Ngakhale kuti boma la US laletsa kutumiza kunja zinthu, opanga zida zopangira ma chip ku America awonjezera kwambiri kutumiza kwawo ku China. Izi zikukhudza makamaka zida zopangira ma chip akale, omwe sali pansi pa ziletso.
Kodi Malinga ndi nyuzipepala ya ku Japan ya Nikkei Asia, China inali ndi 43% ya malonda a kampani yaku America ya Applied Materials pakati pa February ndi Epulo, zomwe zinakwera ndi 22% chaka chilichonse. Gawo la malonda ochokera ku Lam Research, yomwenso ndi kampani yaku America, linakwera ndi 20% kufika pa 42% pakati pa Januwale ndi Marichi. Ziwerengerozi zikutsutsana ndi mapulani a Washington oletsa kutumiza kunja ku China.
Monga chikumbutso, mu 2022, United States idaletsa kupereka zida zapamwamba zopangira ma semiconductor ku China. Komabe, zida zopangira ma chips azinthu zomwe zimagulitsidwa pamsika waukulu sizinakhudzidwe. Ngakhale kuti akuyesetsa kukhazikitsa njira zogulira, opanga zida alephera kuchepetsa kudalira kwawo msika waku China, ngakhale boma lidanena za kupambana kwa pulogalamu ya CHIPS ndi Science Act ya $52,7 biliyoni pamsonkhano waposachedwa wa Semicon West, ponena za mapulani oyika ndalama ochokera ku makampani akuluakulu aukadaulo monga Intel, Samsung, ndi TSMC.
Akuluakulu aboma la US ati cholinga chake si kudula ubale wachuma ndi China, koma kuchepetsa madera okhudzana ndi chitetezo cha dziko.
Komabe, akatswiri amanena kuti kuchulukitsa kutumiza zida zilizonse ku China kumabweretsa zoopsa ku United States mulimonsemo, chifukwa zimathandiza pakukula kwa makampani opanga zida za semiconductor aku China. Izi ndi zoona makamaka popeza Beijing yakhazikitsa zolinga zopanga unyolo wake woperekera zida za semiconductor, zomwe zingapangitse mpikisano wamphamvu kwa opanga zida aku America mtsogolo.
Ndikofunikira kudziwa kuti bungwe la SEMI la mafakitale likuneneratu kuti malonda apadziko lonse lapansi opanga zida zopangira ma chip adzakula ndi 3,4% kufika pa $109 biliyoni mu 2024, pomwe China ili ndi zoposa 30% ya kuchuluka kumeneko, zomwe zimapangitsa kuti ikhale msika waukulu komanso woyambitsa kufunikira.
"Tili ndi ubale wolimba kwambiri wamalonda ndi China," Wachiwiri kwa Nduna Yoona za Chitukuko cha Zachuma ku US Jose Fernandez adatero poyankhulana ndi Nikkei. Ngakhale kuti US idzayang'anira madera okhudzana ndi chitetezo cha dziko, cholinga chake sichothetsa ubale wachuma pakati pa mayiko awiriwa, adatero.
Source:
Source: 3dnews.ru
