Kudyara KweAI Kwawedzera: Kutengeswa Kwemidziyo Yekugadzira yeSemiconductor (Chip) Pasirose Kunotarisirwa Kusvika Pakakwirira Zvikuru muna 2025.
Nekudyara kwakasimba muhungwaru hwekugadzira, kutengeswa kwemidziyo yekugadzira michina yepasi rose inonzi semiconductor (chip) kunotarisirwa kusvika pakakwirira zvikuru muna 2025. Kutengeswa kunotarisirwa kuramba kuchikura uye kuisa zvinyorwa zvitsva mumakore maviri anotevera (2026-2027).
Musi wa16 Zvita, Semiconductor Equipment and Materials International (SEMI) yakaburitsa mushumo wayo wepasi rose wemusika wezvishandiso zvechip paSEMICON Japan 2025. Mushumo wacho unofanotaura kuti panosvika kuguma kwa2025, kutengeswa kwezvishandiso zvechip pasi rose (zvigadzirwa zvitsva) kuchawedzera ne13.7% gore negore, zvichisvika pakakwirira reUS$133 bhiriyoni. Uyezve, kutengeswa kunotarisirwa kuramba kuchikura mumakore maviri anotevera, kusvika US$145 bhiriyoni muna 2026 uye US$156 bhiriyoni muna 2027, zvichiramba zvichityora zvinyorwa zvenhoroondo.
SEMI inotaura kuti chinhu chikuru chinoita kuti kutengeswa kwemidziyo yemachipisi kurambe kuchikura chinobva mukudyara mari muzvinhu zvine hunyanzvi hwepamusoro, ndangariro, uye matekinoroji epamusoro ekurongedza ane chekuita nehuchenjeri hwekugadzira.
Mukuru weSEMI Ajit Manocha akati, "Kutengeswa kwemidziyo yemachipisi pasi rose kwakasimba, uye maitiro ese ari maviri anotarisirwa kukura mugore rechitatu rakateedzana, uye kutengeswa kunotarisirwa kudarika $150 bhiriyoni kekutanga muna 2027. Mushure mekufungidzira kwedu kwepakati pegore kwakaburitswa muna Chikunguru, tawedzera kufungidzira kwedu kwekutengesa michina yemachipisi nekuda kwekudyara mari yakawanda kupfuura yaitarisirwa mukutsigira kudiwa kweAI."
SEMI inofungidzira kuti kutengeswa kwemidziyo yekugadzira zvinhu pasi rose (wafer fabrication equipment; WFE) kuchakura ne11.0% gore negore kusvika pamadhora mabhiriyoni zana nemakumi mashanu neshanu nemazana manomwe ($115.7 bhiriyoni) muna 2025, kubva pakafanotaurwa pakati pegore remadhora mabhiriyoni zana nemakumi mapfumbamwe nemana ($110.8 bhiriyoni) zvichipfuura zvakafanotaurwa mugore ra2024 zvemadhora mabhiriyoni zana nemana ($104 bhiriyoni), zvichiisa rekodhi itsva. Kuvandudzwa kwezvakafanotaurwa zvekutengesa kweWFE kunoratidza zvakanyanya kuwedzera kusingatarisirwi kwekudyara kweDRAM neHBM kunokonzerwa nekudiwa kweAI computing, pamwe nemupiro mukuru kubva mukuwedzera kwesimba reChina. Zvichikonzerwa nekudiwa kuri kukura kwekufunga kwepamusoro uye ndangariro, kutengeswa kweWFE pasi rose kunotarisirwa kukura ne9.0% muna 2026 uye kuwedzera ne7.3% muna 2027, kusvika pamadhora mabhiriyoni zana nemakumi matatu nemazana maviri ($135.2 bhiriyoni).
SEMI inoratidza kuti China, Taiwan, neSouth Korea zvinotarisirwa kuramba zviri pamusoro pevatengi vezvishandiso zvechip panosvika gore ra2027. Munguva yekufanotaura (kusvika 2027), China inotarisirwa kuramba ichidyara mari mumabasa ekukura uye ma node chaiwo epamusoro kuti irambe iri pamberi; zvisinei, kukura kunotarisirwa kuderera mushure megore ra2026, kutengesa kuchidzikira zvishoma nezvishoma. MuTaiwan, kudyara mari kwakawanda mukuwedzera kugona kwekugadzira zvinhu zvemazuva ano kunotarisirwa kuenderera mberi kusvika mugore ra2025. MuSouth Korea, kudyara mari kwakawanda mumatekinoroji epamusoro ekurangarira, kusanganisira HBM, kuchatsigira kutengeswa kwezvishandiso.
Mune dzimwe nzvimbo, mari inotarisirwa kuwedzera muna 2026 na2027 nekuda kwezvinokurudzirwa nehurumende, kuedza kwekuisa zvinhu muzvivakwa zvemuno, uye kuwedzera kwesimba rekugadzira zvigadzirwa zvemhando yepamusoro.
Sangano reJapan Electronics and Information Technology Industries Association (JEITA) rakaburitsa mushumo musi wa2 Zvita richiti, zvichienderana nefungidziro yazvino kubva kuWorld Semiconductor Trade System (WSTS), kuisa mari muzvivakwa zveruzivo rwekugadzira zvinhu zvichave chinhu chikuru chinotungamira kukura nekukurumidza kwekudiwa kwememory, maGPU, uye mamwe ma logic chips. Saka, kutengeswa kwezvikamu zvemagetsi pasi rose kunotarisirwa kuwedzera ne26.3% gore negore kusvika pamadhora mabhiriyoni mazana mapfumbamwe nemakumi manomwe nemashanu nemakumi mana nematanhatu nemakumi matanhatu nematanhatu nemakumi matanhatu nematanhatu ($975.46 bhiriyoni) panosvika gore ra2026, zvichisvika pamadhora zviuru gumi nematatu ($1 trillion) uye zvichiratidza rekodhi itsva yepamusoro kwegore rechitatu rakateedzana.
Kutengeswa kwemidziyo yemhando yepamusoro yekuJapan kuri kuramba kuchikwira zvakanyanya.
Kutengeswa kwemidziyo yekugadzira semiconductor muJapan kuchiri kusimba, nekutengesa kwaGumiguru 2025 kuchidarika mabhiriyoni mazana mana emadhora ...
Sekureva kweYahoo Finance, kusvika na9:20 am Taipei time musi wa27, migove yeTokyo Electron (TEL) yakakwira ne2.60%, migove yeAdvantest (mugadziri wemidziyo yekuyedza) yakakwira ne4.34%, uye migove yeKokosai (mugadziri wemidziyo yekuchengetera mafirimu matete) yakakwira ne5.16%.
Data rakaburitswa neSemiconductor Equipment Association of Japan (SEAJ) musi wa26 rakaratidza kuti kutengeswa kwemidziyo ye semiconductor muJapan (kusanganisira kunze kwenyika, avhareji inofambira mberi kwemwedzi mitatu) kwakasvika mabhiriyoni 413.876 yen muna Gumiguru 2025, kuwedzera kwe7.3% zvichienzaniswa nenguva imwecheteyo gore rapfuura, zvichiratidza kukura kwemwedzi wechi22. Kutengeswa kwemwedzi kwapfuura mabhiriyoni 300 yen kwemwedzi makumi maviri nemana yakatevedzana uye mabhiriyoni 400 yen kwemwedzi gumi nemiviri yakatevedzana, zvichiisa rekodhi itsva yemwedzi iwoyo.
Kutengesa kwakadzikira ne2.5% zvichienzaniswa nemwedzi wapfuura (Gunyana 2025), zvichiratidza kudzikira kwechipiri mumwedzi mitatu.
Kubva muna Ndira kusvika Gumiguru 2025, kutengeswa kwemidziyo ye semiconductor muJapan kwakasvika 4.214 trillion yen, kuwedzera kwe17.5% zvichienzaniswa nenguva imwe chete gore rapfuura, zvichipfuura kure kure nhoroondo ye3.586 trillion yen yakatarwa muna 2024.
Musika wepasi rose weJapan wemidziyo ye semiconductor (zvichienderana nemari inowanikwa pakutengesa) wasvika 30%, zvichiita kuti uve musika wechipiri pakukura pasi rose mushure meUnited States.
Musi wa31 Gumiguru, Tokyo Telecom (TEL) yakazivisa mhedzisiro yayo yemari, ichiti nekuda kwekushanda kuri nani pane zvaitarisirwa, kambani iyi yakawedzera chinangwa chayo chemari yakabatanidzwa yegore remari ra2025 (Kubvumbi 2025 kusvika Kurume 2026) kubva pa ¥2.35 trillion muna Chikunguru kusvika pa ¥2.38 trillion. Chinangwa chepurofiti yakabatanidzwa chakawedzerwawo kubva pa ¥570 bhiriyoni kusvika pa ¥586 bhiriyoni, uye chinangwa chepurofiti yakabatanidzwa kubva pa ¥444 bhiriyoni kusvika pa ¥488 bhiriyoni.
Musi wa3 Chikunguru, SEAJ yakaburitsa mushumo wekufanotaura unoratidza kuti nekuda kwekudiwa kwakanyanya kwemaGPU nemaHBM kubva kumaseva eAI, kambani yepamusoro yeTaiwan's semiconductor foundry TSMC ichatanga kugadzira machipisi e2nm akawanda, zvichikonzera kuwedzera kwekudyara mutekinoroji ye2nm. Uyezve, kudyara kweSouth Korea muDRAM/HBM kuri kukurawo. Nokudaro, kufanotaura kwekutengesa michina yeJapan semiconductor (zvichireva kutengeswa kwemakambani ekuJapan munyika nekunze kwenyika) mugore remari ra2025 (Kubvumbi 2025 kusvika Kurume 2026) kwakagadziridzwa kubva pafungidziro yekare ye4.659 trillion yen kusvika ku4.8634 trillion yen, kuwedzera kwe2.0% zvichienzaniswa negore remari ra2024, uye kunotarisirwa kusvika pakakwirira zvakanyanya kwegore rechipiri rakateedzana.
Nguva yekutumira: Zvita-22-2025