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I-Reuters: I-China ihlela ukusekela ama-chips angu-1 trillion!Isetshenziswe ku-Q1 yonyaka ozayo ngokushesha nje!

Ngokusho kweReuters eHong Kong, iChina isebenza nge-US $ 143.9 billion, elingana ne-RMB1,004.6 billion, engase isetshenziswe ekuqaleni kwekota yokuqala ka-2023.

IHONG KONG, Dec 13 (Reuters) - Izwe laseChina lisebenzela iphakethe lokusekela elingaphezu kwe-1 trillion yuan ($ 143 billion)imboni ye-semiconductor, kusho imithombo emithathu.Lesi yisinyathelo esibalulekile sokuzanelisa nge-chip kanye nokubala imizamo yase-US okuhloswe ngayo ukwehlisa inqubekelaphambili yayo yezobuchwepheshe.

Imithombo ithi lokhu kungenye yezinhlelo zayo ezinkulu zezimali ezikhuthazayo kule minyaka emihlanu ezayo, ikakhulukazi ngendlela yoxhaso kanye nezikweletu zentela.Iningi losizo lwezezimali luzosetshenziselwa ukuxhasa izinkampani zaseChina ukuze zithenge imishini ye-semiconductor yokukhiqiza ama-wafer.Okusho ukuthi, ukuthengwa kwemishini ye-semiconductor kuzokwazi ukuthola uxhaso lwama-20%.izindleko zokuthenga.

Kubikwa ukuthi ngokushesha nje lapho izindaba ziphuma, amasheya e-Hong Kong semiconductor aqhubeka ekhuphuka ekupheleni kosuku: I-Hua Hong Semiconductor ikhuphuke ngaphezu kwe-12%, ishaya phezulu ezikhathini zamuva;I-Solomon Semiconductor ikhuphuke ngaphezu kuka-7%, i-SMIC ikhuphuke ngaphezu kuka-6%, kanti i-Shanghai Fudan ikhuphuke ngaphezu kuka-3%.

I-Beijing ihlela ukwethula enye yezinhlelo zayo ezinkulu zokukhuthaza imali phakathi neminyaka emihlanu, ikakhulukazi imixhaso kanye nezikweletu zentela, ukuxhasa ukukhiqizwa kwe-semiconductor yasekhaya kanye nemisebenzi yocwaningo, kusho imithombo.

Imithombo emibili engathandanga kudalulwe igama layo, ithe lolu hlelo luzoqala ukusebenza ngekota yokuqala yonyaka ozayo ngoba abagunyaziwe ukuba nezingxoxo nabezindaba.

Bathe iningi losizo lwezezimali luzosetshenziselwa ukuxhasa izinkampani zaseChina ukuthi zithenge imishini yasekhaya ye-semiconductor, ikakhulukazi izindwangu zama-semiconductor noma izindwangu.

Izinkampani zizoba nelungelo lokuthola uxhaso lwamaphesenti angama-20 ngezindleko zokuthenga, kusho imithombo emithathu.

Iphakethe losekelo lwezezimali liza ngemuva kwe-Umnyango Wezohwebowaphasisa isethi yemithetho ngo-Okthoba engavimbela ukusetshenziswa kwama-chips e-AI athuthukile kumalebhu ocwaningo nasezikhungweni zedatha yezohwebo.

UMongameli wase-US uJoe Biden usayine umthethosivivinywa we-chip ngo-Agasti ohlinzeka ngamaRandi ayizigidi eziyizinkulungwane ezingama-52.7 wezibonelelo zokukhiqizwa kwe-semiconductor yase-US kanye nocwaningo kanye nezikweletu zentela zamafekthri ama-chip abiza imali elinganiselwa ku-$24 billion.

Ngohlelo lokukhuthaza, iBeijing izokwandisa ukwesekwa kwezinkampani zama-chip zaseShayina ukuze zakhe, zandise noma zithuthukise ukukhiqizwa kwasekhaya, ukuhlanganisa, ukupakisha kanye nezikhungo zocwaningo nentuthuko, kusho imithombo.

Uhlelo lwakamuva lwaseBeijing lubandakanya nezinxephezelo zentela embonini ye-semiconductor yaseChina, basho.

IHhovisi Lezokwazisa LoMkhandlu WaseChina alizange liphendule ngokushesha esicelweni sokuphawula.

Abangase bahlomule:

Abazohlomula kuzoba abadlali bakahulumeni nabazimele kulo mkhakha, ikakhulukazi izinkampani ezinkulu zemishini ye-semiconductor njenge-NAURA Technology Group (002371.SZ) Advanced Micro-Fabrication Equipment Inc, imithombo yengeze i-China (688012.SS) ne-Kingsemi (688037. SS).

Ngemuva kwalezi zindaba, ezinye izitoko zaseShayina e-Hong Kong zenyuka kakhulu.I-SMIC (0981.HK) ikhuphuke ngaphezu kwamaphesenti angu-4, ikhuphuke cishe ngamaphesenti angu-6 ngosuku.Kuze kube manje, amasheya e-Hua Hong Semiconductor (1347. HK) akhuphuke ngaphezu kwamaphesenti angu-12 ngenkathi amasheya ezwekazini evaliwe ekupheleni.

Imibiko engu-20 ephezulu ihlanganisa isayensi nobuchwepheshe izikhathi ezingu-40, ukuqanjwa kabusha izikhathi ezingu-51 kanye nethalente izikhathi ezingu-34.


Isikhathi sokuthumela: Dec-30-2022