumiguru;Iwo achangoburwa makotesheni e150μm ukobvu hweN-mhando 210 uye 182 silicon wafers aive 9.86 yuan / chidimbu uye 7.54 yuan / chidimbu, zvichiteerana, aive 0.46 yuan / chidimbu uye 0.36 yuan / chidimbu chakaderera pane yapfuura kutenderera kwekotesheni.
TCL Central yakataura kuti mutengo uchaitwa kubva munaNovember 28. Sezvo kudzvanywa kwezvinhu mumusika wewafer kuri kuramba kuchiwedzera, mawafesi ari pachena kuti ndiyo yekutanga kukwira kwemutengo weinflection point.Kubva pane quotation yeTCL Central, kuderera kwehuwandu hwezvigadzirwa zvese kwakasvika 4.5%.
Pasi pemusika wezvino, nekukwira kumusoro kweketani yeindasitiri, zvine musoro kuti semiconductor "mhepo inotonhora" ivhuvhute mumunda wepamusoro wezvinhu.
Nguva yekutumira: Zvita-03-2022