Msika wapadziko lonse wa chip ndi woyipa

Mu lipoti laposachedwa lazachuma lomwe lawululidwa ndi Micron Technology posachedwa, ndalama mu gawo lachinayi lazachuma (June-August 2022) zidatsika pafupifupi 20% pachaka;phindu lonse latsika kwambiri ndi 45%.Akuluakulu a Micron adati ndalama zomwe zimagwiritsidwa ntchito muzachuma cha 2023 zikuyembekezeka kutsika ndi 30% pomwe makasitomala m'mafakitale amadula ma chip order, ndipo achepetsa ndalama zopangira zida za chip ndi 50%.Nthawi yomweyo, msika wamalipiro umakhalanso wopanda chiyembekezo.Mtengo wamtengo wa Micron Technology watsika ndi 46% pachaka, ndipo mtengo wonse wamsika watsika ndi madola oposa 47.1 biliyoni aku US.

Micron adati zikuyenda mwachangu kuthana ndi kuchepa kwa kufunikira.Izi zikuphatikiza kuchedwetsa kupanga m'mafakitole omwe alipo komanso kukonza bajeti zamakina.Micron idachepetsa ndalama zogulira ndalama m'mbuyomu ndipo tsopano ikuyembekeza kuti ndalama zogwiritsidwa ntchito muzachuma 2023 zikhale $8 biliyoni, kutsika ndi 30% kuchokera chaka chathachi.Mwa iwo, Micron adula ndalama zakechipzida zonyamula pakati pazachuma 2023.

South Korea, yomwe ndi imodzi mwazinthu zazikulu kwambiri padziko lonse lapansichipmakampani, nawonso alibe chiyembekezo.Pa Seputembara 30, nthawi yakomweko, zomwe zatulutsidwa posachedwa ndi Statistics Korea zidawonetsa izichipkupanga ndi kutumiza mu Ogasiti 2022 kudatsika ndi 1.7% ndi 20.4% chaka ndi chaka, motsatana, zomwe ndizosowa.Kuphatikiza apo, ku South Korea chip inventory mu Ogasiti idakwera chaka ndi chaka.Oposa 67%.Akatswiri ena adanena kuti zizindikiro zitatu za South Korea zakhala zikuwonetsa kuti chuma cha padziko lonse chatsika, ndipo opanga ma chipmaker akukonzekera kuchepa kwa zofuna zapadziko lonse.Makamaka, kufunikira kwa zinthu zamagetsi, chomwe chimayambitsa kukula kwachuma ku South Korea, chatsika kwambiri.Nyuzipepala ya Financial Times inanena kuti Washington ku United States ikugwiritsa ntchito ndalama zokwana madola 52 biliyoni zimene zalembedwa mu Chip and Science Act kuti zikope opanga makina opangira makina padziko lonse kuti awonjezere kupanga ku United States.Nduna ya Sayansi ndi Ukadaulo waku South Korea, katswiri wa chip Li Zonghao anachenjeza kuti: "Kukhala kwamavuto kwazungulira msika wa chip waku South Korea.

Pachifukwa ichi, "Financial Times" inanena kuti akuluakulu a boma la South Korea akuyembekeza kupanga "chip cluster" chachikulu, kusonkhanitsa kupanga ndi kufufuza, ndi mphamvu zachitukuko, ndikukopa opanga chip akunja ku South Korea.

Micron CFO Mark Murphy akuyembekeza kuti zinthu zitha kusintha kuyambira Meyi chaka chamawa, komanso kukumbukira padziko lonse lapansichipkufunikira kwa msika kudzachira.Mu theka lachiwiri la ndalama za 2023, ambiri opanga ma chip akuyembekezeka kuwonetsa kukula kwachuma.