Isimo semakethe yama-chip emhlabeni wonke sibi kakhulu

Embikweni wezezimali wakamuva odalulwe yiMicron Technology muva nje, imali engenayo kwikota yesine yezimali (uJuni-Agasti 2022) yehle cishe ngo-20% unyaka nonyaka; inzuzo eseleyo yehle kakhulu ngo-45%. Abaphathi beMicron bathi ukusetshenziswa kwemali ngonyaka wezimali ka-2023 kulindeleke ukuthi kwehle ngo-30% njengoba amakhasimende kuzo zonke izimboni enciphisa ama-oda e-chip, futhi kuzonciphisa ukutshalwa kwezimali emishinini yokupakisha ama-chip ngo-50%. Ngesikhathi esifanayo, imakethe yemali nayo ayinathemba. Intengo yesitoko seMicron Technology yehle ngo-46% phakathi nonyaka, futhi inani lemakethe seliphelele liphele ngamadola angaphezu kwezigidigidi ezingama-47.1.

UMicron uthe uhamba ngokushesha ukubhekana nokwehla kwesidingo. Lokhu kufaka phakathi ukwehlisa ukukhiqizwa emafektri akhona kanye nokunciphisa isabelomali semishini. IMicron inciphise izindleko zenhlokodolobha ngaphambilini futhi manje ilindele ukuthi izindleko zenhlokodolobha ngo-2023 zibe yizigidigidi eziyi-8 zamaRandi, kwehle ngo-30% kusukela onyakeni wezimali odlule. Phakathi kwazo, iMicron izonciphisa ukutshalwa kwezimali kwayo kui-chipimishini yokupakisha ihlukaniswe phakathi ngonyaka wezimali ka-2023.

INingizimu Korea, umkhiqizi obalulekile womhlaba wonkei-chipimboni, nayo ayinathemba. Ngomhlaka-30 Septhemba, ngesikhathi sendawo, idatha yakamuva ekhishwe yi-Statistics Korea ibonise ukuthii-chipUkukhiqizwa nokuthunyelwa ngo-Agasti 2022 kwehle ngo-1.7% kanye no-20.4% unyaka nonyaka, ngokulandelana, okuyinto engavamile. Ngaphezu kwalokho, isitokwe sama-chip saseNingizimu Korea ngo-Agasti sanda unyaka nonyaka. Ngaphezulu kuka-67%. Abanye abahlaziyi bathi izinkomba ezintathu zaseNingizimu Korea zizwakalise intukuthelo okusho ukuthi umnotho womhlaba wonke uyawohloka, futhi abenzi be-chip balungiselela ukwehla kwesidingo somhlaba wonke. Ikakhulukazi, isidingo semikhiqizo ye-elekthronikhi, okuyisisusa esiyinhloko sokukhula komnotho waseNingizimu Korea, sehlile kakhulu. I-Financial Times ibike ukuthi iWashington e-United States isebenzisa imali eyizigidigidi ezingama-52 zamaRandi ebhalwe ku-Chip and Science Act ukuheha abenzi be-chip bomhlaba wonke ukuba bandise ukukhiqizwa e-United States. UNgqongqoshe Wezesayensi Nobuchwepheshe waseNingizimu Korea, uchwepheshe we-chip uLi Zonghao uxwayise ngokuthi umuzwa wenkinga umboze imboni yama-chip yaseNingizimu Korea.

Kulokhu, i-“Financial Times” iveze ukuthi iziphathimandla zaseNingizimu Korea zinethemba lokudala “iqembu elikhulu lama-chip”, ziqoqe ukukhiqizwa nocwaningo, kanye namandla okuthuthukiswa, futhi zidonsele abakhiqizi bama-chip bakwamanye amazwe eNingizimu Korea.

I-CFO ye-Micron uMark Murphy ulindele ukuthi isimo singase sithuthuke kusukela ngoMeyi ngonyaka ozayo, kanye nenkumbulo yomhlaba wonke.i-chipIsidingo semakethe sizobuya. Engxenyeni yesibili yonyaka wezimali ka-2023, abenzi abaningi be-chip kulindeleke ukuthi babike ukukhula okunamandla kwemali engenayo.