Semiconductor capital expenditure inodzikira muna 2024

Mutungamiri weUS, VaJoe Biden neChitatu vakazivisa chibvumirano chekupa Intel nemadhora mazana masere nemazana mashanu emadhora mumari yakananga uye madhora bhiriyoni gumi nerimwe muzvikwereti pasi peChip neScience Act.Intel ichashandisa iyo mari yezvigadzirwa muArizona, Ohio, New Mexico neOregon.Sezvatakataura mupepanhau redu raDecember 2023, CHIPS Act inopa mari inosvika mabhiriyoni makumi mashanu nenomwe emadhora kuUS semiconductor indasitiri, kusanganisira mabhiriyoni makumi matatu nemapfumbamwe emadhora ekukurudzira kugadzira.Tisati tapihwa Intel, iyo CHIPS Act yakanga yazivisa mari inosvika bhiriyoni imwe chete yemadhora emadhora kuGlobalFoundries, Microchip Technology neBAE Systems, sekureva kweSemiconductor Industry Association (SIA).

Mari yepasi peCHIPS Act yakafamba zvishoma nezvishoma, nemari yekutanga haina kuziviswa kusvika kwapfuura gore mushure mekutambirwa kwayo.Mamwe mapurojekiti makuru eUS fab akanonoka nekuda kwekubhadhara kunononoka.TSMC yakaonawo kuti zvainge zvakaoma kuwana vashandi vekuvaka vanokwanisa.Intel akati kunonoka kwakakonzerwawo nekunonoka kutengesa.

Dzimwe nyika dzakagoverawo mari yekusimudzira kugadzirwa kwesemiconductor.MunaGunyana 2023, European Union yakagamuchira European Chip Act, iyo inopa 43 bhiriyoni euros ($47 bhiriyoni) yeruzhinji uye yakavanzika mari muindasitiri yesemiconductor.Muna Mbudzi 2023, Japan yakapa 2 trillion yen ($ 13 bhiriyoni) yekugadzira semiconductor.Taiwan yakadzika mutemo muna Ndira 2024 kupa zororo remutero kumakambani esemiconductor.South Korea yakapasisa bhiri muna Kurume 2023 kuti ipe zororo remutero rehunyanzvi matekinoroji, kusanganisira semiconductors.China inotarisirwa kumisa homwe yemadhora mabhiriyoni makumi mana emadhora kuti ibatsire indasitiri yayo yesemiconductor.

Ndeapi maonero ekushandiswa kwemari (CapEx) muindasitiri yesemiconductor gore rino?Mutemo weCHIPS une chinangwa chekukurudzira kushandiswa kwemari, asi zvizhinji zvezvinokonzera hazvizonzwisisike kusvika mushure megore ra2024. Musika we semiconductor wakawira zvinoodza mwoyo ne8.2 muzana gore rapera, uye makambani mazhinji akangwarira pamusoro pekushandisa mari muna 2024. Isu ku Semiconductor Intelligence esmate total semiconductor capex for 2023 at $169 billion, down 7% kubva 2022. Isu tinofanotaura kuderera kwe2% mukushandiswa kwemari muna 2024.

Chiyero chekushandisa semiconductor capital capital kusvika pakukura kwemusika kubva pakakwirira ye34% kusvika yakaderera ye12%.Avhareji yemakore mashanu iri pakati pe28% ne18%.Kwenguva yese kubva 1980 kusvika 2023, mari yekushandisa inomiririra 23% yemusika wesemiconductor.Pasinei nekusagadzikana, maitiro enguva refu yereshiyo yave yakanyatsoenderana.Zvichienderana nekukura kwakasimba kwemusika uye kuderera kwecapex, isu tinotarisira kuti chiyero chichadonha kubva pa32% muna 2023 kusvika pa27% muna 2024.

Mafungiro mazhinji ekukura kwemusika wesemiconductor muna 2024 ari pakati pe13% kusvika 20%.Yedu semiconductor intelligence forecast ndeye 18%.Kana kuita kwa2024 kwakasimba sezvaitarisirwa, kambani inogona kuwedzera zvirongwa zvayo zvekushandisa mari nekufamba kwenguva.Isu tinogona kuona shanduko yakanaka mu semiconductor capex muna 2024.