Inzuzo yezomnotho ethathwe izinkampani eziphezulu ezingu-5% yeqe isamba senzuzo yezomnotho (amaRandi ayizigidi eziyizinkulungwane ezingu-147) ekhiqizwe yiyo yonke imakethe ye-semiconductor.

Ngokombiko okhishwe uMcKinsey, izinkampani eziphezulu ezingu-5% embonini ye-semiconductor (ngokusekelwe ekuthengisweni konyaka), okuhlanganisa i-NVIDIA, i-TSMC, i-SK Hynix, ne-Broadcom, yathatha yonke inzuzo yomkhakha ngonyaka odlule.

Amaphesenti angu-5 aphezulu athole inzuzo yezomnotho yezigidigidi ezingu-159 zamaRandi, kanti ama-90% aphakathi asele no-$5 wezigidigidi kuphela. Amaphesenti angu-5 aphansi empeleni alahlekelwe yi-$ 37 billion. Empeleni, inzuzo yezomnotho ethathwe ngamaphesenti angu-5 aphezulu idlule inzuzo yezomnotho isiyonke (amaRandi ayizigidi eziyizinkulungwane ezingu-147) ekhiqizwe yiyo yonke imakethe ye-semiconductor.

Lokhu kushintshwa kwemakethe kwenzeke phakathi neminyaka engu-2-3 nje. Phakathi kuka-2021-2022, izinkampani ezimaphakathi ezingama-90% zithole inzuzo yezomnotho engaphezu kwezigidigidi ezingama-30 zamarandi ngonyaka. Uma kubalwa inkampani ngayinye, lokhu kulinganiselwa ku-$130 million. Kodwa-ke, ngokukhuphuka kwe-AI semiconductor boom ngo-2023, isilinganiso senzuzo ngenkampani ngayinye kuleli qembu sehle safinyelela ku-$38 million. Ngonyaka odlule, inzuzo iphinde yehla yafinyelela ku-$17 million, okusho ukwehla ngo-88% eminyakeni emibili nje kuphela.

UMcKinsey ubikezela ukuthi ngo-2030, izinkampani ze-semiconductor ngaphakathi kochungechunge lwenani le-AI zizobona izinga lokukhula eliphakathi konyaka lika-18-29%, kuyilapho izinkampani ze-semiconductor zendabuko ezingaxhumene ngokuqondile ne-AI zizokhula kuphela ngo-2-3% ngonyaka. UMcKinsey uhlaziye: "Yize izinkampani ezimbalwa zithola amazinga enzuzo angakaze abonwe ngokukhuphuka kwenani le-AI, izinkampani eziningi zibhekana neqiniso elihluke kakhulu."

Into ewinayo ethatha konke ivela ngoba izinkampani eziholayo zingabusa amazinga emikhiqizo emisha ye-semiconductor. Emikhiqizweni ekhona, izindinganiso ziqale zibekwe yimizimba efana ne-Joint Electron Device Engineering Council (JEDEC), okuthi ngemuva kwalokho izinkampani zithuthukise imikhiqizo ngendlela efanele. Kodwa-ke, kuma-semiconductors anezincazelo ezihluke ngokuphelele, izinkampani ezingena emakethe zibeka izindinganiso kuqala. Lokhu kubanikeza ilungelo lokuba "abenzi bemithetho" ezimakethe ezisafufusa, bavimbele ngempumelelo abangenayo kamuva.

Isibonelo, ngenkathi i-SK Hynix iqala ukuthuthukisa i-HBM yesizukulwane sokuqala ngo-1, ukuthuthukiswa nokusetha okujwayelekile kwenzeka kanyekanye. Imojula ye-DRAM ekhuthaziwe njengamanje ye-NVIDIA, i-SOCAMM (i-Scalable Coherent Accelerator Memory Module), okuhloswe ngayo ukuthi kudume amakhompyutha amakhulu e-AI, kungenye indaba evamile yenkampani ethile eyakha izinga layo lememori elizimele. Njengoba imboni ye-semiconductor ishintshela ekukhiqizeni ama-chips ngokwezifiso ngokusekelwe ezidingweni zamakhasimende, lo mkhuba kulindeleke ukuthi ushube nakakhulu.

Umuntu ongaphakathi embonini uthe, "Emikhiqizweni ebingekho ngaphambilini, akunakugwenywa ukuthi imibono yomkhiqizi ibonakale kakhulu lapho kumiswa izindinganiso."

Inkinga ukuthi imboni ye-semiconductor yaseKorea ikude nendawo yalezi zinguquko. Ngenkathi iKorea iphethe ngaphezu kwama-50% wesabelo semakethe ye-memory semiconductor yomhlaba, ukuncintisana kwayo ezimakethe ze-GPU ne-ASIC, okuwumgogodla kuma-semiconductors we-AI, kuphansi kakhulu kunaleyo yase-US ne-Taiwan. Njengamanje, ngaphandle kwe-SK Hynix's High Bandwidth Memory (HBM), cishe azikho izinkampani zaseKorea ezihlanganiswe ochungechungeni lwenani le-NVIDIA lwe-AI. Ngenkathi ezinye ze-Korean AI semiconductor startups sezivele, ziqondise ngokuyinhloko izimakethe ze-niche ezingakangenwa yi-NVIDIA ngenxa yokuntuleka kwezimali kanye nabasebenzi.

Imboni ye-semiconductor igcizelela ukuthi i-Korea kufanele yakhe i-AI semiconductor ecosystem ngokwakha ama-HBM esizukulwane sesibili nesesithathu ngaphakathi kwesizinda senkumbulo. Njengamanje, izisheshisi ze-NVIDIA ze-AI zibonwa njengowukuphela kwenketho, kodwa amathuba okuhlasela akhona njengoba ukuqaliswa kwamandla angasindi namandla aphansi kuba yimfuneko. Kuze kube manje, i-Samsung Electronics ne-SK Hynix ziqapha ngokucophelela isidingo sobuchwepheshe obufana ne-Compute Express Link (CXL), i-Processing-In-Memory (PIM), kanye ne-Low-Power Compression Attached Memory Module (LPCAMM). Lobu buchwepheshe bunikeza ukukhiqizwa kokushisa okuphansi kodwa ngesivinini esisheshayo, futhi zombili izinkampani ziyabathuthukisa ngenkuthalo. Endabeni ye-CXL, ngokungafani ne-HBM, i-Samsung Electronics ithuthukisa imikhiqizo emisha ngokushesha kune-SK Hynix, okungenzeka iholele endaweni entsha yokuncintisana.

Ukuze izinkampani ezifuywayo ziphile endaweni ewinayo-ethatha yonke i-AI semiconductor landscape, usekelo olunezici eziningi ezindaweni ezifana noxhaso lwezimali kanye nokwakhiwa kwe-ecosystem kuyadingeka. Lokhu kufanele kufane neqhinga lase-Taiwan lokukhulisa ngokwecebo imboni yayo ye-semiconductor eminyakeni engu-40 ngokusebenzisa imodeli yobambiswano lukahulumeni nezizimele. Okokuqala, ukugxila kwamanje kumakhredithi entela kufanele kushintshele ezindleleni zosekelo lwezezimali ezisebenzayo, njengezibonelelo noma ukutshalwa kwezimali kwezabelo. Ukwengeza, kubuchwepheshe okunzima ukubenza basekhaya, ukuheha izinkampani zaphesheya ukuthi zimise izikhungo ze-R&D kungacebisa i-semiconductor ecosystem yasendaweni.

Umqondisi Ophethe weSamil PwC Management Research Institute uthe, "I-Korea ilinganiselwe amandla okukhiqiza asekhaya ezingxenyeni ezidingekayo kuma-semiconductors e-AI," wengeza ngokuthi, "Ngenxa yokunganele kokutshalwa kwezimali kwe-R&D, amandla ezobuchwepheshe, abasebenzi, kanye nokuheha ukutshalwa kwezimali, ukusekelwa kuyadingeka ukunqamula lo mjikelezo ononya."

Mayelana SLKOR:

SLKOR, enekomkhulu e-Shenzhen, e-China, iyibhizinisi kazwelonke elithuthuka ngokushesha elithuthukayo emkhakheni we-semiconductor yamandla. Njengoba kunezikhungo ze-R&D e-Beijing nase-Suzhou, ithimba layo lezobuchwepheshe eliyinhloko lisuka eNyuvesi yaseTsinghua. Njengomsunguli we-silicon carbide (SiC) ubuchwepheshe bedivayisi yamandla, SLKORImikhiqizo isetshenziswa kakhulu ezimotweni zamandla amasha, ukukhiqiza amandla kagesi e-photovoltaic, i-IoT yezimboni, kanye nezinto zikagesi zabathengi, ihlinzeka ngezixazululo ezibalulekile ze-semiconductor kumakhasimende angaphezu kuka-10,000 emhlabeni jikelele.

Le nkampani iletha amayunithi angaphezu kwezigidi eziyizinkulungwane ezimbili ngonyaka, nama-SiC MOSFET ayo kanye nesizukulwane sesi-2 sokululama ngokushesha ama-SBD diode abeka amabhentshimakhi embonini ngesilinganiso sokusebenza kahle kanye nokuzinza okushisayo. SLKOR inamalungelo obunikazi okusungulwa angaphezu kwe-100 futhi inikeza amamodeli wemikhiqizo engu-2,000+, ngokuqhubekayo yandisa iphothifoliyo yayo ye-IP kuwo wonke amadivayisi kagesi, izinzwa, nama-IC okuphatha amandla. Izitifiketi ezihlanganisa i-ISO 9001, i-EU RoHS/REACH, nokuthobelana kwe-CP65 kukhombisa ukuzibophezela okuqinile kwenkampani ekusunguleni okusha kwezobuchwepheshe, ukukhiqiza okunciphile, kanye nentuthuko esimeme.