Ku itariki ya 16 Werurwe ku isaha yo mu Rwanda, Micron Technology, ikigo gikomeye ku isi mu gukora ibikoresho byo kwibuka, yatangaje ko irangije kugura uruganda rwa Gongluo P5 rwa Quanxin Semiconductor Manufacturing Co., Ltd. (PSMC) mu Karere ka Miaoli, muri Tayiwani. Iki gikorwa kigaragaza gutangira kubahirizwa kwemewe kw'amasezerano yo kugura yatangajwe n'impande zombi ku ya 17 Mutarama 2026. Uruganda rwa Gongluo rufite ahantu hagera kuri metero kare 300.000 z'isuku ryigenga rya 300mm, bizafasha kongera ubushobozi bwa Micron bwo gukora ibikoresho bya DRAM bigezweho (harimo na HBM) kugira ngo bihuze n'ubusabe bukomeje kwiyongera bushingiye ku bwenge bw'ubukorano. Micron yavuze ko uruganda rwa Gongluo ruzaba ingenzi mu bikorwa byarwo byo muri Tayiwani kandi ko ruzahuzwa n'uruganda rwarwo runini ruri i Taichung (hafi kilometero 35 uvuye i Gongluo), rukongera ubushobozi kandi rugakora imikoranire.
Biteganijwe ko uruganda rwa Gongluo ruzatangira gushyigikira kohereza ibicuruzwa binini mu mwaka w’ingengo y’imari wa 2028. Byongeye kandi, Micron irateganya guteza imbere icyiciro gikurikira cyo kubaka uruganda, aho iteganya gutangira kubaka uruganda rwa kabiri mu mpera z’umwaka w’ingengo y’imari wa 2026, hibandwa ku kongeraho ahantu hagera kuri metero kare 270.000 z’icyumba cy’isuku.
Ku itariki ya 17 Mutarama uyu mwaka, Micron yatangaje gahunda yayo yo kugura uruganda rwa PSMC rwa Gondola ku giciro cya miliyari 1.8 z'amadolari y'Amerika (hatarimo imashini n'ibikoresho bijyanye n'umusaruro), bityo ishyiraho ubufatanye bw'igihe kirekire mu gupakira ibikoresho bya DRAM hagati y'izo kompanyi zombi.
TrendForce yizera ko ubu bufatanye buzagirira akamaro Micron mu kongera ubushobozi bwayo bwo gukora DRAM igezweho no kongera ubushobozi bwa PSMC bwo gukora DRAM igeze ku rwego rwo hejuru, aho biteganijwe ko serivisi za DRAM ku isi ziyongera mu 2027.
Dukurikije ibiteganywa na TrendForce, guhera mu gice cya kabiri cya 2025, ikigereranyo cya ASIC na AI kizatuma HBM3e na DDR5 zikenerwa, bityo bikazamura inyungu muri rusange za DRAM, bityo Micron yihutishe kwagura ubushobozi. Uruganda rwa Gondola rwaguzwe rurimo ubutaka, inyubako z'inganda, n'ibikoresho byo gusukura. Biteganijwe ko Micron izashyira buhoro buhoro ibikoresho bihari n'ibishya byatumijwe, cyane cyane hibandwa ku bikoresho byo mu rwego rwo hejuru bya DRAM, kandi umusaruro mwinshi uteganijwe gutangira mu 2027. Biteganyijwe ko igice cya mbere cy'uruganda rwa Gondola kizatanga amafaranga arenga 10% by'ubushobozi bwa Micron ku isi mu gihembwe cya kane cya 2026.
Igihe cyo kohereza ubutumwa: Werurwe-30-2026