Saddexdii sano ee la soo dhaafay, saamiyada semiconductor-yada ayaa si layaableh u shaqeeyay, iyadoo la kiciyay kororka baahida loo qabo chips-yada loo isticmaalo codsiyada sirdoonka macmalka ah (AI) ee xarumaha xogta. Index-ka PHLX Semiconductor Sector ayaa korodhay 44%, isagoo ka sarreeya kororka 29% ee index-ka Nasdaq-100 Technology Sector muddadaas. Shirkadda Taiwan Semiconductor Manufacturing Company (TSMC) waxay noqotay faa'iidada weyn, iyadoo saamiyadeedu korodhay 69% iyo qiimaha suuqeed oo gaadhay $980 bilyan. Falanqeeyayaasha waxay saadaalinayaan in TSMC ay suurtogal tahay inay laba jibbaarato qiimaheeda suuqeed ilaa $2 trillion sanadaha soo socda. TSMC waxay muhiim u tahay warshadaha semiconductor-ka, taasoo samaynaysa chips loogu talagalay naqshadeeyayaasha waaweyn sida Nvidia iyo AMD, iyo sidoo kale giants-ka teknolojiyada sida Apple. Shirkaddu waxay leedahay saamiga 64% ee suuqa global-ka ee foundry, taasoo u ogolaaneysa inay ka faa'iidaysato kororka la filayo ee 35% sanadka qabo daba dheeraada ee chips-ka AI.
Kororkani wuxuu la filayaa inuu ka dhaco qaybaha ay ka mid yihiin caafimaadka iyo gaadiidka. Maamulka ayaa filaya in dakhliga ka imanaya AI accelerators uu korodhi doono heerka koritaanka sanadlaha ah (CAGR) ee qiyaastii 40% shan sano gudahood, iyo guud ahaan dakhliga ayaa laga yaabaa inuu korodho qiyaastii 20% sanadlaha ah, ugu yaraan $225 bilyan. Marka loo eego tirada taariikheed ee iibka oo ah 9, qiimaha suuqeed ee TSMC wuxuu ka sarreyn karaa $2 trillion haddii heerarkan koritaanka la ilaaliyo. Saamiyada TSMC ayaa loo arkaa iib xooggan, gaar ahaan iyadoo tirada iibka ee hadda ah 11 ay muujinayso in laga yaabo inay hoos u dhaceyso marka loo eego qiyaasaha mustaqbalka. Shirkaddu waxay sidoo kale u diyaarsan tahay inay kordhiso saamigeeda suuqa iyadoo la tartamaysa shirkadaha sida Samsung, gaar ahaan iyadoo la soo bandhigayo teknolojiyada wax soo saarka 2-nanometer ee la filayo in la bilaabo dhamaadka 2025. Iyada oo leh horumarinta la qorsheeyay si loo helo waxqabad iyo waxtar wanaagsan, joogitaanka TSMC ee suuqa muddada dheer ayaa u muuqda mid adag, taasoo ka dhigaysa fursad maalgashi oo soo jiidasho leh marka la barbar dhigo multiples-yada ka sarreeya ee indices-ka tiknoolajiyadda balaadhan.
Koritaanka La Yaabka Leh ee TSMC ee Saamiyada Semiconductor-ka oo Ka Dhex Socda Baahida AI-ga
Z.ai, oo hore loo yaqaanay Zhipu AI, waa shirkad hormuud u ah teknolojiyada Shiinaha oo ku takhasustay sirdoonka macmalka ah.
Jason Lemkin wuxuu hogaamin jiray wareegga bilowga ah ee maalgelinta SaaStr Fund ee Owner.com, oo ah madal ku salaysan AI oo wax ka beddelaysa sida maqaayadaha yaryar u shaqeeyaan.
Sanadkii 2025 wuxuu ku jiray awoodda AI, sannadkana 2026 ayaa la raaci doonaa, iyadoo garaadka dhijitaalka ah uu yahay waxa ugu weyn ee saameeya warbaahinta, suuq-geynta, iyo xayeysiinta.
Sirdoonka Artificial (AI) ayaa si lamaar leh u beddelaya sida muuqaalada loo gudbiyo loona qaato, gaar ahaan qaybta cadaadiska muuqaalada.
Hagaajinta raadinta maxaliga ah waa hadda mid muhiim u ah ganacsiyada doonaya inay soo jiitaan oo ay ilaashadaan macaamiisha ku nool aagga juquraafi ee ugu dhow.
Adobe ayaa soo bandhigtay qalab cusub oo ka kooban wakiilo sirdoon macmal ah (AI) oo loogu talagalay inay ka caawiyaan sumadaha inay horumariyaan isdhexgalka macaamiisha ee boggaga internetkooda.
Hagidda guud ee Amazon ee ku saabsan hagaajinta xusitaanka alaabta ee Rufus, caawiyaha wax iibsiga ee AI oo ay sameysay, ayaa weli hadda jirta, wax talo cusub ahna ma jiraan oo la siiyay iibiyeyaasha.
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