Ukuze kuqinisekiswe ukulethwa kwama-chips, uTesla noHon Hai kunamahemuhemu okuthi bazothatha izindwangu ze-Macronix 6-inch

NgoMeyi 28, iphephandaba iBritish Financial Times izolo laputshuka izindaba zokuthi uTesla ucabanga ukuthenga i-fab ukuxazulula inkinga yokuhlinzekwa nge-chip.Izindaba zakamuva ezivela kulo mkhakha zikhombisa ukuthi uTesla usevele ubambisene neTaiwan Macronix Electronics. Ifektri engu-6-intshi ngaphansi kweMacronix.

Izipisi zezimoto beziphelile kusukela engxenyeni yesibili yanyakenye, okwenza abenzi bezimoto abakhulu e-United States, Germany, Japan, South Korea nakwamanye amazwe kufanele bamemezele ukusikeka kokukhiqizwa noma ngisho nokumisa ukukhiqizwa kwamanye amafektri namamodeli ngenxa yokushoda cores. Ikakhulukazi ezimotweni zikagesi ezidinga amadivayisi amaningi we-semiconductor, usongo lokushoda okuyisisekelo luyoba lukhulu. Ngakho-ke, njengomholi wezimoto ezisebenza ngogesi, uTesla naye ubheka ukubaluleka okukhulu kokunikezwa kwe-chip.Akugcini nje ngokuzakhela izipisi zokuzimela ezizimele zokushayela, kepha manje sekunethemba lokuthi izokuba ne-fab yayo.

Izolo, i-Financial Times icaphune umthombo ongadalulwanga obika ukuthi uTesla uxoxisana neTaiwan, iSouth Korea kanye nemboni yase-US ngenhloso yokuqinisekisa ukunikezwa kwe-chip, hhayi nje kuphela ukuthi kungakhokhelwa kusengaphambili kubaphakeli ukuze bazivale ngokuhlinzeka nge-chip, kepha futhi bahlose ukuthenga isitshalo.

Ngemuva kwalokho, uSeraph Consulting, ongumxhumanisi wokuthengwa kwempahla kwaTesla, ukuqinisekisile: "Bazoqala bathenge amandla futhi bacabangele ukuthola izindwangu."

Futhi manje, izindaba ezivela embonini zithi uTesla uxhumene neMacronix ukuxoxa ngokutholwa kwemboni kaMacronix's 6-inch.

Yize, abangaphakathi embonini beveze ukuthi umthamo wamanje wokuthola umhlaba awanele ngokwanele, futhi i-fab "ayanele ukuzisebenzisela yona, futhi akunakwenzeka ukuthengisa imboni." Kodwa-ke, iMacronix ihlose ukuthengisa ngoba i-fab yayo engu-6-intshi ayinakubaluleka okubalulekile nezinzuzo zezomnotho ekuhlelweni komkhiqizo wenkampani. Sekuyimboni esivele yanquma ukuthengisa izindwangu. Ngaphezu kwalokho, iMacronix isebenzisane noTesla iminyaka eminingi. La maqembu womabili axoxe ngesivumelwano sezitshalo esingamasentimitha angu-6.

Ngokwedatha, ifektri kaMacronix engu-6-intshi isesigabeni sesibili seHsinchu Science Park, enendawo enhle yokuhlala. Ethintwe wubhadane lomqhele omusha kanye nemakethe yamanje yamazwe omhlaba ayitholakali, i-fab ihlehlisiwe ukumisa ngokusemthethweni ukukhiqizwa ngoMashi 2021. Njengoba isitshalo sesiqedile ukwehla, uma isitshalo nemishini kuvuselelwa futhi kuthuthukiswa, kulindeleke ukuthi kuqhubeke kuthuthukise umkhiqizo wokukhiqiza nokusebenza kahle.

Ngokuya ngokuhlaziywa komkhakha, iMacronix neTesla bebesebenze okungenani iminyaka eyisikhombisa noma eyisishiyagalombili. Banikela kakhulu nge-NOR Flash.Lezi zinhlangano zombili azijwayelene.Ukuhlinzekwa kwama-chips we-NOR okwamanje kuyashoda, nakho okuyi Uma i-Tesla ithenga isitshalo esingu-6-intshi se-Macronix, lezi zinkampani ezimbili "zizothuthukisa futhi zisekele umgqugquzeli" .Ukubambisana phakathi kwala maqembu womabili kulindeleke ukuthi kwandise futhi kuthuthukise isikali seMacronix emkhakheni wezimoto.

Kuyaphawuleka ukuthi ngaphambi kwalokhu, amahemuhemu embonini akhombisile ukuthi i-UMC, iWorld Advanced, kanye neTokyo Weili Technology Co, Ltd. banentshisekelo yokuthola ifektri engu-6 intshi, bese uHon Hai naye ezwakalisa ukuzimisela kwakhe ukuthenga. uma uTesla naye ejoyina izigaba zokuqhamuka, Izokwenza ubunikazi bokugcina bemboni budideke kakhulu.

Mayelana namahemuhemu okuthi uTesla uhlela ukuthola i-waff's 6-intshi wafer fab, iMacronix iphendule izolo (Meyi 27) ukuthi ayiphawulanga ngamahemuhemu emakethe futhi yagcizelela ukuthi le ntambo engu-6-intshi izokuqedela ukuthengiselana njengoba kuhlelwe kule sizini, kepha ayikwazanga dalula okuthengiwe.Imininingwane yasekhaya.

IMacronix ibisebenza kakhulu ezimotweni zezimoto iminyaka eminingi. Ngaphambi kwalokhu, uSihlalo uWu Minqiu uthe inani lemakethe eliphelele lezimoto ezingama-NOR chips okungenani liyi-US $ 1 billion. Izicelo zezimoto zakwaMacronix ziseJapan, South Korea kanye naseYurophu Muva nje, sekujoyine amakhasimende amasha ase-Europe. I-ArmorFlash entsha isuselwe ekuqinisekisweni kwezokuphepha kulindeleke ukuthi ingene emkhakheni wezimoto zikagesi.

Ngokwezibalo zangaphakathi zeMacronix, inkampani ibiyindawo yesibili ngobukhulu emhlabeni ekhiqiza izimoto ezingama-NOR Flash chip. Isabelo semakethe seFlash core emakethe yezimoto sizokweqa size endaweni yokuqala emhlabeni.