Misonkho ya Trump 2.0 & Silicon Steel: Chifukwa Chake Mexico Ikukhala Malo Okhazikika Padziko Lonse a Ma Coil a Zitsulo Zamagetsi mu 2026

Pamene boma la Trump 2.0 likukonzekera kuyika mitengo yayikulu yachitsulo (mpaka 50% pamitengo ina) pa mayiko omwe sali pa mgwirizano wamalonda kumayambiriro kwa February 2026, dziko lonse lapansichitsulo cha silikoniKampani yogulitsa zinthu ikusintha kwambiri kuyambira m'ma 1970. Makampani opanga magalimoto a transformer ndi magetsi ku North America, omwe kale anali olamulidwa ndi zinthu zochokera ku Asia, tsopano akuyang'ana kwambiri Mexico.

choyimbira chachitsulo cha slilcon

Zotsatira za "Tariff Safe Pool" ku Mexico

Deta yaposachedwa yamalonda ya pa 6 February 2026 ikuwonetsa kuti boma la Mexico lakhazikitsa mitengo yodzitetezera pa zitsulo kuchokera kumayiko omwe sanagwirizane kuti atsatire USMCA (Mgwirizano wa United States-Mexico-Canada). Izi zathandizira kuti "pafupi ndi gombe" ndalama zomwe makampani akuluakulu padziko lonse lapansi achitsulo cha silicon monga Ternium ndi ArcelorMittal ku Mexico aziyika. Zitsulo zamagetsi zaku Mexico zitha kulowabe ku United States popanda mitengo yolipirira pansi pa malamulo oyambira, ndipo Mexico ikusintha kuchoka pa "malo oyendera" kupita ku malo ochitira zinthu padziko lonse lapansi ndikugawa zinthu zamaginito zapamwamba.

Malo Osungira Deta a AI Ali ndi Kufunikira Kwambiri kwa Ma Transformers

Si misonkho yokha yomwe ikukweza msika. Kufunika kwa malo osungira deta padziko lonse lapansi kudzawonjezeka kawiri pofika chaka cha 2026 (kukuyembekezeka kufika pa 122GW). Kumanga malo osungira deta a hyperscale kumafuna ma transformer ambiri amphamvu kwambiri, ndipo chitsulo cha silicon choyang'ana tirigu (GOES) ndicho chofunikira kwambiri. Kusanthula kwaposachedwa kwa Goldman Sachs kukuwonetsa kuti chifukwa cha kusowa kwakukulu kwa mphamvu zopangira chitsulo cha silicon m'nyumba ku US, malo operekera chithandizo cha coil aku Mexico akukhala matrix yomwe imagwirizira zomangamanga zamakompyuta za Silicon Valley.

Kuneneratu za Msika ndi Kusinthasintha kwa Mitengo

Motsogozedwa ndi zoletsa zoperekera ndi kusintha kwa kayendedwe ka zinthu, mtengo woyerekeza wa tirigu wolemera maginito wokwana 0.23mmmapepala achitsulo a siliconMsika wa ku North America wakwera ndi 4.2% mlungu woyamba wa February (sabata yoyamba). Akatswiri amakampani akuwona kuti "kukwera kwa msika wa ku Mexico" uku kukukula kuti pakhale kufunikira kwakukulu kwa malo ogulitsa mafakitale am'deralo ndi antchito aluso pamene kuwunika kokakamiza kwa USMCA kukuyandikira kumapeto kwa chaka cha 2026.

Mphamvu Zazikulu za Royal Steel Group pa Kusintha kwa Dziko mu 2026

Gulu la Zitsulo Zachifumundi kampani yodalirika yopereka makulidwe osiyanasiyana a zitsulo zapamwamba za silicon (GOES) ndi zitsulo zosakhazikika za silicon (CRNGO) mu 0.23mm, 0.27mm, 0.3mm. Zogulitsa zawo zakhala zotsika kwambiri komanso zopepuka kwambiri, zomwe zimakwaniritsa zofunikira za ma transformer ogwira ntchito bwino kwambiri a AI datacenter ndi mota yoyendetsa magalimoto yamagetsi ya mbadwo wotsatira.

Nthawi yotumizira: Feb-09-2026