Ngomhla we-16 kweyoKwindla, iMicron Technology, umenzi wememori ophambili kwihlabathi liphela, ibhengeze ukugqitywa kokuthengwa kwayo kwefektri yeGongluo P5 yeQuanxin Semiconductor Manufacturing Co., Ltd. (PSMC) kwiSithili saseMiaoli, eTaiwan. Olu thengiselwano luphawula ukuqala ngokusesikweni ukusebenza kwesivumelwano sokuthengwa esibhengezwe ngamaqela omabini ngoJanuwari 17, 2026. Ifektri yeGongluo inama-300,000 square feet eendawo zokucoca ezizimeleyo ezingama-300mm, eziya kunceda ukwandisa amandla eMicron kwiimveliso zeDRAM eziphambili (kubandakanya i-HBM) ukuhlangabezana neemfuno ezikhulayo eziqhutywa bubukrelekrele bokwenziwa. IMicron ithe ifektri yeGongluo iya kuba yinxalenye ebalulekileyo yokusebenza kwayo eTaiwan kwaye iya kudityaniswa ngokuthe nkqo nefektri yayo enkulu eTaichung (malunga neekhilomitha ezili-15 ukusuka eGongluo), yandisa kakhulu amandla kwaye ivelise ukusebenzisana.
Isityalo saseGongluo kulindeleke ukuba siqalise ukuxhasa ukuthunyelwa kweemveliso ezinkulu kunyaka-mali ka-2028. Ukongeza, iMicron iceba ukuqhubela phambili isigaba esilandelayo sokwakhiwa kwesi sityalo, kunye nezicwangciso zokuqala ukwakhiwa kwesi sityalo sesibini ekupheleni konyaka-mali ka-2026, sigxile ekongezeni malunga neenyawo zesikwere ezingama-270,000 zeendawo zokucoca.
Ngomhla we-17 kweyoMqungu kulo nyaka, iMicron ibhengeze isicwangciso sayo sokuthenga isityalo seGondola sePSMC nge-$1.8 yeebhiliyoni (ngaphandle koomatshini nezixhobo ezinxulumene nemveliso), ngaloo ndlela iseka ubudlelwane obuphambili bexesha elide bokupakisha iDRAM phakathi kwezi nkampani zimbini.
ITrendForce ikholelwa ukuba le ntsebenziswano iya kunceda iMicron ngokwandisa amandla ayo enkqubo ye-DRAM ephucukileyo kunye nokuphucula ukunikezelwa kweenkqubo ze-DRAM ezivuthiweyo zePSMC, kwaye kulindeleke ukuba ukunikezelwa kweDRAM kwihlabathi liphela kunyuke ngo-2027.
Ngokwezibikezelo zeTrendForce, ukususela kwisiqingatha sesibini sowama-2025, i-ASIC kunye ne-AI inference ziya kuqhuba imfuno ye-HBM3e kunye ne-DDR5 ngokwahlukeneyo, ngaloo ndlela ziphucula imida yenzuzo iyonke ye-DRAM kwaye zikhuthaze iMicron ukuba ikhawulezise ukwandiswa kwamandla. Isityalo seGondola esifunyenweyo siquka umhlaba, izakhiwo zefektri, kunye nezibonelelo zamagumbi okucoca. IMicron kulindeleke ukuba ingenise kancinci kancinci izixhobo ezikhoyo nezisandula uku-odolwa, ikakhulu igxile kwizixhobo eziphambili zeenkqubo ze-DRAM eziphambili, kwaye imveliso enkulu kulindeleke ukuba iqale ngo-2027. Kuqikelelwa ukuba isigaba sokuqala sesityalo seGondola siya kunika ngaphezulu kwe-10% yamandla eMicron kwihlabathi liphela kwikota yesine ka-2026.
Ixesha lokuthumela: Matshi-30-2026