I te 16 o Poutū-te-rangi, te wā ā-rohe, i panuitia e Micron Technology, he kaihanga mahara matua o te ao, te otinga o tana hoko i te wheketere Gongluo P5 a Quanxin Semiconductor Manufacturing Co., Ltd. (PSMC) i Miaoli County, Taiwan. Ko tēnei tauwhitinga te tohu o te whakaurunga mana o te whakaaetanga hoko i panuitia e ngā taha e rua i te 17 o Hanuere, 2026. E whakamanamana ana te wheketere Gongluo ki te 300,000 putu tapawha o ngā rūma ma 300mm motuhake, ka āwhina i te whakanui ake i te kaha o Micron mō ngā hua DRAM matatau (tae atu ki te HBM) hei whakatutuki i te tono e tipu haere ana e te matauranga horihori. I kī a Micron ko te wheketere Gongluo he tāpiri nui ki ana mahi Taiwan, ā, ka whakauruhia poutū ki tana wheketere nui i Taichung (tata ki te 15 maero mai i Gongluo), ka nui ake te whakawhānui i te kaha me te whakaputa hononga tahi.
E matapaetia ana ka tīmata te tipu Gongluo ki te tautoko i ngā tuku hua nui i te tau pūtea 2028. Hei tāpiritanga, kei te whakamahere a Micron ki te whakatairanga i te wāhanga e whai ake nei o te hanganga o te tipu, me ngā mahere ki te tīmata i te hanganga o tētahi atu tipu i te mutunga o te tau pūtea 2026, me te arotahi ki te tāpiri i te 270,000 putu tapawha o te wāhi rūma ma.
I te 17 o Hānuere o tēnei tau, i pānuitia e Micron tana mahere ki te hoko i te tipu Gondola a PSMC mō te $1.8 piriona (haunga ngā mīhini me ngā taputapu e pā ana ki te hanga), ā, nā reira ka whakatūria he hononga tākai DRAM matatau mō te wā roa i waenganui i ngā kamupene e rua.
E whakapono ana a TrendForce ka whai hua a Micron mā tēnei mahi tahi mā te whakanui ake i tōna kaha DRAM tukatuka matatau me te whakarei ake i te tuku DRAM tukatuka pakeke a PSMC, me te tumanako ka piki ake te tuku DRAM o te ao i te tau 2027.
E ai ki ngā matapae a TrendForce, mai i te haurua tuarua o te tau 2025, ka akiakihia e te ASIC me te AI te tono mō HBM3e me DDR5, ā, ka whakapai ake i ngā tawhē hua DRAM whānui, ka akiaki hoki i a Micron ki te tere ake i te whakawhānui i te kaha. Kei roto i te tipu Gondola kua riro mai ko te whenua, ngā whare wheketere, me ngā whare horoi. E matapaetia ana ka whakauru haere a Micron i ngā taputapu o nāianei me ngā taputapu hou kua tonoa, me te arotahi nui ki ngā taputapu o mua mō ngā tukanga DRAM matatau, me te matapae ka tīmata te hanga papatipu i te tau 2027. E matapaetia ana ka nui ake i te 10% o te kaha o Micron i te ao i te hauwhā tuawhā o te tau 2026 te takoha a te wāhanga tuatahi o te tipu Gondola.
Wā tuku: Maehe-30-2026