Pro sib tham txog semiconductor stocks outlook post Ethereum Merge

Ethereum (ETH / USD), ua tiav kev sib koom ua ke ua ntej hnub Thursday los cim ib qho ntawm cov xwm txheej loj tshaj plaws hauv keeb kwm crypto txij li pib ntawm Bitcoin tshaj ib xyoo caum dhau los.

Kev hloov los ntawm kev ua pov thawj-ntawm-ua haujlwm (PoW) mechanism rau kev pov thawj-ntawm- ceg txheem ntseeg (PoS) network mechanism los nrog ntau yam txiaj ntsig rau Ethereum network (Tsam Tus kws tshuaj ntsuam Dan Ashmore muab cov ntsiab lus zoo hauv qhov no kev tsom xam tom qab sib koom ua ke).

Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

Tab sis puas yog qhov kev hloov pauv ntawm mining mus rau staking muaj kev cuam tshuam sab nraud ntawm cov miners uas yuav tau nrhiav lwm PoW npib xws li Ethereum Classic lossis ib qho ETPHOW diav rawg?

Raws li ib tug kws tshaj lij kev lag luam, lub tech kev lag luam tuaj yeem yog ib qho cuam tshuam los ntawm Ethereum lub keeb kwm tseem ceeb.

Pro hais tias Ethereum kev sib koom ua ke yuav ntaus cov tuam txhab chip

Richard Windsor, tus tsim ntawm Xov Tooj Cua Dawb Txawb, hais tias yog thiab hais tias Ethereum 'kev sib koom ua ke' yuav ua rau muaj kev cuam tshuam rau cov tuam txhab thev naus laus zis, tshwj xeeb yog cov tuam txhab semiconductor xws li Advanced Micro Devices (NASDAQ: AMD) thiab NVIDIA (NASDAQ: NVDA).

Thiab qhov ntawd tuaj yeem pom pom cov txiaj ntsig poob, nws hais rau CNBC's Tech Check nyob rau hauv kev sib tham rau hnub Thursday.

Ethereum miners muaj ntau dua $ 10 billion tus nqi ntawm cov khoom siv tsuas - ua li cas rau cov khoom siv mining no? Raws li Windsor taw qhia, tag nrho cov mining rigs thiab graphics phaib uas tau ua tag nrho cov complex kev xam zauv ntawm lub network txog rau tag kis no yog "tsis xav tau lawm. "

"Cov cuab yeej ntawd tsuas yog siv tsis tau thiab yuav tsum tau rov ua dua rau lwm yam, ”nws sau tseg.

Thiab qhov cuam tshuam?

Zoo, cov tuam txhab zoo li Bitmain uas muag cov mining rigs "muaj peev xwm tawm mus ua lag luam” muab ib qho ntawm cov PoW loj tshaj plaws yog 'tawm mus'.

Lwm qhov, cov neeg tsim daim npav duab zoo li AMD thiab NVIDIA tau tawm tsam nrog lub sijhawm luv luv vim tias cov miners tab tom nrhiav kom rov qab tau qee cov nyiaj tau los ntawm lawv cov GPUs dej nyab lub lag luam thib ob.

Semiconductors tuaj yeem pom kev poob qis hauv 2023

Ntawm qhov kev pom zoo li cas rau cov khoom siv hluav taws xob mus rau pem hauv ntej tau muab cov saw hlau tsis ntev los no thiab kev cuam tshuam rau thaj chaw ntawm lwm yam, Windsor hais tias cov cim ntawm lub voj voog saum toj kawg nkaus nyob ntawd.

Raws li nws, teeb meem rau cov tuam txhab semiconductor yog tiag tiag rau cov tuam txhab ua lag luam xws li TCMS, Samsung thiab Intel tab tom ua: lawv tau siv kaum tawm txhiab nyiaj daus las thiab US cov nyiaj pab them nqi tau nce siab.

"Qhov no txhais tau li cas yog tias tib neeg tab tom tsim cov tuam txhab semiconductor rau cov laj thawj uas tsis yog 'Kuv xav tau muag ntau daim chips'. Nws yog ntau txog kev ruaj ntseg hauv teb chaws, kev ruaj ntseg ntawm cov khoom siv. Thiab qhov uas ua rau yog qhov muaj feem cuam tshuam txog kev xa khoom ntau dhau, uas ua rau koj muaj peev xwm ua rau qis qis qis hauv cov khoom siv hluav taws xob - tshwj xeeb yog mus rau xyoo 2023. "