I-EFC imemezela u-$1.5 billion wegesi ekhethekile kagesi kanye nephrojekthi yokukhiqiza izinto ezithuthukile

Inkampani yamagesi akhethekile nezinto ezithuthukisiwe i-EFC Gases & Advanced Materials (EFC) isanda kumemezela utshalomali lwezigidi ezingu-US$210 (RMB 1.5 billion) ukuze kwakhiwe iphrojekthi eyisipesheli kagesi yokukhiqiza igesi namakhemikhali eMcGregor, eTexas, e-USA. Le phrojekthi izobandakanya ukuhlanganiswa kwamakhemikhali kwamagesi akhethekile kagesi kanye nezandulela ze-ALD, izindawo ezikhethekile zokulethwa kwegesi, amalabhorethri amaphakathi, izikhungo zezokuthutha kanye nezakhiwo zokuphatha. Iphrojekthi izoqala ekuqaleni kuka-2025.

Lokhu ukunyakaza okukhulu ngosayizi nobubanzi be-EFC, okwamanje eyenza kakhulu ukusatshalaliswa nokuhlanza. "Umkhiqizo omningi esiwuthengayo manje uluhlaza bese uyahlanzwa," kusho uRobert Keller, umqondisi wenkampani wezokumaketha kwamasu kanye nokusebenzisana komhlaba wonke. "Isikhungo saseTexas siyisinyathelo esikhulu sokuthi singene endaweni yokwenziwa."

UMark Thirsk, uzakwethu eLinx Consulting, uthe imakethe yegesi yokukhiqiza i-semiconductor yaseNyakatho Melika izobiza cishe amaRandi ayizigidi ezingama-350 (RMB 2.5 billion) ngo-2024 futhi izokhula ibe ngamaRandi ayizigidi ezingama-570 (RMB 4.1 billion) ngo-2028, ngenani lokukhula elihlanganisiwe lonyaka. cishe u-13%. I-EFC yinkampani ezimele engafakwanga ohlwini futhi nakuba ingalivezi imali engenile yokuthengisa, u-Mark ulinganisela ukuthi inkampani inesabelo esilinganiselwa ku-10% semakethe.

UMark uthe, "Enkampanini yobukhulu be-EFC, indawo yaseTexas iyi-investimenti enkulu, kodwa ehlakaniphile. Baye baqashelwa ikhasimende elibalulekile le-semiconductor yase-US, futhi ngicabanga ukuthi bakulungele ukuba umdlali omkhulu kumagesi kagesi. isikhala."

URobert uthe lesi sikhungo esisha sizohlanganisa izinhlanganisela ze-fluorine ukuze kufakwe i-semiconductor etching kanye nokuhlanzwa kwegumbi le-deposition, futhi sihlanganise nokupakishwa kwamagesi angavamile njenge-krypton, i-xenon ne-neon. Ngokuzayo, uhla lokuhlinzeka luzonwetshwa lube amakhemikhali e-elekthronikhi amanzi.

Imboni entsha itholakala cishe amahora angu-1.5 enyakatho ye-Austin, eTexas, lapho abakwaSamsung Electronics bazotshala khona u-$45 billion ukwenza ama-chips. Izinkampani zama-chip ezifana neMicron Technology kanye neTexas Instruments nazo zinezimboni endaweni. URobert uthe lesi sikhungo sinomzila waso wesitimela futhi siseduze nemizila yokuhamba ngamaloli, ngakho-ke imboni izokwazi ukuhlinzeka ngemikhiqizo ezikhungweni ezikhulayo ze-semiconductor e-Arizona, Ohio nase-Indiana.

URobert uthe le mali engu-$210 million iqhamuke emalini ezinkampani ezizimele kanye nasezikweletini zendabuko. Ngesikhathi esifanayo, i-EFC iphinde ibe nethemba lokuthola izimali zombuso ngoMthetho we-US Chip, ogunyaza uhulumeni wase-US ukuthi ahlinzeke ngoxhaso olukhulu lwamaRandi ayizigidi eziyizinkulungwane ezingama-280 embonini yasekhaya yama-chip.

Umthethosivivinywa uzophinde unikeze ukwesekwa kubahlinzeki bezinto ezibonakalayo njenge-EFC. NgoMeyi, uMnyango Wezohwebo wase-US wathembisa u-$75 million wezimali ze-CHIPS enkampanini yezinto zokwakha i-Absolics ukwakha imboni yokukhiqiza ama-chip glass substrates. NgoJuni, umkhiqizi wamakhemikhali akhethekile u-Entegris uthole imali engu-$75 million yokwakha imboni. Ngisho ngaphandle kwezimali ze-CHIPS, izinkampani zamakhemikhali ezifana ne-Merck ne-Sunlit Chemical zizotshala imali ezimbonini zase-United States.