Citi: Lefu la seoa le sitisa phepelo le tlhoko, le lebelletse tlhoko ea semiconductor ea Asia ho fola ka Q2

Ho eketseha ho tsoelang pele ha seoa sa Wnehan New Crown Pneumonia ho bakile tebello e itseng ho tebello ea moruo le indasteri ea lefatše. Mabapi le sena, tlaleho ea morao-rao e tsoang Citi Research e bontšitse hore indasteri ea semiconductor ea Asia e bonts'itse pholiso e matla kotareng e fetileng, empa ka lebaka la khatello ea phepelo le tlhokeho ea tlhokeho e bakiloeng ke seoa sa pneumonia China, keketseho ea semiconductor ea Asia tlhokeho e ka ba ka Hlakubele le Mots'eanong. Khoeli e theohile haholo.

Ho latela Singapore Business Times, pele ho koluoa ​​ea seoa sa pneumonia Wuhan, thepa e romelletsoeng ka ntle ho naha ho tsoa Korea Boroa le Taiwan e ile ea tsoela pele ho phahama. Ka Pherekhong selemong se fetileng, lethathamo la lipalo tsa li-semiconductors tsa Korea li theohile haholo ho tloha ka Pherekhong 2009, ho bonts'a indasteri ea li-memory chip e matla, ebile moruo o ntse o hlaphoheloa ka botlalo.

Leha ho le joalo, ha seoa se ntse se tsoela pele ho ata, mebuso e fapaneng ea libaka e atlehile ho nka mehato ea taolo. Lefapha la lipatlisiso la Citibank le fane ka tlaleho ka Mantaha (10), le re sena se tla lebisa phokotsong e kholo ea tlhokeho ea ho kenya semiconductor ea China. E le moreki e moholo ka ho fetisisa oa thepa ea thomello ea chip ea Asia, tse rekisoang Chaena ka 2018 ke tsona tse etsang 52% ea thepa eohle ea kantle ea Asia.

Ntle le moo, lik'hamphani tsa malapeng le lifektheri li qalile hape mosebetsing maobane (10), empa sechaba se khutlang ha sea khutla ka botlalo nakong ea Mokete oa Selemo. Ho tloha ka Labobeli (11), ke karolo ea 30 lekholong feela ea basebetsi ba Machaena e lebelletsoeng ho khutlela mosebetsing ho tsoa metseng ea habo bona. Ha ho kopantsoe le taba ea hore batho ba khutlang ba tlameha ho itšehla thajana ka matsatsi a 14, k'hamphani e ntse e tobana le khaello ea basebetsi 'me ho thata ho qala mosebetsi ka nako e khuts'oane.

Ka nako e ts'oanang, bahlahlobisisi ba Citi Kim Jin-Wook le Johanna Chua ba lumela hore ho ka nka nako hore thepa ea lihlahisoa tse tala le lihlahisoa tse felisitsoeng li khutlele ho tloaelehileng, e le hore sekhahla sa ts'ebeliso ea bokhoni ba tlhahiso se lule se le tlase pele khoeli e fela ka Phato. , ka hona tlhokeho ea ho kenella ea China Semiconductor ha ea lebelloa ho qala ho fola ho fihlela kotara ea bobeli ea selemo sena.