Pa nthawi yakumaloko pa 16 Marichi, Micron Technology, kampani yotsogola padziko lonse lapansi yopanga zinthu zokumbukira, idalengeza kuti yamaliza kugula fakitale ya Gongluo P5 ya Quanxin Semiconductor Manufacturing Co., Ltd. (PSMC) ku Miaoli County, Taiwan. Izi zikutanthauza kuyamba kugwira ntchito kwa mgwirizano wogula womwe unalengezedwa ndi magulu onse awiri pa Januwale 17, 2026. Fakitale ya Gongluo ili ndi zipinda zoyera zodziyimira pawokha zokwana 300mm, zomwe zithandiza kuwonjezera mphamvu ya Micron pazinthu zapamwamba za DRAM (kuphatikiza HBM) kuti ikwaniritse kufunikira komwe kukukulirakulira chifukwa cha luntha lochita kupanga. Micron adati fakitale ya Gongluo idzakhala yowonjezera yofunika kwambiri pantchito zake ku Taiwan ndipo idzaphatikizidwa ndi fakitale yake yayikulu ku Taichung (pafupifupi makilomita 15 kuchokera ku Gongluo), ikukulitsa kwambiri mphamvu ndikupanga mgwirizano.
Fakitale ya Gongluo ikuyembekezeka kuyamba kuthandizira kutumiza zinthu zambiri m'chaka chachuma cha 2028. Kuphatikiza apo, Micron ikukonzekera kupititsa patsogolo gawo lotsatira la zomangamanga pafakitaleyi, ndi mapulani oyambira kumanga pafakitale yachiwiri pofika kumapeto kwa chaka chachuma cha 2026, kuyang'ana kwambiri pakuwonjezera malo okwana masikweya mita 270,000 a malo oyeretsera.
Pa Januwale 17 chaka chino, Micron idalengeza za dongosolo lake logula fakitale ya PSMC ya Gondola pamtengo wa $1.8 biliyoni (kupatula makina ndi zida zokhudzana ndi kupanga), motero idakhazikitsa mgwirizano wa nthawi yayitali wa DRAM pakati pa makampani awiriwa.
TrendForce ikukhulupirira kuti mgwirizanowu udzapindulitsa Micron mwa kuwonjezera mphamvu zake zapamwamba za DRAM ndikuwonjezera mphamvu za PSMC za njira zokhwima za DRAM, ndipo kuchuluka kwa DRAM padziko lonse lapansi kukuyembekezeka kuwonjezeka pofika chaka cha 2027.
Malinga ndi zomwe TrendForce yalosera, kuyambira theka lachiwiri la 2025, kuyerekezera kwa ASIC ndi AI kudzalimbikitsa kufunikira kwa HBM3e ndi DDR5 motsatana, motero kukweza phindu lonse la DRAM ndikupangitsa Micron kufulumizitsa kukulitsa mphamvu. Fakitale ya Gondola yomwe yagulidwa ikuphatikizapo malo, nyumba zamafakitale, ndi malo oyeretsera. Micron ikuyembekezeka kuyambitsa pang'onopang'ono zida zomwe zilipo komanso zatsopano, makamaka kuyang'ana kwambiri zida zoyambira za DRAM, ndipo kupanga kwakukulu kukuyembekezeka kuyamba mu 2027. Akuti gawo loyamba la fakitale ya Gondola lidzapereka zoposa 10% ya mphamvu ya Micron padziko lonse pofika kotala lachinayi la 2026.
Nthawi yotumizira: Marichi-30-2026