一 | 明年AI芯片需求或将暴涨60%至100%。 New Delhi, Oct 19 (UNI) Mallikarjun Kharge was elected as new President of Congress on Monday, Congress Central Election Authority Chairman Madhusudan Mistry announced .
Total 9385 votes were polled, of the which Kharge got 7897 votes, while his competitor Shashi Tharoor got 1072 votes. Mistry added that 416 votes were invalid.
Outgoing Congress President Sonia Gandhi went to the president elect’s residence to wish him.
Party leaders Rahul Gandhians Priyanka Gandhi also congratulated Kharge on his win.
“Congratulations to Mallikarjun Kharge ji on being elected as the President of INC. The Congress President represents a democratic vision of India. His vast experience and ideological commitment will serve the party well as he takes on this historic responsibility, Rahul Gandhi said.
Priyanka Gandhi said the party will continue its struggle under the leadership of Kharge.
Kharge, a former railways and labour minister, thanked all for their support and said In the 75-year history of independence, the Indian National Congress continuously strengthened the country's democracy and protected the Constitution. “Today, when democracy is in danger, the constitution is being attacked, and every institution is being destroyed, the Congress party set an example to strengthen the country's democracy by conducting organizational elections at the national level;” he said.
Addressing his first press conference he said inflation, severe unemployment, the gap between the rich and the poor, and the hatred spread by the government in the country are some of the main issues that need to be addressed.
He also mentioned Rahul Gandhi’s Bharat Jodo Yatra, he appealed to all Congress members and the people of the country to join it.
He also said the “ruler” in power in Delhi “talks a lot but does nothing”.
“We believe that this country cannot be sacrificed to the whims of a dictator. We have to come together and defeat these destructive forces,” he said.
Tharoor congratulated Kharge and said, “It is a great honour & a huge responsibility to be President of INC& I wish Khargeji all success in that task. It was a privilege to have received the support of over a thousand colleagues, and to carry the hopes& aspirations of so many well-wishers of Congress across India”.
Tharoor’s election manager, Salman Soz, has complained about many irregularities in Congress Presidential Polls.
Soz in his letter quoted various instances of violations in the polling process in different States, one of which is about the Lucknow centre for Uttar Pradesh.
Mistry said they will give pint by point reply, adding that they shouldn’t have made the complaint public.
UNI AO GNK。
SK集团会长崔泰源近日在记者会上表示，当前存储芯片价格处于“异常高位”。他强调：“即便站在半导体企业自身角度，也必须扩大供给以压低芯片售价。”他补充称，出于扩充产能、应对贸易压力两大核心考量，SK海力士正规划在美国新建半导体工厂。
崔泰源会长指出：“目前存储芯片价格高得反常。AI企业尚可通过自身投资消化成本上涨，但PC、手机厂商只能将芯片涨价成本转嫁至终端产品。这类产品的消费群体以普通消费者为主，终端售价上调空间十分有限。为避免出现‘芯片通胀’——也就是芯片涨价带动整机成本攀升的局面，行业必须增加供给。”
崔泰源警示，芯片价格长期高位运行最终会损害半导体企业的利益。他表示：“即便会压缩利润空间，扩大产能、守住市场、协同发展，才是韩国半导体产业持续发展的核心出路。
二 | 如果各大厂商不新建产线、任由价格持续走高，市场规模会不断萎缩，同时大量新竞争者必然涌入行业。
三 | ”他提到，特斯拉首席执行官马斯克等企业高层纷纷入局半导体制造，根源就在于当前行业利润过高。
四 | 他同时对大国之间潜在的地缘政治表达担忧：“芯片价格持续暴涨、引发芯片通胀，会衍生一系列地缘矛盾。不能只顾眼前短期利益，要培育市场，实现长期稳定发展。” 在强调扩产必要性的同时，崔泰源预判短期芯片价格很难回落。他称，明年AI芯片需求或将暴涨60%至100%，但头部厂商的产能增量微乎其微。AI相关需求已占据半导体整体市场过半份额，整体行业需求涨幅至少可达50%至60%。 崔泰源预计明年芯片供给短缺问题将进一步加剧。他说道：“明年没有哪家企业会大规模扩产，行业供需形势严峻，甚至可以说一片混乱。
五 | 各方都在向我们提出诉求、施压，韩国政府后续也大概率会承受来自海外各方的压力。” 他接着表示：“这也是为什么我们除了在湖南地区布局产线，同时也要考虑赴美建厂，条件允许就必须落地。
六 | 我们需要兼顾各类贸易摩擦与行业难题，因此正在评估海外建厂方案。”崔泰源会长表示：“目前团队正在全球筛选建厂选址，摸排全球所有可行地块，对比各地建厂条件、建设速度与产能规模，择优快速落地新建工厂。” 值得注意的是，SK海力士正在同时开建四个超级工程，一是龙仁半导体集群：600万亿韩元，将龙仁打造为全球AI存储生产基地。原定2045年完工的4座工厂，将全部提前12年到2033年完成（首座已提前到2027年5月竣工）。目前，首座工厂已于2025年2月全面动工，主体结构基本建成。 二是清州基地，100万亿韩元。用于新建NAND晶圆厂、引入生产设备、加强HBM后端先进封装能力。其中下一代先进封装工厂（P&T7）投资约19万亿韩元，预计2027年底完工。 三是西南地区新集群，400万亿韩元。在韩国西南部的光州、全罗南道一带建设新的存储前端制程集群，主要做存储芯片前端制程。
七 | 选址尚未确定，但相关准备工作立即开始。 四是美国普渡大学园区工厂，2024年动工，投资约38.7亿美元，专注于HBM先进封装，2028年投产。这是SK海力士首次在美国本土建厂，也是它在地缘政治上“靠拢美国”的关键一步。 *声明：本文系原作者创作。文章内容系其个人观点，我方转载仅为分享与讨论，不代表我方赞成或认同，如有异议，请联系后台。
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