Ha katleho ea 'maraka oa semiconductor e ntse e theoha, "moea o batang" oa semiconductor o foka ho leba lebaleng la thepa e kaholimo,' me li-wafers tsa silicon le li-wafers tsa silicon tsa monocrystalline tse neng li sebetsa hantle qalong le tsona li se li qalile ho theoha.
01 Thefektheri ea sephaphatha sa silicone lumellane le moreki ho lieha ho romelloa
Ho ea ka Economic Daily, e anngoeng ke ho senyeha ha logics ICs le phokotso e kholo ea tlhahiso ea baetsi ba memori ea memori, tlhokahalo ea li-wafers tsa silicon le eona e tsoetse pele ho theoha.Lisebelisoa tsa silicon li ile tsa qala ho lumellana le bareki ho lieha ho hula thepa, 'me boikutlo ba ho khomarela theko le bona bo fetohile,' me bahlahisi ba bangata ba ikemiselitse ho sebelisana le bareki ho buisana ka theko, 'me bahlahisi ba bang ba boletse ka ho toba hore "halofo ea pele ea selemo se tlang. ho ka ba thata haholoanyane. ”
Ho utloisisoa hore ba bangliaparo tsa siliconTaiwan e lumetse ho liehisa thomello ho palo e nyane ea bareki, e liehe bakeng sa khoeli e le 'ngoe kapa tse peli.Masela a mang a silicon a ntse a buisana le bareki ho lieha ho hula thepa ho tloha kotara ea pele ea selemo se tlang.
Ho tloha nakong ena ea ho putlama ha 'maraka, li-wafer foundries li utloile bohloko, ts'ebeliso ea bokhoni e theohile, baetsi ba li-memory chip ba theotse ka mokhoa o latellanang litšenyehelo tsa lichelete le tlhahiso nakong ea mariha, lifeme tsa IC tsa moralo li fokolitse palo ea li-chips, li senyehile ka matla, esita le ho lefa litšenyehelo tse felisitsoeng. ho hlakola likonteraka tsa nako e telele tsa li-wafer foundry.Kaha joale moea o batang o foka ka har'a li-wafers tsa silicon, 'maraka o tlas'a khatello e kholo.
Litsebi tsa Silicon wafer ka 'nete, boemo ba hajoale ba lethathamo la bareki ba nako e telele bo ntse bo eketseha, mohlomong bo fihlile pheletsong, bareki ba bang ba tlile ho tla buisana ka ho lieha ha thomello.Ka kakaretso, phello ea ho theoha ha masela a silicon e kanna ea se be teng ho fihlela kotara ea pele ea selemo se tlang, 'me ho hakanngoa hore li-wafers tsa silicon tse 8-inch li ka fetola liphaephe tsa silicon tse fetang 12-inch.
Ho boetse ho na le ho theoloa ho latela litheko, mme feme ea Taiwan Hejing e boletse hore e tla buisana le bareki halofo ea pele ea selemo se tlang, mme e tla ikamahanya le maemo a mmaraka.Lefatše le ka ntle le lumela hore tlhokahalo ea 'maraka ea li-wafers tsa silicon tse 6-inch e fokola,' me theko e ka 'na ea fokotseha,' me theko ea liphaphatha tsa silicon tse ka holimo ho lisenthimithara tse 8 li na le monyetla o motle oa ho boloka botsitso.
Leha "moea o batang" o fokela lesela la silicon, leano la katoloso ea lesela la silicon le ke ke la emisoa.Ho tlalehoa hore bakeng sa tsoelo-pele ea nako e telele le ea nako e telele, moralo oa ho atolosa ha masela a silicon a kang Global Crystal, Tai Sembco le Hejing ha o e-s'o khaotse.
Ha e le Tai Sembco, semela se secha se lebelletsoe ho qala tlhahiso ea bongata ka 2024, mme khamphani e boletse hore semela se secha se ntse se tsoela pele joalo ka ha ho lebelletsoe.Semela sa Hejing sa Longtan se Taiwan le semela sa Zhengzhou naheng ea China ka bobeli li ntse li holisa bokhoni ba tsona ba tlhahiso ea silicon wafer ea 12-inch.
Xu Xiulan, molula-setulo oa Global Crystal, o boletse hore ka nako e khutšoanyane, ho kenyeletsa lik'homphieutha, liselefouno le lisebelisoa tsa polokelo, e ka 'na ea tsoela pele ho fokola karolong ea bobeli ea selemo, empa litsi tsa data le likoloi li sebelitse ka matla,' me ka kakaretso ts'ebetso ea 'maraka e lebelletsoe ho ba e bataletseng ka 2023. Ha nako e ntse e ea, ka lebaka la ntlafatso ea tikoloho ea moruo ka kakaretso le ho leka-lekana butle-butle ha lihlahisoa tsa lisebelisoa, kholo e tla qala hape ka 2024.
02 TCL Zhonghuan monocrystalline silicon wafer e fana ka "liphokotso tse peli tse latellanang"
Ho ea ka litlaleho tsa mecha ea litaba, TCL Central e ile ea fokotsa theko ea li-wafers tsa monocrystalline silicon hape ka November 27, ka mor'a ho fokotsa theko ka la 31 Mphalane.
Har'a bona, mantsoe a qotsitsoeng a 150μm botenya ba P-mofuta oa 210 le li-wafers tsa silicon tse 182 e ne e le 9,30 yuan / sengoathoana le 7,05 yuan / sengoathoana, ka ho latellana, e neng e le 0,43 yuan / sengoathoana le 0,33 yuan / sengoathoana se tlase ho feta mantsoe a qotsitsoeng ka la 31 October;Litlhaloso tsa morao-rao tsa 150μm botenya ba N-mofuta oa 210 le li-wafers tsa silicon tse 182 e ne e le 9.86 yuan / sengoathoana le 7.54 yuan / sengoathoana, ka ho latellana, e neng e le 0,46 yuan / sengoathoana le 0.36 yuan / sengoathoana se ka tlase ho potoloho e fetileng ea mantsoe.
TCL Central e boletse hore theko e tla kenngoa ts'ebetsong ho tloha ka November 28. Ha khatello ea thepa 'marakeng oa li-wafer e ntse e eketseha, ho hlakile hore li-wafers ke sebaka sa pele sa ho nyoloha ha theko ea theko.Ho tsoa qotsong ea TCL Central, sekhahla sa ho theoha ha lihlahisoa tsohle se fihlile ho 4.5%.
Tlas'a 'maraka oa hona joale, ka phetiso e holimo ea ketane ea indasteri, hoa utloahala hore "moea o batang" oa semiconductor o fokele tšimong ea thepa e ka holimo.
Nako ea poso: Dec-03-2022