Nge-1 kaSeptemba (Reuters) - Amasheya eetshiphusi zase-US ehle ngoLwesine, kwaye i-main semiconductor index yehle ngaphezulu kwe-3% emva kokuba iNvidia (NVDA.O) kunye ne-Advanced Micro Devices (AMD.O) zithe amagosa ase-US abaxelele ukuba bayeke ukuthumela iiprosesa eziphambili zobukrelekrele bokwenziwa eTshayina.

Izabelo zeNvidia zehle nge-11%, zisemgceni wokwehla kwepesenti enkulu yosuku olunye ukusukela ngo-2020, ngelixa izabelo ze-AMD ezincinci ezikhuphisana nazo zehle phantse nge-6%.

Ukusukela phakathi emini, ixabiso lemarike yesitokhwe yeNvidia elimalunga ne-$40 yeebhiliyoni liphelile. Iinkampani ezingama-30 ezenza iPhiladelphia semiconductor index (.SOX) zilahlekelwe lixabiso lemarike yesitokhwe elimalunga ne-$100 yeebhiliyoni.

Abarhwebi batshintshisene ngezabelo zeNvidia ezixabisa ngaphezulu kwe-11 yeebhiliyoni zeerandi, ngaphezu kwazo naziphi na ezinye izitokhwe eWall Street.

Inkampani ilumkisile kwingxelo ekhutshwe ngoLwesithathu ukuba ithumele ngaphandle iitships ezimbini eziphambili zeNvidia zekhompyutha zobuchwephesha bokwenziwa - i-H100 kunye ne-A100 - eziya eTshayina, zinokuchaphazela i-$400 yezigidi kwiintengiso ezinokubakho eTshayina kwikota yayo yangoku yemali.

I-AMD ikwathe amagosa aseMelika ayixelele ukuba iyeke ukuthumela itshiphu yayo yobukrelekrele bokwenziwa eTshayina, kodwa ayikholelwa ukuba le mithetho mitsha iya kuba nefuthe elikhulu kwishishini layo.

Ukuvalwa kweWashington kubonisa ukuqina koxinzelelo kuphuhliso lwetekhnoloji yaseTshayina njengoko uxinzelelo luqhubeka ngenxa yekamva laseTaiwan, apho izinto eziyilwe ziinkampani ezininzi zeetships zaseMelika zenziwa khona.

“Sibona ukunyuka kwemiqathango ye-semiconductor yaseMelika eTshayina kunye nokwanda kokuguquguquka kwe-semiconductors kunye neqela lezixhobo emva kohlaziyo lwe-NVIDIA,” ubhale watsho umhlalutyi weCiti u-Atif Malik kwinqaku lophando.

Ezi zibhengezo zikwafika njengoko abatyali-mali bexhalabile ukuba ishishini leetshiphusi zehlabathi lisenokuba liza kwehla okokuqala ukusukela ngo-2019, njengoko ukunyuka kwamazinga enzala kunye noqoqosho oludodobalayo eMelika naseYurophu kunciphisa imfuno yeekhompyutha zobuqu, ii-smartphones kunye nezixhobo zeziko ledatha.

I-Philadelphia chip index ngoku ilahlekelwe phantse yi-16% ukusukela phakathi ku-Agasti. Ihlile malunga ne-35% ngo-2022, ikwindlela yokusebenza kwayo okubi kakhulu kunyaka-mali ukusukela ngo-2009.