Ngomhlaka-16 Mashi ngesikhathi sendawo, iMicron Technology, umkhiqizi wememori ohamba phambili emhlabeni wonke, yamemezela ukuqedwa kokuthengwa kwayo kwefektri yeGongluo P5 yeQuanxin Semiconductor Manufacturing Co., Ltd. (PSMC) eMiaoli County, eTaiwan. Lokhu kuthengiselana kuphawula ukuqala ngokusemthethweni kokusebenza kwesivumelwano sokuthengwa esamenyezelwa yizinhlangothi zombili ngoJanuwari 17, 2026. Ifektri yeGongluo inamafidi-skwele angama-300,000 ezindawo zokuhlanza ezizimele ezingama-300mm, okuzosiza ukwandisa amandla eMicron emikhiqizo ye-DRAM ethuthukisiwe (kufaka phakathi i-HBM) ukuze kuhlangatshezwane nesidingo esikhulayo esiqhutshwa ubuhlakani bokwenziwa. IMicron ithe ifektri yeGongluo izoba yisithasiselo esibalulekile ekusebenzeni kwayo eTaiwan futhi izohlanganiswa ngokuqondile nefektri yayo enkulu eTaichung (cishe amamayela ayi-15 ukusuka eGongluo), yandisa kakhulu amandla futhi ikhiqize ukusebenzisana.
Isitshalo saseGongluo kulindeleke ukuthi siqale ukusekela ukuthunyelwa kwemikhiqizo emikhulu ngonyaka wezimali ka-2028. Ngaphezu kwalokho, iMicron ihlela ukuqhubekisela phambili isigaba esilandelayo sokwakhiwa kwesitshalo, ngezinhlelo zokuqala ukwakhiwa kwesitshalo sesibili ekupheleni konyaka wezimali ka-2026, igxile ekwengezeni indawo engaba ngu-270,000 square feet yesikhala sendawo yokuhlanza.
Ngomhlaka-17 Januwari walo nyaka, iMicron yamemezela uhlelo lwayo lokuthenga isitshalo seGondola sePSMC ngamadola ayizigidi eziyizinkulungwane eziyi-1.8 (ngaphandle kwemishini nemishini ehlobene nokukhiqiza), ngaleyo ndlela yasungula ubudlelwano obuthuthukisiwe besikhathi eside bokupakisha i-DRAM phakathi kwalezi zinkampani ezimbili.
I-TrendForce ikholelwa ukuthi lokhu kubambisana kuzozuzisa iMicron ngokwandisa amandla ayo enqubo ye-DRAM ethuthukisiwe nokuthuthukisa ukunikezwa kwe-PSMC kwenqubo ye-DRAM evuthiwe, kanti ukunikezwa kwe-DRAM yomhlaba wonke kulindeleke ukuthi kwande ngo-2027.
Ngokusho kwezibikezelo zeTrendForce, kusukela engxenyeni yesibili ka-2025, ukuqagela kwe-ASIC kanye ne-AI kuzothuthukisa isidingo se-HBM3e kanye ne-DDR5 ngokulandelana, ngaleyo ndlela kuthuthukiswe izinzuzo ze-DRAM iyonke futhi kushukumisele iMicron ukuthi isheshise ukwanda kwamandla. Isitshalo seGondola esitholiwe sihlanganisa umhlaba, izakhiwo zefektri, kanye nezindawo zokuhlanza. IMicron kulindeleke ukuthi yethule kancane kancane imishini ekhona nesanda ku-oda, ikakhulukazi igxile emishinini engaphambili yezinqubo ze-DRAM ezithuthukisiwe, kanti ukukhiqizwa ngobuningi kulindeleke ukuthi kuqale ngo-2027. Kulinganiselwa ukuthi isigaba sokuqala sesitshalo seGondola sizonikela ngaphezu kwe-10% yamandla eMicron emhlabeni wonke ngekota yesine ka-2026.
Isikhathi sokuthunyelwe: Mashi-30-2026