Ikibazo cy'isoko ry'ibiceri ku isi kirababaje cyane

Muri raporo y’imari iheruka gushyirwa ahagaragara na Micron Technology iherutse gutangaza, amafaranga yinjira mu gihembwe cya kane cy’ingengo y’imari (Kamena-Kanama 2022) yagabanutseho hafi 20% ugereranyije n’umwaka; inyungu yagabanutseho cyane ku kigero cya 45%. Abayobozi ba Micron bavuze ko amafaranga akoreshwa mu nguzanyo mu mwaka w’ingengo y’imari wa 2023 yitezwe kugabanukaho 30% mu gihe abakiriya bo mu nganda bagabanyaga ama-chip commande, kandi bizagabanya ishoramari mu bikoresho byo gupakira chip ku kigero cya 50%. Muri icyo gihe, isoko ry’imari naryo ririmo icyizere gikomeye. Igiciro cy’imigabane ya Micron Technology cyagabanutseho 46% mu mwaka, kandi agaciro k’isoko kose karagabanutseho miliyari zisaga 47.1 z’amadolari y’Amerika.

Micron yavuze ko irimo kwihutisha gukemura ikibazo cyo kugabanuka k'ubusabe bw'ibikoresho. Ibi birimo kugabanya umusaruro mu nganda zisanzwe no kugabanya ingengo y'imari y'imashini. Micron yagabanyije amafaranga akoreshwa mu bikorwa by'ishoramari mbere, none ubu iteganya ko amafaranga akoreshwa mu bikorwa by'ishoramari mu mwaka w'ingengo y'imari wa 2023 azaba miliyari 8 z'amadolari, ni ukuvuga 30% by'umwaka w'ingengo y'imari ushize. Muri byo, Micron izagabanya ishoramari ryayo muriipawundiibikoresho byo gupakira biri ku kigero cya kabiri mu ngengo y'imari ya 2023.

Koreya y'Epfo, ikigo gikomeye mu gutunganya ibicuruzwa ku isiipawundiinganda, na zo ntizifite icyizere. Ku itariki ya 30 Nzeri, ku isaha yo mu gace, amakuru aheruka gusohoka yashyizwe ahagaragara na Statistics Korea yagaragaje koipawundiUmusaruro n'ibyoherezwa muri Kanama 2022 byagabanutseho 1.7% na 20.4% buri mwaka, ibi bikaba ari gake cyane. Byongeye kandi, ububiko bwa chips muri Koreya y'Epfo muri Kanama bwariyongereye umwaka ku wundi. Barenga 67%. Bamwe mu basesenguzi bavuze ko ibipimo bitatu bya Koreya y'Epfo byatangaje ko ubukungu bw'isi buri mu ihungabana, kandi abakora chips barimo kwitegura kugabanuka kw'ibikenewe ku isi. By'umwihariko, icyifuzo cy'ibicuruzwa by'ikoranabuhanga, ari byo bituma ubukungu bwa Koreya y'Epfo buzamuka cyane, cyaragabanutse cyane. Ikinyamakuru Financial Times cyatangaje ko Washington muri Leta Zunze Ubumwe za Amerika irimo gukoresha miliyari 52 z'amadolari y'Amerika mu ingengo y'imari yavuzwe mu Itegeko rya Chip and Science kugira ngo ikurure abakora chips ku isi kugira ngo bongere umusaruro muri Leta Zunze Ubumwe za Amerika. Minisitiri w'Ubumenyi n'Ikoranabuhanga muri Koreya y'Epfo, Li Zonghao, impuguke mu by' chips, yaburiye ko ikibazo cyugarije inganda za chips muri Koreya y'Epfo.

Muri urwo rwego, "Financial Times" yagaragaje ko abayobozi ba Koreya y'Epfo bizeye gushyiraho "icyiciro kinini cy'ibikoresho bicukurwaho uduce duto", gukusanya umusaruro n'ubushakashatsi, n'imbaraga zo guteza imbere, no gukurura abakora ibikoresho bicukurwaho uduce duto b'abanyamahanga muri Koreya y'Epfo.

Umuyobozi Mukuru wa Micron, Mark Murphy, yiteze ko ibintu bishobora kuzamera neza guhera muri Gicurasi umwaka utaha, ndetse no kwibuka ku isi yose.ipawundiUbusabe bw'isoko buzazamuka. Mu gice cya kabiri cy'ingengo y'imari ya 2023, abakora chip benshi biteganijwe ko bazagaragaza ko inyungu ziyongera cyane.