Muaj cov cim qhia tseeb ntawm kev rov qab los hauv Ntiaj Teb Semiconductor Kev Lag Luam

Cov cim qhia ntawm kev ua lag luam rov qab
Kev muag khoom rov qab
Raws li tsab ntawv tshaj tawm tshiab los ntawm cov chaw tshawb fawb kev lag luam, kev muag khoom semiconductor thoob ntiaj teb tau mus txog qhov siab tshiab nyob rau lub quarter thib ob ntawm 2024, nrog kev loj hlob ntawm ib xyoos ib zaug ntawm 15%. Qhov kev loj hlob no feem ntau yog vim qhov kev thov muaj zog rau cov khoom lag luam semiconductor hauv cov ntawv thov tshiab xws li 5G kev sib txuas lus, kev txawj ntse, Internet ntawm Yam, thiab hluav taws xob tsheb. Tshwj xeeb tshaj yog kev rov qab los ntawm kev ua haujlwm siab thiab kev lag luam huab cua tau tsav qhov kev thov rau cov chaw zov me nyuam cov ntaub ntawv thiab cov servers, ntxiv txhawb kev muag khoom semiconductor.

Lub peev xwm rov qab los
Tom qab tau ntsib cov saw hlau tsis muaj zog hauv xyoo 2023, ntau lub tuam txhab semiconductor tau maj mam rov pib muaj peev xwm ntau lawm. Nrog rau kev nce hauv kev nqis peev hauv wafer fabs, ntau lub tuam txhab tau pib nthuav lawv cov kab ntau lawm kom tau raws li kev lag luam loj hlob. Piv txwv li, kev nqis peev tsis tu ncua ntawm cov tuam txhab ua lag luam xws li TSMC thiab Samsung hauv kev hloov kho thev naus laus zis thiab kev tsim kho tshiab lub Hoobkas tau muab lub hauv paus ruaj khov rau kev rov qab los ntawm kev lag luam thoob ntiaj teb semiconductor.

Kev tshaj tawm cov khoom tshiab
Tsav los ntawm kev ua lag luam xav tau, kev hloov pauv tshiab ntawm kev lag luam semiconductor yog nrawm. Cov tuam txhab loj tau tsim cov khoom tsim tshiab, xws li cov txheej txheem ua haujlwm tau zoo, nco, thiab daim ntawv thov tshwj xeeb kev sib koom ua ke (ASICs). Kev tso tawm ntawm cov khoom tshiab no tsis yog tsuas yog txhim kho kev lag luam kev sib tw, tab sis kuj coj cov ntsiab lus loj hlob tshiab rau kev lag luam.

Kev tshuaj xyuas ntawm Vim Li Cas Rov Qab Los
Tsav los ntawm 5G thiab kev txawj ntse
Kev siv dav dav ntawm 5G thev naus laus zis yog qhov tseem ceeb uas ua rau kev rov qab los ntawm kev lag luam semiconductor. Kev tsim kho ntawm 5G tes hauj lwm tau nce qhov kev thov rau cov chaw nres tsheb hauv paus, cov khoom siv davhlau ya nyob twg, thiab cov chips cuam tshuam. Tsis tas li ntawd, txoj kev loj hlob sai ntawm kev txawj ntse technology, tshwj xeeb tshaj yog nyob rau hauv cov teb xws li kev tsav tsheb, lub tsev ntse, thiab kev lag luam automation, tau ua kom nrawm dua qhov kev thov rau kev ua haujlwm siab thiab cov chips tshwj xeeb.

Cov neeg siv khoom siv ntawm cov khoom siv hluav taws xob tau rov zoo dua
Nrog rau kev txo qis ntawm kev sib kis, cov neeg siv khoom siv zog tau maj mam rov qab los, thiab kev muag khoom ntawm cov khoom siv hluav taws xob xws li smartphones, ntsiav tshuaj, thiab cov khoom siv hauv tsev tau rov qab los. Kev kho dua tshiab ntawm cov khoom no thiab kev loj hlob ntawm kev lag luam kev xav tau ncaj qha mus rau qhov kev thov rau cov khoom siv semiconductor. Raws li cov ntaub ntawv txheeb cais, thoob ntiaj teb kev xa khoom ntawm lub xov tooj smartphone yuav tsum loj hlob kwv yees li 10% hauv 2024, tso lub hauv paus rau kev rov qab los ntawm kev lag luam semiconductor.

Kev nce hauv ntiaj teb kev nqis peev
Hauv kev teb rau kev hloov pauv kev lag luam, ntau lub teb chaws thiab tuam txhab lag luam tau nce lawv cov peev hauv kev lag luam semiconductor. Tebchaws Asmeskas, European Union, thiab lwm thaj chaw tau tshaj tawm cov cai los txhawb kev txhim kho ntawm lawv cov kev lag luam semiconductor hauv tsev, txhawm rau txhim kho kev ua haujlwm zoo thiab kev ywj pheej ntawm lawv cov saw hlau. Raws li kev kwv yees, kev nqis peev thoob ntiaj teb hauv cov khoom siv hluav taws xob semiconductor xav tias yuav nce 25% los ntawm 2025, ntxiv kev txhawb nqa kev lag luam rov qab.

Cov kev sib tw thiab cov cib fim ntsib
Kev pheej hmoo ntawm cov khoom siv txuas ntxiv
Txawm hais tias muaj kev lag luam zoo rov qab los, tseem muaj qhov tsis paub tseeb hauv cov khoom siv thoob ntiaj teb. Kev hloov pauv ntawm tus nqi raw khoom, kev thauj mus los qeeb, thiab kev ntxhov siab ntawm thaj chaw tuaj yeem cuam tshuam rau kev txhim kho ruaj khov ntawm kev lag luam semiconductor. Yog li ntawd, cov lag luam yuav tsum tau ntxiv dag zog rau kev tswj cov saw hlau thiab txo cov kev pheej hmoo.

Kev sib tw thev naus laus zis zuj zus
Nrog rau kev rov qab los ntawm kev ua lag luam, kev sib tw hauv kev lag luam semiconductor tau dhau los ua nruj heev. Cov tuam txhab loj tau koom nrog kev sib tw hauv kev tsim kho thev naus laus zis, kev tshawb fawb thiab kev tsim khoom, thiab kev lag luam. Yuav ua li cas tswj kev coj noj coj ua thev naus laus zis thiab txhim kho cov nqi tsim khoom yuav yog ib qho kev sib tw tseem ceeb ntawm cov lag luam loj.

Green thiab sustainable kev loj hlob
Nrog rau kev paub txog kev tiv thaiv ib puag ncig, kev lag luam semiconductor tseem tab tom ntsib kev nyuaj siab rau ntsuab thiab kev txhim kho kom ruaj khov. Nyob rau hauv lub neej yav tom ntej, cov lag luam yuav tsum sib npaug ib puag ncig kev tiv thaiv nrog kev siv technology tshiab, txhawb kev tshawb fawb thiab kev loj hlob ntawm cov khoom siv hluav taws xob tsawg thiab ib puag ncig tus phooj ywg semiconductor kom tau raws li cov kev xav tau ntawm kev ua lag luam thiab tib neeg.

Kev Txhim Kho Yav Tom Ntej
Kev txawj ntse thiab digitalization
Nyob rau hauv lub neej yav tom ntej, lub lag luam semiconductor yuav txuas ntxiv mus rau kev txawj ntse thiab digitization. Txoj kev loj hlob sai ntawm cov haujlwm tshiab xws li Is Taws Nem ntawm Yam, kev txawj ntse txawj ntse, thiab kev tsav tsheb tsis muaj zog yuav tsav qhov kev thov rau cov khoom siv ntse ntse thiab cov txheej txheem ua haujlwm siab, txhawb kev tsim kho tshiab hauv kev lag luam semiconductor.

Localized ntau lawm
Tawm tsam keeb kwm yav dhau los ntawm geopolitical txaus ntshai thiab cov khoom lag luam teeb meem, ntau lub teb chaws tau pib muab qhov tseem ceeb rau kev tsim kho cov khoom siv hluav taws xob hauv zos. Nyob rau hauv lub neej yav tom ntej, lub ntiaj teb no semiconductor kev lag luam saw yuav nyiam mus localization los txhim kho lub autonomy thiab kev ruaj ntseg ntawm lub teb chaws nyob rau hauv lub semiconductor mov saw.

Kev siv cov khoom siv tshiab thiab thev naus laus zis
Kev siv cov ntaub ntawv tshiab thiab thev naus laus zis yuav dhau los ua qhov kev txhim kho tseem ceeb rau kev lag luam semiconductor. Kev nce qib thiab siv cov ntaub ntawv tshiab xws li silicon carbide thiab gallium nitride yuav txhim khu kev ua tau zoo thiab kev ua haujlwm ntawm cov khoom siv semiconductor. Lub caij no, kev tshawb fawb ntawm quantum xam thiab tshiab semiconductor technologies tseem yuav coj cov ntsiab lus loj hlob tshiab rau kev lag luam.