Semiconductor capital expenditure idatsika mu 2024

Purezidenti wa US Joe Biden Lachitatu adalengeza mgwirizano wopatsa Intel ndalama zokwana $ 8.5 biliyoni ndi $ 11 biliyoni pa ngongole pansi pa Chip and Science Act.Intel idzagwiritsa ntchito ndalamazo kupanga nsalu ku Arizona, Ohio, New Mexico ndi Oregon.Monga tidanenera m'makalata athu a Disembala 2023, CHIPS Act imapereka ndalama zokwana $52.7 biliyoni kumakampani opanga ma semiconductor aku US, kuphatikiza $39 biliyoni pakupanga zolimbikitsa.Asanapereke thandizo la Intel, bungwe la CHIPS Act linali litalengeza ndalama zokwana $1.7 biliyoni ku GlobalFoundries, Microchip Technology ndi BAE Systems, malinga ndi Semiconductor Industry Association (SIA).

Ndalama zomwe zili pansi pa CHIPS Act zidayenda pang'onopang'ono, ndipo ndalama zoyambazo sizinalengezedwe mpaka patatha chaka chimodzi zitadutsa.Ntchito zina zazikulu zaku US zakhala zikuchedwa chifukwa cholipira pang'onopang'ono.TSMC idawonanso kuti zinali zovuta kupeza ogwira ntchito yomanga oyenerera.Intel adati kuchedwaku kudachitikanso chifukwa chakuchedwa kugulitsa.

Mayiko ena aperekanso ndalama zothandizira kulimbikitsa kupanga ma semiconductor.Mu Seputembala 2023, European Union idatengera European Chip Act, yomwe imapereka ma euro 43 biliyoni ($ 47 biliyoni) yazachuma zaboma komanso zachinsinsi pamakampani opanga ma semiconductor.Mu Novembala 2023, Japan idapereka 2 thililiyoni yen ($ 13 biliyoni) kuti apange semiconductor.Dziko la Taiwan lidakhazikitsa lamulo mu Januware 2024 lopereka mpumulo wamisonkho kwamakampani opanga ma semiconductor.South Korea idapereka chigamulo mu Marichi 2023 kuti apereke mpumulo wamisonkho paukadaulo wamaukadaulo, kuphatikiza ma semiconductors.China ikuyembekezeka kukhazikitsa thumba la $ 40 biliyoni lothandizidwa ndi boma kuti lithandizire makampani ake a semiconductor.

Kodi malingaliro a capital expenditure (CapEx) mumakampani a semiconductor ndi otani chaka chino?Bungwe la CHIPS Act likufuna kulimbikitsa kugwiritsa ntchito ndalama, koma zotsatira zake zambiri sizidzawoneka mpaka pambuyo pa 2024. Msika wa semiconductor unagwa mokhumudwitsa 8.2 peresenti chaka chatha, ndipo makampani ambiri amasamala za ndalama zomwe zimagwiritsidwa ntchito mu 2024. Ife ku Semiconductor Intelligence yerekezerani kuchuluka kwa semiconductor capex ya 2023 pa $ 169 biliyoni, kutsika ndi 7% kuchokera ku 2022. Tikuneneratu kuchepa kwa 2% kwa ndalama zazikulu mu 2024.

Chiŵerengero cha ndalama zogwiritsira ntchito semiconductor ku kukula kwa msika zikuchokera pa 34% kufika pa 12%.Avereji yazaka zisanu ili pakati pa 28% ndi 18%.Kwa nthawi yonse kuyambira 1980 mpaka 2023, ndalama zonse zomwe zimagwiritsidwa ntchito zimayimira 23% ya msika wa semiconductor.Ngakhale kusasinthasintha, chikhalidwe cha nthawi yayitali cha chiŵerengerocho chakhala chofanana.Kutengera kukula kolimba kwa msika ndi kutsika kwamphamvu kwa msika, tikuyembekeza kuti chiŵerengerocho chidzatsika kuchoka pa 32% mu 2023 kufika pa 27% mu 2024.

Zolosera zambiri zakukula kwa msika wa semiconductor mu 2024 zili pakati pa 13% mpaka 20%.Kuneneratu kwathu kwanzeru za semiconductor ndi 18%.Ngati magwiridwe antchito a 2024 ali amphamvu monga momwe amayembekezeredwa, kampaniyo ikhoza kuwonjezera mapulani ake ogwiritsira ntchito ndalama pakapita nthawi.Titha kuwona kusintha kwabwino kwa semiconductor capex mu 2024.