Adam Kos Njengoba izindaba ziqhubeka nokukhula, inkinga yamanje ye-supply chain ngeke ihlale izinyanga, kodwa cishe iminyaka ezayo. Ukuzinzisa isimo kunzima kakhulu futhi amakhasimende ahlala efuna imikhiqizo emisha. Ngakho bonke abakhiqizi banezinkinga, i-Apple, i-Intel nabanye.
Brandon Kulik, inhloko yomnyango wemboni ye-semiconductor yenkampani Deloitte, esho engxoxweni ye I-Ars Technik, ukuthi: “ukuntuleka kuzoqhubeka phakade. Mhlawumbe ngeke kuphele iminyaka engu-10, kodwa nakanjani asikhulumi ngamakota lapha, kodwa iminyaka ende.'' Yonke le nkinga yama-semiconductor ibeka umthwalo omkhulu ekukhuleni komnotho. Ngaphezu kwalokho, uphiko lwe-Wells Fargo lucabanga ukuthi luzokhawulela ukukhula kwe-GDP yase-US ngamaphesenti angu-0,7. Kodwa kanjani ukuphuma kukho? Iyinkimbinkimbi impela.
Igalari yezithombe
Yebo, ukwakhiwa kwefekthri entsha (noma izimboni) kuzoyixazulula, "okuhleliwe" hhayi yi-TSMC kuphela kodwa nakwaSamsung. Kodwa ukwakhiwa kwefekthri enjalo kubiza phakathi kwamaRandi ayizigidi eziyizinkulungwane ezinhlanu neziyishumi. Kulokhu kufanele kwengezwe ubuchwepheshe obufunayo, ochwepheshe kanye nochwepheshe. Njengoba ungacabanga, ziyashoda nazo. Bese kuba nenzuzo. Noma ngabe kungaba khona umthamo wezitshalo ezinjalo zokukhiqiza manje, umbuzo uthi kuzoba kanjani ngemuva kokuphela kwenhlekelele. Ekugcineni ukusetshenziswa kuka-5% kusho ukuthi inkampani isivele ilahlekelwe yimali. Yingakho kungekho muntu othutheleka emafemini amasha okwamanje.
Kungaba njalo okuthakaselayo
U-Vratislav Holub I-Intel ikhansela imikhiqizo engama-30
Izingxenye zenethiwekhi ye-Intel azisetshenziswa kumaseva kuphela, kodwa nakumakhompiyutha edeskithophu nakumalaptop. Njengoba kubika umagazini CRN, ngakho-ke i-Intel yasika imikhiqizo yayo yokuxhumana engaphezu kuka-30 ngenxa yezizathu zobugovu. Ngakho uyayeka ukunaka amathuluzi angadumile futhi aqale ukunaka lawo afiseleka kakhulu. Ngaphezu kwalokho, kungenzeka ukwenza imiyalo yokugcina yemikhiqizo ethintekile ukuphazanyiswa kuyokwenzeka kuphela kuze kube nguJanuwari 22 ngonyaka ozayo. Nokho, kungathatha kuze kube ngu-April 2023 ukuze ukuthunyelwa kwakho kufike.
Igalari yezithombe
I-CEO ye-IBM u-Arvind Krishna ngo-Okthoba futhi kusho, ukuthi noma elindele ukuthi le nkinga izodamba, izohlala iminyaka elandelayo. Khona manjalo, unxuse uhulumeni waseMelika ukuthi enze okwengeziwe ukweseka ukubuyiswa kokukhiqizwa kwama-semiconductor ezweni. Yize i-IBM ingawakhiqizi ama-chips ayo, yenza ucwaningo kanye nentuthuko yawo. Ngaphezu kwalokho, le nkinga ihlasele inkampani ikakhulukazi endaweni yamaseva nesitoreji, lapho kufanele yehlise ukukhiqizwa ngo-30%.
Igalari yezithombe
I-Samsung Electronics Co Ltd bese ekupheleni kuka-Okthoba esho, lokho “Kungenzeka ukuthi kuzodingeka ukuthi kulindelwe ukubambezeleka okude kakhulu kunalokho obekulindelwe ekuqaleni ekulethweni kwezingxenye. Nokho, isimo singase sibe ngcono kusukela engxenyeni yesibili yonyaka ozayo.” Isidingo sama-server e-DRAM chips, agcina idatha okwesikhashana, nama-NAND flash chips, asetshenziswa emakethe yokugcina idatha, kufanele ahlale eqinile ngekota yesine ngenxa yokwanda kokutshalwa kwezimali kwesikhungo sedatha, kuyilapho ukukhula kokukhiqizwa kwe-PC kufanele kuhlale kuhambisana ikota edlule.
Kungaba njalo okuthakaselayo
Yize izinkinga ze-supply chain zingakhawulela isidingo sezinkampani ezithile zama-chips engxenyeni yesine, isidingo sama-server nama-PC chips kulindeleke ukuthi sibe namandla ngo-2022 naphezu kokungaqiniseki. Kuzodingeka senze okuthile ngama-smartphones ethu, kodwa singakwazi ukuthuthukisa amakhompyutha ethu kalula. Okusho ukuthi, ngaphandle uma kukhona okushintshile futhi.
