I. Chips & Semiconductors: Kororka Dhoofinta + Xakamaynta Dhoofinta oo Adag
Shiinaha'Dhoofinta jajabka s ayaa kor u kacday 72.6% (Janaayo-Febraayo)
Wadarta qiimaha ayaa ka badan 300 bilyan oo RMB, taasoo aad uga sarreysa kobaca ganacsiga dibadda guud ahaan (21.8%). Badeecadaha ugu muhiimsan waa jajabyada habka bisil ee 28/40/55nm, oo si weyn loogu isticmaalo qalabka guryaha lagu isticmaalo ee MCU-yada, qalabka elektarooniga ah ee baabuurta, iyo kontaroolada warshadaha.—Jajabyada ugu muhiimsan ee Motherboard-yada iyo agabka. Qiimaha cutubyadu wuxuu kor u kacaa qiyaastii 52%, taasoo ay keentay yaraanta silsiladda sahayda adduunka iyo Shiinaha.'faa'iidooyinka awoodda s.
Netherlands waxay ballaarinaysaa xakamaynta dhoofinta ASML (Maarso 11)
Waxay daboolaysaa mashiinnada lithography-ga ee habka bislaaday ee 28nm/45nm, taasoo si toos ah u xaddidaysa ballaarinta awoodda qalabka guriga iyo jajabyada warshadaha. Qiyaastii 45 bilyan oo dalabyo jajab ah ayaa adduunka oo dhan saameeya.
Mareykanka ayaa canshuur dhan 25% ku soo rogay semiconductors-ka (laga bilaabo Janaayo)
Canshuur 25% ah oo lagu soo rogay jajabyada iyo qalabka la soo dejiyo, iyadoo laga reebay wax soo saarka gudaha. Waxay faa'iido u leedahay shirkadaha dibadda ee ka shaqeeya Vietnam iyo Mexico; Shirkadaha Shiinuhu waxay dardar geliyaan horumarinta habka bisil iyo warshadaha taageerada maxalliga ah.
II. Qalabka Guriga & Qalabka Korontada: Suuqyada & Siyaasadaha
Brazil waxay meesha ka saartay canshuuraha soo dejinta ee ku dhawaad 1,000 oo qalab elektaroonik ah/qalab ah (Maarso 30)
970 qaybood oo wax soo saar ah ayaa waajib noqonaya-bilaash ah oo ku meel gaar ah 4-muddo bil ah, oo ay ku jiraanqaybaha elektaroonigga ah, motherboards-ka, qalabka guriga, iyo qalabka IT-gaTani waxay dib u celinaysaa kor u kaca qiimaha canshuurta ee 7.2% bishii Febraayo, taasoo fursad xooggan u abuurtay dhoofinta Shiinaha ee Brazil.
Xarumaha xogta AI waxay wadaan dhoofinta qalabka korontada
Warbixinta IEA: Yaraanta qalabka isbeddelka adduunka ayaa gaartay 30%, muddada hogaamintana waxaa loo kordhiyay 3 sano. Shiinaha'dhoofinta sare ee s-Koronto-dhaliyayaasha iyo qalabka wax lagu beddelo ee danabka/casriga ah ayaa aad u kordhaya, iyadoo ay taageerayaan baahida xooggan ee loo qabo casriyeynta shabakadaha korontada ee Yurub iyo Mareykanka.
Dhimista canshuuraha Mareykanka ayaa faa'iido u leh dhoofinta qalabka guryaha
Canshuuraha isku dhafan ee alaabta Shiinaha ayaa hoos u dhacay qiyaastii 5%. Marka lagu daro soo kabashada iibka tafaariiqda Mareykanka iyo dib u soo celinta alaabta, aasaaska dhoofinta ee qalabka guryaha ee waaweyn ayaa soo hagaagay.
III. Xeerarka Cusub ee Warshadaha (U hoggaansanaanta Muhiimka ah)
Shiinaha'cusub qalabka korontada qashinka ah Xeerarka dib-u-warshadaynta ayaa dhaqan galaya (Maarso 1)
Heerka cusub ee HJ 527—2026 wuxuu ballaarinayaa daboolida qalabka casriga ah iyo qalabka baabuurta, isagoo xoojinaya xakamaynta wasakhowga inta lagu jiro burburinta. Dhoofiyayaasha waa inay sidoo kale ogaadaan tilmaamaha EU WEEE iyo RoHS ee la adkeeyay.
Hagaajinta canshuur celinta dhoofinta (waxay dhaqan galaysaa Abriil 1)
Canshuurta dhoofinta ee alaabada PV waa la baabi'iyay.
Lacag celinta baytariga ayaa laga dhimay 9% ilaa 6% (dhammaadka-2026) waana la baabi'iyay 2027.
IV. Saamaynta Muhiimka ah
Yaraanta dadka waaweyn-jajabyada habka→Motherboard-yada iyo agabka qalabkaaga guriga ayaa sii xoogaysanaya-xasilloonida silsiladda, qodob muhiim ah oo lagu iibiyo.
Canshuurta Brazil-daaqad bilaash ah→Dardargelinta horumarinta suuqa Koonfurta Ameerika, iyadoo diiradda la saarayo qaybaha elektaroonigga ah ee TV-yada iyo mashiinnada dharka lagu dhaqo.
Daaqadda Canton Fair→La xiriir iibsadayaasha caalamiga ah, iftiimi dadka waaweyn-taageerada habka, gaarsiinta xasilloon, iyo shahaadooyinka caalamiga ah (CE/UL).
Waqtiga boostada: Abriil-08-2026
