Gunyana 1 (Reuters) - Masheya eUS chip akadzikira neChina, nenhamba huru ye semiconductor yadzikira neanopfuura 3% mushure mekunge Nvidia (NVDA.O) neAdvanced Micro Devices (AMD.O) vati vakuru veUS vakavaudza kuti varege kutumira ma processor epamusoro ehunyanzvi hwekugadzira kuChina.

Masheya eNvidia adonha ne11%, ari munzira yekudonha kukuru kwechikamu chezuva rimwe chete kubva muna 2020, ukuwo masheya madiki emakambani eAMD adonha ne6%.

Pakati pezuva, mari inosvika mabhiriyoni makumi mana emadhora ($40 bhiriyoni) yemusika wemasheya weNvidia yakanga yapera. Makambani makumi matatu ari muPhiladelphia semiconductor index (.SOX) akarasikirwa nemari inosvika mabhiriyoni zana emadhora ($100 bhiriyoni) yemusika wemasheya.

Vatengesi vakachinjana migove yeNvidia inokosha mari inodarika mabhiriyoni gumi nerimwe emadhora, kupfuura mimwe masheya ese ari paWall Street.

Kutengeswa kwemachipisi maviri epamusoro eNvidia ekugadzira zvinhu zvehungwaru - H100 neA100 - kuChina - kunogona kukanganisa kutengeswa kwemamiriyoni mazana mana emadhora kuChina muchikamu chayo chemari chazvino, kambani yakanyevera mufaira neChitatu. Verenga zvakawanda

AMD yakatiwo vakuru veUS vakaiudza kuti irege kutumira chip yayo yepamusoro yehungwaru hwekugadzira kuChina, asi kuti haitende kuti mitemo mitsva iyi ichava nemhedzisiro yakaipa pabhizinesi rayo.

Kurambidzwa kwakaitwa neWashington kunoratidza kuwedzera kwekurwisa kufambira mberi kwetekinoroji yeChina sezvo kusawirirana kuri kuwedzera nekuda kweramangwana reTaiwan, uko zvinhu zvakagadzirwa nemakambani mazhinji echip ekuAmerica zvinogadzirwa.

"Tinoona kuwedzera kwezvirambidzo zvemasemiconductor eUS kuChina uye kuwedzera kwekushanduka-shanduka kwemakambani emasemiconductor neboka rezvishandiso mushure mekuvandudzwa kweNVIDIA," muongorori weCiti Atif Malik akanyora muchinyorwa chekutsvagisa.

Zviziviso izvi zvinouyawo apo vanoisa mari vari kunetseka kuti indasitiri yepasi rose ye "chip" inogona kunge iri kuenda kukudzikira kwekutanga kwekutengesa kubva muna 2019, sezvo mitengo yemubereko iri kukwira uye hupfumi huri kuramba huchidzika muUnited States neEurope zvichideredza kudiwa kwemakombiyuta, mafoni efoni uye zvikamu zvedata.

Chiyero chemachipisi chePhiladelphia chaderera ne16% kubva pakati paNyamavhuvhu. Chaderera ne35% muna 2022, chiri munzira yekusaita zvakanaka kwazvo mugore ra2009.