A cikin kiran ribar kwata-kwata, Intel ya ce an yi bikin, wanda ba zai iya biyan cikakken buƙatar masu sarrafa shi ba, kuma a yau hukumar Reuters AMD ta sanar da cewa abokan cinikinta na China sun sami sanarwa game da yiwuwar jinkirin isar da kaya. Abokan cinikin AMD na China suma sun sami irin wannan sanarwar.
A matsayin tunatarwa, a yanayin Intel, ƙarancin na'urorin sarrafawa ya faru ne sakamakon ƙarancin yawan aiki. Shugabannin kamfanin sun yi imanin cewa zai ɗauki ɗan lokaci kafin a warware matsalar. Kamfanin ya sanar da abokan cinikin China cewa an jinkirta kwanakin isar da wasu rukunin na'urori masu sarrafawa har zuwa watanni shida. Dangane da wannan yanayin, farashin na'urorin sarrafawa na uwar garken Intel a China ya ƙaru da sama da kashi 10%. A wannan yanayin, buƙata ta fi ƙarfin Intel na biyan buƙatunta a kasuwar China. Kamfanin yana sa ran samun ƙarancin wadatar na'urorin sarrafawa a cikin kwata na yanzu, amma yana fatan fara ƙara yawan kayan aiki daga kwata na biyu.
Yankin China yana da kusan kashi 20% na kudaden shigar Intel, don haka irin waɗannan matsalolin samun na'urori masu sarrafawa na iya yin tasiri sosai ga kudaden shigar kamfanin. Musamman ma na'urori masu sarrafawa na Xeon na ƙarni na huɗu da na biyar suna cikin ƙarancin wadata. Kamfanin yana da tarin oda tare da tsammanin lokacin isarwa zai kai tsawon watanni shida.
Majiyoyi sun ce yanayin da ake ciki game da na'urorin sarrafa AMD ba shi da muni sosai, amma lokutan isar da kayayyaki sun karu da makonni 8 zuwa 10. Kamfanin yana kuma yin ƙoƙari don inganta yanayin. Ga duka 'yan kasuwar na'urorin sarrafa kayayyaki, TSMC a halin yanzu tana samar da wani kaso mai yawa na na'urorin, saboda Intel kawai yana dogara ne kawai da masana'antunta don samar da wannan zamani. TSMC ta cika da oda daga Nvidia, kuma, a wani ɓangare, Apple, don haka tana fifita hidimar sauran abokan ciniki.
A cewar UBS, kason Intel na kasuwar sabar duniya ya faɗi daga kashi 90% zuwa 60% tsakanin 2019 da 2025, yayin da kason AMD ya karu daga kashi 5% zuwa sama da 20%. Karancin kwakwalwan ƙwaƙwalwa shi ma ya taimaka wajen ƙarancin na'urori masu sarrafawa, yayin da masu gudanar da tsarin sabar suka yi gaggawar siyan su kafin lokaci, suna fargabar ƙarin farashi. Bugu da ƙari, buƙatar kayayyakin more rayuwa na sabar da kansu ya kasance mai yawa a tsakanin ƙaruwar AI. Ƙaruwar shaharar wakilan AI, waɗanda suka fi dogara da albarkatun CPU, shi ma yana ba da gudummawa.
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source: 3dnews.ru
