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1.5 mabhiriyoni emadhora!US Chip Indasitiri Inodonha?

Muchirimo chegore rino, vanhu vekuAmerica vaive vakazara nefungidziro nezve indasitiri yavo yechip.Muna March, dumper nebulldoza zvakanga zvichivakwa muLijin County, Ohio, USA, uko kuchavakwa fekitari yechips mune ramangwana.Intel ichagadzira maviri "wafer mafekitori" ipapo, nemutengo unosvika mabhiriyoni makumi maviri emadhora.Mukutaura kwavo kweNyika yeMubatanidzwa, Mutungamiri Biden vakati nyika iyi i "nyika yezviroto".Akagomera kuti iyi ndiyo "ibwe rekona remangwana reUnited States".

 

Mamiriro edenda mumakore apfuura aratidza kukosha kwemachipisi kuhupenyu hwazvino.Iko kudiwa kweakasiyana siyana matekinoroji anofambiswa nechip kuchiri kukwira, uye matekinoroji aya anoshandiswa muminda mizhinji nhasi.US Congress iri kufunga nezve chip bill, iyo inovimbisa kupa US $52 bhiriyoni yerubatsiro kumaindasitiri emudzimba kuderedza kutsamira kweUS kumafekitori ekunze uye mapurojekiti ekutsigira akaita seIntel's Ohio fekitori.

 

Zvisinei, mushure memwedzi mitanhatu, zviroto izvi zvaiita sezviroto zvinotyisa.Kudiwa kwesilicon kunoratidzika kunge kuri kudzikira nekukurumidza sekukura kwayakaita panguva yedenda.

 
Micron Technologies Chip Factory

 

Zvinoenderana newebhusaiti yeThe Economist muna Gumiguru 17, pakupera kwaGunyana, kutengeswa kwekota kweMicron Technologies, memory chip inogadzira inotungamirwa muIdaho, yakadonha ne20% gore negore.Kwapera vhiki, California chip dhizaini kambani Chaowei Semiconductor yakadzikisa fungidziro yayo yekutengesa kwekota yechitatu ne16%.Bloomberg yakashuma kuti Intel yakabudisa mushumo wayo wekupedzisira wekota muna Gumiguru 27. Mutsara wemigumisiro yakaipa inogona kuenderera mberi, uye ipapo kambani inoronga kubvisa zviuru zvevashandi.Kubva munaChikunguru, angangoita makumi matatu emakambani makuru echipi muUnited States akadzikisa fungidziro yavo yemari yekota yechitatu kubva pamadhora mazana mapfumbamwe nemakumi mapfumbamwe emadhora kusvika pamadhora mazana masere nemasere.Parizvino gore rino, kukosha kwemusika kwesemiconductor mabhizinesi akanyorwa muUnited States kwakadzikira neanopfuura 1.5 trillion emadhora.

 

Sekureva kwemushumo, iyo chip indasitiri inozivikanwawo neiyo periodicity panguva yakanakisa: zvinotora makore akati wandei kuvaka hunyanzvi hutsva hwekuzadzisa kudiwa kuri kukura, uye ipapo kudiwa hakuchave kuchena kupisa.MuUnited States, hurumende iri kusimudzira kutenderera uku.Parizvino, indasitiri yezvinhu zvevatengi yakanzwa zvakanyanya nezve cyclical kudzikira.Makomputa ega uye mafoni anoita inosvika hafu yemadhora mazana matanhatu emabhiriyoni emadhora epagore ekutengesa chip.Nekuda kwekuwedzeredza panguva yedenda, vatengi vari kukanganiswa nekukwira kwemitengo vari kutenga zvigadzirwa zvemagetsi zvishoma uye zvishoma.Gartner anotarisira kuti kutengeswa kwema smartphone kudonha 6% gore rino, nepo PC yekutengesa ichadonha 10%.Muna Kukadzi gore rino, Intel akaudza vatengesi kuti yaitarisira kuti kudiwa kwemakomputa emunhu kuchakura zvakatsiga mumakore mashanu anotevera.Nekudaro, zviri pachena kuti zvakawanda zvinotenga panguva yeCOVID-19 denda zvave mberi, uye makambani akadai ari kugadzirisa tarisiro yavo.

 

Vazhinji vanoongorora vanotenda kuti dambudziko rinotevera rinopararira rinogona kunge riri mune dzimwe nzvimbo.Kutya kwekutenga panguva yekushomeka kwepasirese chip gore rapfuura kwakakonzera kuwanda kwesilicon stocks kune vakawanda vagadziri vemotokari nevagadziri vezvigadzirwa zvekutengesa.New Street Research inofungidzira kuti kubva muna Kubvumbi kusvika Chikumi, kutengeswa kwechikafu kwemaindasitiri eindasitiri 'chip inventory kwaive ne40% yakakwirira kupfuura iyo nhoroondo yepamusoro.Vagadziri vePC uye makambani emotokari zvakare akachengetwa zvakanaka.Intel Corporation neMicron Technologies yakapa chikamu cheiyo ichangoburwa isina kusimba kuita kune yakakwira inventory.

 

Kuwedzera uye kushayiwa kusimba kuri kutokanganisa mitengo.Zvinoenderana nedata reFuture Vision, mutengo wemamemory chips wakadzikira nezvikamu zviviri kubva muzvishanu mugore rapfuura.Mutengo welogic chips unogadzira data uye hauna kutengeserana zvishoma pane memory chips yakadonha ne3% panguva imwe chete.

 

Pamusoro pezvo, Wall Street Journal yekuUnited States yakashuma kuti United States yakaisa mari yakawanda mundima yechip, asi nyika yakatoita zvinokurudzira kugadzirwa kwechips kwese kwese, izvo zvinoitawo kuti kuedza kweUnited States kuve mubatanidzwa. mirage.South Korea ine nhevedzano yekukurudzira kwakasimba kukurudzira chip investimendi ingangoita 260 bhiriyoni emadhora mumakore mashanu anotevera.Japan iri kuisa mari inosvika mabhiriyoni matanhatu emadhora kuti iwedzere kaviri mari yayo yechip pakupera kwemakore gumi aya.

 

Muchokwadi, American Semiconductor Industry Association, boka revatengesi vemaindasitiri, rakazivawo kuti zvikamu zvitatu muzvina zvesimba rekugadzira machipisi pasi rose zvave kugoverwa muAsia.United States yakangoita 13 muzana chete.


Nguva yekutumira: Nov-03-2022

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