Septhemba 1 (Reuters) - Amasheya e-chip ase-US ehle ngoLwesine, kanti inkomba ye-semiconductor eyinhloko yehle ngaphezu kuka-3% ngemuva kokuthi i-Nvidia (NVDA.O) kanye ne-Advanced Micro Devices (AMD.O) zithe izikhulu zase-US zibatshele ukuthi bayeke ukuthumela amaprosesa asezingeni eliphezulu obuhlakani bokwenziwa eShayina.

Isitoko seNvidia sehle ngo-11%, sisendleleni yokwehla okukhulu kwamaphesenti ngosuku olulodwa kusukela ngo-2020, kanti isitoko se-AMD esincintisana nayo sehle cishe ngo-6%.

Kusukela maphakathi nosuku, inani lemakethe yesitoko leNvidia elingaba yizigidigidi ezingama-40 lase liphelile. Izinkampani ezingu-30 ezakha i-Philadelphia semiconductor index (.SOX) zilahlekelwe inani lemakethe yesitoko elingaba yizigidigidi eziyi-100 sezizonke.

Abahwebi bashintshisane ngamasheya eNvidia abiza ngaphezu kwezigidigidi eziyi-11 zamaRandi, ngaphezu kwanoma yisiphi esinye isitoko eWall Street.

Inkampani ixwayise esitatimendeni ngoLwesithathu ukuthi ukuthunyelwa okukhawulelwe kwama-chip amabili e-Nvidia ahamba phambili kwezobunhloli bokwenziwa - i-H100 kanye ne-A100 - kungathinta ukuthengiswa okungenzeka kube yi-$400 million eShayina kwikota yayo yezimali yamanje.

I-AMD iphinde yathi izikhulu zase-US ziyitshele ukuthi ziyeke ukuthumela i-chip yayo yobuhlakani bokwenziwa eShayina, kodwa ayikholwa ukuthi imithetho emisha izoba nomthelela omkhulu ebhizinisini layo.

Ukuvinjelwa kweWashington kubonisa ukuqina kokucindezelwa kwentuthuko yezobuchwepheshe yaseShayina njengoba ukungezwani kukhula ngenxa yekusasa laseTaiwan, lapho kukhiqizwa khona izingxenye eziklanywe yizinkampani eziningi zama-chip zase-US.

"Sibona ukwanda kwemikhawulo ye-semiconductor yase-US eChina kanye nokwanda kokuguquguquka kwe-semiconductors kanye neqembu lemishini ngemuva kokubuyekezwa kwe-NVIDIA," kubhala umhlaziyi we-Citi u-Atif Malik encwadini yocwaningo.

Lezi zimemezelo ziphinde zenzeke njengoba abatshalizimali bekhathazekile ngokuthi imboni yama-chip yomhlaba wonke ingase ibheke ekwehleni kwayo kokuqala kokuthengisa kusukela ngo-2019, njengoba amazinga enzalo akhuphukayo kanye nomnotho oguquguqukayo e-United States naseYurophu kunciphisa isidingo samakhompyutha, ama-smartphone kanye nezingxenye zesikhungo sedatha.

Inkomba yama-chip yasePhiladelphia manje isilahlekelwe cishe ngu-16% kusukela maphakathi no-Agasti. Yehle cishe ngo-35% ngo-2022, isendleleni yokusebenza kwayo okubi kakhulu ngonyaka wekhalenda kusukela ngo-2009.