He ʻino ke kūlana o ka mākeke chip honua

I ka hōʻike kālā hou loa i hōʻike ʻia e Micron Technology i kēia manawa, hāʻule ka loaʻa kālā ma ka hapaha kālā ʻehā (Iune-ʻAukake 2022) ma kahi o 20% makahiki-ma-makahiki;Ua hāʻule nui ka loaʻa kālā ma 45%.Ua ʻōlelo ka poʻe alakaʻi Micron e hāʻule ka hoʻolilo kālā ma ka fiscal 2023 e 30% i ka wā e ʻoki ai nā mea kūʻai aku ma waena o nā ʻoihana i nā kauoha chip, a e ʻoki ʻo ia i ka hoʻopukapuka ʻana i nā lako pahu chip e 50%.I ka manawa like, he pessimistic ka mākeke kapikala.Ua hāʻule ke kumukūʻai kumukūʻai o Micron Technology i ka 46% i ka makahiki, a ua hoʻopau ʻia ka nui o ka mākeke ma mua o 47.1 biliona kālā US.

Ua ʻōlelo ʻo Micron e neʻe wikiwiki ana e hoʻoponopono i ka hāʻule o ka noi.Hoʻopili kēia i ka hoʻolōʻihi ʻana i ka hana ʻana ma nā hale hana e kū nei a me ka ʻoki kālā mīkini.Ua hōʻemi ʻo Micron i nā hoʻolimalima kālā ma mua a ke manaʻo nei ʻo ia ka hoʻolimalima kālā ma ka fiscal 2023 he $ 8 biliona, ma lalo o 30% mai ka makahiki kālā i hala.I waena o lākou, e ʻoki ʻo Micron i kāna hoʻopukapukapuʻupuʻuʻO nā lako hoʻopili i ka hapalua i ka fiscal 2023.

ʻO South Korea, kahi mea hana nui o ka honuapuʻupuʻuʻoihana, ʻaʻole noʻonoʻo.Ma ka lā 30 o Kepakemapa, manawa kūloko, ua hōʻike ʻia ka ʻikepili hou loa i hoʻokuʻu ʻia e Statistics KoreapuʻupuʻuʻO ka hana ʻana a me nā hoʻouna ʻana i ʻAukake 2022 i hāʻule e 1.7% a me 20.4% i kēlā me kēia makahiki, ʻo ia hoʻi, he mea maʻamau.Eia kekahi, ua piʻi aʻe ka waihona chip chip o South Korea i ʻAukake i kēlā me kēia makahiki.Ma luna o 67%.Ua ʻōlelo kekahi poʻe loiloi, ʻo nā hōʻailona ʻekolu o South Korea i kani i ka ʻakaʻaka, ʻo ia hoʻi, ke emi nei ka hoʻokele waiwai o ka honua, a ke mākaukau nei nā mea hana chip no ka emi ʻana o ka noi honua.ʻO ka mea nui, ʻo ke koi ʻana i nā huahana uila, ka mea hoʻokele nui o ka ulu ʻana o ka hoʻokele waiwai o South Korea, ua ʻoluʻolu loa.Ua hōʻike ka Financial Times e hoʻohana ana ʻo Wakinekona i ʻAmelika Hui Pū ʻIa i ka $52 biliona ma nā haʻawina i helu ʻia ma ka Chip and Science Act no ka hoʻowalewale ʻana i nā chipmakers honua e hoʻonui i ka hana ma United States.Ua ʻōlelo ʻo ke Kuhina ʻEpekema a me ʻenehana o South Korea, ka loea chip Li Zonghao: ua hoʻopuni ka manaʻo o ka pilikia i ka ʻoihana chip o South Korea.

Ma keia mea, ua kuhikuhi ka "Financial Times" i ka manaʻo o nā luna o South Korea e hana i kahi "puʻupuʻu puʻupuʻu" nui, e hōʻiliʻili i ka hana a me ka noiʻi, a me ka hoʻomohala ʻana i ka ikaika, a me ka huki ʻana i nā mea hana chip haole i South Korea.

Manaʻo ʻo Micron CFO Mark Murphy e hoʻomaikaʻi ke kūlana e hoʻomaka ana i Mei o ka makahiki aʻe, a me ka hoʻomanaʻo honuapuʻupuʻue ola hou ka makemake makeke.I ka hapa lua o ka fiscal 2023, manaʻo ʻia ka hapa nui o nā mea hana chip e hōʻike i ka ulu kālā ikaika.