Imboni yezobuchwepheshe ishaqekile ngenxa yesimemezelo sokusebenzisana okunesu okungaba yinto eshintsha umdlalo emakethe ye-semiconductor. UDonald Trump ukuqinisekisile ukuthi i-Apple ne-Intel bafinyelele esivumelwaneni sokuklama nokukhiqiza ama-chip athuthukile ngaphakathi kwe-United States, isinyathelo esihlose ukubuyisela amandla ezimboni ezweni futhi okwenza ngokushesha intengo yesitoko se-Intel ikhuphuke.
Lesi sivumelwano asiyona nje inkontileka yezentengiselwano phakathi kwezinkampani ezimbili ezinkulu zaseCalifornia; simelela ushintsho lweCopernican lwe-Apple , obelulokhu luthembele cishe kuphela emandleni okukhiqiza e-TSMC eTaiwan. Nakuba izinkampani ezihilelekile zihlale zithule ngokuhlakanipha, ukubandakanyeka okuqondile kwe-White House ekwakheni indaba yalo mfelandawonye kwenza kucace ukuthi ukukhiqizwa kwe-silicon sekusuke ekubeni yindaba yobuchwepheshe kuphela kwaba yinto eza kuqala kwezokuphepha kwezwe.
Indima kaHulumeni njengomtshali-zimali oqakathekile
Lokhu kuguquka kwemicimbi akunakuqondwa ngaphandle kokubheka emuva, ikakhulukazi maphakathi no-2025, lapho uhulumeni wase-US enquma ukuthatha isabelo esikhulu ku-Intel, ethola cishe u-10% wenkampani. Lesi sinyathelo, esinenani lezigidigidi zamaRandi, senza uhulumeni waba ngumtshali-zimali omkhulu kunabo bonke kule nkampani enkulu yezobuchwepheshe, okuqinisekisa ukuthi inkampani yasekhaya kuphela ekwazi ukuncintisana phambili kwe-logic inokusekelwa kwezezimali okudingekayo ukuze imelane nokuhlasela komncintiswano wase-Asia.
Kusukela eHhovisi Eliyi-Oval, impikiswano iwukuthi lokhu kungenelela kube wusizo kubakhokhi bentela, bethi inzuzo yenhloko-dolobha ekhiqizwe yilezi zenzo isivele idlule amaRandi ayizigidi eziyizinkulungwane ezingama-60.000 kumakota amathathu nje kuphela. Ngamafuphi, lesi sinyathelo sisebenze kahle kakhulu eWashington, manje engagcini nje ngokusetha imithetho kodwa futhi enendawo etafuleni lapho kuxoxiswana khona ngezinkontileka ezinkulu zezimboni nezinkampani ezifana neNvidia ne-Apple.
I-Apple ifuna ezinye izindlela esikhundleni sokuphatha iTaiwan njenge-monopoly
Ku-Cupertino, intshisekelo ezimbonini ze-Intel ayiyona into entsha, kodwa ukungezwani kwezepolitiki okukhula eTaiwan Strait kwenze ukubeka wonke amaqanda abo ebhasikidini elilodwa kwaba yingozi abangasafuni ukuyithatha. I-Apple ibilokhu ifuna umthombo wesibili wokutholakala kwabaprosesa bayo be-A kanye ne-M series, futhi ukuba ne-foundry emhlabathini waseMelika kunikeza inethi yokuphepha ekuvinjelweni okungenzeka noma izinhlekelele zemvelo e-Asia ezingaphazamisa ukukhiqizwa kwayo emhlabeni jikelele.
Ngakolunye uhlangothi, i-Intel yenze isinyathelo esinesibindi nge -node yayo yokukhiqiza ye-18A , ethembisa ukusebenza kahle kwamandla kanye nokusebenza okuzogcina kuphikisana nezindinganiso ze-TSMC . Uma i-Intel ikwazi ukuhlangabezana nezinsuku zokugcina kanye nezidingo zekhwalithi zeklayenti eliqondayo njenge-Apple, izoba nomthelela omkhulu kwabanye abaklami be-chip, iqinisekise ngokuqinisekile ibhizinisi layo lokwakha izinkontileka, elaliphakamise ukungabaza okuningi ngaphambilini.
Imiphumela ezimakethe zaseYurophu naseSpain
Nakuba isizinda sezindaba siphesheya kwe-Atlantic, umkhakha wezobuchwepheshe eSpain nakwamanye amazwe aseYurophu uqapha ngokucophelela lezi zinguquko, njengoba ukulungiswa kabusha kochungechunge lokuhlinzeka ngogesi emhlabeni wonke kuthinta ngqo izindleko kanye nokutholakala kwezingxenye. Izinkampani zaseSpain ezigxile emikhakheni ebalulekile njengokuvikela noma ukuxhumana ngocingo, okuncike kwihadiwe esezingeni eliphezulu, zingabona uchungechunge lokuhlinzeka ngogesi lushintsha lusuka e-Asia luye eNtshonalanga, okuzogcina isikhathi eside kuletha ukuzinza okukhulu kwentengo.
Ngaphezu kwalokho, ukwanda okukhulu kwe-Intel kwenani ezimakethe zamasheya zamazwe ngamazwe kunomthelela oqondile ezimalini zokutshalwa kwezimali kanye nezinkampani zokuphatha amaphothifoliyo ezisebenza eSpain, lapho ukuchayeka emkhakheni we-semiconductor kuyanda khona. Lokhu kuchuma kwezimboni e-United States kulindeleke ukuthi kuphoqe i-European Union ukuthi yenze ngokushesha ngoMthetho wayo we-Chip uma ingafuni ukusala ngemuva emncintiswaneni lapho i-silicon inguwoyela omusha futhi akekho ofuna ukuthembela kubantu besithathu ukuze baphathe umnotho wabo.
Isimo esivela kulo mfelandawonye sembula imboni ehlukene kakhulu futhi engaxubile kangako emhlabeni wonke, lapho izinqumo zezinkampani zihlanganiswa kakhulu namasu ezepolitiki amagunya amakhulu . Ekugcineni, ukuhlangana kwe-Apple ne-Intel kuqinisekisa ukuthi ukukhiqiza ubuchwepheshe obusezingeni eliphezulu ngaphakathi ezweni kuye kwashintsha kusuka esifisweni sokukhumbula izinto zakudala kwaba yisidingo esiphelele sokusinda esimweni sokuncintisana sanamuhla, okubonisa ukuthi noma ngubani olawula ifektri ulawula ikusasa lamadivayisi esiwaphethe emaphaketheni ethu.