Umuyobozi w'ikigo cya chip: Ntabwo nemera ko abakiriya bashaka chip gusa, tutitaye kubiciro

Umuyobozi wa Macronix, Wu Minqiu, ejo (27) yavuze ko uhereye ku kigereranyo cy’isosiyete igezweho / cyoherejwe (agaciro ka B / B), ati: "uko isoko ryifashe neza ku buryo ntabyemera." Ubu igisubizo cya mbere cy’abakiriya ni " shaka Kugera, igiciro ntabwo aricyo kintu. "Macronix izakomeza kwihutira kohereza ibicuruzwa, cyane cyane mubijyanye n’imodoka. Ifite intego yo kuba umuyobozi mu modoka NOR Flash muri uyu mwaka.

Ibicuruzwa nyamukuru bya Macronix birimo chip ya NOR, ububiko bwa flash yibikoresho (NAND Flash), hamwe nibisomwa gusa (ROM). Muri byo, chip ya NOR nibintu byingenzi mubicuruzwa byose bya elegitoroniki, kandi umusaruro wibicuruzwa bifitanye isano na Macronix nuyoboye isi yose mu nganda. Wu Minqiu yavuze kubyerekeranye no kohereza ibicuruzwa byayo bitatu byingenzi, byerekana inganda za elegitoroniki zateye imbere muriki cyiciro.

Ku munsi w'ejo, Macronix yakoze inama yemewe n'amategeko itangaza ko inyungu rusange y’igihembwe cya mbere yari hafi 34.3%, ibyo bikaba byariyongereye kuva kuri 32.4% mu gihembwe cya kane cy’umwaka ushize na 31.3% mu gihe kimwe cy’umwaka ushize; inyungu y’inyungu yari 12.1; %, kugabanuka buri gihembwe amanota 2 ku ijana, naho umwaka-ku mwaka ugabanukaho amanota 0.3 ku ijana.Ni avansi ya miliyoni 48 Yuan mu gihombo cyo guta agaciro kw’ibarura, inyungu y’igihembwe kimwe yari hafi miliyoni 916 Yuan, igabanuka buri gihembwe ya 21%, umwaka-ku-mwaka wagabanutseho 25%, n'inyungu zingana na 0.5 Yuan kuri buri mugabane.

Ku bijyanye n’imikorere y’igihembwe cya mbere, Wu Minqiu yagaragaje ko igipimo cy’ivunjisha ry’idolari rishya rya Tayiwani umwaka ushize cyari amanota 5 ku ijana atandukanye n’uyu mwaka, kandi ibicuruzwa byanagize ingaruka kuri miliyoni 500. Niba ingaruka z’ivunjisha zitabariwe, igihembwe cya mbere amafaranga yinjira agomba kuba meza kandi arenga miliyari 10.

Ibarura rya Macronix mu gihembwe cya mbere ryageze kuri miliyari 13.2, bivuye kuri miliyari 12.945 mu gihembwe gishize. Wu Minqiu yashimangiye ko chip ikunzwe cyane muri uyu mwaka.Imirongo itatu y’ibicuruzwa biteganijwe ko izaba ifite ibicuruzwa bisaga miliyari 7 by’ibarura mbere y’igihembwe cya gatatu. Hamwe no guhindura igihombo cy’igabanuka ry’ibarura mu gihembwe cya mbere, inyungu izaba byinshi mubihe bikurikira.

Wu Minqiu yizera ko igihembwe cya kabiri kitazongera guterwa n'ingaruka nk'ivunjisha, kubara, hamwe na 3D NAND chip R&D amafaranga yakoreshejwe. Ibikorwa bizaba byiza kurusha igihembwe cya mbere. Muri icyo gihe, izamuka ry’ibiciro rizafasha kuzamura inyungu, kandi gushishikara gusunika ibinyabiziga byamashanyarazi bijyanye nimodoka NOR. Biteganijwe ko inyungu rusange n’inyungu rusange mu gihembwe cya mbere bigomba kuba ingingo yo hasi yuyu mwaka, kandi bizaba byiza kuruta igihembwe cya mbere mu gihe kizaza.

Nk’uko imibare ya Macronix ibigaragaza, mu gihembwe cya mbere, porogaramu ya NOR yagizwe 28% y’itumanaho, ikurikirwa na 26% kuri mudasobwa, 17% yo gukoresha, 16% kuri IMA (kugenzura inganda, ubuvuzi n’ikirere), na 13% ku binyabiziga. .

Wu Minqiu yavuze ko mu gihembwe cya mbere, porogaramu za mudasobwa ziyongereye cyane, ibyo bikaba ahanini byatewe no kwiyongera kwinshi kwa porogaramu za kure kubera icyorezo.Nubwo amafaranga y’ibicuruzwa by’imodoka yagabanutseho 2%, yiyongereyeho 8% buri mwaka. Byongeye kandi kubibazo bya vuba bya chipi yimodoka, hari na Fire muruganda runini rwabayapani rwabangamiye, ariko kuri ubu, birasa nkaho gukenera ibinyabiziga bikomeje kwiyongera no gutera imbere, kandi ibicuruzwa bijyanye na Macronix biracyafite umwanya wo gukura guturika.

Wu Minqiu yashimangiye ko muri rusange agaciro k’isoko ry’imodoka za NOR zikoresha imodoka zigera kuri miliyari imwe y’amadolari y’Amerika. hashingiwe ku cyemezo cy’umutekano kandi biteganijwe ko yinjira mu murima w’ibinyabiziga byamashanyarazi.

Dukurikije imibare y’imbere ya Macronix, iyi sosiyete yabaye iya kabiri mu gukora imashini zikoresha amamodoka NOR ku isi mu mwaka ushize.Mu gihe ibicuruzwa byayo byinjiye mu isoko ry’ibicuruzwa by’imodoka zo mu cyiciro cya mbere, ibicuruzwa bikubiyemo uburyo butandukanye bwo kugenzura ibinyabiziga nko kwidagadura ndetse n’umuvuduko w’ipine. Biteganijwe ko chip ya Macronix NOR uyumwaka Isoko ryimodoka riza kumwanya wa mbere kwisi.

Byongeye kandi, Macronix imaze kohereza umukiriya wa 3D NAND igizwe n’ibice 48 muri Mata uyu mwaka.Bizera ko ibicuruzwa by’abakiriya bizoherezwa neza mu gice cya kabiri cy’umwaka, kandi ibikorwa bya Macronix bizahuzwa. Kubijyanye nibicuruzwa 96 bya 3D NAND, hazabaho kandi amahirwe yo kubyara umusaruro uyumwaka.

Uruganda rwa santimetero 6 rwizeye kugurisha vuba bishoboka

Ku bijyanye no kugurisha fab yayo ya santimetero 6, umuyobozi wa Macronix, Wu Minqiu, yatangaje ku munsi w'ejo (27) ko impamvu ebyiri zagize uruhare mu cyemezo cy'isosiyete cyo guta fab ya santimetero 6. Kimwe ni uko fab ya santimetero 6 ishaje cyane, kandi icya kabiri ni Fabs zimwe ntizikwiye kubyara ibicuruzwa byo kwibuka Macronix akora. Ku bijyanye no gutunganya inyungu z’uruganda rwa santimetero 6, Wu Minqiu yavuze ko yizera ko vuba bishoboka, nk’uko amasezerano abiteganya, bitazabarwa mu gihembwe cya kabiri cyangwa icya gatatu.

Wu Minqiu yashimangiye ko kugurisha Macronix kugurisha uruganda rwa santimetero 6 ari byiza kuri sosiyete mu gihe kirekire.Impamvu nyamukuru ni uko n’ubwo uruganda rwa santimetero 6 rwasenyutse burundu rukaba rwubatswe, nta mwanya uhagije w’uruganda rushya. Byongeye kandi, uruganda rwa santimetero 6 ruhindurwa uruganda rwa santimetero 8 cyangwa uruganda rwa santimetero 12. Uruganda rufite ubushobozi budahagije bwo kuburwanya.

Avuga ku isoko n'ibisabwa ku isoko ryo kwibuka, Wu Minqiu yagize ati: "Abakiriya bahora bifuza kubona ibicuruzwa, bityo igiciro ntikikabije kubazwa. Ubu aho cyaba kiri hose, igihe cyose gishobora gutangwa, amafaranga ntabwo ari ikibazo. "

Wu Minqiu yavuze kandi ko nyuma yo kubona ko inganda nini nini za NAND zahinduye 3D hanyuma zikava muri SLC NAND, Macronix yabaye isoko ihamye muri uru rwego kandi ibaye umuyobozi muri bo.

Wu Minqiu yavuze kandi ko bigoye kongera umusaruro mushya muri uyu mwaka kubera igihe kinini cyo gutanga ibikoresho.Gukomeza kubona ko chip ya NOR izakomeza uyu munsi n’umwaka utaha, kabone nubwo umugabane w’igihugu wafunguye ubushobozi bwo gukora, bizakorwa gusa Inzira ya Macronix iragoye gusimbuza abandi bakora. Usibye gutanga ibicuruzwa byujuje ubuziranenge kubakiriya b’Ubuyapani, hari n’abakiriya bashya b’i Burayi.

Ku bijyanye no kugabana ubushobozi, Wu Minqiu yavuze kandi ko uruganda rwa Macronix rufite santimetero 8 rufite ubushobozi bwa buri kwezi ibice 45.000, cyane cyane mu gukora chip ya NOR no kohereza imishinga; uruganda rwa santimetero 12 rufite umubare munini wa chip ya NOR, gukurikirwa na NAND. Chips, hanyuma amaherezo ya ROM, nibitekerezo byingenzi byinyungu rusange.