ʻAʻole paha e hoʻi hou ka mākeke semiconductor i ka ulu ʻana i nā mahina he ʻumikumamālua e hiki mai ana

CEO Robert Swan i kona wā ninaninau Ua hōʻike ʻo CNBC i ka hilinaʻi i ka hiki ke hoʻi i ka mākeke ʻāpana kikowaena data e hoʻi i ka ulu i ka hapa lua o ka makahiki. Hoʻokumu ʻia kona hilinaʻi ma ke ʻano hoʻomohala lōʻihi o ke kaiaola ao. I kēia manawa, ʻaʻole paʻa nā mea pāʻani mākeke i ka hoʻōla wikiwiki. Hōʻike nā mea hana hoʻomanaʻo a me nā ʻelele i ka hopohopo Texas mea hana ua aʻo aku i ka lehulehu e pili ana i ke ʻano lōʻihi o ka emi ʻana o ka mākeke semiconductor.

Ua wehewehe ʻo Texas Instruments i kona pessimism e kona ʻike i ka mākeke ʻāpana semiconductor. Hōʻike nā ʻikepili i ka hoʻomohala ʻana o ka mākeke ma muli o ke kumu cyclical. ʻO ka wā ulu mua he ʻumi mau hapaha. ʻO ka manawa hoʻohaʻahaʻa he ʻehā a ʻelima mau hapaha, a ua ʻoi aku ka maikaʻi o ka hana ʻana o Texas Instruments no ʻelua hapaha o ka lālani. I nā huaʻōlelo ʻē aʻe, inā ulu ka pilikia ma ka māhele semiconductor e like me ka pōʻaiapuni maʻamau, a laila e hoʻi hou ia i ka ulu ʻana i ka hoʻomaka ʻana o ka makahiki aʻe a i ʻole ka lua o ka hapaha o 2020.

ʻO ka poʻe loea mai ka waihona kālā Blue Line Futures i kahi hālāwai ninaninau Kaila CNBC ua ʻae ʻo ka mākeke no nā huahana semiconductor i kēia manawa he heterogeneous, a inā he hopena maikaʻi ʻole kekahi mau kumu i kekahi mau lāʻau, hiki iā lākou ke hāʻawi i ka ulu ʻana no nā poʻe ʻē aʻe. I ka hapa lua o ka makahiki, ua ʻike ka poʻe loiloi e piʻi i luna ka vector maʻamau o ka neʻe ʻana o ka mākeke. ʻO kekahi mea ʻē aʻe ʻaʻole paha e hoʻi hou kekahi mau ʻoihana i kēia manawa i ka ulu ʻana o nā hōʻailona waiwai.

Ua wehewehe ʻo Robert Swan ma kahi ninaninau me CNBC ʻo ka emi ʻana o ka mākeke server ma muli o ka ulu wikiwiki ʻana i ka hapaha ʻehā, a i kēia manawa e pono ai nā mea kūʻai aku ʻoihana o Intel e "hoʻokahe" i ka waihona i hōʻiliʻili ʻia no kekahi manawa.

Ma ka ʻāpana mea kūʻai aku, ʻaʻole mākaukau ʻo Swan e hoʻopaʻapaʻa i ke kūpaʻa o ka noi. ʻO ka ʻoiaʻiʻo, ke hoʻopaʻapaʻa nei ʻo ia, ke kāohi ʻia nei ka ulu ʻana o ka hoʻolako ʻana ʻaʻole ma muli o ka nāwaliwali o ka noi, akā ma muli o ka hiki ʻana o Intel. I ka hapa lua o ka makahiki, e hoʻomaikaʻi ka ʻoihana i ke kūlana me ka hana ʻana o nā kaʻina hana 14nm, a hiki ke hoʻokō maikaʻi i ka noi ma mua o ka hapa mua o ka makahiki. Eia nō naʻe, i ka ʻaha kūkā hōʻike ʻana i kēlā me kēia hapaha, ua hoʻomaopopo nā ʻelele Intel i ka hapaha ʻekolu e loaʻa kekahi mau pilikia me ka loaʻa ʻana o kekahi mau hiʻohiʻona kaʻina.

E pili ana i kona kūlana ma ka mākeke o nā ʻōnaehana kelepona no nā ʻenehana hanauna 5G, ʻōlelo ʻo Intel e koi ʻia ka ʻōnaehana o kēia mau pūnaewele ʻaʻole wale i ka hoʻoili ʻike kiʻekiʻe kiʻekiʻe, akā ʻo kāna hana wikiwiki. Manaʻo ʻo Intel aia nā ʻāpana kūpono e kūleʻa i nā ʻaoʻao ʻelua. Ma ka ʻāpana o nā modem 5G no nā kelepona, ʻaʻole ʻike ʻo Intel i kahi manawa e hana ai i ka loaʻa kālā. I ka nīnau ʻana o ka mea hoʻolaha iā Swan inā pili kēia hoʻoholo i ka hoʻolauleʻa ma waena o Apple a me Qualcomm, ua ʻōlelo hou ʻo ia i ka huaʻōlelo ʻaʻole ʻo ia i ʻike i kahi manawa e hana ai i kēia māhele me ka loaʻa kālā. E hoʻomau ka hāʻawi ʻana i nā modem 4G i ka "mea kūʻai aku nui", a ma kēia ʻano ʻaʻole pilikia ka ʻaelike me Apple. ʻO ka ʻoiaʻiʻo, ua kōkua ʻo ia iā Intel e hoʻonui i ka loaʻa kālā ma ka hapaha mua i ka wā e hakakā ana nā ʻoihana ʻē aʻe.

Source: 3dnews.ru