Embikweni wayo wenzuzo yekota, i-Intel kugujwa, engakwazi ukuhlangabezana ngokugcwele nesidingo sabaprosesa bayo, futhi namuhla i-ejensi Reuters I-AMD imemezele ukuthi amakhasimende ayo aseShayina athole izaziso mayelana nokubambezeleka kokulethwa okungenzeka. Amakhasimende aseShayina ase-AMD nawo athole izaziso ezifanayo.
Njengesikhumbuzo, endabeni ye-Intel, ukushoda kweprosesa kubangelwe ukungazinzi kahle kwenzuzo. Abaphathi benkampani bakholelwa ukuthi kuzothatha isikhathi ukuxazulula le nkinga. Le nkampani yazise amakhasimende aseShayina ukuthi izinsuku zokulethwa kwamaqoqo athile amaprosesa zibambezelekile kuze kube yizinyanga eziyisithupha. Ngokuphikisana nalokhu, amanani eprosesa yeseva ye-Intel eShayina akhuphuke ngaphezu kuka-10%. Kulesi simo esithile, isidingo sibonakale sikhulu kunamandla e-Intel okuhlangabezana naso emakethe yaseShayina. Le nkampani ilindele ukuzwa ukutholakala okuncane kwamaprosesa ayo kule kota yamanje, kodwa inethemba lokuqala ukwandisa inani lokunikezwa kusukela kwikota yesibili.
Isifunda saseShayina sithatha cishe u-20% wemali engenayo ye-Intel, ngakho-ke izinkinga ezinjalo zokutholakala kwamaprosesa zingathinta kakhulu imali engenayo yenkampani. Amaprosesa esizukulwane sesine nesesihlanu se-Xeon antuleka kakhulu. Le nkampani inenqwaba yama-oda asele emuva kanti izikhathi zokulethwa ezilindelekile zithatha izinyanga eziyisithupha.
Isimo ngamaprosesa e-AMD asibi kangako, kodwa izikhathi zokulethwa nazo zikhuphuke ngamasonto ayi-8 kuya kwayi-10, ngokusho kwemithombo. Le nkampani nayo yenza imizamo yokuthuthukisa isimo. Kubo bobabili abadlali bemakethe yamaprosesa, i-TSMC okwamanje inikeza ingxenye enkulu yama-dies, njengoba i-Intel ithembele kancane ezimbonini zayo zesizukulwane samanje. I-TSMC igcwele ama-oda avela ku-Nvidia futhi, ngezinga elincane, i-Apple, ngakho-ke ibeka phambili ukukhonza amanye amakhasimende.
Ngokusho kwe-UBS, isabelo se-Intel emakethe yamaseva omhlaba wonke sehle sisuka ku-90% saya ku-60% phakathi kuka-2019 no-2025, kanti isabelo se-AMD sakhula sisuka ku-5% saya ngaphezu kuka-20%. Ukuntuleka kwama-memory chip nakho kwaba nomthelela ekushodeni kwama-processor, njengoba abaqhubi besistimu yamaseva bephuthuma ukuzowathenga ngaphambi kwesikhathi, besaba ukwenyuka kwentengo okuqhubekayo. Ngaphezu kwalokho, isidingo sengqalasizinda yamaseva ngokwaso sisephezulu phakathi nokukhula kwe-AI. Ukuthandwa okwandayo kwama-ejenti e-AI, athembele kakhulu ezinsizeni ze-CPU, nakho kuyasiza.
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Source: 3dnews.ru
