Mitengo yeTrump 2.0 & Silicon Steel: Nei Mexico Yava Nzvimbo Yepasi Pose Yekugadzira Makoiri Esimbi Emagetsi muna 2026

Sezvo hurumende yaTrump 2.0 iri kugadzirira kuisa mutero mukuru wesimbi (kusvika ku50% pamitero yemimwe mitero) kunyika dzisiri muchibvumirano chekutengeserana kutanga kwaKukadzi 2026, nyika dzepasi rose dziri kugadzirirasimbi yesilicon coilkambani yekugovera zvinhu iri kusangana nekuchinja kukuru kubva kuma1970. Indasitiri yemotokari dzemagetsi nedzetransformer dzekuNorth America, yaimbove inotungamirwa nemakambani anotengesa zvinhu kubva kuAsia, ikozvino yava kutarisa Mexico pamwe chete.

simbi yesimbi yeslilcon

Mhedzisiro ye "Tariff Safe Haven" yeMexico

Ruzivo rwekutengeserana rwemazuva ano rwakanyorwa musi wa6 Kukadzi 2026 rwunoratidza kuti hurumende yeMexico yakatora mitero yekudzivirira simbi kubva kunyika dzisina chibvumirano kuitira kuti itevedzere USMCA (Chibvumirano cheUnited States-Mexico-Canada). Izvi zvakatowedzera mari yekudyara "nearshore" nemakambani makuru epasi rose esimbi yesilicon akadai seTernium naArcelorMittal muMexico. Simbi yemagetsi yeMexico ichiri kukwanisa kupinda muUnited States isina mitero pasi pemitemo yekubva, uye Mexico iri kuchinja kubva "panzvimbo yekufambisa" kuita nzvimbo yepasi rose yekugadzirisa nekuparadzira zvinhu zvine magnetic zvepamusoro.

Nzvimbo dzeData dzeAI Dzine Kudiwa Kwakasimba kweTransformers

Haisi mitero chete iri kusunda musika. Kudiwa kwenzvimbo yedata yeAI yepasi rose kuchapetwa kaviri panosvika 2026 (kunofungidzirwa kusvika 122GW). Kuvakwa kwenzvimbo yega yega yedata yehyperscale kunoda zviuru zvemagetsi emagetsi anoshanda zvakanyanya, uye simbi yesilicon inotarisa zviyo (GOES) ndiyo inonyanya kukosha. Ongororo yeGoldman Sachs ichangobva kuitwa inoratidza kuti nekuda kwekushomeka kukuru kwesimba rekugadzira simbi yesilicon muUS, nzvimbo dzebasa dzeMexico coil dziri kuva matrix inobatanidza zvivakwa zvemakombiyuta zveSilicon Valley.

Kufanotaura Kwemusika uye Kuchinja-chinja Kwemitengo

Zvichienderana nezvinodiwa pakuwanikwa kwezvinhu uye kugadziriswa kwezvinhu, mutengo we 0.23mm high-magnetic-coarse grain wakatarwa.machira esimbi esiliconMumusika wekuNorth America wakawedzera ne4.2% muvhiki yekutanga yaKukadzi (vhiki yekutanga). Nyanzvi dzezvemaindasitiri dzinoona "kukura kweMexico" uku kuchienderera mberi kuti kurambe kuchida dzimba dzemaindasitiri nevashandi vane hunyanzvi sezvo ongororo yeUSMCA inoswedera pedyo muhafu yekupedzisira ya2026.

Simba Guru reRoyal Steel Group muKuchinja Kwemamiriro Ezvinhu kwa2026

Boka reSimbi reRoyalikambani inovimbwa nayo inopa ukobvu hwakasiyana-siyana hwesimbi dzesilicon dzinoenderana nepamusoro (GOES) nesimbi dzesilicon dzisina kuenderana (CRNGO) mu 0.23mm, 0.27mm, 0.3mm. Zvigadzirwa zvavo zvave zvakaderera zvakanyanya uye zvine mukana wakakwira wekubuda, izvo zvinosangana nezvinodiwa zvema transformer anoshanda zvakanyanya eAI datacenter uye mota dzinofambisa mota dzemagetsi dzechizvarwa chinotevera.

Nguva yekutumira: Kukadzi-09-2026