DRAM要再漲? 三星打算犧牲DRAM換CMOS產能 - 3C
By Heather
at 2021-01-06T20:54
at 2021-01-06T20:54
Table of Contents
內存要漲價?三星打算犧牲DRAM保障CMOS產能
https://news.mydrivers.com/1/733/733548.htm
--
芯片設計、晶圓代工、內存閃存設計生產等,三星的觸角囊括了多個重要的半導體領域。
不過,最新消息稱,三星計劃讓渡部分DRAM產能,以保障全球大缺貨的CIS芯片,以滿足
這部分客戶的需求。
CIS即圖像傳感器,也就是CMOS元件,目前三星在全球的份額僅次於索尼。以小米11為例
,前後四顆攝像頭,多達三顆的元件都是三星ISOCELL方案。
外界分析,此舉可能會導致內存缺貨漲價,畢竟三星高層做出此決定的考慮之一就是保
DRAM的利潤,同時搶CIS市場的份額。
另外幾大內存顆粒廠商中,美光12月發生停電事故,晶圓污染影響了產能。SK海力士收購
Intel的閃存部門後,也無暇對DRAM進行大舉擴產,畢竟收購花了90億美元。
2019到2020年以來,內存的價格節節走低,也許漲價也早已是廠商們盤算的事情。
https://i.imgur.com/bhLqval.png
--
美光帶頭雷之呼吸後 各廠開始蠢蠢欲動了
三星這次帶來的是 降低產能之樹!!
DRAM低點就4要各種花式漲價
準備抓穩起飛囉 記憶體價格+++++
--
https://i.imgur.com/n5hQ3JG.jpg
--
https://news.mydrivers.com/1/733/733548.htm
--
芯片設計、晶圓代工、內存閃存設計生產等,三星的觸角囊括了多個重要的半導體領域。
不過,最新消息稱,三星計劃讓渡部分DRAM產能,以保障全球大缺貨的CIS芯片,以滿足
這部分客戶的需求。
CIS即圖像傳感器,也就是CMOS元件,目前三星在全球的份額僅次於索尼。以小米11為例
,前後四顆攝像頭,多達三顆的元件都是三星ISOCELL方案。
外界分析,此舉可能會導致內存缺貨漲價,畢竟三星高層做出此決定的考慮之一就是保
DRAM的利潤,同時搶CIS市場的份額。
另外幾大內存顆粒廠商中,美光12月發生停電事故,晶圓污染影響了產能。SK海力士收購
Intel的閃存部門後,也無暇對DRAM進行大舉擴產,畢竟收購花了90億美元。
2019到2020年以來,內存的價格節節走低,也許漲價也早已是廠商們盤算的事情。
https://i.imgur.com/bhLqval.png
--
美光帶頭雷之呼吸後 各廠開始蠢蠢欲動了
三星這次帶來的是 降低產能之樹!!
DRAM低點就4要各種花式漲價
準備抓穩起飛囉 記憶體價格+++++
--
https://i.imgur.com/n5hQ3JG.jpg
--
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