Kobaca Maalgashiga AI: Iibka Qalabka Wax Soo Saarka Semiconductor-ka Caalamiga ah (Chip) ayaa la filayaa inuu gaaro heerkii ugu sarreeyay sanadka 2025.
Iyada oo la maalgelin xooggan lagu sameeyay sirdoonka macmalka ah, iibka qalabka wax soo saarka semiconductor-ka adduunka (chip) ayaa la saadaalinayaa inuu gaaro rikoorkii ugu sarreeyay sanadka 2025. Iibku waxaa la filayaa inuu sii kordho oo uu sameeyo diiwaanno cusub labada sano ee soo socota (2026-2027).
Diseembar 16, Semiconductor Equipment and Materials International (SEMI) ayaa soo saartay warbixinteeda saadaasha suuqa qalabka jajabka adduunka ee SEMICON Japan 2025. Warbixintu waxay saadaalinaysaa in dhammaadka 2025, iibka qalabka jajabka adduunka (alaabooyinka cusub) uu kordhi doono 13.7% sannadba sannadka ka dambeeya, isagoo gaaraya rikoorkii ugu sarreeyay ee US$133 bilyan. Intaa waxaa dheer, iibka ayaa la filayaa inuu sii kordho labada sano ee soo socota, isagoo gaaraya US$145 bilyan sannadka 2026 iyo US$156 bilyan sannadka 2027, taasoo si joogto ah u jebinaysa diiwaannada taariikhiga ah.
SEMI waxay tilmaamaysaa in sababta ugu weyn ee kobaca joogtada ah ee iibka qalabka jajabku uu ka yimaado maalgashiga macquulka horumarsan, xusuusta, iyo tignoolajiyada baakadaha ee horumarsan ee la xiriira sirdoonka macmalka ah.
Madaxa SEMI Ajit Manocha ayaa yiri, "Iibinta qalabka jajabka ee caalamiga ah waa mid xooggan, iyadoo la filayo in geeddi-socodka hore iyo kan dambe uu koro sannadkii saddexaad oo xiriir ah, waxaana la saadaalinayaa in iibku uu ka badan doono $150 bilyan markii ugu horreysay sannadka 2027. Ka dib markii la sii daayay saadaasha bartamaha sannadka ee la soo saaray bishii Luulyo, waxaan kor u qaadnay saadaasha iibka qalabka jajabka sababtoo ah maalgashi ka firfircoon sidii la filayay oo lagu taageerayo baahida AI."
SEMI waxay saadaalisay in iibka qalabka wax soo saarka ee caalamiga ah (qalabka wax lagu sameeyo ee wafer; WFE) uu kor u kici doono 11.0% sanadba sanadka ka dambeeya ilaa $115.7 bilyan sanadka 2025, laga bilaabo saadaasha bartamaha sanadka oo ah $110.8 bilyan iyo ka badan saadaasha 2024 oo ah $104 bilyan, taasoo dhigaysa rikoor cusub. Dib-u-eegista kor u kaca ee saadaasha iibka WFE waxay inta badan ka tarjumaysaa kororka lama filaanka ah ee maalgashiga DRAM iyo HBM oo ay horseedday baahida xisaabinta AI, iyo sidoo kale kaalinta muhiimka ah ee ka timid ballaarinta awoodda sii socota ee Shiinaha. Iyada oo ay ka dhalatay baahida sii kordheysa ee macquulka iyo xusuusta horumarsan, iibka WFE ee caalamiga ah ayaa la saadaalinayaa inuu kordho 9.0% sanadka 2026 iyo inuu sii kordho 7.3% sanadka 2027, taasoo gaareysa $135.2 bilyan.
SEMI waxay tilmaamaysaa in Shiinaha, Taiwan, iyo Kuuriyada Koonfureed la filayo inay sii ahaadaan saddexda ugu sarreeya ee iibsada qalabka jajabka marka la gaaro 2027. Inta lagu jiro muddada saadaasha (ilaa 2027), Shiinaha waxaa la saadaalinayaa inuu sii wado maalgashiga hababka qaan-gaarka ah iyo qanjidhada horumarsan ee gaarka ah si uu u ilaaliyo booska hoggaamineed; si kastaba ha ahaatee, kobaca ayaa la filayaa inuu hoos u dhaco ka dib 2026, iyadoo iibku si tartiib tartiib ah hoos ugu dhacayo. Taiwan, maalgashi muhiim ah oo lagu ballaarinayo awoodda wax soo saarka ee casriga ah ayaa la filayaa inuu sii socdo ilaa 2025. Koonfurta Kuuriya, maalgashi la taaban karo oo lagu sameeyo tignoolajiyada xusuusta ee horumarsan, oo ay ku jirto HBM, ayaa taageeri doona iibinta qalabka.
Gobollada kale, waxaa la filayaa in maalgashiga uu kordho 2026 iyo 2027 sababo la xiriira dhiirigelinta dowladda, dadaallada deegaanka, iyo kordhinta awoodda wax soo saarka ee alaabada gaarka ah.
Ururka Warshadaha Tiknoolajiyada Macluumaadka iyo Elektroonigga Japan (JEITA) ayaa soo saaray warbixin Diseembar 2-deedii, taasoo sheegaysa in, sida laga soo xigtay saadaasha ugu dambeysay ee Nidaamka Ganacsiga Semiconductor-ka Adduunka (WSTS), maalgashiga xarumaha xogta sirdoonka macmalka ah ay noqon doonto darawalka ugu weyn, taasoo kor u qaadi doonta kobaca xawaaraha sare ee sii socda ee baahida xusuusta, GPU-yada, iyo jajabyada kale ee macquulka ah. Sidaa darteed, iibka semiconductor-ka adduunka ayaa la saadaalinayaa inuu kordho 26.3% sannadba sannadka ka dambeeya si uu u gaaro $975.46 bilyan marka la gaaro 2026, taasoo ku dhow calaamadda $1 tiriliyan waxayna calaamad u tahay rikoor cusub oo sare sannadkii saddexaad oo xiriir ah.
Iibka qalabka semiconductor-ka ee Japan ayaa sii wada inuu gaaro heer sare oo cusub.
Iibka qalabka wax soo saarka semiconductor-ka ee Japan ayaa weli ah mid xooggan, iyadoo iibka Oktoobar 2025 uu ka badan yahay 400 bilyan oo yen bishii 12aad oo xiriir ah, taasoo dhigtay rikoor cusub isla muddadaas. Iyada oo ay kor u kacday tan, saamiyada shirkadaha qalabka jajabka ee Japan ayaa maanta kor u kacay.
Sida laga soo xigtay Yahoo Finance, laga bilaabo 9:20 subaxnimo waqtiga Taipei 27-keeda, saamiyada Tokyo Electron (TEL) ayaa kor u kacay 2.60%, saamiyada Advantest (soo saaraha qalabka tijaabada) ayaa kor u kacay 4.34%, saamiyada Kokosai (soo saaraha qalabka kaydka filimada khafiifka ah) ayaa kor u kacay 5.16%.
Xog ay soo saartay Ururka Qalabka Semiconductor ee Japan (SEAJ) 26-kii ayaa muujisay in iibka qalabka semiconductor-ka ee Japan (oo ay ku jiraan dhoofinta, celcelis dhaqdhaqaaq 3 bilood ah) uu gaaray 413.876 bilyan oo yen bishii Oktoobar 2025, taasoo ah koror 7.3% ah marka la barbar dhigo isla muddadaas sannadkii hore, taasoo ah bishii 22aad ee kobaca oo xiriir ah. Iibka bishii wuxuu dhaafay 300 bilyan oo yen muddo 24 bilood oo xiriir ah iyo 400 bilyan oo yen muddo 12 bilood oo xiriir ah, taasoo dhigtay rikoor cusub bishaas.
Iibku wuxuu hoos u dhacay 2.5% marka la barbar dhigo bishii hore (Sebtembar 2025), taasoo muujinaysa hoos u dhac labaad oo saddex bilood gudahood ah.
Laga bilaabo Janaayo ilaa Oktoobar 2025, iibinta qalabka semiconductor-ka ee Japan waxay gaartay 4.214 tiriliyan yen, taasoo ah koror 17.5% ah marka la barbar dhigo isla muddadaas sannadkii hore, taasoo aad uga badan rikoorka taariikhiga ah ee 3.586 tiriliyan yen oo la dejiyay 2024.
Saamiga suuqa adduunka ee qalabka semiconductor-ka (marka loo eego dakhliga iibka) ee Japan ayaa gaaray 30%, taasoo ka dhigaysa suuqa labaad ee ugu weyn adduunka marka laga reebo Mareykanka.
Oktoobar 31, Tokyo Telecom (TEL) waxay ku dhawaaqday natiijooyinkeeda dhaqaale, iyadoo sheegtay in natiijo ka wanaagsan sidii la filayay awgeed, shirkaddu ay kor u qaadday bartilmaameedkeeda dakhliga ee isku-dhafan ee sannad-maaliyadeedka 2025 (Abriil 2025 ilaa Maarso 2026) laga bilaabo ¥2.35 tiriliyan bishii Luulyo ilaa ¥2.38 tiriliyan. Bartilmaameedka faa'iidada hawlgalka ee isku-dhafan ayaa sidoo kale laga soo qaaday ¥570 bilyan ilaa ¥586 bilyan, iyo bartilmaameedka faa'iidada saafiga ah ee isku-dhafan laga soo bilaabo ¥444 bilyan ilaa ¥488 bilyan.
Luulyo 3, SEAJ waxay soo saartay warbixin saadaalin ah oo tilmaamaysa in baahida xooggan ee GPU-yada iyo HBM-yada ka imanaya server-yada AI awgeed, warshadda horumarsan ee semiconductor-ka ee Taiwan TSMC ay bilaabi doonto soo saarista ballaaran ee jajabyada 2nm, taasoo horseedaysa maalgashi kordhay oo ku yimaada tignoolajiyada 2nm. Intaa waxaa dheer, maalgashiga Kuuriyada Koonfureed ee DRAM/HBM ayaa sidoo kale sii kordhaya. Sidaa darteed, saadaasha iibka qalabka semiconductor-ka ee Japan (iyadoo la tixraacayo iibinta shirkadaha Japan gudaha iyo dibaddaba) sannad-maaliyadeedka 2025 (Abriil 2025 ilaa Maarso 2026) ayaa dib loo eegay laga soo bilaabo qiyaastii hore ee 4.659 tiriliyan yen ilaa 4.8634 tiriliyan yen, taasoo ah koror 2.0% ah marka loo eego sannad-maaliyadeedka 2024, waxaana la filayaa inay gaarto rikoor sare sannadkii labaad oo xiriir ah.
Waqtiga boostada: Diseembar-22-2025