Usihlalo wenkampani ye-chip: Andikholelwa ukuba abathengi bafuna iichips kuphela, ngaphandle kwexabiso

Usihlalo weMacronix uWu Minqiu utshilo izolo (27) ukuba ukusuka kwi-oda yangoku yenkampani / ukuthunyelwa kwenani (ixabiso le-B / B), "iimeko zentengiso zilungile kangangokuba andikholwa." Ngoku isisombululo sokuqala sabathengi kukuba " Fika Ukufika, ixabiso ayiloxabiso. ”IMacronix izakuqhubeka nokubaleka ukuze ithunyelwe, ngakumbi kwicandelo lezithuthi.Ijolise ekubeni yinkokeli kwezomoto i-NOR Flash kulo nyaka.

Ezona mveliso ziphambili zeMacronix zibandakanya iichips ze-NOR, uhlobo lwe-memory memory (NAND Flash), kunye nememori yokufunda-kuphela (i-ROM), phakathi kwazo, Iichips ze-NOR zizinto ezibalulekileyo kuzo zonke iimveliso ze-elektroniki, kwaye iziphumo zeemveliso ezinxulumene neMacronix yinkokheli yehlabathi kolu shishino. UWu Minqiu uthethe ngokuthunyelwa okuhle kwemigca emithathu ephambili yemveliso, ebonisa ukukhula kweshishini le-elektroniki kweli nqanaba.

IMacronix ibibambe intlanganiso yezomthetho izolo kwaye ibhengeze ukuba inzuzo yayo yonke kwikota yokuqala ibimalunga ne-34.3%, ebinyuke ukusuka kwi-32.4% kwikota yesine yonyaka ophelileyo kunye ne-31.3% kwangelo xesha linye kunyaka ophelileyo; %, ukwehla kwekota kwamanqaku eepesenti ezi-2, kunye nokwehla ngonyaka ngamanqaku eepesenti ye-0.3.Ngokuqhubela phambili kwezigidi ezingama-48 ze-yuan kwilahleko yokuhla kwexabiso, inzuzo yekota enye iyonke yayimalunga ne-916 yezigidi zeerandi, ukwehla kwekota ye-21%, unyaka nonyaka ukwehla kwama-25%, kunye nomvuzo osisi-0.5 yuan ngesabelo ngasinye.

Ngokumalunga nokusebenza kwekota yokuqala, uWu Minqiu wabonisa ukuba inqanaba lotshintshiselwano lwedola eNtsha yaseTaiwan kulo nyaka uphelileyo yayiziipesenti ezi-5 ezahlukileyo kulo nyaka, kwaye ingeniso ichaphazele nezigidi ezingama-500 zeerandi. ingeniso yekota yokuqala kufuneka ibe ngcono kwaye idlule kwi-10 yezigidigidi ze-yuan.

Uluhlu lweMacronix kwikota yokuqala lufikelele kwi-13.2 yezigidigidi ze-yuan, ukusuka kwi-12.945 yezigidigidi ze-yuan kwikota edlulileyo. UWu Minqiu ugxininise ukuba iichips zithandwa kakhulu kulo nyaka.Iintambo ezintathu zemveliso kulindeleke ukuba zibe ngaphezulu kweebhiliyoni ezisixhenxe ze-yuan kuluhlu lwempahla ngaphambi kwekota yesithathu.Ukuhamba kunye nokubuyela umva kokuphulukana nokwehla kwempahla kwikota yokuqala, inzuzo iya kuba Inokuqwalaselwa kwiikota ezimbalwa ezizayo.

U-Wu Minqiu ukholelwa ukuba ikota yesibini ayisayi kuphinda ichaphazeleke kwizinto ezinje ngezinga lotshintshiselwano, uluhlu lweempahla, kunye ne-3D NAND chip R&D. Ukusebenza kuya kuba ngcono kunekota yokuqala. Isiporho sokusebenza kwezithuthi zombane ezinxulumene nezithuthi ze-NOR. Kulindeleke ukuba umyinge wenzuzo opheleleyo kunye nengeniso iyonke kwikota yokuqala ibe kwinqanaba eliphantsi lalo nyaka, kwaye iya kuba ngcono kunekota yokuqala kwixesha elizayo.

Ngokwezibalo zeMacronix, kwikota yokuqala, izicelo ze-terminal ze-NOR zabalelwa kwi-28% yonxibelelwano, ilandelwa yi-26% yeekhompyuter, i-17% yokusetyenziswa, i-16% ye-IMA (ulawulo lwamashishini, ezonyango kunye ne-aerospace), kunye ne-13% yezithuthi .

U-Wu Minqiu uthe kwikota yokuqala, izicelo zekhompyuter zikhule kakhulu, ikakhulu oku kubangelwe kukwanda okukhulu kwezicelo ezikude ngenxa yalo bhubhane. Nangona ingeniso yemveliso yeemoto yehle nge-2%, inyuke nge-8% ngonyaka. Ukunqongophala kweetshipsi zeemoto kutshanje, kukwakho noMlilo kumzi mveliso omkhulu waseJapan ophazamisekileyo, kodwa okwangoku, kubonakala ngathi imfuno yezithuthi iyaqhubeka ukwanda kwaye iphucuka, kwaye iimveliso ezinxulumene neMacronix zisenendawo yokukhula eqhumayo.

UWu Minqiu ugxininise ukuba ixabiso lemveliso yentengiso iyonke yeetshipsi zeMOTO ziqikelelwa ukuba zibe yi-US $ 1 yezigidigidi. Ezona ntengiso ziphambili zeMacronix ziseJapan, South Korea naseYurophu. ngokusekwe kwisitifiketi sokhuseleko kwaye kulindeleke ukuba ingene kwicandelo lezithuthi zombane.

Ngokwezibalo zangaphakathi zeMacronix, le nkampani yayiyeyesibini ngobukhulu ekwenzeni umatshini we-chip kwihlabathi kwihlabathi liphela.Njengoko iimveliso zayo zingena kuthengiso lwabenzi bemoto yokuqala, iimveliso zigubungela iinkqubo ezahlukeneyo zolawulo lwezithuthi ezinje ngokuzonwabisa kunye noxinzelelo lwamavili. Kulindeleke ukuba iMacronix NOR chips kulo nyaka Isabelo sentengiso seemoto sibe kwindawo yokuqala kwihlabathi.

Ukongeza, iMacronix sele ithumele ii-chips ezingama-48 ze-3D NAND kumthengi ngo-Epreli walo nyaka.Kuyathenjwa ukuba iimveliso zabathengi ziya kuthunyelwa kakuhle kwisiqingatha sesibini sonyaka, kwaye imisebenzi yeMacronix iya kulungelelaniswa. Ngokubhekisele kwimveliso ye-96-layer 3D NAND, kuyakubakho nethuba lemveliso esesikweni kulo nyaka.

Umzi-mveliso we-intshi ezi-6 unethemba lokuthengisa ngokukhawuleza

Ethetha ngokuthengiswa kwefestile yayo ye-intshi ezi-6, usihlalo weMacronix uWu Minqiu utyhile izolo (27) ukuba izizathu ezibini zibe negalelo kwisigqibo senkampani sokulahla le ntsimbi yeesentimitha ezi-6. Okwesibini ezinye ii-fabs azikulungelanga ukuvelisa iimveliso zeememori ezenziwa yiMacronix. Ngokumalunga nokuchazwa kwezibonelelo zomzi-mveliso we-intshi ezi-6, uWu Minqiu uthe unethemba lokuba ngokukhawuleza, ngokwemeko yesivumelwano, ayizukuchazwa kwikota yesibini okanye yesithathu.

UWu Minqiu ugxininise ukuba ukuthengiswa kweMacronix kumzi-mveliso weesentimitha ezi-6 kungcono kwinkampani ekuhambeni kwexesha. Esona sizathu kukuba nangona umzi-mveliso we-intshi ezi-6 utshatyalalisiwe kwaye wakhiwe ngokutsha, akukho sithuba saneleyo somzi-mveliso omtsha. Ukongeza, umzi-mveliso weesentimitha ezi-6 uguqulelwa kumzi-mveliso wee-intshi ezi-8 okanye umzi-mveliso wee-intshi ezi-12.

Ethetha ngonikezelo kunye nemfuno yentengiso yememori, uWu Minqiu uthe, "Abathengi bahlala befuna ukufumana iimpahla, ke ixabiso alikho kakhulu ukuba liphendule. Ngoku nokuba liphi na, ukuba nje linokuhanjiswa, imali ayongxaki. "

UWu Minqiu ukwathe emva kokubona ukuba abavelisi abaninzi be-NAND batshintshele kwi-3D emva koko baphuma kwi-SLC NAND, iMacronix iye yaba sisibonelelo esizinzileyo kule ntsimi kwaye sele iyinkokeli phakathi kwabo.

U-Wu Minqiu ukwakhankanye ukuba kunzima ukongeza amandla emveliso kulo nyaka ngenxa yexesha elide lokuzisa izixhobo.Ukugcina umbono wokuba ii-chips ze-NOR ziya kuqhubeka namhlanje nakulo nyaka uzayo, nokuba ilizwekazi lisanda kuvula amandla emveliso, liza kuphela Ezemveliso ezisezantsi. Indlela kaMacronix Kunzima ukubuyisela abanye abavelisi.Ukongeza ekunikezeleni iimveliso ezikumgangatho ophezulu kubathengi baseJapan, kukwakho nabathengi abatsha baseYurophu.

Ngokwabiwa kwamandla, uWu Minqiu wakhankanya ukuba umzi-mveliso weMacronix 8-intshi unomthamo wenyanga wamaqhekeza angama-45,000, ikakhulu kwimveliso yee-chips ze-NOR kunye nokuhanjiswa kweziseko; ifektri ye-intshi ezi-12 inelona nani likhulu lee-chips ze-NOR, kulandelwa yi-NAND.Iichips, kunye neeROM ekugqibeleni, zezona zinto ziphambili eziqwalaselweyo kumda wenzuzo.