Kuchokera pazokambitsirana zamaganizidwe okhudzana ndi momwe zinthu ziliri ndi kukakamizidwa ndi akuluakulu aku America pa Huawei, ndi nthawi yoti tipitilize kunena zotsatira zazachuma. Osachepera, zimphona zachimphona za ku China za ku United States zayamba kale kufotokoza kuti akulowa nawo pachiwonetsero chachikulu cha bwenzi la dzulo, komanso kuwerengera zotayika zawo. Kampani yaku America ya Lumentum, yomwe imagwira ntchito bwino pakupereka zida zowunikira pamakina olumikizirana, kutsatira mawu oti ikutsatira lamuloli. Kuneneratu kwatsopano kwa gawo lachinayi lazachuma, lomwe mu kalendala ya opanga litha pa Juni 30 chaka chino.
Zosinthazo zidapangidwa motere: ndalama zomwe zikuyembekezeka zidatsika ndi 8% mpaka $ 383 miliyoni, ndipo phindu logwira ntchito linatsika ndi 21%, mpaka $ 62 miliyoni. 11% ya zolandila zandalama, m'gawo lapitalo lazachuma - kale 18%, ndipo pa avareji ya chaka chino chandalama sichinapitirire 15%. Phindu la Lumentum tsopano likhoza kugweranso ku 15,5-17,0% m'malo mwa 18-20% yapitayi.
Akatswiri a Nomura ali tsopano kuti ndalama za Xilinx, zomwe zimapatsa Huawei matrices osavuta kugwiritsa ntchito pazida zoyankhulirana, zitha kuvutikira. Ofufuza a JP Morgan akuwonjezera kuti Huawei wakhala akupanga "zosungirako zadzidzidzi" zazinthu zogulidwa kuti apange mafoni a m'manja ndi masiteshoni oyambira kwa miyezi ingapo, ndipo zikhoza kukhala zokwanira osati chaka chino cha ntchito zokhazikika, komanso chotsatira.
Akatswiri amawonanso kuti Intel, NVIDIA, AMD ndi Broadcom ali pachiwopsezo. Kuphatikiza apo, US Federal Trade Commission ikuchita kafukufuku wake pazamalonda omaliza, malinga ndi zomwe Bloomberg inanena. Chaka chatha, Broadcom sanaloledwe kugula katundu wa Qualcomm, kuphimba kukana ndi zofuna za chitetezo cha dziko, ndipo ngakhale kusamutsidwa kwa likulu lake kuchokera ku Singapore kupita ku United States sikunafewetse chigamulo cha olemba chigamulochi. Zinthu pamsika sizinali bwino; tsopano titha kuyang'anizana ndi kusintha kwanyengo kwa ambiri omwe atenga nawo gawo pamsika, ndipo Lumentum mwanjira iyi ingokhala "chizindikiro choyamba".
Source: 3dnews.ru