Adam Kos I-TSMC, umphakeli wakwa-Apple, ithe yenza konke engakwenza ukukhulisa umkhiqizo wayo nokudambisa ukushoda kwama-chip emhlabeni wonke - izindaba ezinhle lezo. Ngeshwa, wengeze ngokuthi izimpahla ezilinganiselwe zizoqhubeka ngonyaka ozayo, okusobala ukuthi unyaka omubi. Wazisa ngakho Isikhungo se-Reuters.
Kungaba njalo okuthakaselayo
Pavel Jelic Inkampani yaseTaiwan Semiconductor Manufacturing Company (TSMC) ingumkhiqizi ozimele omkhulu kunawo wonke emhlabeni wamadiski e-semiconductor (okubizwa ngokuthi ama-wafers). Ikomkhulu le-Hsinchu Science Park e-Hsinchu, e-Taiwan, linezindawo ezengeziwe eNyakatho Melika, eYurophu, eJapane, e-China, eNingizimu Korea nase-India. Nakuba inikeza imigqa ehlukahlukene yomkhiqizo, yaziwa kakhulu ngomugqa wayo wama-logic chips. Abakhiqizi abadumile emhlabeni wonke bamaphrosesa namasekethe ahlanganisiwe babambisana nenkampani, ngaphandle kwe-Apple, isibonelo, i-Qualcomm, Broadcom, MediaTek, Altera, NVIDIA, AMD nabanye.
Ngisho nabakhiqizi bama-chip abanamakhono athile e-semiconductor baphinde bakhiphe ingxenye yokukhiqiza kwabo ku-TSMC. Njengamanje, inkampani ingumholi wezobuchwepheshe emkhakheni we-semiconductor chips, njengoba inikeza izinqubo zokukhiqiza eziphambili kakhulu. Le nkampani ayizange isho ngokuqondile i-Apple embikweni wayo, kodwa njengoba iyikhasimende layo eliyinhloko, kuyacaca ukuthi izoba nomthelela omkhulu kuyo.
Kungaba njalo okuthakaselayo
Ubhadane nesimo sezulu
Ngokukhethekile, i-TSMC yenza ama-chip ochungechunge "A" ama-iPhones nama-iPads, futhi i-Apple Silicon yenza ama-chips ama-Mac. UFoxconn, omunye umphakeli ku-Apple, uthe ngoMashi ulindele ukuthi ukushoda kwe-chip emhlabeni wonke kunwebeke kuze kube yikota yesibili ka-2022. Ngakho-ke manje kunezinkampani ezimbili zabahlinzeki ezibikezela into efanayo ngokubambisana - ukubambezeleka.
Igalari yezithombe
Kakade umyalezo odlule bathi i-Apple ibhekene nokushoda emhlabeni wonke kwezingxenye ezithile zeminye yemikhiqizo yayo, okungukuthi Ama-MacBooks nama-iPads, okwenza ukukhiqizwa kubambezeleke. Manje kubukeka sengathi ama-iPhones nawo angabambezeleka. Ngisho nemibiko yangaphambilini iveze ukuthi i-Samsung iphelelwa yisikhathi kanjani ukukhiqiza izibonisi ze-OLED ezisetshenziswa yi-Apple kuma-iPhones ayo, yize bekushiwo ukuthi lokhu akumele kube nomthelela omkhulu.
Kungaba njalo okuthakaselayo
Ukushoda okuqhubekayo kwama-chips kudalwe yizinkinga ze-supply chain eziqubuke ngesikhathi senhlekelele yezempilo yomhlaba wonke kanye nemicimbi ehlobene nesimo sezulu eTexas. Lokho kuvala izimboni zama-chip e-Austin lapho. Yize izinkampani zizamile ukuhambisana nokudiliva okujwayelekile ngesikhathi sodlame, ngaphandle kwezinkinga esezishiwo ngenhla, ukushoda nakho kungenxa yokwanda okukhulu kwesidingo.
Ukufunwa nakho kuyimbangela "yenhlekelele".
Lokhu kwakungenxa yokuthi abantu bachitha isikhathi esiningi besekhaya futhi befuna ukusichitha ngendlela emnandi, noma bavele badinga idivayisi ehambisana nomsebenzi wabo. Abaningi bathole ukuthi imishini yabo ayanele kuzo zonke lezo zingqungquthela zevidiyo neminye imisebenzi efuna kakhulu. Ngenxa yalokho, izinkampani zikagesi zithenge/zisebenzise zonke izitoko ezikhona futhi umenzi we-chip manje uphelelwa isikhathi ukuze ahlangabezane nesidingo esengeziwe. Nini i-apula lokhu, isibonelo, kubangele ukuphindaphinda kabili edayisa amakhompyutha akhe.
Igalari yezithombe
I-TSMC nayo yathi, ukuthi ihlela ukutshala imali eyizigidi eziyizinkulungwane ezingu-100 eminyakeni emithathu ezayo ukuze ikhulise ngokuphawulekayo umthamo wayo wokukhiqiza ukuze ihlangabezane nesidingo esikhula njalo. Ukutshalwa kwezimali okusha kufike ngesonto elifanayo lapho i-Apple kubikwa ukuthi igcine wonke amandla okukhiqiza we-TSMC ama-chips processor angama-4nm okulindeleke ukuthi asetshenziswe kuma-Mac "esizukulwane esilandelayo".
Kungaba njalo okuthakaselayo
Konke kuzovezwa emcimbini wasentwasahlobo
Futhi kusho ukuthini konke? Njengoba ubhubhane belulapha kithi i-coronavirus unyaka wonke odlule futhi uzoba nathi unyaka wonke futhi, ngakho-ke ukuthuthukiswa okuthile kulindeleke kuphela ngonyaka olandelayo. Ngakho izinkampani zobuchwepheshe zizoba nobunzima ekuhlangabezaneni nazo zonke izidingo kulo nyaka futhi zingakwazi ukunyusa amanani ngoba amakhasimende azoyilambele imikhiqizo yawo.
Kungaba njalo okuthakaselayo
Endabeni ye-Apple, lena cishe yonke iphothifoliyo yayo yehadiwe. Yiqiniso, ukuphakamisa amanani akudingekile, futhi kusazobonakala ukuthi kuzokwenzeka. Kodwa okuqinisekileyo ukuthi uma ufuna umkhiqizo omusha, kungase kudingeke ulinde isikhathi eside kunangaphambili. Kodwa-ke, maduze sizothola ukuthi yonke le nkinga izothatha hlobo luni. NgoLwesibili, Ephreli 20, i-Apple ibambe umcimbi wayo wasentwasahlobo, lapho kufanele yethule ihadiwe entsha. Kusukela ekutholakaleni kwazo, singakwazi ukufunda kalula ukuthi konke okushiwo kakade kunanoma yimuphi umthelela ekumeni kwemakethe yamanje.
