Uma ulandela izindaba mayelana namadivayisi ezobuchwepheshe kancane, ikakhulukazi lawo avela kwa-Apple, uzokwazi ukuthi kukhona ukushoda komhlaba wonke kwama-chip. Udaba olubalulekile oseluholele ekutheni uMengameli wase-United States, ngaphambi kukaTrump kanye noBiden manje, athathe izinyathelo ngalolu daba. Isomiso sithinta zonke izinkampani kunoma yimuphi umkhakha. I-Apple akuyona enye ehlupheka kakhulu, kodwa futhi ithatha umthwalo wayo futhi yingakho uma ufuna ukuthenga idivayisi, ungalindeli ukuthi isizukulwane esilandelayo siphume ngoba ungathola isimanga esibi.
Ukushoda kokukhiqizwa kwe-chip, kuba kubi emhlabeni wonke. Izinkampani ezifana ne-Samsung noma i-Apple yizona ezihlupheka kakhulu. Ikakhulukazi manje i-Apple ne-Apple Silicon yayo entsha, njengoba ukukhiqizwa kucacile kakhulu. Kepha ezikrinini, amaselula noma i-iPad, kukhona nezinye izinhlobo zama-chips adingekayo futhi ashodayo emakethe. Ezimweni ezinhle kakhulu, intengo ingakhuphuka kakhulu futhi sizoqhubeka nokuba namadivayisi ngamanani aphezulu kakhulu. Okubi kakhulu, ngeke sibe khona isitoko.
Amahemuhemu ahlala ekhuluma ngamathuba okubona lokhu noma enye idivayisi ngo-2022. Iqiniso, kubonakala sengathi, ngaphandle kwamasu okuthengisa kanye nebhizinisi, ukushoda kwe-chis kubangela ukuthi amadivayisi amasha angafiki ngokushesha njengoba angathanda. I-Susquehanna Financial Group isho lokho izikhathi zokulinda ze-chip zikhuphukile kusukela emavikini angu-9-12 kuya kumaviki angu-19 ehlobo, akhuphuka abe ngamaviki angu-22 ngo-Okthoba. Kwezinye izimo, njengezingxenye zokuphatha amandla, kungamaviki angama-25 ngokwesilinganiso, kuyilapho izilawuli ezincane ezisetshenziswa imboni yezimoto zingathatha amaviki angama-38 ukufika.
I-Apple, ekuxhumaneni kokugcina okuvela ku-Apple ukunikeza ama-akhawunti wezezimali, yaxwayiswa ukuthi izinkinga "kuzindawo eziyifa", okungukuthi, amamodemu kanye nabalawuli bamandla, yiphuzu eliyinhloko lokuncintisana kwenkampani. Kunenkinga yokushoda kwangempela kulo mkhakha.
Abakhiqizi be-chips abafana nozakwethu we-Apple i-TSMC bamemezele izinhlelo zokutshala imali eningi ezikhungweni zokuthuthukisa ukukhiqizwa, kodwa imizamo ebiza kakhulu. kungathatha iminyaka ukuthi ingagcini ngokusebenza kuphela, kodwa futhi nokwenza okwanele ukuze kube lula ukuhlinzeka.
