E hoʻololi ʻo Apple, MediaTek a me AMD i ka mahele o ka loaʻa kālā o TSMC, i hoʻokumu ʻia e Huawei HiSilicon

ʻO ka hoʻopaʻi ʻana o ʻAmelika e kūʻē iā Huawei i hoʻomaka i ka waena o Mei e hoʻonele i kāna hui ʻo HiSilicon i ka manawa e hana ai i nā mea hana o kāna hoʻolālā ponoʻī ma ka laina hui TSMC. ʻOiai ke manaʻolana nei ka hoʻokele o ka hope i kahi hopena kūleʻa, ke hana nei nā mea loiloi i nā wānana a nā mea kūʻai aku o TSMC e lawe i nā quota o ka mea hoʻokūkū Kina i hoʻomaha.

Ma nā ʻaoʻao waiwai EE Manawa Ua hōʻike ka poʻe loea Credit Suisse i ko lākou manaʻo e pili ana i kēia mea, a ua hōʻike i ka papa ʻaina i ka hāʻawi ʻana i ka loaʻa kālā o TSMC mai nā kauoha mai kāna mau mea kūʻai aku nui loa no ka manawa mai 2015. Hiki ke wānana ʻia ka ʻikepili no ka makahiki o kēia manawa, a me ka makahiki e hiki mai ana. ʻO ka manaʻo nui ʻo ia ma ka hopena o kēia makahiki, ʻaʻole e ʻoi aku ka hapa o ka loaʻa kālā o TSMC mai nā kauoha HiSilicon ma mua o 8,9%, a ma ka hopena o ka makahiki e hiki mai ana i ka zero.

ʻO ka makahiki kiʻekiʻe no HiSilicon ka makahiki i hala, i ka wā i hoʻomaka ai ka hui makua Huawei, e kū'ē i ke kua o ka nalu mua o ka hoʻopaʻi, e hoʻomaka e kūkulu ikaika i nā huahana huahana. Ua hoʻonui ka loaʻa kālā o TSMC i kēlā manawa i kēlā me kēia makahiki mai $ 2,78 a i $ 4,95 biliona. A laila ʻoi aku ka nui o ka ʻāpana o HiSilicon i ka loaʻa kālā o TSMC ma mua o 14%; ua lilo ka mea hoʻomohala Kina i ka mea kūʻai aku ʻelua ma Taiwan ma hope o Apple ma ke ʻano o ka loaʻa kālā. I kēia makahiki ʻaʻole hiki ke mālama i ka pā, a e hāʻule hou ʻo HiSilicon i ka hā o ka wahi me 8,9% o ka loaʻa kālā o TSMC.

ʻAʻole nalowale ka hope o nā ʻoihana e hoʻonui i ka loaʻa kālā no kēia makahiki a me ka makahiki e hiki mai ana. Ma hope o ka haʻalele ʻana o HiSilicon mai nā mea kūʻai aku o TSMC, hiki i nā hui ʻē aʻe ke puʻunaue i nā ʻāpana hana i hoʻokuʻu ʻia i waena o lākou. Manaʻo ka poʻe loea Credit Suisse e hoʻohana pono ʻo Apple, MediaTek a me AMD i kēia manawa i ka makahiki aʻe. ʻO ka mea mua e hiki ke hoʻonui i kāna mahele i ka loaʻa kālā o TSMC mai 22,7 a 26,4%, ʻo ka lua - mai 4,9 a 8,2%, ʻo ke kolu - mai 7,8 a 9,3%. E hoʻoikaika pū ʻo Broadcom i kona kūlana mai ka 8,0 a i ka 8,6%, akā pilikia ʻo Qualcomm e nalowale ke kūlana o ka mea kūʻai aku ʻelua o TSMC i AMD i ka makahiki aʻe. Hoʻopili ʻo NVIDIA i nā alakaʻi ʻehiku, a ʻo kāna mahele i ka makahiki aʻe e emi iho ana mai 6,1 a i 4,9%, e like me ka wānana Credit Suisse. ʻO kahi mea hoʻolako ʻē aʻe o nā kiʻi kiʻi a me nā kaʻina hana kikowaena no ia ʻo ka hui Korea ʻo Samsung.

Source: 3dnews.ru