Musi wa16 Kurume panguva yemuno, Micron Technology, kambani inotungamira mukugadzira memory pasi rose, yakazivisa kupedzwa kwekutenga kwayo fekitari yeGongluo P5 yeQuanxin Semiconductor Manufacturing Co., Ltd. (PSMC) muMiaoli County, Taiwan. Kutengeserana uku kunoratidza kutanga kushanda kwechibvumirano chekutenga chakaziviswa nemativi ese ari maviri musi wa17 Ndira 2026. Fekitori yeGongluo ine nzvimbo inosvika 300,000 square feet yemakamuri ekuchenesa akazvimirira e300mm, izvo zvichabatsira kuwedzera kugona kweMicron kwezvigadzirwa zveDRAM zvepamusoro (kusanganisira HBM) kuti zvigutse kudiwa kuri kukura kunokonzerwa nehuchenjeri hwekugadzira. Micron yakati fekitori yeGongluo ichave chikamu chakakosha chekuwedzera kumabasa ayo eTaiwan uye ichabatanidzwa nefekitori yayo hombe muTaichung (anenge makiromita gumi nemashanu kubva kuGongluo), ichikura zvakanyanya kugona uye ichigadzira kubatana.
Chigadzirwa cheGongluo chinotarisirwa kutanga kutsigira kutumirwa kwezvinhu zvakakura mugore remari ra2028. Pamusoro pezvo, Micron inoronga kufambisira mberi chikamu chinotevera chekuvaka pachigadzirwa ichi, nehurongwa hwekutanga kuvaka pachigadzirwa chechipiri panosvika kupera kwegore remari ra2026, ichitarisa pakuwedzera nzvimbo inosvika 270,000 square feet yenzvimbo yekuchenesa.
Musi wa17 Ndira wegore rino, Micron yakazivisa hurongwa hwayo hwekutenga fekitari yePSMC yeGondola nemadhora mabhiriyoni 1.8 emadhora (tisingabatanidzi michina nemidziyo ine chekuita nekugadzira), nokudaro ichigadzira mubatanidzwa weDRAM wenguva refu pakati pemakambani maviri aya.
TrendForce inotenda kuti kushandira pamwe uku kuchabatsira Micron nekuwedzera kugona kwayo kweDRAM uye kuwedzera kuwanikwa kwePSMC kweDRAM, uye kuwanikwa kweDRAM pasi rose kunotarisirwa kuwedzera panosvika 2027.
Sekureva kweTrendForce, kutanga muhafu yechipiri yegore ra2025, fungidziro yeASIC neAI ichasimudzira kudiwa kweHBM3e neDDR5 zvichiteerana, nokudaro zvichivandudza purofiti yeDRAM yese uye zvichiita kuti Micron ikurumidze kuwedzera kugona kwayo. Chigadzirwa cheGondola chakatengwa chinosanganisira ivhu, zvivakwa zvefekitori, uye nzvimbo dzekuchenesa. Micron inotarisirwa kutanga zvishoma nezvishoma michina iripo uye mitsva yakarairwa, ichinyanya kutarisa pamidziyo yepamberi yeDRAM processes yepamusoro, nekugadzirwa kwakawanda kunotarisirwa kutanga muna 2027. Zvinofungidzirwa kuti chikamu chekutanga chechigadzirwa cheGondola chichapa zvinopfuura 10% yesimba reMicron pasi rose panosvika chikamu chechina chegore ra2026.
Nguva yekutumira: Kurume-30-2026
