Kharash raasumaalka semiconductor ayaa hoos u dhacay 2024

Madaxweynaha Mareykanka Joe Biden ayaa arbacadii ku dhawaaqay heshiis uu Intel ku siinayo $8.5 bilyan oo doollar oo si toos ah loo maalgeliyo iyo 11 bilyan oo deyn ah sida uu dhigayo sharciga Chip and Science Act.Intel waxa ay lacagta u isticmaali doontaa marxaladaha Arizona, Ohio, New Mexico iyo Oregon.Sida aan ku soo sheegnay warsidahayaga Diisambar 2023, Xeerka CHIPS wuxuu bixiyaa wadar dhan $52.7 bilyan warshadaha semiconductor ee Mareykanka, oo ay ku jiraan $39 bilyan ee dhiirigelinta wax soo saarka.Kahor deeqda Intel, Sharciga CHIPS wuxuu ku dhawaaqay wadar ahaan $ 1.7 bilyan deeqaha GlobalFoundries, Microchip Technology iyo Nidaamka BAE, sida uu qabo Ururka Warshadaha Semiconductor (SIA).

Qoondaynta hoos timaada Xeerka CHIPS ayaa si tartiib tartiib ah u dhaqaaqday, iyada oo qoondaynta ugu horraysa aan la shaacin ilaa wax ka badan sannad ka dib markii la ansixiyay.Qaar ka mid ah mashaariicda waaweyn ee Maraykanka ayaa dib u dhacay sababtoo ah lacag-bixinno gaabis ah.TSMC ayaa sidoo kale xustay in ay adagtahay in la helo shaqaale dhisme oo tayo leh.Intel waxa ay sheegtay in dib u dhacaasi uu sidoo kale sabab u ahaa iibka oo gaabiyay.

Wadamada kale ayaa sidoo kale u qoondeeyay lacag si kor loogu qaado wax soo saarka semiconductor.Bishii Sebtembar 2023, Midowga Yurub wuxuu ansixiyay sharciga Chip ee Yurub, kaasoo bixiya 43 bilyan oo yuuro ($ 47 bilyan) oo maalgashi dadweyne iyo mid gaar loo leeyahay ee warshadaha semiconductor.Bishii Noofambar 2023, Japan waxay u qoondaysay 2 tiriliyan yen ($13 bilyan) wax soo saarka semiconductor.Taiwan waxay soo saartay sharci Janaayo 2024 si ay u bixiso canshuur dhimis shirkadaha semiconductor.Kuuriyada Koonfureed waxay meel marisay biil bishii Maarso 2023 si ay u bixiso canshuur dhimis tignoolajiyada istiraatiijiga ah, oo ay ku jiraan semiconductors.Shiinaha ayaa la filayaa in uu sameeyo lacag dhan $40 bilyan oo ay dowladdu taageerto si ay ugu kabto warshadaheeda semiconductor.

Waa maxay rajada kharashka raasumaalka (CapEx) ee warshadaha semiconductor sanadkan?Xeerka CHIPS waxaa loogu talagalay in lagu kiciyo kharashka raasumaalka, laakiin inta badan saameynta lama dareemi doono ilaa 2024 ka dib. Suuqa semiconductor ayaa hoos u dhacay 8.2 boqolkiiba sannadkii hore, shirkado badan ayaa ka walaacsan kharashka raasumaalka ee 2024. Anaga oo ah Sirdoonka Semiconductor Qiyaasta wadarta guud ee semiconductor capex ee 2023 $169 bilyan, oo hoos uga dhacday 7% 2022. Waxaan saadaalinay 2% hoos u dhac ku yimid kharashka raasumaalka 2024.

Saamiga kharashka raasumaalka semiconductor iyo cabbirka suuqa ayaa u dhexeeya mid sare oo ah 34% ilaa mid hoose oo ah 12%.Celceliska shanta sano waa inta u dhaxaysa 28% iyo 18%.Muddada oo dhan laga bilaabo 1980 ilaa 2023, wadarta kharashyada raasamaalku waxay ka dhigan yihiin 23% suuqa semiconductor.Inkasta oo isbeddelku jiro, isbeddelka muddada dheer ee saamiga ayaa ahaa mid joogto ah.Iyada oo ku saleysan kobaca suuqa ee la filayo iyo hoos u dhaca capex, waxaan fileynaa in saamiga uu hoos uga dhaco 32% 2023 ilaa 27% sanadka 2024.

Inta badan saadaasha kobaca suuqa semiconductor ee 2024 waxay ku jiraan inta u dhaxaysa 13% ilaa 20%.Saadaasha sirta ah ee semiconductor waa 18%.Haddii waxqabadka 2024 uu u xoog badan yahay sidii la filayay, shirkadu waxay kordhin kartaa qorshaheeda kharashyada raasumaalka waqti ka dib.Waxaan ku arki karnaa isbeddel togan oo ku jira semiconductor capex sanadka 2024.