Izindleko zeTrump 2.0 kanye neSilicon Steel: Kungani iMexico Iba Yisikhungo Somhlaba Wonke Samakhoyili Ensimbi Kagesi ngo-2026

Njengoba umbuso kaTrump 2.0 ulungiselela ukukhokhisa intela enkulu yensimbi (efinyelela ku-50% kweminye imigqa yentela) emazweni angavumelani nesivumelwano sokuhweba ekuqaleni kukaFebhuwari 2026, i-globalikhoyili yensimbi ye-siliconI-supply chain ibhekene nokuguqulwa kwayo okukhulu kakhulu kusukela ngawo-1970. Imboni yezimoto ze-transformer kanye nezimoto zikagesi zaseNyakatho Melika, eyake yabuswa ukungeniswa okuvela e-Asia, manje isiphendukela eMexico.

ikhoyili yensimbi ye-slilcon

Umphumela "Wendawo Ephephile Yentela" yaseMexico

Idatha yokuhweba yakamuva yangomhlaka-6 kuNhlolanja 2026 yembula ukuthi uhulumeni waseMexico usemukele amanani okuvikela ensimbi avela emazweni angavumelani ukuze ahambisane ne-USMCA (Isivumelwano sase-United States-Mexico-Canada). Lokhu empeleni kuye kwasheshisa ukutshalwa kwezimali "ogwini" yizinkampani ezinkulu zensimbi ye-silicon emhlabeni njengeTernium ne-ArcelorMittal eMexico. Insimbi kagesi yaseMexico isengakwazi ukungena e-United States ngaphandle kwamanani ngaphansi kwemithetho yemvelaphi, futhi iMexico ishintsha isuka "endaweni yokuthutha" ibe yindawo yomhlaba wonke yokucubungula nokusabalalisa izinto zikagesi eziphezulu.

Izikhungo Zedatha ze-AI Zinesidingo Esiqinile Sama-Transformers

Akuzona nje izintela ezithuthukisa imakethe. Isidingo sesikhungo sedatha se-AI somhlaba wonke sizophindeka kabili ngo-2026 (kulindelwe ku-122GW). Ukwakhiwa kwesikhungo sedatha ngasinye se-hyperscale kudinga izinkulungwane zama-transformer amandla asebenza kahle kakhulu, kanye nensimbi ye-silicon eqondiswe kokusanhlamvu (i-GOES) iyona eyinhloko. Ukuhlaziywa kwamuva kwe-Goldman Sachs kugqamisa ukuthi ngenxa yokuntuleka okukhulu kwamandla okukhiqiza insimbi ye-silicon yasekhaya e-US, izikhungo zesevisi ye-coil zaseMexico ziba yi-matrix ehlanganisa ndawonye ingqalasizinda yokubala ye-Silicon Valley.

Izibikezelo Zemakethe Nokuguquguquka Kwentengo

Ithonywe yimikhawulo yokuphakelwa kanye nokulungiswa kwempahla, intengo yokulinganisa yokusanhlamvu okune-magnetic ephezulu engu-0.23mmamashidi ensimbi ye-siliconemakethe yaseNyakatho Melika inyuke ngo-4.2% ngesonto lokuqala likaFebhuwari (isonto loku-1). Ochwepheshe bemboni babikezela ukuthi lokhu “kukhula kweMexico” kuzoqhubeka nokugcina isidingo esikhulu sezindlu nezindawo zezimboni zesifunda kanye nabasebenzi abanamakhono njengoba isibuyekezo se-USMCA esiphoqelelwe sisondela engxenyeni yokugcina ka-2026.

Amandla Ayinhloko eRoyal Steel Group Esimweni Esishintshayo sika-2026

Iqembu Lensimbi Yasebukhosiniingumhlinzeki othembekile wezinhlobo ezahlukene zobukhulu bezinsimbi ze-silicon eziqondiswe ezisezingeni eliphezulu (GOES) kanye nezinsimbi ze-silicon ezingaqondisiwe (CRNGO) ku-0.23mm, 0.27mm, 0.3mm. Imikhiqizo yabo ibe nokulahlekelwa okuphansi kakhulu kwe-core kanye nokuvuleka okuphezulu, okuhlangabezana nezidingo ezidingekayo zama-transformer asebenza kahle kakhulu esikhungweni sedatha se-AI kanye nemoto yokushayela izimoto kagesi yesizukulwane esilandelayo.

I-China Royal Steel Ltd

Ikheli

Bl20, Shanghecheng, Shuangjie Street, Beichen District, Tianjin, China

I-imeyili

[i-imeyili ivikelwe]

Ucingo

+86 13652091506

Isikhathi sokuthunyelwe: Feb-09-2026