Ikinyamakuru AI Morning Post kivuga ko icyifuzo cya AI gitera Ubushinwa kwagura ibicuruzwa

Byagenze bite

Ikinyamakuru cyo mu majyepfo y’Ubushinwa cyatangaje ko JCET, Tongfu Microelectronics na Huatian Technology byatangaje miliyari zisaga 15 z'amadorari mu ishoramari ryongerewe ubushobozi mu gice cya mbere cya 2026. Amafaranga akoreshwa agamije igice cyo gupakira no gupima umuvuduko wa AI. SCMP ivuga ko JCET yatangaje kandi ikigo cya Shanghai miliyari 7.8, mu gihe Tongfu yemerewe kwemererwa kwishyiriraho imigabane ingana na miliyari 4.2 z'amadorari kandi iteganya kongera ubushobozi bwo kwibuka buri mwaka.

Ikinyamakuru cyitwa Morning Post cyo mu Bushinwa cyo mu majyepfo kivuga ko Ubushinwa butatu buyoboye amasoko yo gupakira ibicuruzwa biva mu mahanga - Jiangsu Changjiang Electronics Technology, Tongfu Microelectronics na Huatian Technology - byatangiye gahunda yo kwagura miliyari nyinshi. Raporo yatangaje ko ishoramari ryabo ryarenze miliyari 15 z'amafaranga y'u Rwanda mu gice cya mbere cya 2026, ni ukuvuga hafi miliyari 2.2 z'amadolari y'Amerika. SCMP ivuga ko amasosiyete yitabira kongera ubumenyi-bwenge bukenewe, inyungu zikomeye zo mu gice cya mbere ndetse n’uko Pekin itera imbaraga zo kwihaza mu ikoranabuhanga.

SCMP isobanura gupakira no kugerageza nkintambwe yanyuma mugukora chip. Umurwa mukuru mushya ugamije kwagura ubushobozi-bwohejuru-bupakira ubushobozi bwa AI yihuta. Raporo ntabwo itanga igabanywa rya miliyari 15 z'amayero yose hamwe na sosiyete, nta nubwo ivuga umubare w'ubushobozi buteganijwe bumaze kugirana amasezerano n'abakiriya. Ntabwo kandi igaragaza ibyihuta byihuta bya AI cyangwa tekinoroji yo gupakira irimo.

JCET, SCMP igaragaza ko ari isosiyete nini yo gupakira no gupima Ubushinwa mu Bushinwa, yatangaje ko umwaka ushize wiyongereyeho 79.4% mu nyungu z’inyungu zigera kuri miliyoni 845 mu gice cya mbere cy’umwaka wa 2026. Amafaranga yinjije agera kuri miliyari 19.5 y’amayero, ibyo SCMP ivuga ko igurishwa rikomeye ry’ibikoresho bya elegitoroniki bibarwa kandi ikavuga ko byatangajwe muri raporo y’ikigo cy’icyumweru gishize. Muri kamena, JCET yatangaje gahunda ya miliyari 7.8 yuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuu. Icyiciro cyayo cya mbere giteganijwe kurangira mu gice cya kabiri cya 2028, nk'uko SCMP ibitangaza.

Tongfu Microelectronics, SCMP ivuga ko iteganijwe gushyira ahagaragara ibyavuye mu musaruro uheruka ku wa gatanu, iteganya ko inyungu y’igice cya mbere iziyongera kugera kuri 337% umwaka ushize. Raporo ivuga ko iteganyagihe ryatewe ahanini n’ubufatanye bwa Tongfu n’ubufatanye n’isosiyete ikora ibikoresho bya semiconductor yo muri Amerika Advanced Micro Devices ku bitunganywa bizakurikiraho. Tongfu iherutse kandi kwemezwa n’amabwiriza yo gushyira imigabane ingana na miliyari 4.2 y’amayero, hamwe na miliyoni 888 zateganijwe ko hongerwaho buri mwaka ubushobozi bwo kwibuka-chip bwa 849.600. SCMP ivuga Huatian nkisosiyete ya gatatu ikomeye mu kwaguka ariko nta mibare yihariye yabyo.

Ibisobanuro birambuye: scmp.com ↗

Impamvu ari ngombwa

Raporo yerekana uburyo icyifuzo cya AI kigira ingaruka kumurongo wo hasi wogukora igice cya kabiri, ntabwo ari chip gusa no guhimba. Amafaranga akomeye yinjiza atanga amasosiyete yo gupakira abashinwa gushora imari kugirango yongere ubushobozi buhanitse, mugihe Beijing yo kwihaza yongeyeho urwego rwibikorwa. Inkomoko iboneka ntabwo yigenga yerekana umubare munini wubushobozi bushya bwiyemeje kubakiriya ba AI runaka, niba ishoramari ryuzuza gahunda zabo, cyangwa niba ibisabwa muri iki gihe bizakomeza gukomera.

Raporo y'ingenzi raporo ni uko icyifuzo cya AI kigera ku ruganda rukora abantu benshi batitaweho cyane kuruta gushushanya chip cyangwa sisitemu yo kubara. Gupakira no kugerageza nibyiciro byanyuma mbere yuko chip zuzuzwa zishobora gukoreshwa, kandi konte ya SCMP yerekana ko ibigo byo muriki gice bitanga igishoro kinini mubushobozi buhanitse. Niba gahunda zavuzwe zirangiye, zishobora kongera Ubushinwa ubushobozi bwo guteranya no kugerageza ibice byo mu rwego rwo hejuru bikoreshwa muri comptabilite ya AI.

Imibare yimari yatangajwe na SCMP ihuza gahunda yo kwagura nibikorwa byubucuruzi. Raporo ya JCET yiyongereye kandi yinjiza amafaranga, hamwe na Tongfu iteganijwe kwiyongera, byerekana ko amasosiyete abona inyungu z’ubucuruzi ziva mu gukenera cyane ibikoresho bya elegitoroniki hamwe n’ibikorwa bya AI. Nyamara, inkomoko ntisobanura ko AI yonyine yateje ibisubizo byatangajwe. Ivuga ko icyifuzo cya AI cyari umushoferi, mu gihe nanone kivuga ku kugurisha kwinshi kwa mudasobwa-electronics n'ubufatanye bwa Tongfu na AMD.

Ishoramari kandi ryicaye ku masangano y’ibisabwa mu bucuruzi na politiki y’inganda mu gihugu. SCMP ihuza kwaguka nimbaraga zihutirwa za Beijing zo gushimangira kwihaza mu ikoranabuhanga. Ibyo gutunganya ibintu kuko ubushobozi bwo gupakira igice cya semiconductor burashobora kugira ingaruka aho chip ziteranijwe ziteranijwe kandi zikageragezwa, ariko isoko ntisobanura inkunga ya leta, imihigo itanga amasoko, ingaruka zo kugenzura ibicuruzwa byoherezwa mu mahanga cyangwa ubushobozi bwamasosiyete kubona ibikoresho nibikoresho byose bisabwa. Ibyo bintu ntibikemutse.

Kubaturage ninganda, uruhare rwihuse ni uruhare runini rwabashinwa murwego rwo gutanga ibikoresho bifasha ibyuma bya AI. Raporo ntabwo yerekana ko ibikoresho bishya bikora, ko byageze ku musaruro wihariye, cyangwa ko bizagabanya ibiciro bya AI-chip. Ntabwo itanga amakuru ajyanye nakazi, ingaruka zibidukikije, kwibanda kubakiriya cyangwa kugaruka kubucuruzi kumafaranga ateganijwe. Ibyo gusiba bigabanya ibishobora gutangwa bivuye kumatangazo yo kwaguka.

Ibyo kureba

Ibimenyetso bigaragara neza mugihe gito ni inyungu zamasosiyete, gukusanya imari no kumenyekanisha ubwubatsi. SCMP itangaza ko Tongfu yagombaga gushyira ahagaragara ibisubizo byayo biheruka ku wa gatanu kandi ko ikigo cya JCET cya Shanghai giteganijwe kurangiza icyiciro cyacyo cya mbere mu gice cya kabiri cy’umwaka wa 2028.

Umushinga wa JCET wa Shanghai ni ingengabihe igaragara muri raporo. SCMP ivuga ko icyiciro cya mbere cy’isosiyete giteganijwe kurangira mu gice cya kabiri cy’umwaka wa 2028. Kumenyekanisha ibigo bizaza bishobora kumenya niba ubwubatsi butangira ku gihe, niba ingengo y’imari ihinduka ndetse n’uburyo bwo gupakira no gupima ibikoresho byateguwe gukora. Inkomoko yatanzwe ntabwo yemeza ubwigenge inkunga yumushinga, imiterere yubwubatsi cyangwa umusaruro uteganijwe.

Tongfu izasohoka yinjiza niyindi igenzura. SCMP ivuga ko iyi sosiyete yari yarahanuye ko igice cya mbere cy'inyungu kiziyongera kugera kuri 337% kandi biteganijwe ko kizatangaza ibyavuye mu minsi ishize. Ibisubizo birashobora gusobanura niba ibyateganijwe byujujwe, amafaranga yinjije bivuye mu bufatanye na AMD ndetse n’uko hateganijwe waferi 849.600 y’ubushobozi bwa buri mwaka bwo kwibuka-chip izongerwa kuri gahunda yavuzwe. Nta na kimwe muri ibyo bisubizo cyemejwe mu nkomoko.

Ikoranabuhanga rya Huatian rikwiye kwitabwaho cyane kuko SCMP ibishyira mubikorwa byo kwagura ibigo bitatu ariko ntibitanga imibare itandukanye yishoramari, ibisubizo byinjiza cyangwa ingengabihe yumushinga. Kumenyekanisha kwinyongera byafasha kumenya niba miliyari 15 yama yuan yerekana gahunda eshatu zingana cyangwa yibanda mubigo bimwe cyangwa bibiri. Bashobora kandi kwerekana umubare w'amafaranga yatangajwe yerekejwe cyane cyane kuri AI yihuta kuruta ibindi bicuruzwa bitwara imashanyarazi.

Ibindi bimenyetso birakenewe kuramba hamwe nibisabwa. Ibimenyetso byingirakamaro bikubiyemo ibicuruzwa byashyizwe ahagaragara, igipimo cyo gukoresha, gutangiza umusaruro no kuvugurura gahunda yo gukoresha imari. Inkomoko yita AMD ijyanye na Tongfu ariko ntisobanura abandi bakiriya cyangwa kugereranya ingano ya AI. Kubera iyo mpamvu, ntabwo byemejwe byigenga ko inyungu ziyongera muri iki gihe zizakomeza cyangwa ko ubushobozi bwose bwatangajwe buzakoreshwa na AI-chip.

Ibijyanye nuyobora & ibibazo