Yize iJapan yethule i-wave yesibili yemiyalo yaseKorea evinjelwe ngempelasonto edlule, kulindeleke ukuthi izinto eziningi ezibalulekile ezingama-857 zithobelane nemithetho elawula ukuthunyelwa kwempahla yaseKorea, okungathinta ukukhiqizwa kwezinkampani zaseKorea, kepha i-Samsung akubonakali ngathi izoma emkhakheni we-semiconductor. Ukunwebeka.
Emkhakheni wememori ye-flash, inkumbulo namanye ama-memory memory, umbiko we-Samsung Q2 wemali etholwayo yekota ekhishwe ngesonto eledlule, inzuzo esebenzayo yehle ngo-53%, ikakhulukazi ngenxa yentengo yememori ewohlokayo, lo mkhuba awukashintshi, kusho u-Samsung osho ingxenye yesibili yememori yalo nyaka. Ukuqanjwa kwe-chip kuzokwehla, kepha kusenezinto eziningi ezingaqinisekile ngemvelo yangaphandle, futhi kunzima ukubikezela ukuthi i-yokusungula izowa ngokushesha kangakanani.
NgoJulayi, intengo yenkontileka yaphinde yehle ngo-10%, kodwa intengo yendawo yenyuka ngo-24%, kodwa abakwaSamsung bathi noma ngabe ukukhuphuka kwentengo yendawo kungathinta intengo yenkontileka yesikhathi eside kusenzima.
Njengoba amanani enkumbulo ne-flash memory ewile amakota amaningi, imali engenayo yabenzi be-chip ekhuphukayo ihle kakhulu. I-Micron ne-SK Hynix bake bathatha izinyathelo ezifana nokwehlisa ukukhiqizwa ukuthinta ukuhanjiswa kwemakethe kanye nesidingo. Kodwa-ke, i-Samsung iyacophelela kulokhu. Abaphathi benkampani bathi ngeke banciphise umkhiqizo, kodwa ukukhiqizwa kwe-chip yakwa-Samsung kuzosebenza kalula ukuze kubhekane nezinguquko ekuhlinzekweni kwemakethe nokufunwa kwayo ngesikhathi esifanele.
Ku-logic chip, abakwaSamsung bathi intambo ekhiqiza ama-7nm EUV eHwaseong Fortress eSouth Korea izokhiqizwa ngobukhulu engxenyeni yokuqala ka-2020. Le nkampani ihlela ukwakha esinye isitshalo se-7nm EUV ukukhulisa amandla ayo we-7nm. Kule nkambu, i-TSMC isivele ikhiqize inqubo eyi-7nm enkulu ngaphezu konyaka owodwa. Siphelile isikhathi.