Trump 2.0 Tariffs & Silicon Steel: Vim li cas Mexico thiaj li dhau los ua Lub Chaw Thoob Ntiaj Teb rau Cov Hlau Hluav Taws Xob hauv xyoo 2026

Thaum Trump 2.0 tsoomfwv npaj yuav tsub se hlau loj heev (txog li 50% ntawm qee cov kab se) rau cov tebchaws uas tsis muaj kev pom zoo ua lag luam thaum ntxov Lub Ob Hlis 2026, lub ntiaj tebsilicon hlau kaujCov saw hlau muab khoom tab tom ntsib nws qhov kev hloov pauv loj tshaj plaws txij li xyoo 1970. Kev lag luam transformer thiab tsheb fais fab hauv North America, uas ib zaug tswj hwm los ntawm cov khoom xa tuaj ntawm Asia, tam sim no tab tom tig nws lub qhov muag mus rau Mexico.

slilcon hlau kauj

Mexico qhov "Tariff Safe Haven" Effect

Cov ntaub ntawv lag luam tsis ntev los no hnub tim 6 Lub Ob Hlis 2026 qhia tau tias tsoomfwv Mev tau txais cov se tiv thaiv rau cov hlau los ntawm cov tebchaws tsis pom zoo kom ua raws li USMCA (Tebchaws Meskas-Mexico-Canada Daim Ntawv Cog Lus). Qhov no tau ua kom nrawm dua qhov kev nqis peev "nyob ze ntug dej hiav txwv" los ntawm cov tuam txhab hlau silicon thoob ntiaj teb xws li Ternium thiab ArcelorMittal hauv Mexico. Cov hlau hluav taws xob Mev tseem tuaj yeem nkag mus rau Tebchaws Meskas yam tsis muaj se raws li cov cai ntawm keeb kwm, thiab Mexico tab tom hloov pauv los ntawm "qhov chaw hla mus" mus rau hauv lub hauv paus thoob ntiaj teb rau kev ua thiab faib cov khoom siv hlau nplaum siab.

Cov Chaw Khaws Ntaub Ntawv AI Muaj Kev Xav Tau Zoo Rau Transformers

Tsis yog tsuas yog cov nqi se xwb uas thawb lub lag luam. Kev thov ntawm lub chaw khaws ntaub ntawv AI thoob ntiaj teb yuav nce ob npaug los ntawm xyoo 2026 (kwv yees li 122GW). Kev tsim txhua lub chaw khaws ntaub ntawv hyperscale xav tau ntau txhiab lub tshuab hloov hluav taws xob ua haujlwm tau zoo, thiab cov hlau silicon uas ua los ntawm cov nplej (GOES) yog lub hauv paus tseem ceeb. Kev tshuaj xyuas tsis ntev los no ntawm Goldman Sachs qhia tau hais tias vim muaj kev tsis txaus ntawm cov peev xwm tsim cov hlau silicon hauv Tebchaws Meskas, cov chaw pabcuam coil hauv Mev tau dhau los ua lub hauv paus tseem ceeb uas tuav cov khoom siv hauv paus ntawm Silicon Valley.

Kev Kwv Yees Lag Luam thiab Kev Hloov Pauv ntawm Tus Nqi

Cuam tshuam los ntawm kev txwv kev muab khoom thiab kev hloov kho logistical, tus nqi benchmark ntawm 0.23mm high-magnetic-coarse graincov ntawv hlau siliconhauv kev lag luam North American tau nce 4.2% hauv lub lim tiam thawj zaug ntawm lub Ob Hlis (lub lim tiam 1). Cov kws tshaj lij hauv kev lag luam kwv yees qhov "kev vam meej ntawm Mev" no txuas ntxiv mus kom muaj kev thov ntau dua rau cov vaj tse hauv cheeb tsam thiab cov neeg ua haujlwm txawj thaum qhov kev tshuaj xyuas USMCA yuav tsum tau los txog rau lub sijhawm ib nrab xyoo 2026.

Lub Zog Tseem Ceeb ntawm Royal Steel Group hauv Kev Hloov Pauv ntawm Xyoo 2026

Royal Steel Groupyog ib lub tuam txhab muab kev ntseeg siab ntawm ntau yam tuab ntawm cov hlau silicon zoo (GOES) thiab cov hlau silicon tsis zoo (CRNGO) hauv 0.23mm, 0.27mm, 0.3mm. Lawv cov khoom tau poob qis heev thiab muaj permeability siab, uas ua tau raws li qhov xav tau ntawm cov transformers ua haujlwm siab rau AI datacenter thiab lub cev muaj zog tsav tsheb hluav taws xob tiam tom ntej.

Tuam Tshoj Royal Steel Ltd

Chaw Nyob

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

Email

[email tiv thaiv]

Xov tooj

+86 13652091506

Lub sijhawm tshaj tawm: Lub Ob Hlis-09-2026