Satumba 1 (Reuters) - Hannun jarin guntu na Amurka sun faɗi a ranar Alhamis, inda babban ma'aunin semiconductor ya faɗi da fiye da kashi 3% bayan da Nvidia (NVDA.O) da Advanced Micro Devices (AMD.O) suka ce jami'an Amurka sun gaya musu su daina fitar da na'urori masu sarrafawa na zamani don leƙen asiri na wucin gadi zuwa China.

Hannun jarin Nvidia ya faɗi da kashi 11%, yana kan hanya mafi girma ta faɗuwar kashi ɗaya cikin ɗari tun daga shekarar 2020, yayin da ƙaramin abokin hamayyarsa AMD ya faɗi da kusan kashi 6%.

Ya zuwa tsakiyar rana, kimanin darajar kasuwar hannayen jari ta Nvidia ta dala biliyan 40 ta ƙare. Kamfanoni 30 da suka ƙunshi ma'aunin semiconductor na Philadelphia (.SOX) sun yi asarar jimillar darajar kasuwar hannayen jari ta dala biliyan 100.

'Yan kasuwa sun yi musayar hannun jarin Nvidia sama da dala biliyan 11, fiye da kowace hannun jari da ke Wall Street.

Kamfanin ya yi gargadin a cikin wani rahoto da ya fitar a ranar Laraba cewa takaita fitar da manyan kwakwalwan kwamfuta guda biyu na Nvidia zuwa China don fasahar leken asiri ta wucin gadi - H100 da A100 - na iya yin illa ga dala miliyan 400 a cikin yiwuwar siyarwa ga China a cikin kwata na kasafin kudinta na yanzu.

AMD ta kuma ce jami'an Amurka sun gaya mata ta daina fitar da babbar manhajar leƙen asiri ta wucin gadi zuwa China, amma ba ta yarda cewa sabbin dokokin za su yi tasiri sosai ga kasuwancinta ba.

Haramcin da Washington ta yi ya nuna ƙara tsananta takunkumi kan ci gaban fasaha na China yayin da ake ci gaba da zaman dar-dar game da makomar Taiwan, inda ake ƙera sassan da yawancin kamfanonin sarrafa guntu na Amurka suka tsara.

"Mun ga ƙaruwar takunkumin semiconductor na Amurka ga China da kuma ƙaruwar canjin yanayin aiki ga ƙungiyar semiconductor da kayan aiki bayan sabunta NVIDIA," in ji Atif Malik, mai sharhi kan harkokin tsaro na Citi a cikin wani bayanin bincike.

Sanarwar ta kuma zo ne yayin da masu zuba jari ke fargabar cewa masana'antar guntu ta duniya na iya fuskantar koma bayan tallace-tallace na farko tun daga shekarar 2019, yayin da hauhawar riba da tattalin arziki da ke raguwa a Amurka da Turai ke rage bukatar kwamfutocin sirri, wayoyin komai da ruwanka da kuma sassan cibiyar bayanai.

Ma'aunin guntu na Philadelphia yanzu ya rasa kusan kashi 16% tun daga tsakiyar watan Agusta. Ya faɗi da kusan kashi 35% a shekarar 2022, yana kan hanya mafi muni ta shekara-shekara tun 2009.