Ekupheleni kwesonto, ingqungquthela yokubika yekota ye-Broadcom, omunye wabakhiqizi abahamba phambili bama-chips emishini yokuxhumana nezokuxhumana, yenzeke. Lena enye yezinkampani zokuqala ukubika imali engenayo ngemuva kokuthi iWashington ifake unswinyo ngokumelene ne-Chinese Huawei Technologies. Eqinisweni, kwaba isibonelo sokuqala salokho abaningi abasakhetha ukungakhulumi ngakho - umkhakha wezomnotho waseMelika uqala ukulahlekelwa yimali eningi. Kodwa kumele ukhulume. Ezinyangeni ezimbili ezizayo kuzoba nochungechunge lwemibiko yekota futhi izinkampani zizodinga othile noma okuthile okusolakala ngokulahleka kwemali engenayo nenzuzo.
Ngokusho kwesibikezelo se-Broadcom, ngo-2019, ngenxa yokuvinjelwa kokuthengisa ama-chips ku-Huawei, ukulahlekelwa okuqondile nokungaqondile komkhiqizi waseMelika kungase kufinyelele ku-$ 2 billion. Into ehlekisayo ukuthi i-Broadcom yaba Melika eminyakeni emibili edlule ngemuva kokuguqulwa kwentela kaDonald Trump. Ukube bekungengenxa yokudluliselwa okuphoqelekile kwendlunkulu yenkampani e-US ekupheleni kuka-2017, i-Broadcom ibiyohlala endaweni yaseSingapore futhi (mhlawumbe) ingahlinzeka ngemikhiqizo ye-Huawei ngaphandle kwezinkinga. Ngo-2018, uHuawei ulethe i-Broadcom $900 million futhi le mali engenayo yathembisa ukukhula ngo-2019. I-Broadcom iphinde ibone ukulahlekelwa okungaqondile okuvela ekujezisweni kweWashington, okuzokwenziwa ngenxa yokuncipha kokuthengiswa ezinkampanini zesithathu nazo ezingamakhasimende akwaHuawei.
Ngemva kwalezi zindaba βezinhleβ, amasheya e-Broadcom ehle cishe ngo-9%. Inkampani ilahlekelwe ngamaRandi ayizigidi eziyizinkulungwane ezingu-9 ngenani lemakethe ngobusuku obubodwa. Ngokubikezelwa, lezi zindaba zithinte intengo yesitoko yazo zonke noma izinkampani eziningi emkhakheni we-semiconductor. Ngakho, amasheya e-Qualcomm, Applied Materials, Intel, Advanced Micro Devices kanye ne-Xilinx ashibhe ngo-1,5% kuya ku-3%. Uma eYurophu becabanga ukuthi bazoyihlalisa, abatshalizimali babonisa ukuthi ngeke kuphumelele: amasheya e-STMicroelectronics, i-Infineon ne-AMS abonise ukwehla. Ezinye izinkampani nazo zathinteka. Amasheya e-Apple ehle ngo-1%.
Umbiko wekota kaMicron ulindelwe ezinsukwini eziyi-10. I-CEO yeMicron esikhathini esithile esidlule yasho ngokuqapha ukuthi unswinyo "kuletha ukungaqiniseki" emakethe ye-microelectronics. Inkampani izomemezela inani lokungaqiniseki esikhathini esingaphansi kwamasonto amabili. Abahlaziyi balinde ukuqashelwa kokulahlekelwa okufanayo okuvela ku-Western Digital nezinye izinkampani. Njengoba omunye wabahwebi baseYurophu ecashunwe wathi: : "Sawubona, ngithemba ukuthi uzolulama engxenyeni yesibili yonyaka!"
Source: 3dnews.ru