Zilango zaku America motsutsana ndi Huawei zomwe zidayamba kugwira ntchito mkati mwa Meyi zimamana HiSilicon yothandizapo mwayi wopanga mapurosesa a mapangidwe ake pamzere wa msonkhano wa TSMC. Ngakhale oyang'anira omalizawa akuyembekeza kuti zinthu zikuyenda bwino, akatswiri akulosera kuti ndi makasitomala ati a TSMC omwe adzatengere gawo la mpikisano waku China yemwe adapuma pantchito.
Pamasamba othandizira Akatswiri a Credit Suisse agawana malingaliro awo pankhaniyi, ndipo awonetsa patebulo pafupifupi kugawidwa kwa ndalama za TSMC kuchokera kumaoda kuchokera kwamakasitomala ake akuluakulu kuyambira chaka cha 2015. Zambiri za chaka chino ndizodziwikiratu, komanso zamtsogolo. Lingaliro lalikulu ndikuti pofika kumapeto kwa chaka chino, gawo la ndalama za TSMC kuchokera ku maoda a HiSilicon silidzapitilira 8,9%, ndipo pakutha kwa chaka chamawa lidzafika zero.
Chaka chapamwamba kwambiri cha HiSilicon chinali chaka cham'mbuyo, pomwe kampani ya makolo Huawei, motsutsana ndi chiyambi cha zilango zoyamba, idayamba kupanga zida zopangira zida. Ndalama za TSMC panthawiyi zidakwera chaka ndi chaka kuchoka pa $2,78 kufika pa $4,95 biliyoni. Chaka chino sizingatheke kusunga bar, ndipo HiSilicon ibwerera kumalo achinayi ndi 14% ya ndalama za TSMC.
Omaliza amakampani samataya chiyembekezo chowonjezera ndalama zapano komanso chaka chamawa. HiSilicon atapuma pantchito kwa makasitomala a TSMC, makampani ena azitha kugawa magawo omwe atulutsidwa pakati pawo. Akatswiri a Credit Suisse ali otsimikiza kuti Apple, MediaTek ndi AMD adzagwiritsa ntchito mwayiwu chaka chamawa. Woyamba adzatha kuwonjezera gawo lake mu ndalama za TSMC kuchokera ku 22,7 mpaka 26,4%, chachiwiri - kuchokera ku 4,9 mpaka 8,2%, chachitatu - kuchokera ku 7,8 mpaka 9,3%. Broadcom ilimbitsanso udindo wake kuchokera pa 8,0 mpaka 8,6%, koma Qualcomm ili pachiwopsezo chotaya kasitomala wachiwiri wamkulu wa TSMC kupita ku AMD chaka chamawa. NVIDIA ikuzungulira atsogoleri asanu ndi awiriwo, ndipo gawo lake chaka chamawa lidzacheperanso kuchoka pa 6,1 mpaka 4,9%, malinga ndi kulosera kwa Credit Suisse. Njira ina yoperekera zithunzi ndi mapurosesa apakati ake ndi kampani yaku Korea Samsung.
Source: 3dnews.ru