Impinduka mubikorwa bya semiconductor zirihuta, kandi gupakira neza ntabwo bikiri ibitekerezo gusa. Umusesenguzi w'icyamamare Lu Xingzhi yavuze ko niba inzira zateye imbere ari zo mbaraga z’ibihe bya silikoni, noneho gupakira neza bigenda bihinduka igihome cy’imipaka y’ingoma ikurikira.
Mu nyandiko yanditse kuri Facebook, Lu yerekanye ko hashize imyaka icumi, iyi nzira itumviswe ndetse ikanirengagizwa. Ariko, uyumunsi, yahindutse bucece kuva "Gahunda idasanzwe B" ihinduka "inzira nyamukuru Gahunda A."
Kugaragara kw'ibipfunyika bigezweho nk'igihome cy'umupaka w'ingoma ikurikira y'ikoranabuhanga ntabwo ari impanuka; nigisubizo byanze bikunze imbaraga eshatu zo gutwara.
Imbaraga zambere zo gutwara niterambere riturika mububasha bwo kubara, ariko iterambere mubikorwa ryatinze. Chips igomba gucibwa, gutondekwa, no guhindurwa ukundi. Lu yavuze ko kuba ushobora kugera kuri 5nm bidasobanura ko ushobora guhuza inshuro 20 imbaraga zo kubara. Imipaka ya fotomasike igabanya ubuso bwa chip, kandi Chiplets yonyine niyo ishobora kurenga iyi bariyeri, nkuko bigaragara kuri Blackwell ya Nvidia.
Imbaraga ya kabiri yo gutwara ni porogaramu zitandukanye; chip ntikiri imwe-imwe-ihuza-yose. Igishushanyo cya sisitemu igenda yerekeza kuri modularisation. Lu yavuze ko igihe cya chip imwe ikora progaramu zose kirangiye. Amahugurwa ya AI, gufata ibyemezo byigenga, kubara impande, ibikoresho bya AR - buri porogaramu isaba guhuza silikoni zitandukanye. Gupakira neza hamwe na Chiplets bitanga igisubizo kiringaniye cyo gushushanya no gukora neza.
Imbaraga ya gatatu itwara nigiciro cyinshi cyo gutwara amakuru, hamwe ningufu zikoreshwa ziba icyuho cyambere. Muri chip ya AI, ingufu zikoreshwa mugukwirakwiza amakuru akenshi zirenze iyo kubara. Intera mubipfunyika gakondo yahindutse igisitaza kubikorwa. Gupakira neza byongeye kwandika iyi logique: kuzana amakuru hafi bituma bishoboka kujya kure.
Gupakira neza: Gukura gutangaje
Raporo yashyizwe ahagaragara n’ikigo ngishwanama Yole Group muri Nyakanga umwaka ushize, bitewe n’imigendekere ya HPC na AI itanga umusaruro, biteganijwe ko inganda zipakira ibicuruzwa zizagera ku ntera yiyongera ku mwaka (CAGR) ya 12.9% mu myaka itandatu iri imbere. By'umwihariko, amafaranga yinjira mu nganda ateganijwe kuva kuri miliyari 39.2 z'amadolari muri 2023 akagera kuri miliyari 81.1 muri 2029 (hafi miliyari 589.73).
Ibihangange mu nganda, birimo TSMC, Intel, Samsung, ASE, Amkor, na JCET, birashora imari cyane mu bikoresho byo mu rwego rwo hejuru bipfunyika, bikaba bivugwa ko ishoramari rigeze hafi miliyari 11.5 z'amadolari mu bucuruzi bwabo bwo gupakira mu 2024.
Umuhengeri wubwenge bwa artile ntagushidikanya uzana imbaraga nshya mubikorwa byo gupakira byateye imbere. Iterambere rya tekinoroji yapakiye irashobora kandi gushyigikira iterambere ryibice bitandukanye, harimo ibikoresho bya elegitoroniki byabaguzi, kubara cyane, kubara amakuru, ibikoresho bya elegitoroniki, n’itumanaho.
Nk’uko imibare y’isosiyete ibigaragaza, amafaranga yavuye mu gupakira ibintu mu gihembwe cya mbere cy’umwaka wa 2024 yageze kuri miliyari 10.2 z'amadolari (hafi miliyari 74.17 z'amafaranga y'u Rwanda), agaragaza ko 8.1% yagabanutse mu gihembwe, cyane cyane bitewe n'ibihe. Nyamara, iyi mibare iracyari hejuru cyane kuruta icyo gihe cyo mu 2023. Mu gihembwe cya kabiri cya 2024, biteganijwe ko amafaranga yapakiwe mu bikoresho byiyongereyeho 4,6%, agera kuri miliyari 10.7 z'amadorari (hafi miliyari 77.81 z'amafaranga y'u Rwanda).
Nubwo muri rusange icyifuzo cyo gupakira cyateye imbere kidafite icyizere cyihariye, uyu mwaka urateganijwe ko uzaba umwaka wogusubira mu nganda zateye imbere, hamwe n’imikorere ikomeye iteganijwe mu gice cya kabiri cyumwaka. Ku bijyanye n’ikoreshwa ry’imari, abitabiriye uruhare runini mu bijyanye no gupakira ibicuruzwa byateye imbere bashora hafi miliyari 9.9 z'amadolari (hafi miliyari 71,99 z'amafaranga y'u Rwanda) muri kariya gace mu 2023, igabanuka rya 21% ugereranije na 2022. Icyakora, biteganijwe ko mu 2024 hiyongeraho 20% mu ishoramari.
Igihe cyo kohereza: Jun-09-2025