iodolo_bg

Iindaba

I-Reuters: I-China iceba ukuxhasa i-chips ye-1 yetriliyoni!Iphunyezwe kwi-Q1 yonyaka ozayo kwasekuqaleni!

Ngokutsho kweReuters iHong Kong, i-China isebenza kwi-US $ 143.9 yezigidigidi, elingana ne-RMB1,004.6 yeebhiliyoni, ezinokuthi ziphunyezwe kwangoko kwikota yokuqala ye-2023.

IHONG KONG, ngoDisemba 13 (Reuters) - I-China isebenza kwiphakheji yenkxaso engaphezulu kwe-1 yetriliyoni ye-yuan (i-143 yeebhiliyoni zeedola)ishishini lesemiconductor, imithombo emithathu yathi.Eli linyathelo elibalulekileyo elibhekiselele ekuzaneliseni kwetshiphu kunye nokubala amalinge ase-US ajolise ekucutheni inkqubela phambili yobuchwepheshe.

Imithombo ithi le yenye yeepakethe zayo ezinkulu zenkuthazo yezemali kule minyaka mihlanu izayo, ikakhulu ngohlobo lwenkxaso-mali kunye namatyala erhafu.Uninzi loncedo lwezemali luya kusetyenziselwa ukuxhasa iinkampani zaseTshayina ukuthenga izixhobo ze-semiconductor zokwenza i-wafer.Oko kukuthi, ukuthengwa kwezixhobo ze-semiconductor kuya kukwazi ukufumana i-20% yenkxaso-maliiindleko zokuthenga.

Kuxelwa ukuba ngokukhawuleza xa iindaba ziphuma, i-Hong Kong semiconductor stocks iqhubekile ukunyuka ekupheleni kosuku: I-Hua Hong Semiconductor iphakame ngaphezu kwe-12%, ibetha i-high high kumaxesha akutshanje;I-Solomon Semiconductor iphakame ngaphezu kwe-7%, i-SMIC yenyuka ngaphezu kwe-6%, kwaye i-Shanghai Fudan yenyuka ngaphezu kwe-3%.

I-Beijing iceba ukukhupha enye yeenkqubo zayo ezinkulu zenkuthazo yezemali kwiminyaka emihlanu, ubukhulu becala izibonelelo kunye neekhredithi zerhafu, ukuxhasa imveliso ye-semiconductor yasekhaya kunye nemisebenzi yophando, imithombo yatsho.

Imithombo emibini engathandanga kuchazwa amagama, ithi esi sicwangciso siza kuphunyezwa kwikota yokuqala yonyaka ozayo kuba abagunyaziswanga kudliwano-ndlebe noonondaba.

Bathe uninzi loncedo lwezemali luya kusetyenziselwa ukuxhasa iinkampani zaseTshayina ukuthenga izixhobo zesemiconductor yasekhaya, ikakhulu iilaphu zesemiconductor okanye iilaphu.

Iinkampani ziya kuba nelungelo le-20 yepesenti yenkxaso yeendleko zokuthenga, imithombo emithathu yathi.

Iphakheji yenkxaso yemali iza emva kweiSebe lezoRhweboidlulise isethi yemigaqo ngo-Oktobha enokuthintela ukusetyenziswa kwee-chips ze-AI eziphambili kwiilebhu zophando kunye namaziko edatha yorhwebo.

Umongameli wase-US uJoe Biden utyikitye i-chip bill ngo-Agasti ebonelela ngeebhiliyoni ezingama-52.7 zeerandi kwizibonelelo zemveliso ye-semiconductor yase-US kunye nophando kunye neekhredithi zerhafu kwiifektri zetshiphu ezixabisa i-24 yeebhiliyoni zeedola.

Ngenkqubo yenkuthazo, iBeijing iya kwandisa inkxaso kwiinkampani zetshiphu zaseTshayina ukwakha, ukwandisa okanye ukwenza imveliso yasekhaya, indibano, ukupakishwa kunye nophando kunye nophuhliso, yatsho imithombo.

Isicwangciso samva nje saseBeijing sikwabandakanya inkuthazo yerhafu kwishishini le-semiconductor yaseTshayina, batsho.

I-Ofisi yoLwazi lweBhunga lase-China ayizange iphendule ngokukhawuleza kwisicelo sokuphawula.

Abanokuxhamla:

Abaxhamli baya kuba ngabadlali baseburhulumenteni nabazimeleyo kwicandelo, ngokukodwa iinkampani ezinkulu zezixhobo ze-semiconductor ezifana ne-NAURA Technology Group (002371.SZ) i-Advanced Micro-Fabrication Equipment Inc, imithombo yongezelela i-China (688012.SS) kunye ne-Kingsemi (688037). SS).

Emva kweendaba, ezinye izitokhwe zaseTshayina eHong Kong zenyuka kakhulu.I-SMIC (0981.HK) yenyuka ngaphezu kweepesenti ze-4, malunga neepesenti ze-6 ngosuku.Ukuza kuthi ga ngoku, izabelo ze-Hua Hong Semiconductor (1347. HK) ziye zanda ngaphezulu kwe-12 yeepesenti ngelixa izitokhwe zelizwe zivaliwe.

Iingxelo eziphezulu ze-20 zagubungela isayensi kunye nethekhnoloji amaxesha angama-40, ukusungulwa kwamaxesha angama-51 kunye neetalente ezingama-34.


Ixesha lokuposa: Dec-30-2022