London, Lub Rau Hli 22 (Argus) - Qhov kev thov rau indium phosphide (InP) semiconductor wafers xav tau rau AI data center photonics tau nce siab, tsav cov tuam txhab los nqis peev hauv kev tsim khoom tshiab los daws cov khoom tsis txaus.
Tsoomfwv Meskas Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam tau kos npe rau daim ntawv cog lus ua ntej raws li "Chip and Science Act" kom muab nyiaj ncaj qha txog 50 lab US las rau Asmeskas cov khoom siv kho qhov muag Coherent. Cov nyiaj no yuav raug siv los nthuav lub tuam txhab lub Hoobkas hauv Sherman, Texas - lub tuam txhab lees tias qhov no yog lub ntiaj teb thawj zaug thiab loj tshaj plaws - nplai 150-millimeter (6-nti) indium phosphide semiconductor manufacturing puag.
Coherent tau hais lub hli tas los tias "muab qhov tshwj xeeb xav tau ib puag ncig muaj zog thiab muaj peev xwm tsawg ntawm indium phosphide thoob plaws kev lag luam", kev nthuav dav ntau lawm yog ib qho tseem ceeb tshaj plaws.
Lub tuam txhab npaj yuav muab ob npaug rau nws cov indium phosphide wafer muaj peev xwm ntau lawm hauv Texas thaum kawg ntawm 2026, thiab rov muab ob npaug rau thaum kawg ntawm 2027. Tsis tas li ntawd, cov txiaj ntsig ntawm 6-nti (15.2 cm) cov kab ntau lawm tau tshaj li ntawm 4-nti cov kab ntau lawm.
Jim Anderson, CEO ntawm Coherent, tau hais tias qhov kev hloov pauv mus rau 6-inch phosphorus-doped indium gallium arsenide yog lub ntsiab tsav tsheb tom qab lub tuam txhab txoj kev npaj mus ntev. Coherent twb tau xa thawj batch ntawm optical module transceivers siv cov khoom los ntawm 6-nti cov kab ntau lawm hauv thawj peb lub hlis twg.
Tus thawj coj AI Nvidia tau nqis peev 2 billion US las hauv Coherent hauv lub Peb Hlis xyoo no thiab kos npe rau daim ntawv cog lus muab khoom siv uas yuav kav mus txog rau thaum xaus ntawm kaum xyoo no. Qhov no qhia tau tias cov chaw tsim khoom lag luam hauv qab tau nce siab kos npe ntev - cov ntawv cog lus kom ntseeg tau tias kev ruaj ntseg ntawm indium phosphide- cov khoom muaj feem xyuam.
Indium phosphide photonic pab kiag li lawm tuaj yeem ua rau siab -kev sib txuas kho qhov muag ceev ntawm cov txheej txheem, nco, thiab cov tshuab hauv AI cov ntaub ntawv chaw. Raws li AI kev ua haujlwm txuas ntxiv nthuav dav, cov khoom siv no tau dhau los ua qhov tseem ceeb ntxiv rau kev rhuav tshem cov ntaub ntawv kev sib txuas cov fwj thiab tsim kom muaj zog thiab lub zog ntau dua - kev siv computer zoo.
Coherent tau hais tias lub Hoobkas Texas yuav ua lub luag haujlwm tseem ceeb hauv kev tsim cov khoom siv laser tivthaiv, suav nrog cov khoom lag luam uas koom tes nrog NVIDIA. Muab qhov kev vam meej ntawm 6-nti ntau lawm kab nthuav dav, lub tuam txhab tseem npaj yuav tsim 6-nti indium phosphide ntau lawm ntawm nws qhov chaw tsim khoom thib peb hauv Zurich, Switzerland.
Cov neeg tsim khoom hauv Asia- cheeb tsam Pacific tseem tab tom cuam tshuam nrog cov khoom tsis txaus. Lub tuam txhab Nyij Pooj JX Advanced Metals npaj nqis peev txog 120 billion yen (kwv yees li 744.1 lab US las) nyob rau plaub xyoos tom ntej no txhawm rau ua kom muaj peev xwm tsim tau indium phosphide substrates, ib qho kev nce ntxiv los ntawm kev tshaj tawm yav dhau los 30 billion yen txoj kev npaj.
Ntxiv rau kev nthuav dav cov peev txheej tsim khoom ntawm Isohara Ua Haujlwm hauv Nishi-Tsukui City, JX kuj npaj tsim cov peev txheej tsim tawm tshiab hauv Hitachinaka City. Lub hom phiaj yog kom phosphorene indium substrate ntau lawm muaj peev xwm mus rau 7 mus rau 10 npaug ntawm qib tam sim no.
JX tam sim no koom nrog kev sib tham ntawm tus nqi nrog tus neeg siv khoom, txhawm rau tsim kom muaj lub hauv paus ruaj khov.
Raws li cov neeg siv khoom tau txais kev ruaj ntseg cov khoom siv, AXT (American Crystal Technology Company) tau hais tias nws lub chaw muag khoom, Beijing Tongmei Xtal Technology, tau kos npe rau daim ntawv cog lus nrog Nanjing Casela Technologies los muab indium phosphide substrates thoob plaws hauv lub xyoo 2027. AXT tsis ntev los no tau tshaj tawm rau pej xeem taw qhia tias tsoomfwv cov kev txwv tsis pub xa tawm ntawm cov khoom lag luam phosphide. tsis txaus.
Casela tau cog lus tias yuav yuav qhov ntau npaum li cas ntawm indium phosphide substrate wafers, nrog rau tag nrho tus nqi ntawm 173 lab yuan (kwv yees li 25.4 lab US las), yuav tsum xa tawm txhua hli. Raws li daim ntawv cog lus kos npe rau lub Rau Hli 11th, Casela yuav tsum them 50% ntawm tag nrho tus nqi raws li kev tso nyiaj hauv 15 hnub ua haujlwm tom qab kos npe rau daim ntawv cog lus, thiab 50% seem yuav tsum them ua ntej lub Kaum Ob Hlis 31st lossis ua ntej.
Casela tuaj yeem hloov kho nws qhov ntim yuav khoom raws li kev loj hlob sai ntawm indium phosphide kev ua lag luam. Tongmei Crystal tau pom zoo "ua ntej ntsib Casela qhov kev xav tau ntau dhau, raws li qhov muaj peev xwm tsim tau", thiab cov ntsiab lus thiab cov xwm txheej yuav tsis qis dua cov uas tau muab rau cov neeg siv khoom ntawm tib txoj cai. Tus nqi thiab lwm cov nqe lus rau ib qho khoom siv ntau dhau yuav raug rau ib qho kev pom zoo ntxiv.
Tsis tas li ntawd, cov chaw tsim khoom siv kev sib txuas lus Nokia tshaj tawm qhov kev nthuav dav tseem ceeb ntawm nws qhov kev ntsuam xyuas semiconductor siab heev thiab ntim cov chaw nyob hauv Pennsylvania. Nokia tau tshaj tawm cov xov tooj ntawm cov teeb liab digital processors thiab cov khoom siv kho qhov muag tau tsim los siv indium phosphide thiab silicon photonics thev naus laus zis hauv lub Peb Hlis xyoo no.
Lub Hoobkas Nokia nyob hauv Allentown yog ib qho ntawm ob peb lub hauv paus hauv Tebchaws Meskas uas tuaj yeem muab kev sim siab thiab ntim cov khoom siv photonic, thiab muab lawv tso rau hauv cov khoom siv kho qhov muag rau kev siv hauv AI thiab kev sib txuas lus infrastructure.
Lub tuam txhab tau nce lub peev xwm ntawm lub hauv paus no nce mus txog 10 npaug. Lawv tab tom txhim kho cov cuab yeej tsim khoom tshiab thiab nthuav dav lub Hoobkas. Lub peev xwm tsim khoom tshiab yuav tsum tau muab tso rau hauv kev lag luam ua lag luam thaum kawg ntawm lub quarter thib peb.
Qhov kev nqis peev no suav nrog kev pab nyiaj kwv yees li 30 lab US las los ntawm Nokia, 10 lab US daus las tseem fwv cov se credit muab los ntawm "Chip Act", thiab 4 lab US las ntawm kev txhawb nqa los ntawm Pennsylvania xeev tsoom fwv. Qhov kev nthuav dav no yog ib feem ntawm Nokia txoj kev npaj los nqis peev 4 billion US nyiaj hauv kev tshawb fawb thiab kev tsim khoom hauv Tebchaws Meskas.
