Ngā Taripa a Trump 2.0 me te Rino Hiraka: He aha a Mexico ka noho hei Pokapū Ao mō ngā Koiri Rino Hiko i te tau 2026

I te mea kei te whakarite te kāwanatanga o Trump 2.0 ki te whakatakoto i ngā taripa rino nui (tae atu ki te 50% i runga i ētahi rārangi taripa) ki ngā whenua kāore i te whai whakaaetanga hokohoko i te tīmatanga o Pēpuere 2026, ko te ao whānuikoiri maitai siliconKei te huri te mekameka tuku i tōna huringa nui rawa atu mai i te tekau tau atu i 1970. Ko te umanga waka hiko me te whakawhiti hiko o Amerika Te Raki, i mua ko ngā kawemai mai i Āhia te mea nui rawa atu, kei te tahuri inaianei tana titiro katoa ki Mehiko.

koiri maitai slilcon

Te Pānga o te "Haumaru Taripa" o Mexico

E whakaatu ana ngā raraunga hokohoko hou o te 6 o Pēpuere 2026 kua whakatinanahia e te kāwanatanga o Mēhiko ngā taake tiaki mō te maitai mai i ngā whenua kāore i whakaaetia kia tutuki ai ngā whakaritenga o te USMCA (Whakaaetanga o te Hononga o Amerika-Mehiko-Kānata). Nā tēnei i tere ake ai te haumi "tata ki uta" a ngā kamupene maitai silicon o te ao pērā i a Ternium me ArcelorMittal i Mēhiko. Ka taea tonu e te maitai hiko o Mēhiko te tomo ki te Hononga o Amerika me te kore taake i raro i ngā ture takenga mai, ā, kei te whanake a Mēhiko mai i te "pūwāhi whakawhiti" hei pokapū ā-ao mō te tukatuka me te tohatoha i ngā rauemi aukume kounga teitei.

He nui te hiahia mō ngā taputapu whakawhiti i ngā pokapū raraunga AI

Ehara i te mea ko ngā utu tāke anake e pana ana i te mākete. Ka piki rua te tono mō ngā pokapū raraunga AI o te ao i te tau 2026 (e matapaetia ana ki te 122GW). Me hiahia ngā mano tini o ngā whakawhiti hiko tino whai hua mō te hanganga o ia pokapū raraunga tauine nui, ā, ko te maitai silicon oriented-grain (GOES) te kaupapa matua. E whakaatu ana tētahi tātaritanga Goldman Sachs tata nei nā te korenga o te kaha whakaputa maitai silicon ā-rohe i te US, kei te huri ngā pokapū ratonga koiri o Mexico hei pou e hono ana i te hanganga rorohiko o Silicon Valley.

Ngā Matapae Mākete me ngā Hurihuri Utu

I runga i te awe o ngā here tuku me ngā whakarerekētanga whakahaere, ko te utu paerewa mō te witi matotoru-aukume teitei 0.23mmngā pepa maitai siliconi te mākete o Amerika Te Raki i piki ake mā te 4.2% i te wiki tuatahi o Pēpuere (wiki 1). E matapaetia ana e ngā tohunga ahumahi ka horapa tēnei "putanga o Mekihana" hei pupuri i te tono nui ake mō ngā whenua ahumahi ā-rohe me ngā kaimahi pūkenga i te mea ka tata mai te arotake ā-ture a te USMCA i te haurua whakamutunga o te tau 2026.

Ngā Kaha Matua o te Royal Steel Group i roto i te Ao Hurihuri o te tau 2026

Rōpū Rino o te KuiniHe kaiwhakarato pono a CRNGO mō ngā matotoru rerekē o ngā maitai silicon kounga teitei (GOES) me ngā maitai silicon kore-whakaaro (CRNGO) i roto i te 0.23mm, 0.27mm, 0.3mm. Ko ā rātou hua he tino iti te ngaronga matua me te kaha uruhanga teitei, e tutuki ai ngā whakaritenga nui o ngā whakawhiti hiko tino pai mō te pokapū raraunga AI me te motuka taraiwa waka hiko o te whakatupuranga e whai ake nei.

Haina Royal Steel Ltd

Wāhitau

Bl20, Shanhecheng, Shuangjie Street, Beichen District, Tianjin, Haina

Ī-mēra

[email protected]

Waea

+86 13652091506

Te wā tuku: Hui-tanguru-09-2026