Apple, AMD lees paub tias lawv nyob hauv TSMC thawj cov neeg siv khoom Arizona, thaum Intel npaj rov qab los txiav ntug hauv 2023

Apple shares
AAPL,
-2.54%
Ua tiav hnub poob 2.5%, thaum Dow Jones Industrial Average
DJIA,
-1.03%
poob 1%. Teb Chaws Asmeskas tso nyiaj txais ntawm TSMC
TSM,
-2.52%
poob 2.5%, thaum PHLX Semiconductor Index 
SOX,
-2.36%
poob 2.4%, thiab tech-heavy Nasdaq
COMP,
-5.15%
Ua tiav 2% thiab S&P 500
SPX,
-1.44%
poob 1.4%.

Ntawm qhov kev tshwm sim, Advanced Micro Devices Inc.
AMD,
-4.55%
Tus Thawj Coj Lisa Su tau hais tias AMD tseem cia siab tias yuav yog "tus neeg siv khoom loj ntawm ob lub fab." AMD shares poob 4.6% Tuesday.

"Peb tsis tuaj yeem ua qhov peb ua yam tsis muaj kev koom tes nrog TSMC," Su hais. “Yog vim li cas peb thiaj li zoo siab heev txog hnub no. Ib qho muaj zog, thaj chaw muaj ntau haiv neeg, thiab cov khoom siv muaj zog yog qhov tseem ceeb rau kev lag luam semiconductor thoob ntiaj teb. "

Nvidia Corp.
NVDA,
-3.75%
Thawj Tswj Hwm Jensen Huang, uas tsim lub hauv paus ntawm nws lub tuam txhab siv lub fab, hais tias TSMC yog "ntau tshaj li fab" thiab ua peb txuj ci tseem ceeb.

"Miracle one: pab ntau txhiab tus neeg siv khoom tsim kev cai chips," Huang hais. “Miracle ob: tsim kom lawv txiav txim siab heev los yog tsawg ntim; thiab txuj ci tseem ceeb peb: ua li ntawd nrog thev naus laus zis ntawm qhov txwv ntawm physics. "

Thaum Huang tsis tau hais tshwj xeeb Nvidia yuav yog Arizona-cov neeg siv khoom cog, nws tau nyob ntawm tes los rov hais dua rau cov neeg sib sau ua ke tias Nvidia yog tus neeg siv khoom TSMC mus tas li.

 Kuj nyeem: Qhov kawg ntawm ib qho kev xav tsis thoob: Vim li cas Nvidia, Intel thiab AMD qhov kev ntsuas tau ntsib kev kub ntxhov loj heev

Hnub Tuesday, UBS tus kws tshuaj ntsuam Timothy Arcuri, uas muaj qhov ntsuas nruab nrab ntawm Intel, tau hais tias coj tus neeg siv khoom loj rau cov neeg tsim khoom chip thawj qhov sib xws yog "qhov tseem ceeb" rau Intel qhov kev hloov pauv-tua tuag. Tam sim no, nws tau hais tias, kev siv tsis zoo ntawm Intel lub peev xwm nrhiav tau yog hais txog 300-pab-taw tes taw qhia rau Intel lub Kaum Ob Hlis tag nrho cov paj, uas zoo li yuav pheej mus rau lub Peb Hlis. Intel
INTC,
-1.95%
shares kaw 2% rau hnub Tuesday.

Xyoo tas los, Intel nres siv nanometer designations rau npe nws cov chips, rhuav tshem lub rooj sib tham tau siv txij li xyoo 1997 los ntawm kev siv nanometers, lossis "nm," los qhia qhov loj ntawm txhua lub transistor uas mus rau hauv lub computer nti, nrog rau txoj cai dav dav yog tias cov transistors me dua thiab ua tau zoo dua. Intel's 18A, tau teem sijhawm los tawm thaum ntxov 2025, yuav sib piv hauv transistor loj rau TSMC txoj kev npaj 2-nm architecture - "A" sawv cev rau angstrom, uas yog ib feem kaum ntawm ib nanometer.

ntxiv: Intel pib tawm haujlwm thiab muab sijhawm so tsis them nyiaj rau cov neeg ua haujlwm tsim khoom

18A kuj tseem suav tias yog qhov twg Intel ntes tau mus rau TSMC hais txog kev siv thev naus laus zis. Ua ntej CEO Pat Gelsinger rov qab mus rau Intel, lub tuam txhab tau tshaj tawm thaum Lub Xya Hli 2020 tias nws cov 7-nm chips yuav raug ncua vim muaj qhov tsis xws luag, thaum AMD twb tau tsim nws 7-nm nti xyoo dhau los.

Arcuri tau hais tias 18A node yog "lub ntsiab lus tseem ceeb hauv kev tsim cov lus piav qhia," thiab Intel xav tias yuav kos npe tsawg kawg ib tus neeg siv khoom loj hauv 2023, zoo li nyob rau ib nrab xyoo ntawm lub xyoo.

Arcuri tau hais tias "Cov neeg siv khoom siv 18A node yuav yog lub sijhawm zoo," Arcuri hais. "Intel vam tias yuav tshaj tawm ntau tus neeg siv khoom siv 18A cia siab rau xyoo tom ntej."

Arcuri tau hais tias Intel xav tias yuav kaw nws $ 5.4 nphom kev yuav khoom ntawm Israel's Tower Semiconductor hauv thawj peb lub hlis twg ntawm 2023 thiab xav tias yog "ib feem ntawm qhov laj thawj" rau qhia tawm ntawm Randhir Thakur, tam sim no tus thawj coj ntawm Intel Foundry Services.

Arcuri tsab ntawv ceeb toom tau ua raws li kev nthuav qhia ntawm UBS lub rooj sib tham rau hnub Monday uas Intel Tus Thawj Saib Xyuas Nyiaj Txiag David Zinsner tau hais tias kev ua qauv thawj peb lub hlis twg 2023 cov nyiaj tau los yuav "tsis zoo dua li lub caij nyoog" hloov pauv piv rau lub quarter thib plaub ntawm 2022, uas cov kws tshuaj ntsuam xyuas los ntawm FactSet xav tau ntawm $ 14.67. billion.

Mizuho tus kws tshuaj ntsuam xyuas Jordan Klein tau sau tseg tias Zinsner pom zoo tias cov tub ua lag luam yuav tsum siv 5% mus rau 7% lub quarter-dhau-lub quarter poob raws li lub caij pib pib rau xyoo 2023. Nrog rau qhov ntawd txhais tau tias poob mus txog ntau npaum li $ 13.64 billion, Klein hais tias cov tub ua lag luam "shrugged. tawm" qhov kev pom zoo tam sim no ntawm $ 14.38 billion, "qhia tias tsawg tus neeg rog dhau thiab txhawj xeeb." 

Ntawm TSMC, Klein tau hais tias tsis yog Biden tuaj ntsib lossis xov xwm yog qhov kev tshwm sim hloov pauv lossis hloov pauv kev ua si.

Klein tau hais tias "Nws tau kwv yees ua ntej hnub no thiab yuav pib tawm ntawm TSMC tag nrho cov peev nyiaj thoob ntiaj teb capex dhau 3-5 xyoo tom ntej," Klein tau hais. Yog tias muaj dab tsi, nws tau hais tias nws yog "zoo me ntsis" rau cov khoom siv chip-ua khoom xws li ASML Holding NV
ASML,
-1.29%,
KLA Corp.
KLAC,
-1.37%,
Khoom Siv Inc.
AMAT,
-1.62%
thiab Lam Tshawb Fawb Corp.
LRCX,
-2.10%.