- ISoftBank izotshala imali eyizigidi eziyizinkulungwane ezimbili zamaRandi kumasheya e-Intel ngo-$2.000 isabelo ngasinye.
- Isiteki singaba ngu-2% futhi sizobeka iSoftBank phakathi kwabanikazi bamasheya abakhulu be-Intel abayi-10.
- IWashington icabanga ukuguqula izibonelelo ze-CHIPS Act zibe iphakethe elibiza cishe u-10% wenhloko-dolobha.
- Amasheya e-Intel ayahlangana, ngokugxila okukhulayo ku-Ohio megafactory kanye nohlelo lokuhlela kabusha.
Isinqumo sika ISoftBank izofaka u-$2.000 billion ku-Intel inyakazise imakethe ye-semiconductor futhi yathuthukisa ukusebenza kwemakethe yamasheya yomkhiqizi wase-US esikhathini esingamahora ambalwa. Lesi sinyathelo siza ngokuhambisana nemibiko ephakamisa lokho Abaphathi baseMelika bacabanga ukuthatha cishe i-10% yenhloko-dolobha. kusuka ku-Intel ngokuguqula usizo lomphakathi lube amasheya.
Esimeni sokuhlela kabusha umkhakha kanye nokungezwani kwezepolitiki, ukusebenza kweSoftBank kumele Ivoti lokuzethemba ekukhiqizeni okuthuthukile emhlabathini wase-U.S futhi yengeza ingcindezi kumephu yomgwaqo we-Intel wokubuyisela njengoba ifuna ukuphinda ithole amandla ezobuchwepheshe futhi ibuyisele uhlelo lwayo lwezimboni olunezifiso.
Imininingwane yokutshalwa kwezimali kweSoftBank ku-Intel
Njengoba kuqinisekiswe yizinkampani zombili, ISoftBank yokuthenga amasheya e-Intel ngo-$23 ngesheya ngalinye, intengo engaphansi kancane kwentengo yokuvala yangaphambilini engu-$23,66. Ngale ntengo, isiteki singaba cishe ku-2% futhi sizobeka iqembu lamaJapane phakathi abaninimasheya abayishumi abaphezulu bomenzi.
Esitatimendeni esihlanganyelwe, izinkampani zigcizelele ukuthi ukuzibophezela kuza njengoba baqinise ukuzibophezela kwabo ekusungulweni kwe-semiconductor kanye nobuchwepheshe obusezingeni eliphezulu e-U.S.. UMasayoshi Son ugcizelele ukuthi babona kusengaphambili ukwanda kokuhlinzekwa nokukhiqizwa okuthuthukile e-United States, i-Intel idlala indima ehamba phambili. indima ebalulekile kulelo ketango.
Ngakolunye uhlangothi, u-Lip-Bu Tan ugubhe isinyathelo seSoftBank esiya phambili futhi wakhumbula ubudlelwano bakhe obudonse amashumi eminyaka noSon, eqondanisa umlayezo nenhloso yokuthi ukushayela ubuholi bezobuchwepheshe kanye nezokukhiqiza Ubukhona be-Intel baseNyakatho Melika. Ukufika kweSoftBank kuhambisana nesu layo le-AI kanye Izikhungo zedatha ye-AI e-US, lapho iphrojekthi igqama khona Stargate, ebiza amakhulu ezinkulungwane zezigidi zamaRandi.
Ukusabela kwemakethe kwaba ngokushesha: Amasheya e-Intel akhuphuke phakathi kuka-5% no-10% phakathi kokuhweba nokuvula amahora angemva kwamahora, ngenkathi useTokyo ISoftBank ilahlekelwe cishe ngo-4%–5,4% ekuthatheni inzuzo. Abanye abahlaziyi bakuthola kunzima ukulinganisa umthelela wesikhashana weSoftBank, nakuba bevuma ukuthi ihlose ukutshalwa kwezimali okukhudlwana e-US.
Imithombo esondelene nesivumelwano ikhomba lokho Isinqumo seSoftBank ngeke sixhunywe nemihlahlandlela kahulumeni, nakuba abanye ochwepheshe bexwayisa ngokuthi isimo sezulu sokulawula nesokuhweba singathinta inani lesu lomsebenzi.
Ngabe kuzoba khona ukubandakanyeka kukahulumeni wase-US?
IWashington kubikwa ukuthi icabanga ukuguqula izibonelelo ze-CHIPS Act zibe amasheya e-Intel ukuze isungule ingxenye elinganiselwa ku-10%. I-White House igweme ukunikeza imininingwane ethile futhi igcizelela lokho Akukho lutho olusemthethweni kuze kube isimemezelo esisemthethweni.
I-Intel ikhethelwe kuze kufike ku-$10.900 billion wezibonelelo yokukhiqiza ezohwebo nezokuvikela, kanjalo izikweletu ezingase zibe yizigidigidi eziyi-11.000Uma kubhekwa inani layo lemakethe lamanje, i-10% yemali enkulu izoba cishe ezigidigidini eziyi-10.500, futhi izifundo zohlelo. sheshisa ingxenye yalezi zimali zokukhokha ukuze uthole ukulingana, kunokuba zigcinwe njengosizo olusekelwe emlandweni. Kusukela ngoJanuwari, inkampani yayisithole cishe ama-euro ayizigidi eziyizinkulungwane ezingama-2.200 alezi zimali.
Intshisekelo kaHulumeni igxile kukho thuthukisa i-megafactory yase-Ohio, iphrojekthi eyisibonakaliso eye yaba nokubambezeleka futhi abaphathi ababheka isu layo buyisela emuva amakhono abalulekile. Ngokufanayo, inkulumo-mpikiswano ngeqhaza loMbuso emikhakheni ebucayi iya ngokuya iba namandla, njengoba kusanda kuvela izigameko ezifana nalezi. ukungena okukhethekile kwezigidi ezingama-400 ku-MP Materials noma amafomula okubamba iqhaza okukhethekile ezinkampanini zezimboni.
Isizinda sezepolitiki sibuye saba nezikhathi ezinhle nezimbi: UDonald Trump waze wacela ukuthi u-Lip-Bu Tan ahambe. ngezinsolo zokungqubuzana kwezintshisekelo neChina, kodwa ngemuva kokuhlangana ngesonto eledlule wengamela iphimbo lakhe futhi wancoma irekhodi lakhe. Ukuphatha kuyaqhubeka ukuhlolisisa okujulile kuchungechunge lwe-chip futhi ikhuthaze izinyathelo zokusheshisa ukukhiqizwa kwasekhaya kanye nokunciphisa ukuncika kwangaphandle.
Ku-Intel, ehlushwa ukuthengiswa okubuthakathaka, ukulahlekelwa kwakamuva kanye nokulala ngokumelene nezimbangi ezifana I-TSMC ne-Samsung ekukhiqizeni futhi phambi I-Nvidia ku-AI chips, ithrekhi embaxambili—iSoftBank kanye nokungena komphakathi okungase kube khona— inikeza umoya-mpilo wezezimali kanye nengcindezi enkulu: imakethe ifuna ukubona Ukuzibophezela kwekhasimende kumanodi athuthukile, izenzakalo ezicacile e-Ohio kanye ne-cadence yezobuchwepheshe evala igebe.
Ngakho konke lokhu okungenhla, umkhakha utolika lolu hlelo ngokuthi umzamo ohlanganisiwe wokuvikela ikhono lokusika e-U.S., ukuheha utshalomali oluyimfihlo futhi uvikele izinsiza ekuguquguqukeni kwezwe, ngenkathi ilinde i-Intel ukuthi ihumushele usekelo ekuthuthukisweni kokusebenza kanye nemiphumela eqhubekayo.
