Isoko rya chip ku isi ryifashe nabi

Muri raporo y’imari iheruka gutangazwa na Micron Technology iherutse, amafaranga yinjiye mu gihembwe cya kane cy’ingengo y’imari (Kamena-Kanama 2022) yagabanutseho hafi 20% umwaka ushize; inyungu nziza yagabanutse cyane 45%. Abayobozi ba Micron bavuze ko amafaranga yakoreshejwe mu ngengo y’imari 2023 biteganijwe ko azagabanukaho 30% mu gihe abakiriya hirya no hino mu nganda bagabanije ibicuruzwa bya chip, kandi bizagabanya ishoramari mu bikoresho bipakira chip 50%. Muri icyo gihe, isoko ry’imari naryo ryihebye cyane. Igiciro cy’imigabane ya Micron Technology cyagabanutseho 46% mu mwaka, kandi agaciro k’isoko kose kahindutse amadolari arenga miliyari 47.1 z’amadolari y’Amerika.

Micron yavuze ko igenda yihuta kugira ngo ikemure igabanuka ry'ibisabwa. Ibi birimo kudindiza umusaruro ku nganda zisanzwe no kugabanya ingengo yimashini. Micron yagabanije amafaranga yakoreshejwe mbere kandi ubu iteganya ko amafaranga yakoreshejwe mu ngengo y’imari 2023 azaba miliyari 8 z'amadolari, agabanukaho 30% ugereranije n’umwaka ushize. Muri byo, Micron izagabanya ishoramari ryayochipibikoresho byo gupakira mo kabiri mu ngengo yimari 2023.

Koreya yepfo, itanga umusaruro wingenzi kwisichipinganda, nazo ntabwo zifite icyizere. Ku ya 30 Nzeri, ku isaha yaho, amakuru aheruka gutangazwa n’ibarurishamibare Koreya yerekanye kochipumusaruro no kohereza muri Kanama 2022 byagabanutseho 1,7% na 20.4% umwaka ushize, ugereranije ni gake. Byongeye kandi, ibarura rya chip muri Koreya y'Epfo muri Kanama ryiyongereye ku mwaka. Kurenga 67%. Bamwe mu basesenguzi bavuze ko ibipimo bitatu bya Koreya y'Epfo byumvikanye ko bivuze ko ubukungu bw’isi bwifashe nabi, kandi abakora chip bitegura kugabanuka kw'ibisabwa ku isi. By'umwihariko, icyifuzo cy’ibicuruzwa bya elegitoroniki, n’ingenzi mu kuzamura ubukungu bwa Koreya yepfo, cyakonje cyane. Ikinyamakuru Financial Times cyatangaje ko Washington muri Amerika ikoresha miliyari 52 z'amadolari y'Amerika mu gutanga amafaranga yanditse mu itegeko rya Chip na Science kugira ngo ashukishe abakora chip ku isi kwagura umusaruro muri Amerika. Minisitiri w’ubumenyi n’ikoranabuhanga muri Koreya yepfo, impuguke ya chip Li Zonghao yihanangirije ati: ikibazo cy’ingutu cyugarije inganda za chip muri Koreya yepfo.

Ni muri urwo rwego, “Financial Times” yerekanye ko abategetsi ba Koreya y'Epfo bizeye gushyiraho “chip cluster” nini, gukusanya umusaruro n'ubushakashatsi, n'imbaraga z'iterambere, no gukurura abakora ibicuruzwa biva mu mahanga muri Koreya y'Epfo.

Micron CFO Mark Murphy yiteze ko ibintu bishobora kugenda neza guhera muri Gicurasi umwaka utaha, hamwe no kwibuka kwisichipisoko ryisoko rizakira. Mu gice cya kabiri cy’ingengo y’imari 2023, abakora chip benshi biteganijwe ko bazamuka cyane.