Nā ʻauhau Trump 2.0 & Silicon Steel: No ke aha e lilo ai ʻo Mekiko i kikowaena honua no nā ʻōwili kila uila i ka makahiki 2026

I ka hoʻomākaukau ʻana o ke aupuni Trump 2.0 e kau i nā ʻauhau kila nui (a hiki i ka 50% ma kekahi mau laina ʻauhau) ma nā ʻāina ʻaelike kālepa ʻole i ka hoʻomaka o Pepeluali 2026, ʻo ke ao holoʻokoʻaʻōwili kila siliconKe ʻike nei ke kaulahao lako i kāna hoʻoponopono hou nui loa mai ka makahiki 1970. ʻO ka ʻoihana transformer ʻAmelika ʻĀkau a me nā kaʻa uila, i noho aliʻi ʻia e nā mea lawe mai mai ʻAsia mai, ke hoʻohuli nei i kona nānā like ʻana i Mekiko.

ʻōwili kila slilcon

Ka hopena o "Tariff Safe Haven" o Mekiko

Ua hōʻike ʻia nā ʻikepili kālepa hou i ka lā 6 o Pepeluali 2026 ua hoʻokō ke aupuni Mekiko i nā ʻauhau pale ma ke kila mai nā ʻāina ʻaʻole i ʻaelike i mea e hoʻokō ai i ka USMCA (ʻaelike ʻAmelika Hui Pū ʻIa-Mekiko-Kanada). Ua hoʻolalelale kēia i ka hoʻopukapuka kālā "nearshore" e nā hui kila silicon honua e like me Ternium lāua ʻo ArcelorMittal ma Mekiko. Hiki nō i ke kila uila Mekiko ke komo i ʻAmelika Hui Pū ʻIa me ka ʻole o nā ʻauhau ma lalo o nā lula kumu, a ke ulu nei ʻo Mekiko mai kahi "wahi transit" i kikowaena honua no ka hana ʻana a me ka hāʻawi ʻana i nā mea magnetic kiʻekiʻe.

Loaʻa i nā kikowaena ʻikepili AI kahi koi ikaika no nā mea hoʻololi

ʻAʻole wale nā ​​​​tariffs e hoʻokuke nei i ka mākeke. E pāpālua ka noi o ke kikowaena ʻikepili AI honua ma ka makahiki 2026 (manaʻo ʻia he 122GW). Pono ke kūkulu ʻana o kēlā me kēia kikowaena ʻikepili hyperscale i nā tausani o nā mea hoʻololi mana kiʻekiʻe, a ʻo ke kila silicon grain-oriented (GOES) ke kumu. Hōʻike kahi loiloi Goldman Sachs hou nei ma muli o ka nele nui o ka hiki ke hana kila silicon kūloko ma US, ke lilo nei nā kikowaena lawelawe coil Mekiko i matrix e hoʻopaʻa pū ana i nā ʻoihana kamepiula o Silicon Valley.

Nā Wānana Mākeke a me nā Huli o ke Kumukūʻai

Hoʻohuli ʻia e nā palena o ka lako a me nā hoʻoponopono logistical, ke kumukūʻai hoʻohālikelike o ka palaoa coarse-magnetic kiʻekiʻe 0.23mmnā pepa kila siliconma ka mākeke ʻAmelika ʻĀkau i piʻi aʻe ma 4.2% i ka pule mua o Pepeluali (pule 1). Ua wānana nā loea ʻoihana e hoʻonui ana kēia "boom Mekiko" e mālama i kahi koi kiʻekiʻe no nā waiwai paʻa ʻoihana kūloko a me ka hana akamai i ka wā e kokoke mai ana ka loiloi koi ʻia o ka USMCA i ka hapa hope o 2026.

Nā Ikaika Koʻikoʻi o ka Royal Steel Group i ke ʻAno Hoʻololi o 2026

Pūʻulu kila aliʻihe mea hoʻolako hilinaʻi ia o nā mānoanoa like ʻole o nā kila silicon oriented kiʻekiʻe (GOES) a me nā kila silicon non-oriented (CRNGO) ma 0.23mm, 0.27mm, 0.3mm. ʻO kā lākou huahana he pohō kumu haʻahaʻa loa a me ka permeability kiʻekiʻe, kahi e hoʻokō ai i nā koi koi o nā mea hoʻololi pono kiʻekiʻe no ke kikowaena ʻikepili AI a me ka mīkini hoʻokele kaʻa uila hanauna hou.

ʻO China Royal Steel Ltd

Wahi noho

Bl20, Shanhecheng, alanui Shuangjie, Apana Beichen, Tianjin, Kina

Leka uila

[leka uila i pale ʻia]

Kelepona

+86 13652091506

Ka manawa hoʻouna: Pepeluali-09-2026