Ekupheleni kweveki, inkomfa yengxelo yekota ye-Broadcom, enye yabavelisi abahamba phambili bee-chips zothungelwano kunye nezixhobo zonxibelelwano, zenzeke. Le yenye yeenkampani zokuqala ukunika ingxelo ngengeniso emva kokuba iWashington iwise izohlwayo ngokuchasene neChinese Huawei Technologies. Enyanisweni, yaba ngumzekelo wokuqala wezinto ezininzi ezisakhetha ukuthetha ngazo - icandelo laseMelika lezoqoqosho liqala ukulahlekelwa yimali eninzi. Kodwa kufuneka uthethe. Kwiinyanga ezimbini ezizayo kuya kubakho uluhlu lweengxelo zekota kwaye iinkampani ziya kufuna umntu okanye into ebeka ityala ngokulahleka kwengeniso kunye nenzuzo.
Ngokwesimo sezulu se-Broadcom, ngo-2019, ngenxa yokuvalwa kokuthengisa iitshiphusi kwiHuawei, ilahleko ethe ngqo nengathanga ngqo yomenzi waseMelika inokufikelela kwi-2 yeebhiliyoni zeedola. Ukuba bekungekuko ukufuduswa ngenkani kwekomkhulu lenkampani ukuya e-US ekupheleni kwe-2017, i-Broadcom yayiza kuhlala kulawulo lwase-Singapore kwaye (mhlawumbi) ibonelela ngeemveliso zeHuawei ngaphandle kweengxaki. Ngo-2018, uHuawei wazisa iBroadcom i-900 yezigidi zeedola kwaye le ngeniso yathembisa ukukhula ngo-2019. I-Broadcom ikwabona ilahleko engathanga ngqo evela kwizohlwayo zaseWashington, eya kuthi izenze ngenxa yokuncipha kwentengiso kwiinkampani zesithathu ezikwangabathengi beHuawei.
Emva kwezi ndaba "zilungileyo", izabelo zeBroadcom ziye zawa malunga ne-9%. Inkampani ilahlekelwe yi-9 yeebhiliyoni zeedola kwixabiso lemarike ngobusuku bonke. Ngokuqikelelwa kwangaphambili, ezi ndaba zichaphazele intengo yesitokhwe yazo zonke okanye iinkampani ezininzi kwicandelo le-semiconductor. Ngaloo ndlela, izabelo ze-Qualcomm, i-Applied Materials, i-Intel, i-Advanced Micro Devices kunye ne-Xilinx ziye zabiza nge-1,5% ukuya kwi-3%. Ukuba eYurophu bacinga ukuba baya kuhlala, ke abatyali-mali babonisa ukuba akuyi kusebenza: izabelo ze-STMicroelectronics, i-Infineon kunye ne-AMS zibonise ukuhla. Nezinye iinkampani zachaphazeleka. Izabelo ze-Apple zawa nge-1%.
Ingxelo yekota yeMicron ilindeleke kwiintsuku ezili-10. I-CEO yeMicron ngexesha elidlulileyo ngobulumko yathi izohlwayo "zizisa ukungaqiniseki" kwimakethi ye-microelectronics. Inkampani iya kubhengeza inani lokungaqiniseki ngaphantsi kweeveki ezimbini. Abahlalutyi balindele ukuqatshelwa kwelahleko efanayo evela kwiWestern Digital kunye nezinye iinkampani. Njengoko omnye wabarhwebi baseYurophu ecatshulwe wathi: : "Molo, ndiyathemba ukuba ndiza kuchacha kwisiqingatha sesibini sonyaka!"
umthombo: 3dnews.ru