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NHRC advisory on ocular trauma_我的网站

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一 |     7月22日，据财闻海外资讯，三星电子、SK海力士（SKHY.US）与美光科技（MU.US）三大存储芯片厂商全面展开HBM4良率竞争。作为第六代高带宽内存，HBM4将应用于英伟达（NVDA.US）下半年推出的Vera Rubin等AI加速芯片，成为下半年企业业绩关键支撑。         三星已率先实现HBM4规模化量产，业内预估其良率接近70%，得益于1C工艺DRAM（年初良率稳定超80%）的持续带动，良率管控能力显著提升。         SK海力士虽未公布精确良率，但行业判断其已进入稳定区间。为巩固超半HBM市场份额，其正洽谈引进新生产设备，以优化工艺并扩大产能。

二 |     New Delhi, Oct 11 (UNI) The National Human Rights Commission (NHRC) has urged authorities to prevent and minimise the impact of ocular trauma and to ensure appropriate standardized treatment and rehabilitation of its victims.
Ocular trauma causes about five per cent of irreversible or permanent blindness.
The Commission has observed that major contributors of eye injury are road accidents (34 per cent), sports (29 per cent) and occupations (21 per cent). However, the most reassuring fact is that eye injury is a preventable cause of blindness, a NHRC statement stated.
The Commission, among several important recommendations, has called for identification of industries having high potential of ocular trauma and other industrial accidents and make it mandatory for owners of all such industries employing minimum 50 workers to purchase personal accident cover of minimum Rs 15 lakh for each worker.
Establishment of a special fund has also been recommended to provide financial assistance to victims of ocular trauma, it stated.
Its advisory has focused on five keys areas for action by the Centre, States and UT Administrations. These include creation of a database on ocular trauma, prevention and minimization of ocular trauma, treatment of ocular trauma, development of integrated ophthalmic trauma units and rehabilitation of victims.
UNI CM。

三 |          美光因产能基础相对薄弱，正加速推进良率爬坡与大规模设备投资，同步提升产出能力。         良率（合格芯片占比）直接决定交付量与盈利空间，是厂商攻坚核心。

四 | 尽管此前通用DRAM短期利润反超，但其涨价空间已趋缓（一季度近翻倍、二季度30%–50%、三季度0%–20%），而HBM需求持续扩张、高毛利优势将重归主导。         业内人士表示：“三星抢先落地 HBM4 量产，良率提升带来的供货增量、利润增长已经在二季度财报中充分体现；下半年该趋势将延续，三大存储企业的良率竞争会进一步白热化。

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Published on:11:46:42


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