Umdlali oLungeleyo omnye: I-Lumentum inciphisa uqikelelo lwenzuzo nge-21% ngenxa yemeko yeHuawei

Ukusuka kwiingxoxo zethiyori malunga nenqanaba lefuthe lemeko kunye noxinzelelo oluvela kwabasemagunyeni baseMelika kwiHuawei, lixesha lokuba uqhubele phambili ekuchazeni iziphumo zemali. Ubuncinci, i-Chinese giant's counterparties yase-US sele iqalile nje ukuxela ukujoyina i-boycott enkulu yeqabane izolo, kodwa nokubala ilahleko yabo. Inkampani yaseMelika iLumentum, ekhethekileyo ekunikezelweni kwamacandelo optical kwiinkqubo zonxibelelwano, emva kwengxelo yokuthotyelwa kwayo nomthetho. ipapashiwe Uqikelelo oluhlaziyiweyo lwekota yesine yezemali, eya kuthi kwikhalenda yomenzi iphele nge-30 kaJuni walo nyaka.

Uhlengahlengiso lwenziwe ngolu hlobo lulandelayo: ingeniso eqikelelweyo yehle nge-8% ukuya kwi-383 yezigidi zeedola, kwaye inzuzo yokusebenza yehla nge-21%, ukuya kwi-62 yezigidi zeedola. I-11% yemali efunyenweyo kwikota yemali edlulileyo - sele iyi-18%, kwaye ngokomyinge walo nyaka-mali umiyo eli nani alidlulanga kwi-15%. Umda wenzuzo yeLumentum ngoku nawo unokuwela kwi-15,5-17,0% endaweni ye-18-20 yangaphambili.

Iingcali zeNomura ngoku cingaukuba ingeniso ye-Xilinx, ebonelela iHuawei ngematriki enokucwangciswa ukuba isetyenziswe kwizixhobo zonxibelelwano, inokuba sengozini. Abahlalutyi beJP Morgan bongeza ukuba iHuawei ibisenza "indawo engxamisekileyo" yezinto ezithengiweyo zee-smartphones kunye nezikhululo ezisisiseko iinyanga ezininzi, kwaye inokwanela kungekuphela kulo nyaka wokusebenza okuqhelekileyo, kodwa nangolandelayo.

Iingcali zikwacinga ukuba i-Intel, i-NVIDIA, i-AMD kunye ne-Broadcom isengozini. Ngaphezu koko, i-US Federal Trade Commission iqhuba uphando lwayo kumgaqo-nkqubo wezorhwebo wokugqibela, ngokolwazi oluvela eBloomberg. Kunyaka ophelileyo, i-Broadcom ayizange ivunyelwe ukuthenga izinto ze-Qualcomm, ezigubungela ukwala kunye nezilangazelelo zokhuseleko lwelizwe, kwaye ukuhanjiswa kwekomkhulu layo ukusuka eSingapore ukuya eUnited States akuzange kuthomalalise isigwebo sababhali besi sigqibo. Imeko emarikeni ibingemnandi kangako; ngoku sinokujongana nohlengahlengiso lwengqikelelo ngabathathi-nxaxheba abaninzi bentengiso, kwaye iLumentum ngale ndlela iya kuba “luphawu lokuqala” kuphela.

umthombo: 3dnews.ru