Uma ulandela ibhulogi, usuvele uyazi ukuthi selokhu kwaqala ubhadane, amadivayisi obuchwepheshe athengisiwe njengamadonathi. Ngalesi sizathu, i-Apple ihlale phezulu, kuyilapho izinkulungwane zezinye izinkampani zibe nesikhathi esibi impela. Ukusebenza ngocingo kwakudingeka yize manje kungenzeki ukubuyela mathupha. Konke lokhu kube nomphumela futhi lokho kusho ukuthi ama-chips aseyindlala yingakho manje ebhekene nokuthengwa okuncane nokufunwa okukhulu, amanani azonyuka. Ngakho-ke, amanani amadivayisi azokwenyuka.
Amadivayisi athandwa kakhulu e-Apple angabiza kakhulu ngonyaka ozayo, futhi i-chipmaker TSMC kuthiwa ihlela ukunyuka kwayo ngentengo enkulu eminyakeni engaphezu kweyishumi. Lesi sinyathelo singaphazamisa izinkampani ezifana neNvidia neQualcomm. Imithombo isola ukukhuphuka kwentengo ezintweni eziningi, kufaka phakathi izindleko eziphezulu zezinto ezibonakalayo nokushoda okuqhubekayo kwe-chip, okukhuthaze abanye abathengisi bamadivayisi ukuthi bathenge izinto eziningi kunalokho abakudingayo empeleni.
Uma ekuqaleni bekucatshangwa ukuthi yi-Apple kuphela, i-iPhone, engathinteka, kubonakala kungenjalo. Izothinta wonke amadivayisi. Ngakho-ke okungenani i-fImithombo ye-Asia. "Intengo yamashipsi, nemishini ye-elektroniki abayisebenzisayo, isendleleni yokukhuphuka ngo-2022 njengoba inkampani eyenza izinkontileka enkulu emhlabeni ijoyina izimbangi zayo ukukhuphula izinga lokukhiqiza."
Kepha inkinga enkulu kunazo zonke ukuthi iTSMC kunamahemuhemu okuthi ilungiselela ukukhuphuka kwentengo enkulu eminyakeni engaphezu kweyishumi, hhayi nje ukukhokhela izindleko ezikhulayo zokukhiqiza, kepha futhi pUkuvimbela amakhasimende "ekubhukeni kabili" noma uku-oda ama-chips amaningi kunalokho akudinga ngempela. Ukubhuka kabili manje sekuyinto ejwayelekile njengoba ezinye izingxenye ziba nzima ukuthola.
Uma ngabe ubusuvele kufanele wonge ngaphambili, manje esikhathini esifushane, ngaphezulu kancane.