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US says it found health and safety violations at GM plant in Ohio_我的网站

A |     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。    DETROIT -- The U.S. Labor Department said Thursday that investigators found 19 safety and health violations at a General Motors joint venture electric vehicle battery plant in Ohio during a two-week period this year.The department's Occupational Safety and Health Administration has proposed fining Ultium Cells LLC $270,091 for the alleged violations at a recently opened factory in Warren, Ohio. The plant, a joint venture between General Motors and LG Energy Solution, started making battery cells in 2021.The Labor Department said inspectors found that Ultium Cells didn't comply with federal safety standards for use of personal protective equipment including respirators. They also found that the company didn't install guards on machines or train workers in procedures to control hazardous energy, and it failed to provide eye wash stations, emergency showers and hand protection, among other violations.“Ultium Cells’ technology and advanced manufacturing facilities are part of a new and emerging field, but workplace safety standards — such as machine guarding, personal protective equipment and emergency response training — have been the law for decades,” OSHA Cleveland Area Director Howard Eberts said in the statement.The agency says Ultium Cells has 15 business days from the date it received the citations to comply, request an informal conference or contest the findings with an independent commission.Ultium Cells said in a statement Thursday that it requested a hearing with OSHA. “We look forward to a constructive dialogue with OSHA and hope to resolve these issues quickly and reinforce our commitment to fostering a safety-first mindset among all Ultium team members,” the company said.Authorities began investigating the plant after an explosion and fire in March. It did four inspections between April 24 and May 5, the statement said.。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。         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。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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