Mu rwego rwo kwemeza itangwa rya chip, Tesla na Hon Hai biravugwa ko bafata Macronix ya santimetero 6

Ku ya 28 Gicurasi, Ikinyamakuru cyitwa Financial Financial cyo mu Bwongereza cyatangaje amakuru ku munsi w'ejo ko Tesla itekereza kugura fab kugira ngo ikemure ikibazo cy’itangwa rya chip.Amakuru aheruka guturuka mu nganda yerekana ko Tesla yamaze gukorana na Electronics yo muri Tayiwani Macronix. Twandikire kugira ngo tuganire ku kugura a Uruganda rwa santimetero 6 munsi ya Macronix.

Imashini zitwara ibinyabiziga ntizibitswe kuva mu gice cya kabiri cy'umwaka ushize, bituma abakora amamodoka akomeye muri Amerika, Ubudage, Ubuyapani, Koreya y'Epfo ndetse no mu bindi bihugu bagomba gutangaza ko igabanywa ry'umusaruro cyangwa bagahagarika umusaruro w'inganda zimwe na zimwe kubera kubura. ingirakamaro. Cyane cyane kubinyabiziga byamashanyarazi bisaba ibikoresho byinshi bya semiconductor, iterabwoba ryibura ryibanze rizaba ryinshi. Kubera iyo mpamvu, nk'umuyobozi w’ibinyabiziga bikoresha amashanyarazi, Tesla nayo iha agaciro kanini itangwa rya chip.Ntabwo ifite ubwikorezi bwonyine bwifashisha imashini yigenga yigenga, ariko ubu irizera ko izagira fab.

Ku munsi w'ejo, ikinyamakuru Financial Times cyatangaje amakuru atavuze izina avuga ko Tesla irimo kuganira na Tayiwani, Koreya y'Epfo n'inganda zo muri Amerika mu rwego rwo kureba niba itangwa rya chip, ridashobora gusa kwishyurwa mbere yo gutanga ibicuruzwa kugira ngo rifunge ibicuruzwa bitangwa, ariko ndetse rigamije no kugura wafers.

Nyuma yaho, Seraph Consulting, umujyanama mu gutanga amasoko ya Tesla, yemeje ati: "Bazabanza kugura ubushobozi kandi batekereze ku gushaka fabs."

Noneho, amakuru aturuka mu nganda avuga ko Tesla yavuganye na Macronix kugirango baganire ku kugura uruganda rwa Macronix rufite santimetero 6.

Nubwo, abari mu nganda bagaragaje ko ubushobozi bwo gushinga isi muri iki gihe budahagije cyane, kandi fab "ntabwo ihagije kugira ngo iyikoreshe, kandi ntibishoboka kugurisha uruganda." Icyakora, Macronix irashaka kugurisha kubera ko fab yayo ya santimetero 6 idafite akamaro gakomeye n’inyungu z’ubukungu ku bijyanye n’ibicuruzwa by’uruganda. Byahindutse inganda zimaze gufata icyemezo cyo kugurisha fab. Byongeye kandi, Macronix imaze imyaka myinshi ikorana na Tesla. Impande zombi zaganiriye ku masezerano y’ibihingwa bya santimetero 6. Niba Tesla ishaka kubona igihingwa kimwe, "birumvikana ko" gushaka Macronix yaganira.

Dukurikije amakuru, uruganda rwa Macronix rufite santimetero 6 ruherereye mu cyiciro cya kabiri cya parike ya siyanse ya Hsinchu, hamwe n’ahantu heza. Bitewe n’icyorezo gishya cy’ikamba ndetse n’isoko ry’imishinga isanzwe ku isi irabura, fab yasubitswe guhagarika ku mugaragaro umusaruro muri Werurwe 2021. Nkuko uruganda rwarangije guta agaciro, niba uruganda nibikoresho bigezweho kandi bikavugururwa, biteganijwe ko bizarushaho kunoza umusaruro n’umusaruro.

Nk’uko isesengura ry’inganda ribigaragaza, Macronix na Tesla bamaze nibura imyaka irindwi cyangwa umunani bakorana.Batanga cyane cyane NOR Flash. Amashyaka yombi ntabwo amenyereye mugenzi we. Kugeza ubu itangwa rya chipi ya NOR irabura, naryo rikaba a ibice Tesla ategura ashishikaye. Niba Tesla iguze Uruganda rwa Macronix rufite santimetero 6, ayo masosiyete yombi "azashyigikira kandi ashyigikire". Biteganijwe ko ubufatanye hagati y’impande zombi buzakomeza kwaguka no kuzamura igipimo cya Macronix mu rwego rw’imodoka.

Twabibutsa ko mbere yibi, ibihuha byinganda byerekanaga ko UMC, World Advanced, ndetse na Tokyo Weili Technology Co., Ltd ishishikajwe no kubona uruganda rwa santimetero 6, hanyuma Hon Hai nawe agaragaza ubushake bwo kugura. Noneho niba Tesla nayo yinjiye murwego rwa snap-ups, Bizatuma nyir'uruganda rwanyuma arirwo rujijo.

Ku bijyanye n'ibihuha bivuga ko Tesla ateganya kugura feri ya wafer ya Hongwang ya santimetero 6, Macronix yashubije ejo (27 Gicurasi) ko itagize icyo ivuga ku bihuha byo ku isoko anashimangira ko fab ya santimetero 6 izarangiza ubwo bucuruzi nk'uko byari biteganijwe muri iki gihembwe, ariko ntibishoboke. menyesha ibyaguzwe. Ibisobanuro birambuye murugo.

Macronix imaze imyaka myinshi ikora cyane mu gukoresha amamodoka. Mbere yibi, Chairman Wu Minqiu yavuze ko muri rusange agaciro k’isoko ry’imodoka za NOR chip byibura amamiliyaridi imwe y’amadolari ya Amerika. . Vuba aha, abakiriya bashya b’i Burayi binjiye. ArmorFlash nshya ishingiye ku cyemezo cy’umutekano giteganijwe kugabanuka mu rwego rw’imodoka zikoresha amashanyarazi.

Dukurikije imibare y’imbere ya Macronix, iyi sosiyete yabaye iya kabiri ku isi ikora imodoka nini za NOR Flash chip mu mwaka ushize.Mu gihe ibicuruzwa byayo byinjiye mu isoko ry’itangwa ry’abakora amamodoka yo mu cyiciro cya mbere, ibicuruzwa bikubiyemo uburyo butandukanye bwo kugenzura ibinyabiziga nko kwidagadura ndetse n’umuvuduko w’ipine. umugabane wisoko rya Flash core mumasoko yimodoka izasimbuka kumwanya wambere kwisi.