中国西安:三星、美光紧急情况:NAND闪存
-存在西安封城和DRAM供应暂停的风险-
三星电子
美光科技
两家公司都在放缓其在中国西安的存储芯片工厂的生产。
随着 COVID-19 感染的传播
西安,一座拥有1200万人口的城市,
这是因为封锁于 2021 年 12 月 23 日开始。
三星:
“鉴于当前的 COVID-19 感染情况,我们决定暂时调整我们在西安的制造工厂的运营,”他在一份声明中说。
微米:
“由于美光西安工厂成员和承包商的短缺,封锁正在影响 DRAM 组装厂的生产水平,”他说。
2021年半导体短缺:
2021 年 2 月,美国德克萨斯州奥斯汀市的一次停电使情况更加恶化。
前往奥斯汀
三星,
恩智浦半导体,
这是因为有英飞凌科技等半导体工厂。
美国市场研究公司
客观分析
吉姆汉迪
“西安约占全球 NAND 闪存总产量的 15%。”
这个数字是基于三星的产品组合预测。
此外,对于美光,尚未掌握类似的预测。
严重的生产短缺:
由于严重的生产短缺,价格可能会飙升。
这种情况分别发生在 2017 年的 NAND 闪存和 2018 年的 DRAM 中。
日本EE时代
https://eetimes.itmedia.co.jp/ee/articles/2201/07/news059.html
Samsung Electronics Puts Xian Plant into Emergency Mode
Samsung Electronics
has put its semiconductor plant in Xian, China into emergency mode as the Chinese government locked down the city to prevent the spread of COVID-19.
The company is expected to discuss with local Chinese public health authorities
ways to allow key officials to stay in separate accommodations and freely enter the workplace.
The Chinese city
implemented the blockade on Dec. 22 as the number of confirmed COVID-19 cases surged.
Xian has a population of about 13 million.
Only one person in each household
can go out once every two days to purchase daily necessities.Companies must have their employees work from home.
Samsung Electronics
has NAND Plants 1 and 2 in Xian. Plant 1 has been in full operation since 2014.The Korean semiconductor giant
started making its first phase investment in Plant 2 in 2018 and began rolling out products in March 2020.The second phase is near its end.
The two plants can process 120,000 and 130,000 sheets of wafer per month, respectively.
They account for about half of Samsung Electronics’ annual NAND production.
– Businesskorea
http://www.businesskorea.co.kr/news/articleView.html?idxno=84780