Semiconductor capital Exprondure e fokotseha ka 2024

Mopresidente oa US Joe Biden ka Laboraro o phatlalalitse tumellano ea ho fana ka tumello ea ho fana ka chelete le $ 11 ho likalimo tsa chip le tsa mahlale. Intel o tla sebelisa chelete bakeng sa mafura a Arizona, Ohio, New Mexico le Oregon. Ha re ntse re le teng ka har'a New December 2023, Molao oa Chips o fana ka kakaretso ea Lichelete tsa US $ 52.7 bakeng sa indasteri ea Seicouman Pele ho Grant Grant, Molao o mong o phatlalalitse kakaretso ea li-grats tse $ 1,7 ho li-grantfundries, Microchip theknoloji ea Semiconductor, ho latela Indasteri ea Semicondctor

Ho latela litaelo ka tlasa lichanka Molao li ile tsa tsamaea butle, ka mohlala oa pele ha o phatlalatsoe ho fihlela selemo kamora selemo ka mor'a ho feta selemo. Merero e meng e meholo ea US e liehile ka lebaka la litefo tse liehang. Tsc o boetse a hlokomela hore ho ne ho le thata ho fumana basebetsi ba kaho ba kaho ba tšoanelehang. Intel o ile a re ho lieha le hona ka lebaka la ho reka butle.

Linaha tse ling le tsona li boetse li abetsoe chelete ea ho matlafatsa tlhahiso ea semiconductor. Ka September 2023, The Europeann Union o ile a amohela Molao oa Europe oa Phoo oa Europe ($ 47 Bilione) ea Isitoctor ea Semiconductor. Ka November 2023, Japane e abetsoe 2 Trillion Yen ($ 13 limilione tse likete) bakeng sa tlhahiso ea semiconductor. Taiwan o ile a sebelisa molao ka la 20 Pherekhong ho fana ka tlhekefetso ea lekhetho bakeng sa lik'hamphani tsa semiconductor. Korea Boroa e ile ea feta bili ka la 20 Hlakubele ho fana ka tlokotsi ea lekhetho bakeng sa mahlale a mekhoa ea maano, ho kenyeletsa le semiconductors. China e lebelletsoe ho theha Letlole la Mmuso oa $ 40 ho tšehetsa indasteri ea eona ea semiconductor.

Ke eng eo motho a ka e etsang, a e etsang, capex) ka indastering ea semiconductor selemong see? Ketso ea li-chips e reretsoe ho hlohlelletsa chelete e ngata, empa boholo ba tšusumetso e ka ba bo nyahamisang ka nako e fetileng, 'maraka oa semicondtor o ile a hlokomela karolo ea 824. Re se re le bohlale ba semicondctor Khakanyo ea morao-rao ea semiconductor capex bakeng sa 2023 ho $ 169 Billion, tlase 7% ho tloha ho 2022.

Karolelano ea semiconductor capital capital e leng boholo ba mmaraka ho tloha holimo ho 34% ho isa tlase ho 12%. Karolelano ea lilemo tse hlano e pakeng tsa 28% le 18%. Bakeng sa nako eohle ho tloha ka 1980 ho isa ho 2023, litšenyehelo tsa capital li emela 23% ea 'maraka oa semicondctor. Leha ho na le volatility, mokhoa oa nako e telele oa karolelano o ntse o lumellana le eena. Ho latela kholo e lekantsoeng ea 'maraka oa' maraka oa marabele ebe re lebelletse hore tekanyo ea 32% ho isa ho 2723 ho isa ho 2024.

Boholo ba batho ba bangata bakeng sa kholo ea 'maraka oa Semiconductor ka 2024 ba maemong a 13% ho 20%. Boloi ba rona ba semiconductor bo bohlale ke 18%. Haeba ts'ebetso ea 2024 e le matla joalo ka ha ho lebeletsoe, k'hamphani e ka eketsa merero ea eona ea ho senya chelete ea eona ea chelete ka mor'a nako. Re ne re ka bona phetoho e ntle ho Semicondctor Capex ka 2024.