ืžื•ืคืขืœ ืข"ื™

ืชื•ื‘ื ื•ืช ืืžืจื™ืงื” ื”ืœื˜ื™ื ื™ืช: ืคืจื’ื•ื•ืื™ ืชื›ืจื” ื‘ื™ื˜ืงื•ื™ืŸ ื‘ืืžืฆืขื•ืช ื—ื•ืžืจื” ืฉื ืชืคืกื”, ืงื•ืœื•ืžื‘ื™ื” ืžืชื›ื•ื ื ืช ืœืจื’ื•ืœืฆื™ื” ืขืœ ืงืจื™ืคื˜ื•

ื‘ืจื•ื›ื™ื ื”ื‘ืื™ื ืœ-Latam Insights, ืื•ืกืฃ ืฉืœ ื—ื“ืฉื•ืช ื”ืงืจื™ืคื˜ื• ื”ืจืœื•ื•ื ื˜ื™ื•ืช ื‘ื™ื•ืชืจ ืžืืžืจื™ืงื” ื”ืœื˜ื™ื ื™ืช ื‘ืžื”ืœืš ื”ืฉื‘ื•ืข ื”ืื—ืจื•ืŸ. ื‘ื’ื™ืœื™ื•ืŸ ื–ื”, ืคืจื’ื•ื•ืื™ ืžื‘ืงืฉืช ืœื”ืคืขื™ืœ ื—ื•ืžืจื” ืฉื ืชืคืกื” ื›ื“ื™ ืœื›ืจื•ืช ื‘ื™ื˜ืงื•ื™ืŸ, ืงื•ืœื•ืžื‘ื™ื” ืžืชื›ื•ื ื ืช ืœื”ืกื“ื™ืจ ืืช ืชืขืฉื™ื™ืช ื”ืงืจื™ืคื˜ื•, ื•-Uala ืžื’ื™ื™ืกืช 195 ืžื™ืœื™ื•ืŸ ื“ื•ืœืจ ื›ื“ื™ ืœื”ืชืจื—ื‘ ื‘ืจื—ื‘ื™ ืืžืจื™ืงื” ื”ืœื˜ื™ื ื™ืช.

ื ื›ืชื‘ ืข"ื™
ืฉืชืฃ
ืชื•ื‘ื ื•ืช ืืžืจื™ืงื” ื”ืœื˜ื™ื ื™ืช: ืคืจื’ื•ื•ืื™ ืชื›ืจื” ื‘ื™ื˜ืงื•ื™ืŸ ื‘ืืžืฆืขื•ืช ื—ื•ืžืจื” ืฉื ืชืคืกื”, ืงื•ืœื•ืžื‘ื™ื” ืžืชื›ื•ื ื ืช ืœืจื’ื•ืœืฆื™ื” ืขืœ ืงืจื™ืคื˜ื•

ืคืจื’ื•ื•ืื™ ืชื ืฆืœ ASICs ืฉื ืชืคืกื• ื›ื“ื™ ืœื›ืจื•ืช ื‘ื™ื˜ืงื•ื™ืŸ

ืคืจื’ื•ื•ืื™ ืžืฆื˜ืจืคืช ืœื˜ืจื ื“ ื”ื‘ื™ื˜ืงื•ื™ืŸ, ื•ืžืฆื˜ืจืคืช ืœืฉื•ืจืช ืžื“ื™ื ื•ืช ื›ืžื• ืืœ ืกืœื‘ื“ื•ืจ ื•ื‘ื”ื•ื˜ืŸ.

ANDE, ื—ื‘ืจืช ื”ื—ืฉืžืœ ื”ืžืžืฉืœืชื™ืช, ืžืฉืชืคืช ืคืขื•ืœื” ืขื Morphware, ื—ื‘ืจืช ื‘ื™ื ื” ืžืœืื›ื•ืชื™ืช ื•ื›ืจื™ื™ืช ืžื˜ื‘ืขื•ืช ืงืจื™ืคื˜ื•ื’ืจืคื™ื™ื, ื›ื“ื™ ืœื”ืงื™ื ืคืขื™ืœื•ืช ื›ืจื™ื™ืช ื‘ื™ื˜ืงื•ื™ืŸ ื‘ืืžืฆืขื•ืช ื›ื•ืจื™ ื”ื‘ื™ื˜ืงื•ื™ืŸ ืฉื ืชืคืกื• ื‘ืžื”ืœืš ื‘ื“ื™ืงื•ืช ืœื’ื ื™ื‘ืช ื—ืฉืžืœ ื‘ืœืชื™ ื—ื•ืงื™ืช.

Morphware, ืฉื›ื‘ืจ ืคื•ืขืœืช ื‘ืคืจื’ื•ื•ืื™ ืชื•ืš ื ื™ืฆื•ืœ ื”ืื ืจื’ื™ื” ื”ื”ื™ื“ืจื•ืืœืงื˜ืจื™ืช ืฉืœ ืกื›ืจ ืื™ื˜ืื™ืคื•, ืฆื™ื™ื ื” ื›ื™ ื—ืชื™ืžื” ืขืœ ืžื–ื›ืจ ื”ื‘ื ื•ืช ืชืืคืฉืจ ืœื” โ€œืœื‘ื—ื•ืŸ ืืช ืชืคืงื™ื“ ื›ืจื™ื™ืช ื”ื‘ื™ื˜ืงื•ื™ืŸ ื›ื”ื–ื“ืžื ื•ืช ื‘ืจืžื” ื”ืœืื•ืžื™ืช ื‘ืชื•ืš ื ื•ืฃ ื”ืื ืจื’ื™ื” ื•ื”ืชืฉืชื™ื•ืช ื”ื“ื™ื’ื™ื˜ืœื™ื•ืช ื”ืจื—ื‘ ื™ื•ืชืจ ืฉืœ ืคืจื’ื•ื•ืื™.โ€

ืงืจืื• ืขื•ื“.

ื”ื‘ื ืง ื”ืžืจื›ื–ื™ ืฉืœ ืงื•ืœื•ืžื‘ื™ื” ืžืกื™ื™ื ื˜ื™ื•ื˜ืช ื—ื•ืง ืœื ื›ืกื™ื ื“ื™ื’ื™ื˜ืœื™ื™ื

ืงื•ืœื•ืžื‘ื™ื” ื ื•ืงื˜ืช ืฆืขื“ื™ื ื ื—ื•ืฉื™ื ื›ื“ื™ ืœื”ื‘ื™ื ื‘ื”ื™ืจื•ืช ืœืžื’ื–ืจ ื”ื ื›ืกื™ื ื”ื•ื•ื™ืจื˜ื•ืืœื™ื™ื ื”ืžืงื•ืžื™, ืฉืคื•ืขืœ ื›ื™ื•ื ื‘ืื–ื•ืจ ืืคื•ืจ.

ื”ื‘ื ืง ื”ืžืจื›ื–ื™ ืฉืœ ืงื•ืœื•ืžื‘ื™ื” ืกื™ื™ื ื˜ื™ื•ื˜ื” ืœื”ืกื“ืจืช ืคืขื™ืœื•ืช ืชืขืฉื™ื™ืช ื”ืžื˜ื‘ืขื•ืช ื”ืงืจื™ืคื˜ื•ื’ืจืคื™ื™ื, ืชื•ืš ื”ืชืžืงื“ื•ืช ื‘ื”ื›ืจื” ื‘ื—ื“ืฉื ื•ืช ืฉื ื›ืกื™ื ื“ื™ื’ื™ื˜ืœื™ื™ื ืขืฉื•ื™ื™ื ืœื”ืฆื™ืข ืœื›ืœื›ืœื” ื”ืจื—ื‘ื” ื™ื•ืชืจ.

ืื ื“ืจืก ืžื•ืจืกื™ื”, ืกื’ืŸ ืžื ื”ืœ ื”ื‘ื ืง ืœื”ืฉืงืขื•ืช ืžื•ื ื™ื˜ืจื™ื•ืช ื•ื‘ื™ื ืœืื•ืžื™ื•ืช, ืฆื™ื™ืŸ ื›ื™ ื‘ืชื—ื™ืœื” ื”ืžื•ืกื“ ื ืงื˜ ื’ื™ืฉื” ื”ื’ื ืชื™ืช ืขื ื”ื˜ื™ื•ื˜ื” ื”ื–ื•. ืขื ื–ืืช, ืชืคื™ืกื•ืชื™ื• ื”ืชืคืชื—ื• ื•ื”ืคื›ื• ืคืจื•ื’ืจืกื™ื‘ื™ื•ืช ื™ื•ืชืจ, ืชื•ืš ื”ื›ืจื” ื‘ื›ืš ืฉื ื›ืกื™ื ื“ื™ื’ื™ื˜ืœื™ื™ื ื”ื ื—ื“ืฉื ื™ื™ื ื•ื™ื›ื•ืœื™ื ืœื”ื•ืขื™ืœ ืœืงื•ืœื•ืžื‘ื™ื”.

ืงืจืื• ืขื•ื“.

ื”ื ืื•ื‘ื ืง ื”ืืจื’ื ื˜ื™ื ืื™ Uala ืžื’ื™ื™ืก 195 ืžื™ืœื™ื•ืŸ ื“ื•ืœืจ ื›ื“ื™ ืœืžืžืŸ ื”ืชืจื—ื‘ื•ืช ื‘ืืžืจื™ืงื” ื”ืœื˜ื™ื ื™ืช

Uala, ื ืื•ื‘ื ืง ืฉืžื‘ื•ืกืก ื‘ืืจื’ื ื˜ื™ื ื”, ืกื’ืจ ืกื‘ื‘ ื’ื™ื•ืก ืžื•ืฆืœื—, ื•ื”ืคืš ืœืื—ืช ืžื—ื‘ืจื•ืช ื”ืคื™ื ื˜ืง ื”ื’ื“ื•ืœื•ืช ื‘ืืจื’ื ื˜ื™ื ื” ื•ื‘ืืžืจื™ืงื” ื”ืœื˜ื™ื ื™ืช.

ื”ื—ื‘ืจื”, ืฉืžืฉืจืชืช ื™ื•ืชืจ ืž-11 ืžื™ืœื™ื•ืŸ ืื ืฉื™ื ื‘ืืจื’ื ื˜ื™ื ื”, ืงื•ืœื•ืžื‘ื™ื” ื•ืžืงืกื™ืงื•, ื’ื™ื™ืกื” 195 ืžื™ืœื™ื•ืŸ ื“ื•ืœืจ ื‘ืกื‘ื‘ ืžื™ืžื•ืŸ ื‘ื”ื•ื‘ืœืช Allianz X, ื–ืจื•ืข ื”ื”ืฉืงืขื•ืช ืฉืœ ืงื‘ื•ืฆืช Allianz, ื•ื‘ื”ืฉืชืชืคื•ืช Stone Ridge Holdings Group, Tencent, TABLE Holdings, L.P., Soros Fund Management LLC, ื•-D1 Capital Partners, ื‘ื™ืŸ ื”ื™ืชืจ.

ืœืื—ืจ ืกื‘ื‘ ื–ื”, Uala ืžื’ื™ืขื” ืœืฉื•ื•ื™ ืฉืœ 3.2 ืžื™ืœื™ืืจื“ ื“ื•ืœืจ, ืžื” ืฉืžืื•ืชืช ืขืœ ื”ืขืœื™ื™ื” ื‘ืืžื•ืŸ ื”ืžืฉืงื™ืขื™ื ื‘ืžื•ื“ืœ ื”ืขืกืงื™ ืฉืœื”.

ืงืจืื• ืขื•ื“.

ืฉืืœื•ืช ื ืคื•ืฆื•ืช

  • ืื™ื–ื• ื™ื•ื–ืžื” ืคืจื’ื•ื•ืื™ ืžืงื“ืžืช ื‘ื ื•ื’ืข ืœื›ืจื™ื™ืช ื‘ื™ื˜ืงื•ื™ืŸ?
    ืคืจื’ื•ื•ืื™ ืžืชื›ื ื ืช ืœื”ืฉืชืžืฉ ื‘ื—ื•ืžืจืช ASIC ืฉื ืชืคืกื” ื›ื“ื™ ืœื”ืงื™ื ืคืขื™ืœื•ืช ื›ืจื™ื™ืช ื‘ื™ื˜ืงื•ื™ืŸ ื‘ืฉื•ืชืคื•ืช ืขื Morphware, ืชื•ืš ื ื™ืฆื•ืœ ืื ืจื’ื™ื” ื”ื™ื“ืจื•ืืœืงื˜ืจื™ืช.

  • ืื™ืœื• ืฆืขื“ื™ื ืจื’ื•ืœื˜ื•ืจื™ื™ื ืงื•ืœื•ืžื‘ื™ื” ื ื•ืงื˜ืช ื‘ืžื’ื–ืจ ื”ืžื˜ื‘ืขื•ืช ื”ืงืจื™ืคื˜ื•ื’ืจืคื™ื™ื?
    ื”ื‘ื ืง ื”ืžืจื›ื–ื™ ืฉืœ ืงื•ืœื•ืžื‘ื™ื” ืกื™ื™ื ื˜ื™ื•ื˜ืช ื—ื•ืง ืœื”ืกื“ืจืช ืชืขืฉื™ื™ืช ื”ืžื˜ื‘ืขื•ืช ื”ืงืจื™ืคื˜ื•ื’ืจืคื™ื™ื, ื‘ืžื˜ืจื” ืœื”ื‘ื”ื™ืจ ืืช ืžืกื’ืจืช ื”ืคืขื™ืœื•ืช ืฉืœื” ื•ืœืืžืฅ ื—ื“ืฉื ื•ืช.

  • ื›ืžื” ืžื™ืžื•ืŸ ื’ื™ื™ืก ืœืื—ืจื•ื ื” ื”ื ืื•ื‘ื ืง ื”ืืจื’ื ื˜ื™ื ืื™ Uala?
    Uala ื’ื™ื™ืกื” 195 ืžื™ืœื™ื•ืŸ ื“ื•ืœืจ ื‘ืกื‘ื‘ ืžื™ืžื•ืŸ, ื•ื‘ื™ืกืกื” ืืช ืžืขืžื“ื” ื›ืื—ืช ืžื—ื‘ืจื•ืช ื”ืคื™ื ื˜ืง ื”ื’ื“ื•ืœื•ืช ื‘ืืžืจื™ืงื” ื”ืœื˜ื™ื ื™ืช.

ืžืืžืจ ื–ื” ืชื•ืจื’ื ืžืื ื’ืœื™ืช ื‘ืืžืฆืขื•ืช ื‘ื™ื ื” ืžืœืื›ื•ืชื™ืช. ื”ื’ืจืกื” ื”ืžืงื•ืจื™ืช ื‘ืื ื’ืœื™ืช ื”ื™ื ื”ืžืงื•ืจ ื”ืงื•ื‘ืข; ืชืจื’ื•ืžื™ื ืื•ื˜ื•ืžื˜ื™ื™ื ืขืฉื•ื™ื™ื ืœื”ื›ื™ืœ ืื™-ื“ื™ื•ืงื™ื, ื‘ืžื™ื•ื—ื“ ื‘ืžื•ื ื—ื™ื ืžืฉืคื˜ื™ื™ื ื•ืจื’ื•ืœื˜ื•ืจื™ื™ื.

ืชื’ื™ื•ืช ื‘ื›ืชื‘ื” ื–ื•