Adam Kos Ha litaba li ntse li eketseha, koluoa ea hona joale ea phepelo e ke ke ea tšoarella likhoeli, empa mohlomong lilemo tse tlang. Ho tsitsisa boemo ho thata haholo mme bareki ba lula ba batla lihlahisoa tse ncha. Kahoo bahlahisi bohle ba na le mathata, Apple, Intel le ba bang.
Brandon Kulik, hlooho ea lefapha la indasteri ea semiconductor ea k'hamphani Deloitte, o ile a re puisanong ea Ars Technik, hore: “khaello e tla tsoela pele ho isa nakong e sa lekanyetsoang. Mohlomong e ke ke ea e-ba lilemo tse 10, empa ka sebele ha re bue ka li-quarters mona, empa lilemo tse telele.'' Bothata bohle ba semiconductor bo beha moroalo o boima kholong ea moruo. Ho phaella moo, karolo ea Wells Fargo e nahana hore e tla fokotsa kholo ea GDP ea US ka liphesente tse 0,7. Empa mokhoa oa ho tsoa ho eona? E rarahane haholo.
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E, kaho ea fektheri e ncha (kapa lifeme) e ne e tla e rarolla, e "reriloeng" eseng feela ke TSMC empa le ke Samsung. Empa kaho ea fektheri e joalo e bitsa liranta tse libilione tse 5 ho ea ho tse 10. Ho sena ho tlameha ho eketsoa theknoloji e hlokang, litsebi le litsebi. Joalokaha u ka inahanela, ho boetse ho na le khaello ea tsona. Ebe ho na le phaello. Leha ho ka ba le bokhoni ba limela tse joalo tsa tlhahiso hona joale, potso ke hore na ho tla ba joang kamora hore koluoa e fete. Tšebeliso ea 60% e qetellang e bolela hore k'hamphani e se e ntse e lahleheloa ke chelete. Ke ka hona ho seng motho ea ntseng a phallela lifemeng tse ncha.
Ho ka ba joalo u thahasella
Vratislav Holub Intel e hlakola lihlahisoa tse 30
Likarolo tsa marang-rang tsa Intel ha li sebelisoe feela ho li-server, empa hape le lik'homphieutha tsa desktop le tsa laptop. Joalokaha ho tlalehiloe ke makasine CRN, kahoo Intel e ile ea khaola lihlahisoa tsa eona tse fetang 30 tsa marang-rang ka mabaka a boithati feela. Kahoo o khaotsa ho ela hloko lisebelisoa tse sa tsejoeng haholo ebe o qala ho lebisa tlhokomelo ea hae ho tse lakatsehang haholoanyane. Ho phaella moo, monyetla oa ho etsa litaelo tsa ho qetela tsa lihlahisoa tse anngoeng ke tšitiso e tla khoneha feela ho fihlela 22 January selemong se tlang. Leha ho le joalo, ho ka nka ho fihlela ka Mmesa 2023 hore thomello ea hau e fihle.
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CEO oa IBM Arvind Krishna ka Mphalane hape boletse, hore le haeba a lebelletse hore tlokotsi e tla kokobela, e tla tšoarella lilemo tse latelang. Ka nako e ts'oanang, o kopile mmuso oa Amerika ho etsa ho eketsehileng ho ts'ehetsa ho khutla ha tlhahiso ea li-semiconductor naheng. Leha IBM e sa etse lichifi tsa eona, e etsa lipatlisiso le nts'etsopele ea bona. Ntle le moo, koluoa e ile ea otla k'hamphani haholo-holo sebakeng sa li-server le polokelo, ha e ne e tlameha ho fokotsa tlhahiso ka 30%.
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Samsung Electronics Co Ltd ebe qetellong ea Mphalane a rialo, hore "Ho ka etsahala hore ho tla hlokahala ho lebella tieho e telele ho feta kamoo ho neng ho lebelletsoe pele ho phano ea likarolo. Leha ho le joalo, boemo bo ka ntlafala ho tloha halofo ea bobeli ea selemo se tlang. " Tlhokahalo ea li-chips tsa seva tsa DRAM, tse bolokang data ka nakoana, le li-chips tsa NAND flash, tse sebelisoang 'marakeng oa polokelo ea data, li lokela ho lula li le matla kotareng ea bone ka lebaka la keketseho ea matsete a setsi sa data, ha kholo ea tlhahiso ea PC e lokela ho lula e tsamaisana le kotara e fetileng.
Ho ka ba joalo u thahasella
Leha litaba tsa phepelo ea phepelo li ka fokotsa tlhoko ea lik'hamphani tse ling tsa chip kotareng ea bone, tlhokahalo ea li-server le li-PC chips e lebelletsoe ho ba matla ka 2022 leha ho na le lipelaelo. Re tla tlameha ho etsa lintho ka li-smartphones tsa rona, empa re ka ntlafatsa likhomphutha tsa rona habonolo. Ke hore, ntle le haeba ntho e 'ngoe e fetoha hape.
