Qiimaha Trump 2.0 & Birta Silikoon: Sababta Mexico ay u noqonayso Xarunta Caalamiga ah ee Gariiradaha Birta Korontada sanadka 2026

Iyadoo nidaamka Trump 2.0 uu isu diyaarinayo inuu soo rogo canshuuro bir ah oo aad u badan (ilaa 50% khadadka canshuuraha qaarkood) waddamada aan heshiiska ganacsiga ahayn horraanta Febraayo 2026, dhaqaalaha adduunka oo dhan ayaa hoos u dhacaygariiradda birta ah ee silikoonSilsiladda saadka ayaa la kulmaysa dib-u-habaynteedii ugu weynayd tan iyo 1970-yadii. Warshadaha gawaarida korontada ku shaqeeya iyo kuwa transformer-ka ee Waqooyiga Ameerika, oo mar ay ku badan yihiin wax soo dejinta Aasiya, ayaa hadda u weecanaysa Mexico.

gariiradda birta ah ee slicon

Saamaynta "Tariff Safe Haven" ee Mexico

Xog ganacsi oo dhawaan la soo saaray oo ku taariikhaysan 6 Febraayo 2026 ayaa muujinaysa in dawladda Mexico ay qaadatay canshuur difaac ah oo ku saabsan birta ka timaadda waddamada aan heshiiska lahayn si ay u hoggaansamaan USMCA (Heshiiska Mareykanka-Mexico-Canada). Tani waxay dhab ahaantii dardar gelisay maalgashiga "meel u dhow" ee shirkadaha waaweyn ee birta silicon sida Ternium iyo ArcelorMittal ee Mexico. Birta korontada ee Mexico wali waxay geli kartaa Mareykanka iyadoo aan lahayn canshuur iyadoo la raacayo xeerarka asalka ah, Mexico-na waxay ka soo wareegaysaa "barta gaadiidka" una beddelaysaa xarun caalami ah oo loogu talagalay farsamaynta iyo qaybinta agabka birlabta ee heerka sare ah.

Xarumaha Xogta AI waxay leeyihiin Baahi Weyn oo loo qabo Transformers-yada

Ma aha oo kaliya canshuuraha waxa suuqa riixaya. Baahida xarunta xogta AI ee caalamiga ah ayaa labanlaabmi doonta marka la gaaro 2026 (oo la saadaalinayo 122GW). Dhismaha xarun kasta oo xog ururin ah waxay u baahan tahay kumanaan isbeddelayaal awood sare leh, birta silicon ee ku saleysan hadhuudhka (GOES) ayaa udub dhexaad u ah. Falanqayn dhowaan la sameeyay oo Goldman Sachs ah ayaa iftiiminaysa in sababtoo ah yaraanta baaxadda weyn ee awoodda wax soo saarka birta silicon ee gudaha Mareykanka, xarumaha adeegga gariiradda ee Mexico ayaa noqonaya shaxda isku xirta kaabayaasha xisaabinta ee Silicon Valley.

Saadaasha Suuqa iyo Isbeddelka Qiimaha

Iyada oo ay saameeyeen xayiraadaha sahayda iyo hagaajinta saadka, qiimaha halbeegga ah ee 0.23mm hadhuudh bir ah oo birlab-magnetik sare lehxaashiyaha birta silikoonSuuqa Waqooyiga Ameerika ayaa kordhay 4.2% usbuucii ugu horreeyay ee Febraayo (toddobaadka 1). Khubarada warshadaha ayaa saadaaliyay in "kor u kaca Meksiko" uu sii fidayo si loo ilaaliyo baahida sare ee hantida maguurtada ah ee warshadaha gobolka iyo shaqada xirfadlayaasha ah iyadoo dib u eegista qasabka ah ee USMCA ay soo dhowdahay qeybtii dambe ee 2026.

Awoodaha Aasaasiga ah ee Royal Steel Group ee Muuqaalka Isbeddelka ah ee 2026

Kooxda Birta Royalwaa bixiye la aamini karo oo leh dhumucyo kala duwan oo bir ah oo tayo sare leh oo ku salaysan silicon (GOES) iyo bir aan ku salaysan silicon (CRNGO) oo ah 0.23mm, 0.27mm, 0.3mm. Badeecooyinkoodu waxay ahaayeen kuwo aad u hooseeya oo aan lahayn awood badan, taasoo buuxisa shuruudaha adag ee transformers-yada waxtarka sare leh ee xarunta xogta AI iyo matoorka wadista baabuurta korontada ee jiilka xiga.

Shirkadda Shiinaha Royal Steel Ltd

Cinwaanka

Bl20, Shanghecheng, Shuangjie Street, Degmada Beichen, Tianjin, Shiinaha

Iimayl

[emailka la ilaaliyo]

Telefoon

+86 13652091506

Waqtiga boostada: Febraayo-09-2026