Mugihe iterambere ryisoko rya semiconductor rikomeje kugabanuka, icyuma gikoresha “umuyaga ukonje” gihuha kumurima wibikoresho byo hejuru, kandi wafer ya silicon hamwe na waferi ya silicon monocrystalline yabanje gukora neza nayo yatangiye kugabanuka.
01silicon wafer urugandayemeye n'umukiriya gutinza ibyoherejwe
Nk’uko ikinyamakuru cyitwa Daily Daily cyita ku bukungu kibangamiwe no gusenyuka kwa IC no kugabanya umusaruro mwinshi w'abakora chip yibuka, icyifuzo cya wafer ya silicon nacyo cyakomeje kugabanuka.Silicon fabs yatangiye kwemeranya nabakiriya gutinda gukurura ibicuruzwa, kandi imyifatire yo kwizirika ku giciro nayo yarahindutse, kandi abayikora benshi bafite ubushake bwo gufatanya n’abakiriya kugira ngo baganire ku biciro, kandi bamwe mu bakora inganda bavuze mu buryo butaziguye ko “igice cya mbere cy’umwaka utaha birashobora kuba bigoye gato. ”
Byumvikane ko bamwesilicon fabsmuri Tayiwani bemeye gutinza ibicuruzwa ku mubare muto w'abakiriya, kubitindaho ukwezi cyangwa abiri.Izindi silicon fabs zirimo kuganira nabakiriya kugirango batinde gato gukurura ibicuruzwa kuva mu gihembwe cya mbere cyumwaka utaha.
Kuva iki cyiciro cyo kugabanuka kw'isoko, inganda za wafer zagiye zitegekwa, imikoreshereze yubushobozi iragabanuka, abakora chip yibuka bagiye bagabanya amafaranga yakoreshejwe n’umusaruro mu gihe cyitumba, inganda zishushanya IC zagabanije ingano ya chip, zirasenyuka cyane, ndetse zishyura ibyangiritse. guhagarika amasezerano maremare ya wafer.Noneho ko umuyaga ukonje uhuha muri wafer wa silicon, isoko iri mukibazo gikomeye.
Abakora umwuga wa silicon wavugishije ukuri, urwego rwigihe kirekire rwibarura ryabakiriya rwagiye rwiyongera, birashoboka ko rwageze kumipaka, abakiriya bamwe baza rwose kuganira kubitinda kubyoherezwa.Muri rusange, ingaruka zo kugabanuka kuri fabs ya silicon ntizishobora rwose kugaragara kugeza igihembwe cya mbere cyumwaka utaha, kandi byagereranijwe ko wafer ya silicon-8 ishobora guhindura wafer ya silicon irenga 12.
Hariho kandi kugabanuka mu bijyanye n’ibiciro, kandi uruganda rwa Tayiwani Hejing yavuze ko ruzavugana n’abakiriya mu gice cya mbere cy’umwaka utaha, kandi ruzahinduka ukurikije uko isoko ryifashe.Isi yo hanze yizera ko isoko rikenewe kuri waferi ya silikoni 6-idakomeye, kandi igiciro gishobora kugabanuka, kandi igiciro cya wafer ya silicon iri hejuru ya santimetero 8 gifite amahirwe menshi yo gukomeza umutekano.
Nubwo "umuyaga ukonje" uhuha kuri silicon fab, gahunda yo kwagura silicon fab ntizahagarikwa.Biravugwa ko kugirango iterambere ryiciriritse kandi rirambye, gahunda yo kwagura fabicon ya silicon wafer nka Global Crystal, Tai Sembco na Hejing ntiyahagaze.
Naho Tai Sembco, biteganijwe ko uruganda rushya ruzatangira kubyazwa umusaruro mu 2024, kandi isosiyete yavuze ko uruganda rushya rugenda rutera imbere nk'uko byari byitezwe.Uruganda rwa Hejing rwa Longtan muri Tayiwani na Zhengzhou ku mugabane w’Ubushinwa byombi byongerera ingufu za silikoni wafer ya santimetero 12.
Umuyobozi wa Global Crystal, Xu Xiulan, yavuze ko mu gihe gito, harimo mudasobwa, telefoni zigendanwa ndetse n’ibikoresho bibikwa, bishobora gukomeza kuba intege nke mu gice cya kabiri cy’umwaka, ariko ibigo by’imodoka n’imodoka byakoze cyane, kandi muri rusange Biteganijwe ko imikorere yisoko izaba ihagaze neza muri 2023. Mu gihe kirekire, kubera iterambere ry’ibidukikije muri rusange ndetse n’uburinganire buhoro buhoro bw’ibarura rya chip, ubwiyongere buzakomeza mu 2024.
02 TCL Zhonghuan monocrystalline silicon wafer itanga "kugabanuka gukurikiranye"
Nk’uko ibitangazamakuru bibitangaza, TCL Central yagabanije igiciro cya wafer ya monocrystalline silicon yongeye ku ya 27 Ugushyingo, nyuma yo kugabanya igiciro ku ya 31 Ukwakira.
Muri byo, amagambo yavuzweho uburebure bwa 150μm P yo mu bwoko bwa 210 na 182 ya silicon wafer yari 9.30 yuan / igice na 7.05 yuan / igice, ibyo bikaba byari 0.43 yuan / igice na 0.33 yuan / igice kiri munsi yamagambo yatanzwe ku ya 31 Ukwakira;Amajambo aheruka kuvugwa yuburebure bwa 150μm N-ubwoko bwa 210 na 182 wa silicon wafer yari 9.86 yuan / igice na 7.54 yuan / igice, byari 0.46 yuan / igice na 0.36 yuan / igice kiri munsi yicyiciro cyambere cyatanzwe.
TCL Central yavuze ko igiciro kizashyirwa mu bikorwa guhera ku ya 28 Ugushyingo. Mu gihe igitutu cy’ibarura ku isoko rya wafer gikomeje kwiyongera, wafer ni yo ngingo ya mbere y’izamuka ry’ibiciro.Uhereye kuri cote ya TCL Hagati, igabanuka ryibicuruzwa byose ryageze kuri 4.5%.
Munsi yisoko iriho, hamwe no guhererekanya hejuru kwurwego rwinganda, birakwiriye ko igice cya kabiri cyumuyaga "umuyaga ukonje" uhuha mumashanyarazi.
Igihe cyo kohereza: Ukuboza-03-2022