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Ikhaya > Izindaba > Ukujeziswa kwe-US eHong Kong sekusondele, abangenisi be-chip baseChina benyuka ngemizamo yokuthola isitoko

Ukujeziswa kwe-US eHong Kong sekusondele, abangenisi be-chip baseChina benyuka ngemizamo yokuthola isitoko

IBloomberg ibike ukuthi ibona kusengaphambili ukuthi unswinyo lwase-US eHong Kong luzokwenza ukuthi ukuhweba kube nzima, abathengisi be-chip baseChinese bakhulisa ukuthengwa kwemishini ngeziteshi zaseHong Kong. Engxenyeni yokuqala yalo nyaka, inani lokuthengiswa kabusha kwama-semiconductors adluliselwe ezweni elikhulu ngokusebenzisa iHong Kong lenyuke ngo-11% uma kuqhathaniswa nesikhathi esifanayo ngo-2019, cishe kabili ukwanda kokuthengiwe kwe-chip ngokuphelele. NgoJuni kuphela, ukuhweba kabusha okuthekelisa kabusha kukhuphuke ngo-21%. Imininingwane ikhombisa ukuthi ukuhanjiswa kwe-chip okuvela eHong Kong kunebanga elingaphezu kwama-38% wokungeniswa kwe-chip kweChina.

Phambilini i-United States imemezele ukuhoxiswa kwesimo sokuhweba esikhethekile saseHong Kong sokuvimbela ukuhweba kwezimpahla ezizwelayo kufaka ne-chips ethile yamakhompiyutha. Kubathengi be-chip abanjengoHuawei, i-Xiaomi noma iLenovo, isimo esibi kakhulu sizoholela ekunikezelweni okukhulu kwamabhodlela.

UVictor Choi, umongameli weHong Kong Electronics Technology Association, uthe: "Amakhasimende aseChina azimisele ukuthenga imikhiqizo eminingi ngaphambi kosuku lokuqala lwenkokhelo." Kulinganiselwa ukuthi kunezinkampani ezingaphezu kuka-300 ezigxile kulo mkhakha. "Bafaka ama-oda amaningi wale mikhiqizo (chip) kunangaphambili."

Isibonelo, njengoba izindlela zokuqhekeka kwe-U.S ziba zimbi ngokwengeziwe, iHuawei kufanele izame ukuqinisekisa amakhasimende ukuthi i-chip supply chain yayo ihlala ingasasebenzi. Yize uHuawei esheshisa inqubo ye-R&D yangaphakathi "yokwenziwa kabusha" kwama-chip, kusalokhu kugcokwa okwanele ngesikhathi esifushane sokubhekana nokushoda kwezidingo zesikhashana. Kodwa-ke, unswinyo olubekwe yiMelika lusho ukuthi amasheya ayohlala ephelelwa isikhathi.

Ngokuvamile, ngenxa yokukhathazeka mayelana nokushaqeka okungaphezulu kokuthengiswa, izinkampani ezifanele zaseChina bezilungiselela ngenkuthalo ukusungulwa kwe-chip. Phakathi kwazo, ukuhweba kabusha okuthengiswa kabusha eHong Kong kuyisiteshi esibalulekile.

IBloomberg iveze ukuthi i-Hong Kong kade iyisiteshi esibalulekile ezwenikazi ukungenisa ubuchwepheshe, ngokwengxenye yenani lentela eliphansi kanye nohlelo lwezezimali oluvulekile. Esinye isizathu esibalulekile ukuthi kungenzeka ukuthi kutholakale amalayisense wokuthumela ngaphandle ngokuthengiselana phesheya kwezinkampani zaseHong Kong. Okukhulu.

Ukukhanselwa kukaMelika kwesimo sokuhweba esikhethekile saseHong Kong kungasishintsha lesi simo. Inkampani yokucwaninga yezimboni iTrendForce ixwayise ngombiko ekuqaleni kwalenyanga ukuthi ukususwa kwesimo esikhethekile saseHong Kong "kuzoshintsha kakhulu" indlela imboni yezimboni zomhlaba wonke esebenza ngayo.

URory Green, isazi sezomnotho e-TS Lombard, uthe kuleso simo esibi kakhulu, unswinyo olubanzi olubekwe yi-United States eHong Kong kanye nezwekazi loshintsho luzobe lususa umsebenzi osuka eHong Kong usiya kwesinye isikhungo sokudluliselwa kwe-Asia. Kodwa-ke, "embonini yezobuchwepheshe yaseChina, umphumela umane ukhokhiswa imali ephezulu ekhombisa izindleko eziphezulu zokuthengiselana, kepha akubanga yingozi enkulu."

UCui Zhigang ubuye wathi ezinye izinkampani zokuhweba zaseHong Kong zicabanga ukumisa amahhovisi amasha okuthengisa eNdiya, eVietnam noma eCambodia ukuze aqhubeke nokuthengisa imikhiqizo kumakhasimende amakhulu, okuzoholela ezindlekweni eziphakeme zomkhiqizo.