Imisoro ya Trump 2.0 na Silicon Steel: Impamvu Megizike iri kuba ihuriro mpuzamahanga ry'ibyuma by'amashanyarazi muri 2026

Mu gihe ubutegetsi bwa Trump 2.0 bwitegura gushyiraho imisoro ikomeye y'ibyuma (kugeza kuri 50% ku misoro imwe n'imwe) ku bihugu bidafitanye amasezerano y'ubucuruzi mu ntangiriro za Gashyantare 2026, ku isi hoseicyuma cya silikoniUrusobe rw'ibicuruzwa rurimo guhinduka cyane kuva mu myaka ya 1970. Inganda zikora moteri zihindura amashanyarazi n'izikoresha amashanyarazi zo muri Amerika y'Amajyaruguru, zahoze ziganjemo ibicuruzwa biva muri Aziya, ubu zirimo kwerekeza amaso yazo kuri Megizike.

icyuma cya slilcon

Ingaruka z' "ahantu hatekanye ho gusoresha" muri Megizike

Amakuru aherutse gutangwa ku bucuruzi yo ku ya 6 Gashyantare 2026 agaragaza ko guverinoma ya Megizike yashyizeho imisoro yo kwirwanaho ku byuma biva mu bihugu bidafite amasezerano kugira ngo hubahirizwe amasezerano ya USMCA (Amasezerano ya Leta Zunze Ubumwe za Amerika-Megizike-Kanada). Ibi mu by’ukuri byihutishije ishoramari rya "hafi y’inkombe" ry’ibihangange ku isi mu byuma bya silikoni nka Ternium na ArcelorMittal muri Megizike. Ibyuma by’amashanyarazi bya Megizike biracyashobora kwinjira muri Leta Zunze Ubumwe za Amerika nta misoro biharangwa hakurikijwe amategeko y’aho bikomoka, kandi Megizike irimo kuva ku "buryo bwo gutwara ibintu" ikaba ihuriro ry’isi yose ryo gutunganya no gukwirakwiza ibikoresho bya rukuruzi byo mu rwego rwo hejuru.

Ibigo by'amakuru bya AI bifite icyifuzo gikomeye cyo guhindura amakuru

Si imisoro gusa irimo kuzamura isoko. Ubusabe bw'ikigo cy'amakuru cya AI ku isi buzikuba kabiri mu 2026 (biteganijwe ko buzaba kuri 122GW). Kubaka buri kigo cy'amakuru cya hyperscale bisaba ibihumbi by'imashini zihindura ingufu zikora neza, kandi icyuma cya silicon gishingiye ku binyampeke (GOES) ni cyo kintu cy'ingenzi. Isesengura riherutse gukorwa na Goldman Sachs ryerekana ko kubera ibura rinini ry'ubushobozi bwo gukora icyuma cya silicon mu gihugu muri Amerika, ibigo bya serivisi bya coil byo muri Megizike birimo kuba inkingi ihuza ibikorwa remezo bya mudasobwa bya Silicon Valley.

Iteganyagihe ry'Isoko n'Ihindagurika ry'Ibiciro

Bitewe n'imbogamizi z'ibicuruzwa n'impinduka mu bijyanye n'ibikoresho, igiciro cya 0.23mm cy'ingano nini ya magnetic-coarseimpapuro z'icyuma za silikoniKu isoko rya Amerika y'Amajyaruguru byiyongereyeho 4.2% mu cyumweru cya mbere cya Gashyantare (icyumweru cya 1). Impuguke mu nganda ziteganya ko "iterambere rya Megizike" ryakomeza kugira ngo hakomeze kuba icyifuzo kinini cy'amazu n'abakozi b'abahanga mu karere mu gihe isuzuma rya USMCA rigomba kwegereza mu gice cya nyuma cya 2026.

Ingufu z'ingenzi za Royal Steel Group mu mpinduka zabaye mu 2026

Itsinda rya Royal Steelni umutanga wizewe w’ubugari butandukanye bw’ibyuma bya silikoni bifite imiterere yo hejuru (GOES) n’ibyuma bya silikoni bitaragera ku murongo (CRNGO) mu ngano ya 0.23mm, 0.27mm, 0.3mm. Ibicuruzwa byabo byatakaje cyane kandi bifite ubushobozi bwo kwinjira mu kirere, ibi bikaba byujuje ibisabwa na transformers zikora neza cyane ku ishami ry’ikoranabuhanga rya AI na moteri y’amashanyarazi ikurikiraho.

Igihe cyo kohereza: Gashyantare-09-2026