Kutumizidwa kwa malipoti a kotala, kwenikweni, kwatsala pang'ono kutha, ndipo izi zidalola akatswiri ndi omwe amagulitsa kwambiri zinthu za semiconductor potengera ndalama. Kuphatikiza pa zotsatira za gawo lachiwiri la chaka chino, olemba maphunzirowo adaganiziranso gawo lonse loyamba la chaka chonse. Onse "okhazikika" pamndandandawu komanso mamembala awiri atsopano pamndandandawo adaphatikizidwa pamndandanda wamakampani 15 otsogola mu gawo la semiconductor: MediaTek idachoka pakhumi ndi chisanu ndi chimodzi kufika pakhumi ndi chisanu, ndipo Sony idalumpha molunjika kuchokera pakhumi ndi chisanu ndi chinayi mpaka khumi ndi zinayi. Kampani yaku Japan idakulitsa ndalama zake za theka la chaka ndi 13% poyang'ana pakupereka makamera opangira makamera omwe amagwiritsidwa ntchito m'mafoni am'manja. Poyerekeza theka loyamba la chaka, palibe amene angakhoze kudzitamandira ndi mphamvu zabwino zopezera ndalama.
Malinga ndi omwe akupanga ma ratings, ngati TSMC idasiya izi chifukwa chosowa zinthu zomwe zidapangidwa mu pulogalamu yopanga, ndiye kuti HiSilicon ikhala m'malo khumi ndi asanu ndi ndalama zokwana $3,5 biliyoni mu theka loyamba la chaka - gawo ili. a Huawei amapereka chimphona cha China ndi mapurosesa a mafoni a m'manja, ndipo Poyerekeza pachaka, ndalama za wopanga izi zidakwera ndi 25%. Chiyembekezo cha HiSilicon kuti chiphatikizidwe pamndandanda wazogulitsa zazikulu kwambiri zama semiconductor chimangokhala ndi zilango zaku America motsutsana ndi Huawei, kugwiritsa ntchito kwake, ngakhale kuimitsidwa, sikungayembekezeredwe kuchepetsedwa.
Tikumbukire kuti Intel Corporation idakhalabe mtsogoleri wamakampani pazachuma kuyambira 1993 mpaka 2016. Kukwera kwamitengo yamakumbukiro kunalola Samsung kukhala pamalo oyamba mgawo lachiwiri la 2017 mpaka kotala lachinayi la chaka chatha, koma kugwa kwawo kudapangitsa kampani yaku South Korea kukhala yachiwiri. Opanga kukumbukira adavutika kwambiri mu theka loyamba la chaka, pomwe ogulitsa atatu apamwamba adataya ndalama zosachepera 33% poyerekeza ndi nthawi yomweyi chaka chatha. Kusakhazikika kwa msika wamakumbukiro kumapitilirabe kudziwa kuchuluka kwa mphamvu mu gawo la semiconductor.
Ponseponse, ndalama za ogulitsa khumi ndi asanu akuluakulu a semiconductor zidatsika 18% mu theka loyamba la chaka, poyerekeza ndi kuchepa kwa 14% kwa mafakitale onse. NVIDIA yapeza malo khumi kuyambira chaka chatha, koma ngati poyerekezera kotala ndalama zake zidakwera ndi 11%, ndiye kuti chaka ndi chaka zidatsika ndi 25%. Monga tawonera pamsonkhano wopereka malipoti wa kotala, 2018 ndi "cryptocurrency anomalies" ikupitilizabe kupereka ziwerengero za 2019 molakwika.
Source: 3dnews.ru