01 Awood-soo-saarka IGBT ayaa sii socota in la sii daayo Farqiga u dhexeeya saadka iyo baahida ayaa yarayn doonta qaybta labaad ee 2023
Sida laga soo xigtayCilmi-baarista DIGITIMES, transistor-ka gate laba-cirifoodka ee dahaaran (Insulated Gate Bipolar Transistor; Baahida xooggan ee baabuurta korantada iyo suuqyada korantada sawir-qaadista awgeed, farqiga guud ee dalabaadka sahayda ayaa gaadhay 13.6% iyada oo la raacayo xaaladda awoodda wax-soo-saarka xaddidan ee dhinaca sahayda.
Raadinta 2023, awoodda wax-soo-saarka warshadaha caalamiga ah ee IGBT ayaa sii socota inay sii ballaarato, oo ay weheliso nacaybka dhaqaale waxay u horseedi kartaa hoos u dhac ku yimaada heerka kobaca suuqa baabuurta korantada, iyo codsiyada soo hadhay ee IGBT ee la xidhiidha, kaliya awoodda cusub ee la rakibay ee cusub Korodhka tamarta tamarta ayaa leh dardar cad, markaa sahayda caalamiga ah ee IGBT iyo farqiga baahida ayaa ku yaraan doona -2.5% sanadka 2023, yaraanta hadda jirtana si tartiib tartiib ah ayey u dhamaanaysaa.
02 Baahida alaabada server-ka ee 2023 waa wanaagsan tahay, saddexda shirkadood ee waaweyna waxay kordhiyeen dadaalkooda wax iibsiga
Iyada oo la raacayo saamaynta siyaasadaha sida "kaabayaasha cusub" iyo "computing bari-galbeed", warshadaha hawlwadeenku waxay qaadanayaan mas'uuliyadda bixinta iyo gudbinta inta badan ilaha tamarta xisaabinta, iyo ChatGPT ee dhawaan caanka ah waxay sidoo kale u baahan tahay awoodda xisaabinta AI, "Shidaalka cusub" ee xilliga dhijitaalka ah, iyo baahida loo qabo awoodda xisaabinta ee kala duwan ee warshadaha ka shaqeeya ayaa sidoo kale si tartiib ah u koraya.
Marka loo eego macluumaadka soo iibinta hawlwadeenka iyo bogagga internetka ee la xidhiidha tartanka, Lenovo, ZTE, Digital China, Baode Computing, Super Fusion, Inspur, Wuhan Yangtze River, Xinhua III iyo warshadeeyayaasha kale waxay si joogto ah u heli jireen amarrada server-ka.
03 Warshadaha qalabka caafimaadka ayaa wali la ildaran gabaabsi
Soo saaraha aaladaha caafimaadka ee Ingiriiska Smith & Nephew ayaa dhawaan sheegay in inkasta oo inta badan yaraanta chip-ku ay fududaynayso, soo-saareyaasha aaladaha caafimaadka ayaa wali saameeyay gabaabsigu.
Deepak Nath, oo ah maamulaha shirkadda Smith & Nephew, ayaa sheegay in kuwa sameeya aaladaha caafimaadka ay ka amar yar yihiin macaamiisha warshado kale oo badan.chipmakersAan mudnaanta siinin sahayda chip ee warshadaha qalabka caafimaadka.Weli waxaa jira dhibaatooyin ku saabsan sahayda chip ee warshadaha caafimaadka.
04 Gudaha: MagnaChip waxay xidhi doontaa warshadeeda Kuuriyada Koonfureed muddo toddobaad ah
Febraayo 24, 2023, wafer-ka MagnaChip ee Gumi, Gyeongsangbuk-do, South Korea, waxa la xidhi doonaa hal toddobaad laga bilaabo 25-ka bishan sababta oo ah alaabada kor u kacday iyo baahida gaabis ah, sida ay sheegayaan khubarada silsiladaha saadka.
MagnaChip waa soo-saare ka mid ah chips-ka darawalka iftiinka-bixiya.Saamigeeda suuqa caalamiga ah ee 2020 wuxuu ahaa 33.2%, taasoo kaalinta labaad ka gashay Samsung Electronics.Warshadda Gumi waxay inta badan soo saartaa koronto-dhaliyeyaasha.Iyada oo ku saleysan gelinta 8-inch wafers, awoodda wax-soo-saarka bishii waa 40,000 oo xabbo.
Marka loo eego Magna Chip rubuci afaraad ee 2022 iyo sanad maaliyadeedka 2022 ku dhawaaqista natiijooyinka sanadka oo dhan, dakhligeeda rubuc-meeloodu wuxuu ahaa $61 milyan, hoos 44.7% sannad kasta;Xadka guud wuxuu ahaa 26.4%, hoos 35% isla muddadaas 2021;Khasaaraha shaqadu wuxuu ahaa US$10.117 milyan, marka la barbar dhigo faa'iidada hawlgalka ee US$63.87 milyan isla muddadaas 2021. Dakhliga shirkadda sanadka buuxa ee 2022 wuxuu ahaa $337.7 milyan, hoos 28.8% sanadba sanadka ka dambeeya, faa'iidada shaqaduna waxay isu rogtay khasaare ka timid $83.4 milyan sanadkii hore.
Marka loo eego saddexdii biloodba mar, dakhliga MagnaChip ayaa aad hoos ugu dhacay.Qofka u dhuun daloola warshadaha ayaa sheegay in xidhitaanka MagnaChip ee halka todobaad ah ay tahay inay sababto hoos u dhac ku yimaada waxqabadka.
05 NVIDIA: Waxaan rajaynaynaa dib u soo kabashada masiibada kadib AI
NVIDIAdhawaan ayaa ku dhawaaqday in dakhligeeda rubuci afaraad uu dhammaaday Janaayo 30, 2022 uu gaaray rikoor $ 7.64 bilyan, ilaa 53% isla muddadaas sannadkii hore iyo 8% rubuci hore.Ciyaarta shirkadda, xarunta xogta, iyo goobaha suuqa ee aragtida xirfadeed dhammaan waxa la diiwaan galiyay dakhliyada rubucii iyo sanadka buuxa.
Jensen Huang, aasaasaha iyo maamulaha NVIDIA, ayaa yiri, "Waxaan aragnaa baahi xooggan oo loo qabo aaladaha kombuyuutarada ee NVIDIA.NVIDIA waxay wadaa horumaro badan oo ka mid ah meelaha maanta ugu saamaynta badan, oo ay ku jiraan sirdoonka macmal, bayoolaji dhijitaalka ah, sayniska cimilada, ciyaaraha, naqshadaynta hal abuurka, baabuurta madax-bannaan, iyo robotics. "
"Markii aan galnay sanadka cusub, ganacsiyada shirkadu waa ay sii xoogaysanayaan, iyo qaabka cusub ee ganacsiga software ee isticmaalaya NVIDIA AI, NVIDIA Omniverse iyo NVIDIA DRIVE ayaa helaya caan," ayuu yiri Jensen Wong.Shirka GTC ee soo socda, waxaanu sidoo kale ku dhawaaqi doonaa badeecooyin badan oo cusub, codsiyo, iyo wada-hawlgalayaasha kombuyuutarada ee NVIDIA. "
Waqtiga boostada: Mar-03-2023