Seputembala 1 (Reuters) - Ma chip stock aku US adatsika Lachinayi, pomwe chiwerengero chachikulu cha ma semiconductor chatsika ndi 3% pambuyo poti Nvidia (NVDA.O) ndi Advanced Micro Devices (AMD.O) zanena kuti akuluakulu aku US adawauza kuti asiye kutumiza ma processor apamwamba anzeru zopanga zinthu ku China.

Masheya a Nvidia adatsika ndi 11%, zomwe zidapangitsa kuti pakhale kutsika kwakukulu kwa tsiku limodzi kuyambira 2020, pomwe masheya ampikisano ang'onoang'ono a AMD adatsika pafupifupi 6%.

Pakati pa tsiku, mtengo wa masheya wa Nvidia wokwana $40 biliyoni unatha. Makampani 30 omwe amapanga Philadelphia semiconductor index (.SOX) adataya mtengo wa masheya wokwana $100 biliyoni.

Amalonda adasinthanitsa magawo a Nvidia okwana $11 biliyoni, kuposa magawo ena onse ku Wall Street.

Kampaniyo inachenjeza mu lipoti lake Lachitatu kuti kutumiza kunja kwa ma chip awiri apamwamba kwambiri a Nvidia anzeru zopanga zinthu zakale ku China - H100 ndi A100 - kungakhudze mtengo wogulitsa ku China wa $400 miliyoni mu kotala la ndalama lomwe likubwerali.

AMD inanenanso kuti akuluakulu a ku America adaiuza kuti isiye kutumiza zida zake zapamwamba kwambiri zanzeru zopanga zinthu ku China, koma sakukhulupirira kuti malamulo atsopanowa adzakhudza kwambiri bizinesi yake.

Kuletsa kwa Washington kukusonyeza kukulirakulira kwa kupondereza chitukuko cha ukadaulo ku China pamene kusamvana kukukulirakulira chifukwa cha tsogolo la Taiwan, komwe zinthu zopangidwa ndi makampani ambiri aku US opanga ma chip zimapangidwa.

"Tikuwona kuwonjezeka kwa ziletso za semiconductor ku US ku China komanso kusinthasintha kwakukulu kwa ma semiconductor ndi gulu la zida pambuyo pa kusinthidwa kwa NVIDIA," katswiri wa Citi Atif Malik adalemba mu lipoti lofufuza.

Zilengezozi zikubweranso pamene amalonda akuda nkhawa kuti makampani opanga ma chip padziko lonse lapansi akuyamba kutsika koyamba kuyambira mu 2019, pomwe chiwongola dzanja chokwera komanso chuma chosakhazikika ku United States ndi Europe chachepetsa kufunikira kwa makompyuta, mafoni am'manja ndi zida za data center.

Chiŵerengero cha Philadelphia chip tsopano chatsika ndi pafupifupi 16% kuyambira pakati pa mwezi wa Ogasiti. Chatsika ndi pafupifupi 35% mu 2022, chomwe chili panjira yoyipa kwambiri m'chaka cha kalendala kuyambira mu 2009.