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美光千亿工厂,面临延期风险
半导体行业观察· 2026-03-02 01:41
公众号记得加星标⭐️,第一时间看推送不会错过。 就在美光科技公司在克莱市破土动工兴建芯片制造厂的当天, 两个团体——一个全国性团体,一个 地方团体——在奥尔巴尼提起诉讼,试图减缓或阻止该项目。 他们认为,该公司在建设该州历史上规模最大的制造基地之前,必须采取更多措施来保护环境。 "我们希望美光公司做出保证,而不是承诺,"居民团体主席博尼塔·西格尔说道,该团体是本案的共 同原告。 自乔·拜登总统于2022年签署《芯片与科学法案》以来,数十亿美元的公共资金已流入美国国内半导 体制造业,美国希望重振这一起源于美国、后因生产外包 至 东亚而衰落的产业。民主党和共和党都 认为,国内芯片生产对国家安全至关重要,并指出先进半导体在军事系统以及金融和电信网络等关键 基础设施中发挥着重要作用。 为了加快在纽约州中部建设多达四个制造工厂,美光公司可能会获得高达 250 亿美元 的公共补贴, 其中包括来自联邦 CHIPS 法案的 61 亿美元、 来自纽约州的 55 亿美元以及数十亿美元的可退还制 造业税收抵免。 但一些居民和维权人士质疑,按照目前的规划,美光科技的项目是否弊大于利。 根据该公司提交的 环境影响报告,该设施将消耗大量 ...
Intel 18A或能获得“数亿美元”定单!
国芯网· 2025-03-04 04:33
Core Viewpoint - Intel's 18A process technology is being tested by NVIDIA and Broadcom, which could lead to significant manufacturing contracts for Intel's foundry services if successful [2] Group 1: Intel's 18A Process Technology - NVIDIA and Broadcom are testing Intel's 18A process technology, which utilizes RibbonFET transistors and PowerVia backside power delivery [2] - The performance of Intel's 18A process is considered to be between TSMC's current and next-generation nodes, providing Intel a competitive opportunity in the foundry market [2] - Successful testing by NVIDIA and Broadcom is crucial for Intel to enter the foundry market, currently dominated by TSMC [2] Group 2: Impact of IP Module Certification - The certification of third-party IP modules for Intel's 18A process has been delayed by six months, potentially affecting service capabilities for small and medium chip design companies [2] - Once certified, these IP modules (such as PHY, controllers, PCIe interfaces) are expected to be widely used in millions of chips [2] Group 3: Strategic Importance of Intel - The U.S. government is focused on revitalizing the domestic semiconductor industry, with Intel being a key player as the largest chip manufacturer in the U.S. [2] - If all goes well, Intel is expected to start offering 18A foundry services to third-party customers by mid-2026 [2]