城之源

一 |     New Delhi, Oct 14 (UNI) Defence Minister Rajnath Singh on Friday launched a dedicated website 'Maa Bharati Ke Sapoot' (MBKS) to enable the countrymen to contribute towards Armed Forces Battle Casualties Welfare Fund at a function at National War Memorial Complex.

Armed Forces Battle Casualty Welfare Fund is a Tri service fund, which is utilised for grant of immediate financial assistance of ex-gratia to the families of soldiers, sailors or airmen who lay down their lives or get grievously injured in active military operations.

Amitabh Bachchan, who has been made the Goodwill Ambassador of the initiative, has expressed his gratitude towards the families of the fallen heroes and exhorted citizens to come forward and contribute to the fund.

Addressing the gathering, Defence Minister Rajnath Singh appealed to contribute generously to the fund and support the families of Indian bravehearts.

"We must come forward with a 'big' and 'open' mind to fulfill our responsibility towards the security of our nation. It is our 'moral' and 'national' obligation," the Defence Minister said.

"As responsible citizens, it becomes our moral duty to do something for those who have done so much for us. With a sense of gratitude, a sense of dedication, a sense of belongingness, one should try to do as much as possible for our soldiers and their families," the Minister added.

Informing about the initiative, the Defence Ministry said that while the Government has initiated a large number of Welfare Schemes for the soldiers killed or disabled during active military operations in the line of duty, there has been a strong public sentiment and requests from patriotic citizens, corporate heads/ industry captains, to contribute to the cause of welfare of the soldiers and their families.

The website was launched to facilitate patriotic Indians to partner in the noble cause. There is no upper limit of contribution towards this fund.

Defence Minister Rajnath Singh also felicitated the Next of Kins of the fallen Heroes and disabled soldiers during the event. Parents and relatives of many War decorated soldiers also graced the occasion.

The Army Battle Casualties Welfare Fund (ABCWF) came into existence following an avalanche incident in Siachen Glacier on February 3, 2016 in which the Indian Army lost 10 soldiers. The incident saw an outpouring of national sentiment and flow of donations and later resulted in creation of the Fund on April 1, 2016.

Besides Defence Minister Rajnath Singh, three Service Chiefs and Member of Parliament Col Rajyavardhan Singh Rathore, the function was also attended by three former Army Chiefs Gen VP Malik, Gen NC Vij and Gen Dalbir Singh Suhag.

UNI ASU SHK2026。    明年AI芯片需求或将暴涨60%至100%。

二 |          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。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。         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。

四 | 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。

五 | ”          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。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。

六 | ”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。

七 | 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。选址尚未确定，但相关准备工作立即开始。

八 |          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。

九 | 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。

十 |          *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。