
A | 8月25日消息,据报道,三星电子与SK海力士正同步加速在华NAND闪存生产布局,计划在明年前陆续完成新一轮设备投资。 With the 2024 presidential race beginning to unfold, Sen. Bernie Sanders of Vermont said he believes that President Joe Biden will again earn the Democratic nomination — and the president likely win reelection if he runs on a strong progressive campaign."I think at this moment ... we have got to bring the progressive community together to say, you know what, we're going to fight for a progressive agenda but we cannot have four more years of Donald Trump in the White House," Sanders said Sunday on "Face the Nation." The senator, who identifies as a political independent but sought the Democratic nomination for president during his own progressive campaigns in 2016 and 2020, is a self-described democratic socialist and a vocal advocate for more accessible health care, women's rights and environmental policies to address climate change, among other issues. He urged voters who are dissatisfied with the work the Biden administration has done to recognize that "we are living in an unprecedented moment in American history."
"Donald Trump is not only a pathological liar, has not only waged an insurrection, if you like, to prevent President Biden from taking office, not only is denying American democracy, moving against American democracy," Sanders said. Trump surrendered last week at the jail in Fulton County, Georgia, where he and 18 others were indicted for their alleged involvement in a "criminal enterprise" endeavoring to overturn his loss in Georgia during the 2020 presidential election. The former president is charged with 13 felony counts and has pleaded not guilty in the case. Trump has also been charged with felony counts in three other jursidications, including federal charges related to his alleged attempt to stop the transfer of power in 2020 and his alleged mishandling of classified documents and charges in New York state related to allegedly falsifying business records. Trump is in the running for the Republican presidential nomination in 2024.
B | 两家韩国存储巨头同时将中国产线定位为高端NAND量产的重要支柱。

C | 值得注意的是,三星电子今年5月刚刚宣布退出中国电视和家电业务,但明确表态半导体业务将继续运营,位于西安和苏州的工厂不会中断。SK海力士停工约四年的大连NAND工厂也已正式重启建设。

D | 三星电子已将西安工厂的第九代NAND(V9)转换投资计划具体化,并确定追加补充投资方案。V9 NAND采用280层堆叠架构,是目前最先进的NAND产品之一,预计该产线月产能将达4万至5万片晶圆。 为进一步巩固稳定量产能力,三星确定追加引入刻蚀工艺设备。相关设备采购订单预计于今年年底前落实,补充投资将于明年下半年启动。 SK海力士已于今年第三季度起在大连第二工厂推进NAND产品升级所需的设备投资。目标产能规模约为月产3万片晶圆,相关投资将持续推进至明年。

E | 大连工厂此轮投资标志着SK海力士在华NAND产能建设进入实质性加速阶段,此次重启扩产整体产能预计将扩大约50%。 两家韩国存储巨头接连扩大中国产线投资,显示中国工厂在其高阶NAND产品布局中的重要性持续提升,此轮扩产有望进一步提升其高端产品供应能力。
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