Iirhafu zeTrump 2.0 kunye neSilicon Steel: Kutheni iMexico Iba Liziko leHlabathi leeKhoyili zeNsimbi yoMbane ngo-2026

Njengoko urhulumente kaTrump 2.0 ulungiselela ukunyanzelisa irhafu enkulu yentsimbi (ukuya kuthi ga kwi-50% kwezinye iirhafu) kumazwe angenasivumelwano sorhwebo ekuqaleni kukaFebruwari 2026, ihlabathi liphelaikhoyili yentsimbi yesiliconI-supply chain ifumana utshintsho olukhulu ukusukela ngeminyaka yoo-1970. Ishishini leemoto ze-transformer kunye neemoto zombane zaseMntla Melika, elalikade lilawulwa zizinto ezivela kwamanye amazwe ezivela e-Asia, ngoku lijika iliso lalo lijonga eMexico.

ikhoyili yentsimbi ye-slilcon

Isiphumo "soKhuseleko lweRhafu" saseMexico

Idatha yorhwebo yakutshanje yomhla we-6 kaFebruwari 2026 ityhila ukuba urhulumente waseMexico uye wamkela iirhafu zokuzikhusela kwintsimbi ezivela kumazwe angavumelaniyo ukuze athobele i-USMCA (Isivumelwano se-United States-Mexico-Canada). Oku kuye kwakhawulezisa utyalo-mali "olukufutshane" yiinkampani ezinkulu zesinyithi zesilicon ezifana neTernium kunye ne-ArcelorMittal eMexico. Intsimbi yombane yaseMexico isenokungena eMelika ngaphandle kweerhafu phantsi kwemithetho yemvelaphi, kwaye iMexico iguquka ukusuka "kwindawo yokuthutha" ukuya kwindawo yehlabathi yokucubungula nokusasaza izixhobo zemagnethi eziphezulu.

Amaziko eDatha e-AI aneMfuno eNkulu yeeTransformers

Ayizizo nje iirhafu ezinyusa imakethi. Imfuno yeziko ledatha le-AI lehlabathi iya kuphindaphindeka kabini ngo-2026 (kuqikelelwa ukuba yi-122GW). Ukwakhiwa kweziko ledatha ngalinye le-hyperscale kufuna amawaka ee-transformers zamandla ezisebenzayo kakhulu, kwaye i-silicon steel (GOES) esekwe kwingqolowa yeyona nto iphambili. Uhlalutyo lwakutshanje lweGoldman Sachs lubonisa ukuba ngenxa yokunqongophala okukhulu kwamandla okuvelisa isinyithi se-silicon eMelika, amaziko eenkonzo ze-coil aseMexico aba yi-matrix ebamba kunye iziseko zekhompyutha zeSilicon Valley.

Uqikelelo lweMarike kunye nokuguquguquka kwamaxabiso

Ichatshazelwa yimida yokubonelela kunye nohlengahlengiso lwezinto ezisetyenziswayo, ixabiso elilinganiselweyo le-0.23mm high-magnetic-coarse grainamaphepha entsimbi yesiliconkwimarike yaseMntla Melika inyuke nge-4.2% kwiveki yokuqala kaFebruwari (iveki yoku-1). Iingcali zoshishino ziqikelela ukuba olu “qhamko lwaseMexico” luza kwandisa ukugcina imfuno ephezulu yezindlu nezakhiwo zoshishino zengingqi kunye nabasebenzi abanezakhono njengoko uphononongo olunyanzelekileyo lwe-USMCA lusondela kwisiqingatha sokugqibela sika-2026.

Amandla Aphambili eRoyal Steel Group kwiMeko eguqukayo ka-2026

Iqela leNsimbi yasebukhosiningumboneleli othembekileyo weentsimbi ezahlukeneyo zesilicon ezikumgangatho ophezulu (GOES) kunye neentsimbi zesilicon ezingajoliswanga (CRNGO) kwi-0.23mm, 0.27mm, 0.3mm. Iimveliso zabo bezilahlekile kakhulu kwaye zingena kakhulu, nto leyo ehlangabezana neemfuno ezifunekayo zeetransformers ezisebenzayo kakhulu kwiziko ledatha le-AI kunye neemoto zombane zesizukulwana esilandelayo.

I-China Royal Steel Ltd

Idilesi

Bl20, Shanghecheng, Shuangjie Street, Beichen District, Tianjin, China

I-imeyile

[i-imeyile ikhuselwe]

Ifowuni

+86 13652091506

Ixesha lokuthumela: Feb-09-2026