TowerJazz imatenga Chengdu GlobalFoundries, kukulitsa RF SOI Production kuti ikwaniritse 5G

Patatha chaka chathunthu, ntchito ya GlobalFoundries (Chengdu) yotalika masentimita 12, yokhala ndi mahekitala opitilira 1,000, adaona kuti abwerera.

Komabe, ntchitoyi ndi yosavuta kusintha. Posachedwa, anthu angapo odziwika bwino ndi nkhaniyi omwe adawululira Ji Wei. "Kampani yopangira Israeli yaJapanJaz ili pafupi kutenga fakitale ya Chengdu GlobalFoundries.

GlobalFoundries imasiya mgwirizano ndi boma la Chengdu. "Mmodzi wa makasitomala am'nyumba a TowerJazz adavumbulutsa kuti" TowerJazz ikukulitsa njira yake ya 12-inchi RF SOI ku Chengdu, ndipo mwayi wawo wapitalo wa RF SOI wakhala wolimba. "

TowerJazir idapangidwa mu 2008 ndi kuphatikiza kwa Israel Tower Semiconductor ndi Jazz Technologies ku United States. Ndiye maziko apamwamba kwambiri padziko lonse lapansi. Ndizofunikira kunena kuti mgwirizano wa Jazz ndi makampani aku China ungathe kuyambiranso chaka cha 2003. Pamenepo, Jazz, idakhala gawo lachisanu ndi chiwiri pamakampani apadziko lonse lapansi, ndipo Huahong NEC yapakati idagwirizana kuti ipereke njira ya 0.13 micron ndi RF. , kuthamanga kwambiri ndi ukadaulo wina wapadera.

M'mbuyomu, TowerJazz idalengeza mu Ogasiti 2017 kuti idzagwirizana ndi Boma la Nanjing Municipal kudzera muukadaulo waukadaulo wopanga chingwe cha ma mainchesi 8 okhala ndi mapulani okwana pamwezi opangira 40,000, omwe pafupifupi 50% ya mphamvuzi amagwiritsa ntchito kulamula ya TowerJazeri. Komano, TowerJazz sinalengeze kupita patsogolo kwa ntchitoyi.

TowerJazz ili ndi nsalu zisanu ndi ziwiri ku Israel, United States, ndi Japan. "Zofunikira kwambiri ndizogulitsa za RF pama foni am'manja, zomwe zimakhala ndi zofalitsa pafupifupi 40,000 pamwezi. Palinso zinthu zina zabwino monga ma voltage apamwamba komanso silicon germanium. Makampani akuluakulu monga Panasonic, Infineon ndi Broadcom akugwirizana kwambiri." Otsatsa ambiri m'makampani anati, "Mzere wopanga wa TowerJazz ku United States watha. Patapezeka fakitale ya Matsushita mzaka zingapo zapitazi, lakhala pang'onopang'ono, koma lilibe mphamvu zokwanira."

Malinga ndi zomwe ananena m'mbuyomu a J Jombo, m'zaka zingapo zikubwerazi, malonda a RF a kampani azikwera ndi 150% -200% chifukwa cha kuwonongeka kwa 5G, ndipo kampaniyo ikukwera kuchoka pa $ 1.3 biliyoni mu 2018 mpaka oposa $ 3.4 biliyoni. Ndi chifukwa chake kuti TowerJazayi ikuyenera kuwonjezera mphamvu yake yopanga, ndipo China yomwe ili ndi msika waukulu kwambiri wa 5G ndiye malo abwino ogulitsa aJJJ.

Komabe, China siyomwe ili msika waukulu wa TowerJazz, ndipo ndalama za TowerJazz ndi 86% kuchokera ku US ndi Japan. Pakadali pano, kasitomala wamkulu wam'nyumba ndi Zhuo Shehungi, Zhuo Sheng Micro Finance adati mu 2016, 2017, 2018, Zhuo Sheng Micro kupita ku WallJaz kugulitsidwa kwa mafiles kumadula 60.25 miliyoni, miliyoni 101, 104 miliyoni. Pofika 5G, ndalama za TowerJazz zochokera ku China zidzakula mwachangu.

M'malo mwake, kuphatikiza Chengdu ndi Nanjing, TowerJazz idakambirana ndi boma la Hefei. "Ndizotheka kuti boma la Chengdu, lomwe likufunitsitsadi kupeza, lapereka zinthu zabwino," atero munthu wodziwa nkhaniyi. "Fakitale ku Chengdu yamangidwa ndipo zida zamafekitala ndizochepa kwambiri. Kwa TowerJazzi, kupeza izi sikufuna ndalama zochuluka. ” M'mbuyomu, boma la Chengdu lidayika madola 1.2 biliyoni ku U.S.A kuti amalize kumanga chomera ndi ntchito zake. Komabe, GlobalFoundries sanayike zida mu chomera monga momwe anavomerezera poyamba. Makina amodzi okha a AMHS omwe adagulidwa ku Japan ndi omwe adagwiritsidwa ntchito pachomera chonsecho. 1.2 biliyoni yuan ndipo ambiri a iwo amapereka ndalama kuchokera ku boma la Chengdu.

Pakadali pano, ngakhale kuti magulu awiriwa sanafotokozere tsatanetsatane wa mgwirizano ndi kuchuluka kwa mgwirizanowu, mogwirizana ndi kufunitsitsa kwa boma la Chengdu kupeza mnzake, TowerJazz, yomwe ili ndi ndalama 300 miliyoni zaku US. alibe nkhawa zambiri zachuma.

"Kwa boma la Chengdu, dalitsoli ndi tsoka, ndipo mwina litakhala dalaivala." Ogwira ntchito zamakampani ambiri a RF adati, "Ntchitoyi ili ndi phindu lalikulu pamakampani am'nyumba a RF. Ngakhale nyumba zopangidwako zilinso ndi RF. SOI, koma osatengera chidwi chake. Tsopano, pamene TowerJazayi inyamuka, simuyenera kuchita kuda nkhawa za kuchuluka, ndipo kulumikizana kwaukadaulo wazinthu kumakhala kosavuta kwambiri. China ikufuna nsalu yotere ya RF SOI kuti ipititse patsogolo malonda onse a RF. "