Icyerekezo cy'ubucuruzi ku rwego rw'isi mu bikoresho by'ikoranabuhanga n'amashanyarazi mu 2026

I. Chips na Semiconductors: Ubwiyongere bw'ibicuruzwa byoherezwa mu mahanga + Igenzura rikomeye ry'ibicuruzwa byoherezwa mu mahanga

Ubushinwa'Ibicuruzwa byoherezwa mu mahanga byazamutseho 72.6% (Mutarama)–Gashyantare)

Agaciro kose karenze miliyari 300 z'amanyarwanda, karuta kure iterambere ry'ubucuruzi mpuzamahanga (21.8%). Ibicuruzwa by'ingenzi ni utumashini twa 28/40/55nm twakuze, dukoreshwa cyane mu bikoresho byo mu rugo bya MCU, ibikoresho by'ikoranabuhanga by'imodoka, n'ibikoresho byo kugenzura inganda.—utwuma tw’ingenzi twa motherboards n’ibindi bikoresho. Ibiciro bya buri mashini byazamutseho hafi 52%, bitewe n’ibura ry’ibicuruzwa ku isi n’Ubushinwa.'inyungu z'ubushobozi.

Ubuholandi bwaguye uburyo bwo kugenzura ibicuruzwa byoherezwa mu mahanga muri ASML (11 Werurwe)

Ifite imashini zikora lithography ya 28nm/45nm ikuze, ikagabanya ubushobozi bwo kwagura ibikoresho byo mu rugo n'ibicuruzwa byo mu nganda. Ibicuruzwa bigera kuri miliyari 45 ku isi byose birabangamiwe.

Amerika yashyizeho umusoro wa 25% ku byuma bikoresha amashanyarazi (guhera muri Mutarama)

Umusoro wa 25% ku bikoresho n'imashini bitumizwa mu mahanga, hamwe n'isoko ry'inganda zo mu gihugu. Inyungu ku bashora imari mu mahanga bo mu nkengero z'inyanja muri Vietnam na Megizike; ibigo by'Abashinwa byihutisha iterambere ry'ibikorwa bigezweho no gushyigikira inganda zo mu gace.

II. Ibikoresho byo mu rugo n'ibikoresho by'amashanyarazi: Amasoko na Politiki

Brezili yakuyeho imisoro ku bikoresho by'ikoranabuhanga bigera ku 1.000 (30 Werurwe)

Ibyiciro 970 by'ibicuruzwa byabaye imisoro‑ubuntu ku gihe cy'agateganyo cya 4‑igihe cy'ukwezi, harimoibikoresho by'ikoranabuhanga, motherboards, ibikoresho byo mu rugo, n'ibikoresho by'ikoranabuhangaIbi bihindura izamuka rya 7.2% ry’umusoro muri Gashyantare, bitanga amahirwe akomeye ku byoherezwa mu mahanga n’Ubushinwa muri Brezili.

Ibigo by'ikoranabuhanga bya AI bituma ibikoresho by'amashanyarazi byoherezwa mu mahanga

Raporo ya IEA: Ibura ry'ibikoresho bya transfoma ku isi ryageze kuri 30%, igihe cyo kwishyura cyiyongereyeho imyaka 3. Ubushinwa'ibicuruzwa byoherezwa mu mahanga bifite agaciro kanini‑Imashini zihindura amashanyarazi mu buryo bwihuse (voltage/smart transformers) na switchgears zirimo kwiyongera, bitewe n’uko hakenewe cyane kuvugurura imiyoboro y’amashanyarazi mu Burayi no muri Amerika.

Kugabanya imisoro muri Amerika byagiriye akamaro ibicuruzwa byo mu rugo byoherezwa mu mahanga

Imisoro ku bicuruzwa by’Abashinwa yagabanutseho hafi 5%. Hamwe no kugarura ibyagurishijwe muri Amerika no kongera gushyira mu bikorwa, ibintu by’ibanze byo kohereza mu mahanga ibikoresho binini byo mu rugo byarazamutse.

III. Amabwiriza mashya mu nganda (Iyubahirizwa ry'amategeko ni ingenzi)

Ubushinwa'gishya igikoresho cy'amashanyarazi gikoreshwa mu myanda Amategeko agenga kongera gukoresha ibikoresho byakoreshejwe aratangira gukurikizwa (Ku ya 1 Werurwe)

HJ 527 nshya isanzwe—2026 izagura uburyo bwo kugenzura ibikoresho by’ikoranabuhanga n’ibikoresho by’imodoka, ikongera uburyo bwo kugenzura ihumana mu gihe cyo gusenya. Abatumiza ibicuruzwa mu mahanga bagomba kandi kwita ku mabwiriza ya EU WEEE na RoHS.

Ivugurura ry'imisoro ku bicuruzwa byoherezwa mu mahanga (guhera ku ya 1 Mata)

Igabanyirizwa ry'imisoro ku bicuruzwa bya PV byoherezwa mu mahanga ryakuweho.

Igabanyirizwa rya batiri ryagabanutse kuva kuri 9% kugera kuri 6% (ku mpera‑2026) kandi yakuweho mu 2027.

IV. Ingaruka z'ingenzi

Kubura abantu bakuze‑uduce duto two gutunganya→Amabati y'ibikoresho byo mu rugo n'ibindi bikoresho birushaho kwiyongera‑Ubudahangarwa bw'uruhererekane, ingingo y'ingenzi yo kugurisha.

Inshingano za Brezili‑idirishya ry'ubuntu→Kwihutisha iterambere ry'isoko ryo muri Amerika y'Epfo, hibandwa ku bikoresho by'ikoranabuhanga bya televiziyo n'imashini zimesa.

Idirishya rya Canton Fair→Huza n'abaguzi bo ku isi, garagaza abantu bakuze‑inkunga y'ibikorwa, gutanga serivisi zihamye, n'impamyabushobozi mpuzamahanga (CE/UL).