私人订制

Ford recalls over 238,000 Explorers to replace axle bolts that can fail_我的网站

A |     本文来自微信公众号： 财联社 （ID：cailianpress），作者：张真                    AI繁荣背景下，存储芯片的这波“超级周期”，或比以往更加持久一些。    DETROIT -- Ford is recalling more than 238,000 Explorers in the U.S. because a rear axle bolt can fail, potentially causing a loss of drive power or allowing the SUVs to roll away while in park.The recall comes after U.S. safety regulators opened an investigation into the problem after getting two complaints that repairs didn't work in two previous recalls this year and in 2022.Affected are certain Explorers from the 2020 through 2022 model years. The National Highway Traffic Safety Administration says in documents posted Friday on its website that the rear axle horizontal mounting bolt can fracture and cause the driveshaft to disconnect, increasing the risk of a crash.Dealers will replace a bushing and the rear axle bolt. They also will inspect the rear axle cover for damage near the bolt hole and replace the cover if damage is found. Owners will be notified by letter starting Nov. 6.Ford said in documents that it knows of 396 reports of rear axle bolt failures, and fewer than 5% caused loss of power or let vehicles roll while they were in park. The company says it’s not aware of any crashes or injuries. NHTSA opened its investigation in June after getting complaints alleging loss of power due to failure of rear axle bolts even though the Explorers had received repairs under the previous recalls. Ford's remedy was to update software that automatically applied the parking brake to keep the vehicles from rolling away. But the agency said in documents that there was no remedy addressing the failed axle bolt. Ford said Friday that it was replacing axle bolts under service campaigns before the latest recall.。                   据《韩国经济日报》报道，三星电子、SK海力士等主要内存供应商，将在今年第四季度继续向客户调整报价。幅度上，包括DRAM和NAND在内存储产品价格将上调高达30%，从而顺应AI驱动的存储芯片需求激增趋势。

B |                    整体而言， 本轮涨价幅度略高于预期。早在9月下旬，三星电子便已发出第四季度提价通知，当时的计划是将部分DRAM价格上调15%至30%，NAND闪存价格上调5%至10%。而回到当下，根据花旗集团和摩根士丹利在其半导体行业分析报告中所预测，第四季度DRAM平均售价将上涨25-26%，比上一季度上涨10%以上，涨价热潮或进一步加剧。                   需要承认，存储芯片行业正加速迈入“超级周期”几乎已成为市场不争的共识。如存储模组大厂威刚董事长陈立白判断，第四季度仅仅是存储严重缺货的起点，明年存储产业将继续处于供货吃紧状态。                   对存储芯片供应趋紧的预判则进一步加剧了市场的囤货行为。另据《朝鲜日报》报道，由于担心DRAM短缺，几家领先的国际电子和服务器公司正在囤积内存， 并与三星和SK海力士洽谈签订2至3年长期供应协议，与以往按季度或年度签订合同的传统形成鲜明对照。                   存储芯片进入“超级周期”的源头何在？归根结底，离不开AI和高性能计算需求的爆发。                   正如美光公司首席商务官苏米特·萨达纳（Sumit Sadhana）所言，DRAM价格上涨部分原因是供应紧张，而这一趋势很大程度上是由HBM需求激增推动的，因为HBM消耗的晶圆容量是标准DRAM的三倍多。而根据摩根士丹利预测，今年包括谷歌、亚马逊、Meta、微软在内的科技巨头，将在人工智能基础设施上投入4000亿美元。                   也因此， 国内外存储厂商纷纷将优先布局HBM相关的先进封测领域作为其经营策略。

C | 10月20日消息，三星正在加紧推进HBM4的研发，计划于10月27日至31日进行发布，并于今年晚些时候量产。上市公司方面，佰维存储于10月21日在互动平台表示，公司的晶圆级先进封测制项目正处于投产准备过程中，公司正加紧惠州封测制造中心的产能扩建。                   从价格趋势来看，TrendForce预测，2025年HBM的平均销售单价将同比上涨20.8%，达到1.80美元/Gb，盈利能力可观。

D | 另有机构预计明年上市的12层HBM4产品单价将达到500美元，比售价约300美元的12层HBM3e高出60%以上。                   不过，随着人工智能投资从大容量数据训练转向推理，DRAM需求增长也有望跑出加速度。根据韩国KB证券研究主管Jeff Kim预计，若当前涨势持续，明年非HBM内存芯片的盈利能力甚至可能将超越HBM。                   展望未来，上海证券研报表示，AI需求旺盛推动存储需求的增长，同时由于海外原厂产能限制，2025年第四季度存储涨价趋势预计持续，看好本轮存储大周期。也有保守声音如华邦电董事长焦佑钧指出，当前DRAM供需不平衡，有可能实际需求并无这么多，不过如今仍处在供不应求的状况，致使缺口产生，供给不足下导致价格狂飙。

E |

Current article:http://alaf.longdachemakuanshan.pics/news/20260826_774.html

Published on:01:14:20