Mkhalidwe wa msika wa chip padziko lonse lapansi ndi woipa

Mu lipoti laposachedwa la zachuma lomwe Micron Technology yatulutsa posachedwapa, ndalama zomwe zapezeka mu kotala lachinayi la ndalama (June-Ogasiti 2022) zatsika ndi pafupifupi 20% chaka ndi chaka; phindu lonse latsika kwambiri ndi 45%. Akuluakulu a Micron adati ndalama zomwe zimagwiritsidwa ntchito mu chaka cha 2023 zikuyembekezeka kutsika ndi 30% pamene makasitomala m'mafakitale onse achepetsa ma chipset oda, ndipo izi zichepetsa ndalama zomwe zagwiritsidwa ntchito mu zida zopakira ma chip ndi 50%. Nthawi yomweyo, msika wa ndalama nawonso ndi wopanda chiyembekezo. Mtengo wa masheya a Micron Technology watsika ndi 46% pachaka, ndipo mtengo wonse wamsika watsika ndi madola opitilira 47.1 biliyoni aku US.

Micron yati ikuchitapo kanthu mwachangu kuti ithetse kutsika kwa kufunikira kwa makampani. Izi zikuphatikizapo kuchepetsa kupanga mafakitale omwe alipo komanso kuchepetsa bajeti ya makina. Micron yachepetsa kale ndalama zomwe zimagwiritsidwa ntchito pogulitsa zinthu ndipo tsopano ikuyembekeza kuti ndalama zomwe zimagwiritsidwa ntchito pogulitsa zinthu mu chaka cha 2023 zikhale $8 biliyoni, zomwe zatsika ndi 30% poyerekeza ndi chaka chatha cha ndalama. Pakati pa izi, Micron idzachepetsa ndalama zomwe idayika muchipzida zopakira zikupezeka pakati pa chaka cha 2023.

South Korea, wopanga wofunikira kwambiri padziko lonse lapansichipmakampani, nawonso alibe chiyembekezo. Pa Seputembala 30, nthawi yakomweko, deta yaposachedwa yomwe idatulutsidwa ndi Statistics Korea idawonetsa kutichipKupanga ndi kutumiza mu Ogasiti 2022 kunatsika ndi 1.7% ndi 20.4% pachaka, motsatana, zomwe sizichitika kawirikawiri. Kuphatikiza apo, zinthu zomwe zili mu ma chip ku South Korea mu Ogasiti zinakwera chaka ndi chaka. Oposa 67%. Akatswiri ena anati zizindikiro zitatu za ku South Korea zinapereka chenjezo kutanthauza kuti chuma cha padziko lonse chikutsika, ndipo opanga ma chip akukonzekera kuchepa kwa kufunikira kwa dziko lonse. Makamaka, kufunikira kwa zinthu zamagetsi, komwe kumayendetsa kukula kwachuma ku South Korea, kwachepa kwambiri. Financial Times inanena kuti Washington ku United States ikugwiritsa ntchito ndalama zokwana $52 biliyoni zomwe zalembedwa mu Chip and Science Act kuti ikope opanga ma chip padziko lonse lapansi kuti awonjezere kupanga ku United States. Nduna ya Sayansi ndi Ukadaulo ku South Korea, katswiri wa ma chip Li Zonghao anachenjeza kuti: vuto lakhala likukhudza makampani opanga ma chip ku South Korea.

Pachifukwa ichi, "Financial Times" inanena kuti akuluakulu aku South Korea akuyembekeza kupanga "gulu lalikulu la ma chip", kusonkhanitsa kupanga ndi kufufuza, ndi mphamvu za chitukuko, ndikukopa opanga ma chip ochokera kumayiko ena ku South Korea.

Katswiri wa zachuma wa Micron, Mark Murphy, akuyembekeza kuti zinthu zitha kusintha kuyambira mu Meyi chaka chamawa, komanso kukumbukira kwapadziko lonse lapansi.chipKufunika kwa msika kudzayambiranso. Mu theka lachiwiri la chaka cha 2023, opanga ma chip ambiri akuyembekezeka kunena kuti ndalama zomwe amapeza zikukula kwambiri.