Tlalehong ea morao-rao ea lichelete e senotsoeng ke Micron Technology haufinyane tjena, chelete e kenang karolong ea bone ea lichelete (June-August 2022) e theohile ka hoo e ka bang 20% selemo le selemo; phaello ea chelete e theohile haholo ka 45%. Baokameli ba Micron ba boletse hore tšebeliso ea chelete ea lichelete ka selemo sa 2023 e lebelletsoe ho theoha ka 30% ha bareki ba liindasteri ba fokotsa li-odara tsa chip, mme e tla fokotsa matsete a thepa ea ho paka ka 50%. Ka nako e ts'oanang, 'maraka oa lichelete o boetse o hloka tšepo haholo. Theko ea thepa ea Micron Technology e theohile ka 46% nakong ea selemo, 'me kakaretso ea boleng ba' maraka e fetohile mouoane ka lidolara tse fetang limilione tse likete tse 47.1 tsa US.
Micron o re e ntse e tsamaea ka potlako ho sebetsana le ho theoha ha tlhokahalo. Tsena li kenyelletsa ho fokotsa tlhahiso lifekthering tse seng li ntse li le teng le ho fokotsa likhakanyo tsa lichelete tsa mochini. Micron e fokolitse litšenyehelo tsa lichelete pele 'me joale e lebelletse hore litšenyehelo tsa lichelete ka 2023 e be $8 bilione, ho theosa ka 30% ho tloha selemong se fetileng sa lichelete. Har'a bona, Micron e tla fokotsa matsete a eona hochiplisebelisoa tsa ho paka ka halofo ka lichelete tsa 2023.
Korea Boroa, e leng mohlahisi oa bohlokoa oa lefats'echipindasteri, le eona ha e na tšepo. Ka September 30, nako ea sebaka seo, lintlha tsa morao-rao tse lokollotsoeng ke Statistics Korea li bontšitse seochiptlhahiso le thomello ka Phato 2022 e theohile ka 1.7% le 20.4% selemo le selemo, ka ho latellana, e leng ntho e sa tloaelehang. Ho feta moo, lethathamo la li-chip tsa Korea Boroa ka Phato le ile la eketseha selemo le selemo. Ho feta 67%. Bahlahlobisisi ba bang ba boletse hore matšoao a mararo a Korea Boroa a ile a lla a bolela hore moruo oa lefatše o putlama, 'me baetsi ba li-chip ba itokisetsa ho fokotseha ha tlhoko ea lefats'e. Haholo-holo, tlhokahalo ea lihlahisoa tsa elektroniki, mokhanni ea ka sehloohong oa kholo ea moruo oa Korea Boroa, e theohile haholo. The Financial Times e tlalehile hore Washington, United States, e sebelisa likabelo tsa liranta tse libilione tse 52 tse thathamisitsoeng ho Chip and Science Act ho hohela baetsi ba li-chip lefatšeng ka bophara hore ba atolose tlhahiso United States. Letona la Korea Boroa la Saense le Theknoloji, setsebi sa chip Li Zonghao o lemositse: maikutlo a tlokotsi a aparetse indasteri ea chip ea Korea Boroa.
Tabeng ena, "Linako tsa Lichelete" li bontšitse hore ba boholong Korea Boroa ba na le tšepo ea ho theha "sehlopha sa chip" se seholo, ho bokella tlhahiso le lipatlisiso, le matla a nts'etsopele, le ho hohela bahlahisi ba tsoang linaheng tse ling ho Korea Boroa.
Micron CFO Mark Murphy o lebelletse hore maemo a ka ntlafala ho qala ka Mots'eanong selemong se tlang, le mohopolo oa lefats'echiptlhokahalo ea 'maraka e tla hlaphoheloa. Karolong ea bobeli ea lichelete tsa 2023, boholo ba baetsi ba li-chip ba lebelletsoe ho tlaleha kholo e matla ea lekeno.
Nako ea poso: Oct-19-2022