Sept 1 (Reuters) - Ua hāʻule nā ​​kumukūʻai chip US i ka Pōʻalima, me ka helu semiconductor nui i lalo ma mua o 3% ma hope o Nvidia (NVDA.O) a me Advanced Micro Devices (AMD.O) i ʻōlelo ai nā luna o ʻAmelika iā lākou e hoʻōki i ka hoʻokuʻu ʻana i ka ʻokiʻoki. nā mea hana no ka naʻauao akamai i Kina.

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

Ma ke aumoe, ma kahi o $40 biliona ke kumu kūʻai kūʻai kūʻai kūʻai o Nvidia i hoʻopau ʻia.ʻO nā hui 30 e hana ana i ka Philadelphia semiconductor index (.SOX) ua nalowale kahi hui ʻana ma kahi o $100 biliona waiwai o ka waiwai mākeke.

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

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

Ua ʻōlelo pū ʻo AMD ua haʻi aku nā luna o ʻAmelika iā ia e hoʻōki i ka lawe ʻana aku i kāna chip artificial intelligence kiʻekiʻe i Kina, akā ʻaʻole ia i manaʻoʻiʻo e loaʻa i nā lula hou ka hopena i kāna ʻoihana.

ʻO ka pāpā ʻana o Wakinekona e hōʻike ana i ka hoʻoikaika ʻana o ka hoʻopaʻa ʻana i ka hoʻomohala ʻenehana o Kina i ka wā e hoʻomau nei nā ʻāʻī ma luna o ka hopena o Taiwan, kahi i hana ʻia ai nā mea i hoʻolālā ʻia e ka hapa nui o nā ʻoihana chip US.

"ʻIke mākou i ka piʻi ʻana o nā palena semiconductor US i Kina a hoʻonui i ka volatility no nā semiconductor a me nā pūʻulu mea hana ma hope o ka hoʻonui ʻana o NVIDIA," kākau ʻo Citi Atif Malik i kahi palapala noiʻi.

Ke hele mai nei nā hoʻolaha i ka hopohopo o nā mea hoʻopukapuka e hele ana ka ʻoihana chip honua no ka emi ʻana o ke kūʻai mua ʻana mai ka makahiki 2019, ʻoiai ʻo ka piʻi ʻana o ka uku pānaʻi a me nā ʻoihana hoʻokele waiwai ma ʻAmelika Hui Pū ʻIa a me ʻEulopa e ʻoki i ka noi no nā kamepiula pilikino, nā kelepona a me nā ʻāpana kikowaena data.

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