Kutanga muQ3 ya2021, mamiriro ekushomeka kwepasi rose semiconductor achinja zvishoma nezvishoma kubva pamutsara uzere wekunetsana kuenda padanho rekuyamura zvimiro.Kupihwa kwezvimwe zvakajairwa-chinangwa chip zvigadzirwa senge diki-capacity NOR memory, CIS, DDI uye mamwe emagetsi evatengi akawedzera, uye nhanho yekuverenga yakawedzera.Mitengo yezvimwe zvigadzirwa yakavhura nzira inodzika, uye vamiririri vachinja kubva mukuhodha kuenda pakutengesa.Kubva pamaonero ehuwandu hwekugadzira, tekinoroji yepamusoro uye huwandu hwekugadzira hunovimba zvishoma ne8-inch yakakosha tekinoroji ichiri kukwira kumusoro, kunyanya kumabhizinesi madiki uye epakati nepakati ayo achiri kurongerwa kugadzirwa kwakazara uye kuwedzera kwemitengo.
Nekudaro, kubva pamaonero azvino, pane mukana wakakura wekuti iyo yakasimba yepasi rose semiconductor yekugadzira kugadzirwa muna 2022 inozorodzwa zvakazara, uye kunyangwe zvimwe zvezvinhu zvakasiyana-siyana zvigadzirwa zvichave nenjodzi yakawandisa, uye zvimwe zvigadzirwa zvechip zvicharamba zvichiunganidza. inventory nekuda kwedambudziko re "refu uye pfupi zvinhu"., Muchikamu chechipiri che2022, ichapinda mugero-yekucheka mutengo mberi kwepurogiramu, uye mutengo uchakwevera kumashure neanopfuura 10% -15%.Zvisineyi, kushomeka uye kuwanda inzira ine simba yekugadzirisa.Mamiriro ezvinhu muna 2022 acharamba akatarisana neaya anotevera akasiyana: Chekutanga, gwara rekushanduka kwedenda idzva rekorona, kunyanya kana iyo mutant dhizaini "Omi Keron" ichaita kuti iyo yepasirese yekugovera cheni system iwire muStagnation uye kusakwana kwekupa.
Chechipiri, kumwe kuvhiringika kwekunze kunogona kukanganisa hurongwa hwekuwedzera hwevamwe vagadziri, senge njodzi huru, kudzikiswa kwemagetsi, kana zvichienderana nekufambira mberi kwerezenisi reUS rekutengesa kunze kwemidziyo yakakosha, izvo zvinokanganisa kugoverwa kwesimba repasi rose uye kudiwa.
Chechitatu, kunyangwe kudzikira kwekudiwa kwepasirese, pasi pemashure emitemo mitsva yehupfumi yakadai seMetaverse neDual Carbon, kuchave nemusika wakasimba, unoshamisa, uye wakakura sema smartphones, uchityaira indasitiri yepasi rose semiconductor mudenderedzwa rekuda kwakasimba zvakare?.Yechina ndiyo pesvedzero yegeopolitics uye tekinoroji yenyika, uye iyo yepasirese yekugovera cheni system yapinda zvakare mumamiriro ekusagadzikana kwakadzama, izvo zvakawedzera kuwedzera kwekuwedzera kudiwa kwevagadziri vepasi rose chip application.
Kunyangwe iyo semiconductor indasitiri muna 2022 inogona kunge ichiri kubatwa nenyaya dzekugona, yakagadzikana kupfuura iyo roller coaster musika muna 2021. Mukuwedzera, nekuwedzera kutarisisa kweindasitiri yese, nhamba uye mhando yevatambi zvakawedzera, zvichitungamira kune kuvandudzwa kweindastiri yese kusvika panguva yakaoma uye mvura yakadzika.Mafambiro ekubva pakutsvaga chiyero uye kuenzanisa mabhenefiti ekutsvaga mhando uye kusiyanisa hunyanzvi hwekuvandudza hunyanzvi hungave hwakawanda hwemumba Mibvunzo iyo semiconductor makambani anofanirwa kufunga nezvayo muna 2022.
Nguva yekutumira: Zvita-10-2021
