Xakameynta dhoofinta ee Maraykanka ayaa saameyn ku leh soo saarayaasha chip-ka iyo qalabka adduunka, iyadoo Tokyo Electron (TEL) ay si degdeg ah u shaqeyneyso si ay uga hortagto hoos u dhaca dalabaadka ka yimaada Shiinaha. Wareysi dhawaan la yeeshay Nikkei, Hiroshi Kawamoto, Maamulaha Guud ee Maaliyadda, ayaa sheegay in sanadka canshuurta 2026, qalabka horumarsan ee chip-ka ee shirkaddu ay ku dhawaad 40% iibka guud ahaan noqoni doonaan—taas oo ku filan inay ka hortagto hoos u dhaca suuqa Shiinaha. Warbixinta oo ka soo xigata Kawamoto, ayaa sharaxaysa in si loo magdhabo ganacsiga lumay ee Shiinaha, TEL ay kor u qaadaysaa iibka alaabada qiimo sare leh ee loogu talagalay AI. TEL waxay filaysaa in qalabka loo isticmaalo soo saarista chips-ka horumarsan ee AI, sidoo kalena kombuyuutarada iyo taleefoonada casriga ah ee taageeraya AI, ay ka kooban doonaan wax ka badan 30% iibka guud marka la gaaro sanadka canshuurta 2025. Qayb muhiim ah oo koritaanka ah ayaa ah qalabka gubista (etching) ee loo isticmaalo habka xargaha DRAM. Kawamoto ayaa tilmaamay in HBM loogu talagalay codsiyada AI uu korsado baahida xoogan ee qalabka gubista. Wuxuu sidoo kale xusay in iibka qalabka gubista la filayo inay gaadhaan malaayiin yen oo aanay ka badnayn sanadkii 2024, halka iibka guud ee la filayo inuu dhaafo 500 bilyan yen sanadka 2030. Saamiga iibka TEL ee Shiinaha wuxuu ku yahay 42% sanadka canshuurta 2024 waxaana la filayaa inay hoos u dhacdo ilaa 35% sanadka canshuurta 2025. Kawamoto ayaa intaas ku daray in haddii uu hoos u dhaco ka hooseeya 30% sanadka canshuurta 2026 ay weli cakiran tahay, sida ku cad warbixinta. Baahida xasuusta AI oo sii kordhaysa ayaa sare u qaadaysa aragtida kobaca ee TEL Marka laga tago hoos u dhaca iibka ee Shiinaha, warbixintu waxay iftiiminaysaa koror weyn oo ku yimid baahida xasuusta oo uu wado AI iyo saameynta ay ku yeelan karto mustaqbalka TEL.
Kawamoto ayaa sheegay in maalgashiga xooggan ee datasentrooyinku uu taageerayo baahida xooggan ee xasuusta, iyo in soo saarayaasha xasuusta ay sii kordhintaan isticmaalka qalabka, taas oo sare u qaadaysa baahida kor u qaadista qalabka TEL ee hadda jira. Si kastaba ha ahaatee, Kawamoto ayaa sidoo kale tilmaamay, sida ku xusan warbixinta, in maalgashi cusub oo weyn oo ku aaddan qalabka DRAM aysan suuragal ahayn inay dhici karaan ka hor rubuca labaad ee 2026. Soo saarayaasha NAND waxaa la filayaa inay maalgashadaan xitaa markii dambe, maadaama isbeddellada suuqyada NAND ay caadi ahaan qaataan waqti dheer si ay saameyn ugu yeeshaan baahida qalabka. Saameynta Kiiska Sii Daaynta Xogta TSMC ee TEL Kuwasi oo la xiriira dhacdadii dhawaan ka dhacday in injineerada TSMC si musuq ah u sii daayeen xog muhiim ah oo ku saabsan tiknoolajiyadda 2nm—taas oo keentay in maxkamaddu soo taagto shirkadda hoos timaada TSMC ee Taiwan, bishii December 2—warbixintu waxay yiri in Kawamoto uu cadeeyay in shirkaddu ay qaadeyso tallaabooyin looga hortagayo dhacdooyin la mid ah. Wuxuu sii sheegay in ilaa hadda, kiiska aan si weyn u saameynin xiriirka TEL iyo TSMC. Waxa sidoo kale muhiim ah in la xuso, sida ay soo warramaan TechNews, in eedeyntu aysan ku doodayn in Tokyo Electron ama shirkaddeeda Taiwan ay door hoggaamineed ka ciyaareen sida abaabulka ama taageerada xatooyada sirta ganacsiga. Sidaa darteed, qaar ka mid ah falanqeeyayaasha warshadaha ayaa filaya inuusan jirin waxyeellooyin dhaqaale oo weyn oo ku yimaadda shirkadda. Si kastaba ha ahaatee, warbixintu waxay sheegaysaa in haddii shirkadda TEL ee Taiwan ay dambiga ku cad ku hesho, ay la kulmi karto ganaano dhan ilaa NT$120 milyan (qiyaastii US$3. 8 milyan).
Tokyo Electron waxay maareynaysaa xakameynta dhoofinta ee Maraykanka iyo kororka qalabka chip-ka ee AI-ga oo ay sababtay xog dhaafto ka dhacday TSMC
Falanqaynta Salesforce ee Cyber Week 2025 waxay muujineysaa isbeddel muhiim ah oo ku saabsan iibka tafaariiqda ee AI-ku hoggaaminayo iyo adeegga macaamiisha.
Zanskar Geothermal and Minerals ayaa ku dhawaaqday horumar weyn oo ku saabsan tamarta geothermal-ka kadib markii ay helaan nidaamka ugu horreeya ee ganacsi ahaan faa'iido leh muddo ka badan 30 sano.
Kooxda Sumcadda ee Digital Brands waxay Kor u qaadaysaa Suuqgeynta AI-wada-shaqeynta Iyadoo La Shaqeyneyso Aha (Horey U ahayd HeadAI) 8-dii December 2025 – Austin, Texas – Kooxda Digital Brands Group, Inc
HeyGen waxay soo saartay Waxaa La Dhashay Mashiinka Warka AI ee Casriga ah kaas oo si weyn u fududeeya abuurista muuqaalada wararka tayada iyo habka warbaahinta ee laga daawado.
Horumaradii ugu dambeeyay ee suuqgeynta dhijitaalka ah ayaa horseed u noqday cusboonaysiinta algorithms-ka ku saleysan AI kaas oo keenay caqabad cusub oo loogu talagalay xirfadlayaasha Raadiyaha Mashiinka (SEO).
TrendForce dhawaan ayaa Warisay koror weyn oo ku yimid baahida server-yada AI, kaas oo si weyn u horseedaya keenista GPUs-ka ugu dambeeyay ee NVIDIA ee Blackwell.
Nvidia (NVDA) waxay beddeshay wax soo saarkeeda ka imaanayay chips-ka ciyaaraha fiidiyowga waxayna noqotay awood awood leh oo ku takhasustay chips-ka sirta macmalka ah (AI) sannadihii u dambeeyay, taas oo horseedaysa koror weyn oo dakhli ah—dakhliga sanadlaha ah ayaa kordhay 2,500% muddo toban sano ah.
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