Edwan: Chiyeso cha semiconductor padziko lonse lapansi chaka chino chikutsika 15% pachaka

Zabwino, wopanga zida za semiconductor test, akuyembekeza kuti kufunikira kwa mayeso padziko lonse lapansi kungachepetse ndi 15% chaka chino chifukwa cha nkhondo ya malonda a Sino-US, koma kampaniyo ndiyabwino kuposa momwe amayembekezera kumayambiriro kwa chaka, chaka chamawa pansi pa 5G , AI ndi intaneti ya Zinthu. Msika wakuyesa semiconductor ukuyembekezeka kuyambiranso.

Tikuyembekeza msika wa semiconductor mu theka lachiwiri la chaka chino mpaka chaka chamawa, Ai Wanwan, wapampando ndi manejala wamkulu wa Taiwan, Wu Qingxi adati pali zosinthika zambiri pamsika wa semiconductor kuyambira theka lachiwiri chaka chino kupita ku chaka chamawa chaka. Ndikofunikira kuwona zomwe zimachitika pa nkhondo yamalonda, ndipo zogulitsa zonse ndizovuta kudziwa. Komabe, mayeso a Advantest ndi okhazikika chifukwa cha msika wawo wotsika kwambiri, monga 5G ndi HPC. Chifukwa chake, mawonekedwe a opareshoni amakhala ndi chiyembekezo.

Poyang'ana msika wama testic wa semiconductor, Wu Wanqi, wachiwiri wamkulu woyang'anira mabungwe ogulitsa mabizinesi a Edwin ATE, adati chaka chatha chinali chaka chabwino kwambiri. Kuchulukitsa kwa chaka chino kungakhale kotsika kuposa chaka chatha. Pali zotsimikizika ngati nkhondo ya malonda a Sino-US. Kutsika komwe akuti kwakwera kuli pafupifupi 15%, koma chonsechi, chaka chino, zomwe Edwin akuchita ndi zabwino kuposa momwe amayembekezera poyamba.

Wu Wanqi adanenanso kuti kufunsa kwa mayeso obwererako kumatsika ndi 37% chaka chino, makamaka chifukwa choti makina opanga makina aku Korea akuchepetsa, koma DDR 5 ndi computer yapamwamba kwambiri (HPC) ikuyendetsa kufunikira kwa msika wa DRAM.

Makina a system-on-chip (SoC) Makasitomala akamapitiliza kudzipangira ndalama pakugwiritsa ntchito, pakufuna kuyezetsa kopitilira muyeso, kuchuluka kokha kwa 11%, kutsika kwamapulogalamu kumakhala kocheperako, ndipo kuyezetsa kwakukulu kwa SoC kukukulirabe, kukuyembekezeka chaka padzakhala kufunika kwa kukwera kwapamwamba kwa SoC Kwambiri.