Lub Cuaj Hli 1 (Reuters) - Tebchaws Asmeskas cov khoom lag luam nti tau poob rau hnub Thursday, nrog rau qhov tseem ceeb ntawm cov khoom lag luam semiconductor poob ntau dua 3% tom qab Nvidia (NVDA.O) thiab Advanced Micro Devices (AMD.O) tau hais tias Asmeskas cov tub ceev xwm tau hais kom lawv txwv tsis pub xa tawm kev txiav tawm. processors rau kev txawj ntse txawj ntse rau Suav teb.

Nvidia cov khoom lag luam poob qis 11%, ntawm kev taug qab rau nws qhov feem pua ​​​​ntawm ib hnub loj tshaj poob txij li xyoo 2020, thaum cov neeg sib tw me me AMD cov Tshuag poob yuav luag 6%.

Raws li ntawm ib nrab hnub, kwv yees li $ 40 billion tus nqi ntawm Nvidia tus nqi lag luam Tshuag tau evaporated.Lub 30 tuam txhab uas muag tsim lub Philadelphia semiconductor Performance index (.SOX) poob ib tug ua ke txog $100 billion tus nqi ntawm cov Tshuag lag luam tus nqi.

Cov tub luam sib pauv ntau dua $ 11 nphom tus nqi ntawm Nvidia shares, ntau dua li lwm cov Tshuag ntawm Wall Street.

Qhov txwv tsis pub xa tawm mus rau Tuam Tshoj ntawm ob ntawm Nvidia cov khoom siv saum toj kawg nkaus rau kev txawj ntse - H100 thiab A100 - tuaj yeem cuam tshuam txog $ 400 lab hauv kev muag khoom rau Tuam Tshoj hauv nws lub quarter nyiaj txiag tam sim no, lub tuam txhab ceeb toom hauv daim ntawv thov rau hnub Wednesday.nyeem ntxiv

AMD kuj tau hais tias Asmeskas cov tub ceev xwm tau hais kom nws txwv tsis pub xa tawm nws cov cuab yeej txawj ntse saum toj kawg nkaus rau Tuam Tshoj, tab sis nws tsis ntseeg tias cov cai tshiab yuav muaj kev cuam tshuam rau nws cov lag luam.

Washington txoj kev txwv tsis pub tshaj tawm qhov kev siv zog ntawm kev tawm tsam ntawm Tuam Tshoj txoj kev txhim kho thev naus laus zis raws li kev sib cav sib ceg dhau los ntawm txoj hmoo ntawm Taiwan, qhov chaw tsim khoom tsim los ntawm US chip tuam txhab feem ntau tsim.

"Peb pom muaj kev nce ntxiv hauv Asmeskas cov kev txwv semiconductor rau Tuam Tshoj thiab nce volatility rau cov semiconductors thiab cov cuab yeej pab pawg tom qab NVIDIA hloov tshiab," Citi tus kws tshuaj ntsuam Atif Malik tau sau hauv tsab ntawv tshawb fawb.

Cov ntawv tshaj tawm kuj tuaj raws li cov tub ua lag luam txhawj xeeb tias kev lag luam nti thoob ntiaj teb tuaj yeem ua rau nws thawj qhov kev muag khoom poob qis txij li xyoo 2019, raws li kev nce paj paj thiab kev lag luam poob qis hauv Tebchaws Meskas thiab Europe txiav rau hauv kev thov rau tus kheej lub computer, smartphones thiab cov ntaub ntawv chaw nruab nrab.

Philadelphia nti index tam sim no poob yuav luag 16% txij thaum nruab nrab Lub Yim Hli.Nws poob qis li ntawm 35% hauv 2022, ntawm kev taug qab rau nws qhov kev ua haujlwm tsis zoo tshaj plaws hauv lub xyoo txij li xyoo 2009.