Cuaj Hlis 1 (Reuters) - Cov khoom lag luam chip hauv Asmeskas tau poob qis rau hnub Thursday, nrog rau cov ntsuas semiconductor tseem ceeb poob qis dua 3% tom qab Nvidia (NVDA.O) thiab Advanced Micro Devices (AMD.O) tau hais tias cov nom tswv Asmeskas tau hais kom lawv tsum tsis txhob xa cov processors tshiab rau kev txawj ntse artificial mus rau Tuam Tshoj.

Nvidia cov khoom lag luam poob qis 11%, nyob rau ntawm txoj kev rau nws qhov kev poob qis tshaj plaws hauv ib hnub txij li xyoo 2020, thaum cov khoom lag luam me dua AMD poob yuav luag 6%.

Txog thaum tav su, kwv yees li $ 40 billion tus nqi ntawm Nvidia cov khoom lag luam tau ploj mus. 30 lub tuam txhab uas tsim cov Philadelphia semiconductor index (.SOX) tau poob tag nrho kwv yees li $ 100 billion tus nqi ntawm cov khoom lag luam.

Cov tub luam tau pauv ntau dua $ 11 billion tus nqi ntawm Nvidia cov khoom lag luam, ntau dua li lwm cov khoom lag luam ntawm Wall Street.

Lub tuam txhab tau ceeb toom hauv daim ntawv foob rau hnub Wednesday tias kev xa tawm mus rau Tuam Tshoj ntawm ob lub Nvidia cov chips suav zoo tshaj plaws rau kev txawj ntse - H100 thiab A100 - yuav cuam tshuam rau $ 400 lab hauv kev muag khoom rau Tuam Tshoj hauv nws lub quarter tam sim no. nyeem ntxiv

AMD kuj tau hais tias cov nom tswv Asmeskas tau hais kom nws tsum tsis txhob xa nws cov chip txawj ntse zoo tshaj plaws mus rau Tuam Tshoj, tab sis nws tsis ntseeg tias cov cai tshiab yuav muaj kev cuam tshuam loj rau nws txoj kev lag luam.

Qhov kev txwv ntawm Washington qhia txog kev siv zog ntau ntxiv rau Tuam Tshoj txoj kev tsim kho thev naus laus zis thaum muaj kev kub ntxhov txog txoj hmoo ntawm Taiwan, qhov chaw uas feem ntau cov tuam txhab tsim cov khoom siv chip hauv Asmeskas tau tsim.

"Peb pom kev nce ntxiv hauv kev txwv tsis pub siv cov khoom siv semiconductor hauv Tebchaws Meskas rau Tuam Tshoj thiab kev hloov pauv ntau ntxiv rau pawg semiconductors thiab cov khoom siv tom qab NVIDIA hloov tshiab," Citi tus kws tshuaj ntsuam Atif Malik tau sau rau hauv ib daim ntawv tshawb fawb.

Cov lus tshaj tawm kuj tseem tuaj thaum cov tub ua lag luam txhawj xeeb tias kev lag luam chip thoob ntiaj teb yuav mus rau nws thawj zaug kev muag khoom poob qis txij li xyoo 2019, vim tias cov nqi paj laum nce siab thiab kev lag luam tsis ruaj khov hauv Tebchaws Meskas thiab Tebchaws Europe txo qis kev xav tau cov khoos phis tawj tus kheej, xov tooj ntse thiab cov khoom siv hauv chaw khaws ntaub ntawv.

Txij li thaum nruab nrab lub Yim Hli, cov nqi ntawm Philadelphia chip index tau poob yuav luag 16% lawm. Nws poob txog li 35% hauv xyoo 2022, uas yog qhov phem tshaj plaws hauv ib xyoos txij li xyoo 2009.