Kepakemapa 1 (Reuters) - Ua hāʻule nā ​​​​kumukūʻai chip US i ka Pōʻahā, me ka helu kuhikuhi semiconductor nui i hāʻule ma mua o 3% ma hope o ka ʻōlelo ʻana a Nvidia (NVDA.O) a me Advanced Micro Devices (AMD.O) ua haʻi aku nā luna o US iā lākou e hoʻōki i ka lawe ʻana aku i nā mea hana akamai no ka naʻauao hana i Kina.

Ua hāʻule ka waihona o Nvidia i ka 11%, ma ke ala no kāna hāʻule pakeneka hoʻokahi lā nui loa mai ka makahiki 2020, ʻoiai ua hāʻule ka waihona o ka mea hoʻokūkū liʻiliʻi ʻo AMD ma kahi o 6%.

I ke awakea, ua nalowale ma kahi o $40 biliona o ka waiwai o ka mākeke kūʻai o Nvidia. Ua nalowale nā ​​​​hui 30 i hana i ka Philadelphia semiconductor index (.SOX) i kahi hui pū ʻia ma kahi o $100 biliona o ka waiwai o ka mākeke kūʻai.

Ua hoʻololi aku nā mea kālepa ma mua o $11 biliona o nā ʻāpana Nvidia, ʻoi aku ma mua o nā waiwai ʻē aʻe ma Wall Street.

ʻO ka hoʻokuʻu ʻia ʻana aku i Kina o ʻelua o nā ʻāpana kamepiula kiʻekiʻe loa a Nvidia no ka naʻauao hana - ʻo ka H100 a me A100 - hiki ke hoʻopilikia i $400 miliona i nā kūʻai aku i Kina i kāna hapaha kālā o kēia manawa, ua ʻōlelo ka hui ma kahi waihona i ka Pōʻakolu. heluhelu hou aku

Ua ʻōlelo pū ʻo AMD ua haʻi aku nā luna o ʻAmelika iā ia e hoʻōki i ka hoʻokuʻu aku i kāna puʻupuʻu akamai hana kiʻekiʻe loa i Kina, akā ʻaʻole ia i manaʻoʻiʻo e loaʻa ka hopena nui o nā lula hou i kāna ʻoihana.

Hōʻike ka pāpā ʻana o Wakinekona i ka hoʻoikaika ʻana o ka hoʻopaʻi ʻana i ka hoʻomohala ʻenehana o Kina i ka wā e hoʻomau nei nā haunaele ma luna o ka hopena o Taiwan, kahi i hana ʻia ai nā ʻāpana i hoʻolālā ʻia e ka hapa nui o nā ʻoihana chip US.

"ʻIke mākou i ka piʻi ʻana o nā kapu semiconductor US i Kina a me ka hoʻonui ʻia o ka volatility no ka hui semiconductors a me nā lako ma hope o ka hoʻopou hou ʻana o NVIDIA," i kākau ai ʻo Citi analyst ʻo Atif Malik ma kahi memo noiʻi.

Ua hiki mai nā hoʻolaha i ka wā e hopohopo nei nā mea hoʻopukapuka kālā e hele ana paha ka ʻoihana chip honua i kāna emi ʻana o ke kūʻai aku mua mai ka makahiki 2019, ʻoiai ke piʻi nei nā uku paneʻe a me nā hoʻokele waiwai haʻalulu ma ʻAmelika Hui Pū ʻIa a me ʻEulopa e hōʻemi ana i ke koi no nā kamepiula pilikino, nā kelepona akamai a me nā ʻāpana kikowaena ʻikepili.

Ua nalowale ka papa kuhikuhi chip Philadelphia ma kahi o 16% mai ka waena o ʻAukake. Ua emi ia ma kahi o 35% i ka makahiki 2022, ma ke ala no kāna hana makahiki kalena maikaʻi loa mai ka makahiki 2009.