Nvidia Corp. cov laj thawj nyiaj txiag tseem ceeb uas cov lag luam ua tau zoo xav tau tsis yog los ntawm kev siv nyiaj tsawg, tab sis los ntawm kev siv nyiaj ntau dua rau cov thev naus laus zis xws li kev txawj ntse ntse, txawm tias chip muag qhuav.
Nyob rau hauv cov hlab ntsha ntawd, Kress ua lub suab hais tias nruj txoj siv tsis yog ib txwm yog txoj kev zoo tshaj plaws kom txuag tau nyiaj, pom tias tsis ntev los no dhia hauv kev txaus siab hauv ChatGPT tau them se ntau lub peev xwm pej xeem.
Kress tau hais tias "Thaum koj xav txog lub sijhawm nyiaj txiag no, nws yog lub sijhawm rau tib neeg los tsom mus rau lawv cov peev nyiaj lossis tsom mus rau qhov lawv tau siv," Kress tau hais. "Txawm li cas los xij, lawv tseem ua haujlwm ntawm kev ua tau zoo ntawm lawv siv lawv cov nyiaj li cas, lawv siv lawv li cas."
Kress tau hais tias "Kev tsom mus rau kev nrawm nrawm, txawm tias koj saib nws li cas, yeej ib txwm yuav yog kev txhim kho kev ua haujlwm thiab siv lawv cov nyiaj," Kress tau hais. "Tus nqi ntawm cov nyiaj uas lawv khaws cia nyob rau hauv cov nqe lus ntawm kev txav mus rau qhov nrawm dua, tsis yog nws ua tau zoo dua los ntawm kev xam pom, tab sis koj siv tsawg dua."
Nyeem: Nvidia ntxiv rau AI hype nrog cov kev pabcuam huab tshiab, cov khoom lag luam dhia ntawm kev kwv yees
Tab sis cov neeg siv khoom twb tau siv tsawg dua. Lub Koom Haum Kev Lag Luam Semiconductor tau hais rau hnub Friday tias kev muag khoom thoob ntiaj teb chip-kev lag luam rau Lub Ib Hlis poob 18.5% rau $ 41.3 billion los ntawm ib xyoos dhau los thiab 5.2% txij lub Kaum Ob Hlis 2022 $ 43.6 billion.
"Txawm hais tias cov ntaub ntawv muag khoom siab hauv 2022, lub ntiaj teb semiconductor kev ua lag luam tau txias heev nyob rau hauv ib nrab ntawm lub xyoo, thiab cov qauv ntawd txuas ntxiv rau thawj lub hlis ntawm 2023," said John Neuffer, SIA tus thawj tswj hwm thiab CEO. "Txawm hais tias tam sim no lub sij hawm luv luv ntawm kev poob qis, qhov kev cia siab ntev rau kev lag luam semiconductor tseem muaj zog vim muaj lub luag haujlwm ntxiv ntawm cov chips hauv kev txhawb nqa cov thev naus laus zis tseem ceeb niaj hnub no thiab tag kis."
Saib ntawm SIA cov ntaub ntawv, Bernstein tus kws tshuaj ntsuam Stacy Rasgon tau sau tseg tias cov ntaub ntawv ib hlis dhau ib hlis yog qhov phem tshaj li lub caij nyoog thiab kev muag khoom nco-chip - cov los ntawm cov tuam txhab xws li Micron Technology Inc.
MU,
+ 0.09%
- poob 58.6% xyoo dhau los.
Rau Nvidia, "muaj cib fim nyob ib puag ncig cov ntaub ntawv chaw, software thiab nws pib nyob rau thaum ntxov, thiab loj," Rasgon hais tias, txawm tias muaj kev ua si headwinds thiab ze-lub sij hawm Tuam Tshoj kev xav; Broadcom "muaj cov lus piav qhia zoo & cov npoo ntawm kev nyab xeeb nrog cov nyiaj tau los ib nrab pom, software muab kev txhawb nqa, kev xa nyiaj ntsuab, cov paj tau zoo heev & [nyiaj pub dawb], & nqi txaus nyiam;" thiab Qualcomm tawm tsam "kev ua lag luam tsis muaj zog thiab dej ntws tawm ... cuam tshuam rau lub sijhawm nyob ze, tab sis cov khoom lag luam tseem pheej yig heev thiab teeb tsa rau xyoo 2024 zoo li txhua yam zoo li qub thiab Apple Inc.
AAPL,
+ 1.85%
kev lag luam nyob ib puag ncig. "
Rau AMD, "cov dab neeg neeg rau zaub mov ua haujlwm, txawm hais tias PC tsis muaj zog (thiab muaj peev xwm ua rau tus cwj pwm tsis zoo los ntawm lawv cov neeg sib tw) yog qhov hnyav, thiab cov npoo tuaj yeem ntsib lub taub hau," thiab Intel's "cov teeb meem mus sij hawm ntev tau kawg tawg mus rau pem hauv ntej," Rasgon sau. .
Rasgon muaj qhov ua tau zoo tshaj plaws ntawm Nvidia, Qualcomm, thiab Broadcom, kev ua lag luam kev ntaus nqi ntawm AMD, thiab kev ntsuas tsis zoo ntawm Intel.
Nyeem ntxiv: Lub ntiaj teb tab tom yuav khoom tsawg dua, thiab cov khoom muag rau PCs, xov tooj thiab ntsiav tshuaj tau tsim
Citi Research tus kws tshuaj ntsuam Christopher Danely tau sau rau hauv tsab ntawv ceeb toom lub lim tiam dhau los hais tias "ib nrab" ntawm cov chips glut - PCs thiab wireless - tau ua haujlwm dhau los, ua pov thawj los ntawm cov khoom muag loj heev uas tau coj los ntawm cov neeg tsim khoom xws li Intel Corp.
INTC,
-1.55%,
Advanced Micro Li Inc.
AMD,
-0.44%,
Nvidia thiab Qualcomm Inc.
QCOM,
-0.96%
nyob rau hauv cov ntaub ntawv nyiaj tau los tsis ntev los no. Qualcomm qhov kev kwv yees kwv yees li ntawd Cov teeb meem ntawm cov khoom muag yuav muaj nyob rau lub Rau Hli.
Raws li Danely, lwm "ib nrab" - qhov tseem ceeb ntawm cov ntaub ntawv-chaw ua lag luam, txhawb nqa los ntawm cov neeg muab kev pabcuam huab cua xws li Amazon.com Inc.
AMZN,
-1.21%,
Microsoft Corp.
MSFT,
+ 0.62%
thiab Alphabet Inc.'s
GOOG,
+ 1.66%
GOOGL,
+ 1.58%
Google, thiab kev lag luam pib thiab kev lag luam uas tau tshaib plab ntawm cov chips thaum muaj kev sib kis, cov uas tau muab los ntawm Texas Instruments Inc.
TXN,
-1.50%
thiab NXP Semiconductors NV
NXPI,
-1.65%
- yuav tsum tau kho.
PHLX Tus Txheej Txheem Semiconductor Index
SOX,
-1.11%,
uas taug qab 30 feem ntawm kev lag luam semiconductor thiab suav Nvidia thiab thib peb tus neeg muab kev pab fab Taiwan Semiconductor Manufacturing Co.
TSM,
-0.23%
ntawm nws qhov loj tshaj plaws, qhov kawg peaked thaum Lub Kaum Ob Hlis 27, 2021, thaum nws kaw ntawm cov ntaub ntawv 4,039.51. Me ntsis ntau tshaj ib xyoos dhau los, cov kev lag luam tom qab ntawd tau nqis los ntawm cov ntaub ntawv siab tshaj mus rau hauv thaj chaw dais-kev lag luam hauv ib hlis - thiab tseem yog 26% tawm ntawm cov siab siab - raws li kev ntshai ntawm qhov tsis txaus ntseeg tau pib nrog Wall Street.
Hauv 12 lub hlis dhau los, txawm li cas los xij, SOX Performance index tsuas yog qis dua 8% - muab 2023 lub xyoo muaj zog tawm ntawm lub rooj vag, nrog 18% nce - thaum Dow Jones Industrial Average
DJIA,
+ 0.12%
tau poob qis dua 1% hauv 12 lub hlis dhau los, S&P 500 Performance index
SPX,
+ 0.07%
tau poob 6.5%, thiab tech-heavy Nasdaq Composite Index
COMP,
-0.11%
tau poob 12%.
Tau qhov twg los: https://www.marketwatch.com/story/as-chip-sales-dry-up-nvidia-cfo-says-spending-on-ai-will-save-companies-money-d94c504b?siteid=yhoof2&yptr= yahoo
Raws li chip muag qhuav, Nvidia CFO hais tias kev siv nyiaj ntawm AI yuav txuag cov tuam txhab nyiaj
Nvidia Corp. cov laj thawj nyiaj txiag tseem ceeb uas cov lag luam ua tau zoo xav tau tsis yog los ntawm kev siv nyiaj tsawg, tab sis los ntawm kev siv nyiaj ntau dua rau cov thev naus laus zis xws li kev txawj ntse ntse, txawm tias chip muag qhuav.
"AI yog nyob rau hauv qhov taw tes inflection," Nvidia's
-1.41%
NVDA,
Colette Kress hais rau Morgan Stanley's Technology Media thiab Telecom Conference rau hnub Monday. "Tam sim no peb tau teeb tsa lub ntsiab lus nyob rau lub sijhawm nrog AI generative, tshwj xeeb nrog [OpenAI's] ChatGPT, uas tib neeg nkag siab, thiab tsuas yog qee qhov xwm txheej yooj yim yuav ua li cas thiaj li muaj txiaj ntsig rau lawv - tau txais txiaj ntsig los ntawm cov ntaub ntawv siv los ua tus neeg siv khoom, lossis ib lub tuam txhab xav txog yuav ua li cas lawv tuaj yeem txhim kho AI hauv lawv lub ntiaj teb ib yam. "
Nyob rau hauv cov hlab ntsha ntawd, Kress ua lub suab hais tias nruj txoj siv tsis yog ib txwm yog txoj kev zoo tshaj plaws kom txuag tau nyiaj, pom tias tsis ntev los no dhia hauv kev txaus siab hauv ChatGPT tau them se ntau lub peev xwm pej xeem.
Kress tau hais tias "Thaum koj xav txog lub sijhawm nyiaj txiag no, nws yog lub sijhawm rau tib neeg los tsom mus rau lawv cov peev nyiaj lossis tsom mus rau qhov lawv tau siv," Kress tau hais. "Txawm li cas los xij, lawv tseem ua haujlwm ntawm kev ua tau zoo ntawm lawv siv lawv cov nyiaj li cas, lawv siv lawv li cas."
Kress tau hais tias "Kev tsom mus rau kev nrawm nrawm, txawm tias koj saib nws li cas, yeej ib txwm yuav yog kev txhim kho kev ua haujlwm thiab siv lawv cov nyiaj," Kress tau hais. "Tus nqi ntawm cov nyiaj uas lawv khaws cia nyob rau hauv cov nqe lus ntawm kev txav mus rau qhov nrawm dua, tsis yog nws ua tau zoo dua los ntawm kev xam pom, tab sis koj siv tsawg dua."
Nyeem: Nvidia ntxiv rau AI hype nrog cov kev pabcuam huab tshiab, cov khoom lag luam dhia ntawm kev kwv yees
Tab sis cov neeg siv khoom twb tau siv tsawg dua. Lub Koom Haum Kev Lag Luam Semiconductor tau hais rau hnub Friday tias kev muag khoom thoob ntiaj teb chip-kev lag luam rau Lub Ib Hlis poob 18.5% rau $ 41.3 billion los ntawm ib xyoos dhau los thiab 5.2% txij lub Kaum Ob Hlis 2022 $ 43.6 billion.
"Txawm hais tias cov ntaub ntawv muag khoom siab hauv 2022, lub ntiaj teb semiconductor kev ua lag luam tau txias heev nyob rau hauv ib nrab ntawm lub xyoo, thiab cov qauv ntawd txuas ntxiv rau thawj lub hlis ntawm 2023," said John Neuffer, SIA tus thawj tswj hwm thiab CEO. "Txawm hais tias tam sim no lub sij hawm luv luv ntawm kev poob qis, qhov kev cia siab ntev rau kev lag luam semiconductor tseem muaj zog vim muaj lub luag haujlwm ntxiv ntawm cov chips hauv kev txhawb nqa cov thev naus laus zis tseem ceeb niaj hnub no thiab tag kis."
Sia
Saib ntawm SIA cov ntaub ntawv, Bernstein tus kws tshuaj ntsuam Stacy Rasgon tau sau tseg tias cov ntaub ntawv ib hlis dhau ib hlis yog qhov phem tshaj li lub caij nyoog thiab kev muag khoom nco-chip - cov los ntawm cov tuam txhab xws li Micron Technology Inc.
+ 0.09%
MU,
- poob 58.6% xyoo dhau los.
Rau Nvidia, "muaj cib fim nyob ib puag ncig cov ntaub ntawv chaw, software thiab nws pib nyob rau thaum ntxov, thiab loj," Rasgon hais tias, txawm tias muaj kev ua si headwinds thiab ze-lub sij hawm Tuam Tshoj kev xav; Broadcom "muaj cov lus piav qhia zoo & cov npoo ntawm kev nyab xeeb nrog cov nyiaj tau los ib nrab pom, software muab kev txhawb nqa, kev xa nyiaj ntsuab, cov paj tau zoo heev & [nyiaj pub dawb], & nqi txaus nyiam;" thiab Qualcomm tawm tsam "kev ua lag luam tsis muaj zog thiab dej ntws tawm ... cuam tshuam rau lub sijhawm nyob ze, tab sis cov khoom lag luam tseem pheej yig heev thiab teeb tsa rau xyoo 2024 zoo li txhua yam zoo li qub thiab Apple Inc.
+ 1.85%
AAPL,
kev lag luam nyob ib puag ncig. "
Rau AMD, "cov dab neeg neeg rau zaub mov ua haujlwm, txawm hais tias PC tsis muaj zog (thiab muaj peev xwm ua rau tus cwj pwm tsis zoo los ntawm lawv cov neeg sib tw) yog qhov hnyav, thiab cov npoo tuaj yeem ntsib lub taub hau," thiab Intel's "cov teeb meem mus sij hawm ntev tau kawg tawg mus rau pem hauv ntej," Rasgon sau. .
Rasgon muaj qhov ua tau zoo tshaj plaws ntawm Nvidia, Qualcomm, thiab Broadcom, kev ua lag luam kev ntaus nqi ntawm AMD, thiab kev ntsuas tsis zoo ntawm Intel.
Nyeem ntxiv: Lub ntiaj teb tab tom yuav khoom tsawg dua, thiab cov khoom muag rau PCs, xov tooj thiab ntsiav tshuaj tau tsim
Citi Research tus kws tshuaj ntsuam Christopher Danely tau sau rau hauv tsab ntawv ceeb toom lub lim tiam dhau los hais tias "ib nrab" ntawm cov chips glut - PCs thiab wireless - tau ua haujlwm dhau los, ua pov thawj los ntawm cov khoom muag loj heev uas tau coj los ntawm cov neeg tsim khoom xws li Intel Corp.
-1.55% ,
-0.44% ,
-0.96%
INTC,
Advanced Micro Li Inc.
AMD,
Nvidia thiab Qualcomm Inc.
QCOM,
nyob rau hauv cov ntaub ntawv nyiaj tau los tsis ntev los no. Qualcomm qhov kev kwv yees kwv yees li ntawd Cov teeb meem ntawm cov khoom muag yuav muaj nyob rau lub Rau Hli.
Raws li Danely, lwm "ib nrab" - qhov tseem ceeb ntawm cov ntaub ntawv-chaw ua lag luam, txhawb nqa los ntawm cov neeg muab kev pabcuam huab cua xws li Amazon.com Inc.
-1.21% ,
+ 0.62%
+ 1.66%
AMZN,
Microsoft Corp.
MSFT,
thiab Alphabet Inc.'s
GOOG,
GOOGL,
+ 1.58%
-1.50%
-1.65%
Google, thiab kev lag luam pib thiab kev lag luam uas tau tshaib plab ntawm cov chips thaum muaj kev sib kis, cov uas tau muab los ntawm Texas Instruments Inc.
TXN,
thiab NXP Semiconductors NV
NXPI,
- yuav tsum tau kho.
PHLX Tus Txheej Txheem Semiconductor Index
-1.11% ,
-0.23%
SOX,
uas taug qab 30 feem ntawm kev lag luam semiconductor thiab suav Nvidia thiab thib peb tus neeg muab kev pab fab Taiwan Semiconductor Manufacturing Co.
TSM,
ntawm nws qhov loj tshaj plaws, qhov kawg peaked thaum Lub Kaum Ob Hlis 27, 2021, thaum nws kaw ntawm cov ntaub ntawv 4,039.51. Me ntsis ntau tshaj ib xyoos dhau los, cov kev lag luam tom qab ntawd tau nqis los ntawm cov ntaub ntawv siab tshaj mus rau hauv thaj chaw dais-kev lag luam hauv ib hlis - thiab tseem yog 26% tawm ntawm cov siab siab - raws li kev ntshai ntawm qhov tsis txaus ntseeg tau pib nrog Wall Street.
Hauv 12 lub hlis dhau los, txawm li cas los xij, SOX Performance index tsuas yog qis dua 8% - muab 2023 lub xyoo muaj zog tawm ntawm lub rooj vag, nrog 18% nce - thaum Dow Jones Industrial Average
+ 0.12%
+ 0.07%
-0.11%
DJIA,
tau poob qis dua 1% hauv 12 lub hlis dhau los, S&P 500 Performance index
SPX,
tau poob 6.5%, thiab tech-heavy Nasdaq Composite Index
COMP,
tau poob 12%.
Tau qhov twg los: https://www.marketwatch.com/story/as-chip-sales-dry-up-nvidia-cfo-says-spending-on-ai-will-save-companies-money-d94c504b?siteid=yhoof2&yptr= yahoo