Semiconductor Capital Capital Interniture Declines muna 2024

Mutungamiri weU.S. Intel inoshandisa iyo mari yeFabs muArizona, Ohio, New Mexico uye Oregon. Sezvo isu takataura muMutungamiriri wedu wezvemusoro, chiitiko chechipfuva chinopa huwandu hwemadhora mashanu emadhora Pamberi peIntel Grant, chiitwa cheChiputi chakazivisa huwandu hwemadhora mazana mapfumbamwe emadhora mune epasi rose

Kubvumirwa pasi peiyo machipiti kuita zvishoma nezvishoma, nekutanga kwekutanga kusati kwazivisa kusvika gore rapfuura rapfuura ndima yaro. Mamwe mimwe mikuru yeUS mafupi mapurojekiti akanonoka nekuda kwekubhadhara zvishoma. Tsmc Zvakare yakacherekedza kuti zvaive zvakaoma kuwana vashandi vanokwanisika. Intel akati kunonoka kwaive zvakare nekuda kwekudzora kutengesa.

Dzimwe nyika dzakapawo mari yekuwedzera Semiconductor kugadzirwa. MunaSeptember 2023, European Union yakatora European chip chiito, chinopa cheEuropean cheEuro yeEuro- Europion MunaNovember 2023, Japan yakagoverwa 2 Trillion Yen ($ 13 bhiriyoni) yeMicononductor Gucturing. Taiwan akaisa mutemo muna Ndira 2024 kupa mutero wekupwanya kwemakambani eMemiconductor. South Korea yakapfuura bhiri muna Kurume 2023 kupa mutero wekutora matekinoroji, kusanganisira semiconductors. China inotarisirwa kumisikidza $ 40 bhiriyoni yehurumende-yakatsigirwa mari yekuparadza iyo Semiconductor Indasitiri.

Chii chinonzi kunze kwekushandisa capital Chiitiko cheChipiri chinoitirwa kukurudzira capital mari, asi yakawanda yekukanganisa haizonzwikwese kusvika muna 2024. Mukambani mazhinji akangwara pamusoro pekupedza mari mune 2024. Isu paMemiconductor ungwaru Fungidzira yakazara Semiconductor Capex ye2023 pamadhora mazana matatu nemakumi mapfumbamwe nemashanu, pasi 7% kubva pa2022

Iyo chiyero cheMicemonductor Capital mashandisirwo emusika saizi kubva kune yakakwira ye3 34% kune yakaderera ye12%. Avhareji yemakore mashanu iri pakati pegumi nemasere muzana uye 18%. Kwese nguva yese kubva muna 1980 kusvika 2023, mabasa mazhinji emari anomiririra 23% yemusika weMicononductor. Pasinei nekuvhenganisa kwakaoma, maitiro enguva yakareba akaenderana zvakanyanya. Zvichienderana nekukura kwakasimba kwemusika uye kuderera capex, isu tinotarisira kuti chiyero chekudonha kubva ku33% muna 2023 kusvika 27% muna 2024.

Kufungidzira kwakawanda kweSemiconductor Sky Kukura muna 2024 ari muhuwandu hwe13% kusvika 20%. Yedu semiconductor Intelligence Forecast ndeye 18%. Kana iyo 2024 yekuita yakasimba sekutarisirwa, iyo kambani inogona kuwedzera marongero ayo ekushandisa nguva nenguva. Taigona kuona shanduko yakanaka muSemiconductor Capex muna 2024.