Lunahoomalu o ka hui puʻupuʻu: ʻAʻole hiki iaʻu ke manaʻoʻiʻo i ka makemake o nā mea kūʻai aku i nā ʻāpana, me ka nānā ʻole i ke kumukūʻai

Ua haʻi aku ka luna o Macronix ʻo Wu Minqiu i nehinei (27) mai ka lakene o ka hoʻonohonoho / hoʻouna ʻana (B / B waiwai) o ka ʻoihana, "maikaʻi loa nā kūlana mākeke ʻaʻole wau e manaʻoʻiʻo." ʻO ka hopena mua a nā mea kūʻai aku "i E hōʻea ʻo Macronix no ka hoʻouna ʻana, keu hoʻi i ke kahua kaʻa. Hoʻolālā ia e lilo i alakaʻi i ka kaʻa NOR Flash i kēia makahiki.

ʻO nā huahana nui a Macronix e komo pū me nā ʻāpana NOR, hoʻomanaʻo hoʻomanaʻo flash-type (NAND Flash), a me ka hoʻomanaʻo heluhelu wale nō (ROM). I waena o lākou, nā ʻāpana NOR nā mea pono no nā huahana uila āpau, a ʻo ka hopena o nā huahana pili Macronix ke alakaʻi honua. i ka ʻoihana. Ua kamaʻilio ʻo Wu Minqiu e pili ana i nā lawe maikaʻi o kāna huahana huahana nui ʻekolu, e hōʻike ana i ka ʻoihana uila uila e hoʻonui nei i kēia manawa.

Ua mālama ʻo Macronix i kahi hālāwai loio i nehinei a hoʻolaha aku ʻo ka nui o ka loaʻa kālā no ka hapaha mua ma kahi o 34.3%, kahi piʻi aʻe mai 32.4% i ka hāhā o ka makahiki i hala a me 31.3% i ka manawa like o ka makahiki i hala. %, kahi hapaha e hoʻemi ana i nā helu pākēneka 2, a me ka hōʻemi makahiki o ka 0.3 mau helu pākēneka. Me ka holomua o 48 miliona yuan i nā pohō hāʻule ʻana o ka helu helu waiwai, ʻo ka loaʻa kālā net-hapaha hoʻokahi ma kahi o 916 miliona yuan, kahi hapaha hapaha o 21%, kahi makahiki o ka makahiki he 25%, a me ka loaʻa kālā o 0.5 yuan i kēlā me kēia mahele.

E pili ana i ka hana o ka hapaha mua, kuhikuhi ʻo Wu Minqiu ʻo ke kuapo o ke dālā New Taiwan o ka makahiki i hala he 5 pākēneka helu ʻokoʻa mai kēia makahiki, a ua pili pū ka huina kālā i 500 miliona yuan. Inā ʻaʻole helu ʻia ka hopena o ka hoʻololi, ʻoi aku ka ʻoi o ka loaʻa kālā ma mua o ka ʻoi aku ma mua o 10 biliona yuan.

ʻO ka papa helu waiwai a Macronix i ka hapaha mua i hōʻea i 13.2 biliona yuan, mai ka 12.945 biliona yuan i ka hapahā i hala. Ua hoʻokūpaʻa ʻo Wu Minqiu he makemake nui ʻia nā pīpī i kēia makahiki. Manaʻo ʻia nā laina huahana ʻekolu i ʻoi aku ma mua o 7 biliona yuan i ka papa inoa ma mua o ka hapaha ʻekolu. nui i nā hapahā e hiki mai ana.

Manaʻo ʻo Wu Minqiu ʻaʻole e hoʻopili hou ʻia ka hapaha ʻelua e nā mea e like me ka uku pānaʻi, ka papa helu waiwai, a me nā lilo 3D & NAND chip R&D. E ʻoi aku ka maikaʻi o nā hana ma mua o ka hapaha mua. ʻeleu sprint uila uila-e pili pū kaʻa NOR palapala noi. Manaʻo ʻia ʻo ka palena palena ʻoiaʻiʻo a me ka loaʻa kālā holoʻokoʻa i ka hapaha mua ka pae haʻahaʻa o kēia makahiki, a ʻoi aku ka maikaʻi ma mua o ka hapaha mua i ka wā e hiki mai ana.

Wahi a nā helu helu Macronix, i ka hapaha mua, pili nā noi noi NOR no 28% o nā kamaʻilio, a ukali ʻia e 26% no nā kamepiula, 17% no ka ʻai ʻana, 16% no IMA (kaohi hanahana, ka lāʻau lapaʻau a me ka aerospace), a me 13% no nā kaʻa .

Ua ʻōlelo ʻo Wu Minqiu i ka hapaha mua, ulu nui nā polokalamu kamepiula, ma muli o ka hoʻonui nui ʻana o nā noi mamao no ka maʻi ahulau. ʻOiai ʻo ka loaʻa kālā o nā huahana kaʻa i hāʻule i 2%, ua hoʻonui ʻia e 8% i kēlā me kēia makahiki. i ka hemahema hou o nā ʻāpana kaʻa, aia kekahi i loko o kahi hale hana Kepani nui i komo i loko, akā i kēia manawa, me he mea lā e hoʻomau a hoʻonui ka hoʻomaikaʻi o nā kaʻa, a me nā huahana e pili ana i Macronix e mau nei ka ulu ulu.

Ua hoʻokūpaʻa ʻo Wu Minqiu i ka nui o ka waiwai o ka mākeke NOR automotive i hoʻohālikelike ʻia ma kahi o US $ 1 biliona. ʻO nā mākeke noi kaʻa ʻo Macronix ma Iapana, Kōlea Hema a me ʻEulopa. I kēia mau lā, ua hui pū nā mea kūʻai aku hou o ʻEulopa ma muli o ka hōʻoia palekana a manaʻo ʻia e komo i ke kahua o nā kaʻa uila.

Wahi a nā helu helu kūloko o Macronix, ʻo ka ʻoihana ka lua o ka nui o ka mea hana chip NOR automotive i ka honua i ka makahiki i hala. Manaʻo ʻia ʻo Macronix NOR chips i kēia makahiki ʻO ka mahele mākeke o nā kaʻa e pae mua i ka honua.

Eia hou, ua hoʻouna mua ʻo Macronix i nā pālima 3D NAND he 48 mau papa i ka mea kūʻai aku iā ʻApelila i kēia makahiki. Lana ka manaʻo e hoʻouna maikaʻi ʻia nā huahana o ka mea kūʻai aku i ka hapa lua o ka makahiki, a e hoʻopili ʻia nā hana a Macronix. No nā huahana 96-layer 3D NAND, aia kekahi manawa kūpono no ka hana maʻamau i kēia makahiki.

Lana ka manaʻo o ka hale hana he 6 ʻīniha e kūʻai koke aku

Ma ke kamaʻilio ʻana e pili ana i ke kūʻai aku ʻana i kāna fab 6-inch, ua hōʻike ʻo ka luna o Macronix ʻo Wu Minqiu i nehinei (27) he ʻelua mau kumu i hāpai ai i ka hoʻoholo a ka hui e hoʻopau i ka ʻāpana 6-ʻīniha. ʻo ka lua ʻO kekahi o nā fabs ʻaʻole kūpono ia no ka hana ʻana i nā huahana hoʻomanaʻo i komo ai ʻo Macronix. E pili ana i ka hoʻolilo ʻana i nā keu pono o ka hale hana 6-ʻīniha, ua ʻōlelo ʻo Wu Minqiu ke lana nei kona manaʻo i ka wā e hiki ai, e like me ke kūlana o ka ʻaelike, ʻaʻole e helu ʻia ma ka ʻāpana ʻelua a ʻekolu paha.

Ua koʻikoʻi ʻo Wu Minqiu e ʻoi aku ka maikaʻi o ke kūʻai aku ʻana o Macronix i kahi hale hana he 6 ʻīniha no ka ʻoihana i ka wā lōʻihi. Hoʻohui ʻia, hoʻololi ʻia ka hale hana he 6 ʻīniha i kahi hale hana he 8 ʻīniha a i ʻole he hale hana he 12. He lawa ʻole ka hiki i ka hale hana ke kū iā ia.

I kāna kamaʻilio ʻana e pili ana i ka lako a me ka koi o ka mākeke hoʻomanaʻo, ua ʻōlelo ʻo Wu Minqiu, "Makemake mau nā mea kūʻai aku e kiʻi i nā waiwai, no laila ʻaʻole nui ke kumukūʻai no kēia manawa. ʻAʻohe mea i hea, inā hiki ke lawe ʻia, ʻAʻole pilikia ke kālā. "

Ua ʻōlelo pū ʻo Wu Minqiu ma hope o ka nānā ʻana ua hoʻololi ka nui o nā mea hana nui NAND i 3D a laila mae aku i waho o SLC NAND, ua lilo ʻo Macronix i kahi lako paʻa i kēia kahua a ua lilo i alakaʻi i waena o lākou.

Ua ʻōlelo pū ʻo Wu Minqiu he paʻakikī e hoʻohui i ka hana hana hou i kēia makahiki ma muli o ka lōʻihi o ka manawa o ka lawe ʻana o nā lakohana. Ke mālama nei i ka ʻike e hoʻomau ʻia nā ʻāpana NOR i kēia lā a me ka makahiki e hiki mai ana, ʻoiai inā ua wehe ka ʻāina nui i ka hiki ke hana, aia wale nō. pili i nā huahana haʻahaʻa. ʻO kā Macronix alahele He paʻakikī e hoʻololi i nā mea hana ʻē aʻe. Ma waho o ka hāʻawi wale ʻana i nā huahana kiʻekiʻe kiʻekiʻe i nā mea kūʻai aku Iapana, aia kekahi mea kūʻai aku hou o ʻEulopa.

E pili ana i ka hoʻokaʻawale ʻana i ka hiki, Wu Minqiu ua ʻōlelo pū ʻo Macronix's 8-inch factory nona ka mana he 45,000 mau ʻāpana, no ka hana ʻana i nā ʻāpana NOR a me ka hoʻouka ʻana i nā waihona; ʻo ka hale hana he 12 mau ʻīniha ka hapa nui o nā ʻāpana NOR, ukali ʻia e NAND. Chips, a ʻo ROM hope loa, ʻo ia nā mea nui e noʻonoʻo ai i ka palena palena ʻoi loa.