Nga umanga: TSMC, Intel, me Samsung Electronics e 2ncy i whakaputa i nga reiti o te 65%, 55%, me te 40%, e 40%

Inanahi nei, ko John Vinh, he kaitätari i nga maakete nui o te Keybanc, i taraihia i roto i te ripoata o te 65%, a Samsung Electronics e tata ana ki te 65%, e 40%, ara.

I kii a John Vinh ko te hua o te Intel 18A kua piki te 5% i whakaritea ki te 50% o te hauwhā o mua, ka awhina i a Ilte i te whaainga o te Kaituku Pouaka i tenei tau.Ko te hiahia a Intel Storehanga kia uru ki te whakaputa papatipu me te utu o te 65% ki te 75%, te arahi a Samsung.I taua wa, ko te reeti hua a TSMC ka tata ki te 75%.

I tua atu, ka whakaatuhia e John Vinh ka whakarewahia e Intel te kaihokohoko e anga ana ki te tau tuarua o te 2026.

Ahakoa e ripoata ana a Intel i te Ratonga 18A-P ka huri ki te 14a, e whakapono ana a John Vinh na te mea he whakataetae na te 18a-p.Ko te 14A e tika ana kia whakauruhia ki te mahinga papatipu i te mutunga o te 2027, i te timatanga ranei o te 2028.

He rereke, ko te hua tukatuka SF2 a Samsung te 40% noa iho, ko te tikanga N2 a TSMC he teitei te 65%.