Semiconductor mmefu ego na-agbadata na 2024

Onye isi ala US Joe Biden na Wednesde kwupụtara nkwekọrịta inye Intel ijeri $ 8.5 na ntinye ego ozugbo yana ijeri $ 11 na mgbazinye ego n'okpuru Chip na Science Act.Intel ga-eji ego ahụ maka fabs na Arizona, Ohio, New Mexico na Oregon.Dịka anyị kọrọ na akwụkwọ akụkọ Disemba 2023 anyị, Iwu CHIPS na-enye mkpokọta $52.7 ijeri maka ụlọ ọrụ semiconductor US, gụnyere ijeri $39 na mkpali nrụpụta.Tupu inye onyinye Intel, Iwu CHIPS ekwupụtala ngụkọta nke ijeri $ 1.7 na onyinye GlobalFoundries, Microchip Technology na BAE Systems, dị ka Semiconductor Industry Association (SIA).

Nkwenye n'okpuru iwu CHIPS ji nwayọọ nwayọọ na-aga, na-ekwupụtaghị ntinye nke mbụ ruo ihe karịrị otu afọ ka ọ gachara.Ụfọdụ nnukwu ụlọ ọrụ US adịla oge n'ihi ịkwụ ụgwọ ngwa ngwa.TSMC kwukwara na o siri ike ịchọta ndị ọrụ na-arụ ọrụ ruru eru.Intel kwuru na igbu oge ahụ bụkwa n'ihi ibelata ire ahịa.

Mba ndị ọzọ ekenyekwala ego iji kwalite mmepụta semiconductor.Na Septemba 2023, European Union nakweere Iwu Chip European, nke na-enye ijeri euro 43 ($ 47 ijeri) nke itinye ego ọha na nke onwe na ụlọ ọrụ semiconductor.Na Nọvemba 2023, Japan ekenyela ijeri yen 2 ($ 13 ijeri) maka nrụpụta semiconductor.Taiwan weputara iwu na Jenụwarị 2024 iji nye nkwụsịtụ ụtụ maka ụlọ ọrụ semiconductor.South Korea gafere ụgwọ na Machị 2023 iji nye nkwụsịtụ ụtụ maka teknụzụ atụmatụ, gụnyere semiconductor.A na-atụ anya ka China guzobe ego gọọmentị na-akwado ijeri $40 iji kwado ụlọ ọrụ semiconductor ya.

Kedu ihe ele anya maka mmefu ego (CapEx) na ụlọ ọrụ semiconductor afọ a?Ezubere iwu CHIPS iji kpalite mmefu ego, ma ọtụtụ n'ime mmetụta agaghị enwe mmetụta ruo mgbe 2024 gasịrị. Ahịa semiconductor dara 8.2 pasent na-akụda mmụọ n'afọ gara aga, na ọtụtụ ụlọ ọrụ na-akpachara anya banyere mmefu ego na 2024. Anyị na Semiconductor Intelligence atụmatụ mkpokọta semiconductor capex maka 2023 na $169 ijeri, gbadara 7% site na 2022. Anyị na-ebu amụma mbelata 2% na mmefu isi obodo na 2024.

Oke mmefu ego nke semiconductor na nha ahịa sitere na elu nke 34% ruo obere 12%.Nkezi afọ ise dị n'etiti 28% na 18%.Maka oge niile site na 1980 ruo 2023, mkpokọta mmefu ego na-anọchite anya 23% nke ahịa semiconductor.N'agbanyeghị mgbanwe ahụ, usoro ogologo oge nke oke a na-agbanwe agbanwe.Dabere na uto ahịa siri ike na mbelata capex, anyị na-atụ anya na oke ga-ada site na 32% na 2023 ruo 27% na 2024.

Ọtụtụ amụma maka uto ahịa semiconductor na 2024 nọ na oke 13% ruo 20%.Amụma ọgụgụ isi nke semiconductor anyị bụ 18%.Ọ bụrụ na arụmọrụ 2024 siri ike dị ka a tụrụ anya ya, ụlọ ọrụ ahụ nwere ike ịbawanye atụmatụ mmefu ego ya ka oge na-aga.Anyị nwere ike ịhụ mgbanwe dị mma na semiconductor capex na 2024.