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作者:道平徒秉 来源:原创 发布日期:08-23

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California considers stepping in to manage groundwater basin in farm country_我的网站

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A |     SACRAMENTO, Calif. -- California officials on Thursday faulted communities in a stretch of the crop-rich San Joaquin Valley for failing to develop a plan to adequately protect groundwater in the often drought-plagued state.The state's water resources board set an April hearing to determine whether the Tulare Lake Subbasin in the heart of California's farm country should be placed on probation. It is the first time the state has made such a move, and the first step in a lengthy process that could end up requiring large farms in the area to report groundwater use and pay fees.California is starting to regulate the pumping of groundwater after years of drought and overpumping left rural residents’ wells dry and led to subsidence, or the sinking of land, in some communities. Both issues have affected the largely agricultural region, which is home to 145,000 people, and stand to worsen absent revisions to the local groundwater plan, officials said.“This is an urgent issue,” said Natalie Stork, an official at the State Water Resources Control Board. “There are urgent impacts from continued overdraft in these basins.”The state enacted a 2014 law tasking communities with forming groundwater agencies and making plans to manage the resource sustainably, starting with the most critically overdrafted basins, including the Tulare Lake Subbasin.Five groundwater agencies joined together come up with a plan for the subbasin where farmers grow cotton, almonds and pistachios. But the plan was one of six that California's Department of Water Resources deemed inadequate this year.Now, the State Water Resources Control Board will hold a hearing April 16 to decide whether to place the Tulare Lake Subbasin on probation. If it does, large pumpers would report their groundwater usage and pay fees while the local agencies draft a new plan for the basin. If they don't, the board could eventually implement its own plan.Many communities rely mainly or solely on groundwater for drinking water and farmers count on it for irrigation, especially in a drought. California muddled through a spell of dry years until a series of winter storms drenched the state and dumped massive amounts of snow in the mountains. When the snow melted, it flowed down to form the reemerging Tulare Lake, which covered vast stretches of farmland with water. California has long tended toward wet and dry periods, but scientists at University of California, San Diego’s Scripps Institution of Oceanography have said they expect climate change will lead to drier dry years and wetter wet years.。    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。         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。

B |          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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