Hepetema 1 (Reuters) - I hinga ngā hea maramara o Amerika i te Rāpare, me te hekenga o te taupū matua mō ngā semiconductor neke atu i te 3% whai muri i te kīnga a Nvidia (NVDA.O) me Advanced Micro Devices (AMD.O) i kī atu ngā āpiha o Amerika kia mutu te kaweake i ngā tukatuka matatau mō te matauranga horihori ki Haina.

I hinga ngā hea o Nvidia mā te 11%, i te huarahi tika mō tana hinganga ōrau kotahi rā nui rawa atu mai i te tau 2020, i te mea i hinga tata ki te 6% ngā hea o AMD, he hoa whakataetae iti ake.

I te poutumarotanga o te rā, kua memeha haere te uara o te mākete hea a Nvidia, tata ki te $40 piriona. Ko ngā kamupene 30 e hanga ana i te taupū haurua-ira o Philadelphia (.SOX) kua ngaro te uara katoa o te mākete hea tata ki te $100 piriona.

Neke atu i te $11 piriona te uara o ngā hea Nvidia i whakawhitiwhitihia e ngā kaihokohoko, he nui ake i ngā hea katoa i Wall Street.

Ko te herenga o ngā kaweake ki Haina o ngā maramara rorohiko matua e rua a Nvidia mō te matauranga horihori - ko te H100 me te A100 - ka pā pea ki te $400 miriona i roto i ngā hoko pea ki Haina i roto i tana hauwhā pūtea o nāianei, e ai ki te whakatūpato a te kamupene i roto i tētahi tuku i te Wenerei. pānuihia atu

I kī atu anō a AMD kua kī atu ngā āpiha o Amerika kia mutu te kaweake i tana maramara matauranga horihori nui rawa atu ki Haina, engari kāore rātou i te whakapono ka pā nui ngā ture hou ki tana pakihi.

Ko te aukati a Washington e tohu ana i te kaha haere o te aukati i te whanaketanga hangarau o Haina i te mea e mura ana te taupatupatu mō te mutunga o Taiwan, te wāhi e hangaia ai ngā waahanga i hangaia e te nuinga o ngā kamupene maramara o Amerika.

"E kite ana mātou i te pikinga ake o ngā here o te US ki Haina, me te pikinga ake o te koretake mō te rōpū semiconductors me ngā taputapu whai muri i te whakahoutanga a NVIDIA," te tuhituhi a te kaitātari Citi, a Atif Malik, i roto i tētahi tuhinga rangahau.

I puta mai hoki ngā panuitanga i te mea e manukanuka ana ngā kaipupuri moni kei te anga atu te umanga maramara o te ao ki tana hekenga hoko tuatahi mai i te tau 2019, i te mea kua whakahekehia te tono mō ngā rorohiko whaiaro, ngā waea atamai me ngā wāhanga pokapū raraunga e piki haere ana ngā reiti huamoni me te ngoikore o ngā ōhanga i te United States me Europe.

Kua tata ki te 16% te hekenga o te taupū maramara o Philadelphia mai i waenganui o Ākuhata. Kua heke iho i te 35% i te tau 2022, kei te huarahi tika mō tana mahi kino rawa atu o te tau maramataka mai i te tau 2009.