Qhov txias ntawm lub lag luam semiconductor tau tshwm sim sai dua - thiab ua pov thawj txias dua - dua li cov tuam txhab yuav xav tau, raws li cov tuam txhab nti thoob plaws lub rooj tsavxwm ntsib kev lag luam nyuaj dua vim muaj kev sib xyaw ntawm cov khoom muag ntau dhau ntawm cov khw muag khoom thiab kev lag luam txias rau cov neeg siv khoom siv hluav taws xob.
Lub tuam txhab tshiab tshaj plaws kom xav tias txias yog Intel, uas qhia Cov nyiaj tau los ntawm peb lub hlis twg ntawm $ 14 billion rau hnub Thursday, poob 32% xyoo-rau-xyoo thiab qis dua qhov kev cia siab ntawm cov kws tshuaj ntsuam. Tebchaws Asmeskas chipmaker kuj tau tshaj tawm txog 20% poob hauv cov nyiaj tau los puv xyoo ntawm $ 63.1 nphom, los hauv qab nws cov neeg sib tw Taiwanese, Taiwan Semiconductor Manufacturing Corporation (TSMC), thawj zaug, sau tseg Bloomberg.
Txawm li cas los xij, lub tuam txhab tau tshaj tawm qhov poob ntawm $ 0.7 nphom hauv lub quarter dhau los, thiab kev kwv yees txuas ntxiv poob hauv lub quarter tam sim no. Lub tuam txhab tsis kam muab kev taw qhia rau tag nrho lub xyoo hauv nws daim ntawv qhia txog nyiaj tau los.
Intel shares plunged 9.7% tom qab-teev trading, tom qab tso tawm ntawm nws cov nyiaj khwv tau los, tshem tawm yuav luag tag nrho lawv cov txiaj ntsig txij li thaum pib ntawm lub xyoo.
Stacy Rasgon, tus kws tshuaj ntsuam xyuas qib siab ntawm semiconductors rau Bernstein Kev Tshawb Fawb tau hais tias "Kuv tsis xav tias kuv tau pom ib yam dab tsi zoo li no ua ntej." CNBC Tom qab Intel tso nws cov nyiaj tau los. Intel tau hais tias nws muaj tag nrho cov nyiaj tau los ntawm 39% hauv peb lub hlis twg tsis ntev los no, uas Rasgon tau sau tseg yog "tau nkag mus rau hauv cov khoom lag luam semiconductor ntau yam."
Intel qhov kev poob siab rau lub quarter thib plaub tau ua raws li txoj hlua ntawm cov nyiaj tau los tsis muaj zog rau US chipmaker, uas nws tus thawj coj Pat Gelsinger, uas tab tom sim ua kom rov qab poob rau hauv av rau cov neeg sib tw xws li TSMC, Advanced Micro Devices (AMD), thiab Samsung Electronics. Intel tab tom nqis peev ntau txhiab daus las hauv qhov chaw tsim khoom tshiab hauv Ohio, thiab tab tom sim tso ib qho tshiab daim ntawv cog lus chip manufacturing lag luam.
"Peb tab tom taug kev ntau xyoo," Gelsinger hais rau cov kws tshuaj ntsuam nyob rau hnub Thursday. Lub tuam txhab npaj yuav txiav $ 3 nphom hauv cov nqi thaum kawg ntawm lub xyoo, thiab muaj pib tso cov neeg ua haujlwm.
'Cov lus nug loj tshaj plaws kho qhov tseeb uas peb tau pom dua'
Cov neeg tsim khoom thiab cov khw muag khoom tau khaws cov khoom muag tom qab cov khoom lag luam tsis txaus ntawm xyoo 2020 thiab 2021. Raws li lub caij ntuj sov dhau los, chipmakers ceeb toom tias chip muag tuaj yeem poob qis vim cov neeg siv khoom ua haujlwm los ntawm cov khoom muag uas twb muaj lawm es tsis yuav cov chips tshiab.
"Peb cia siab tias qee qhov kev kho cov khoom lag luam loj tshaj plaws uas peb tau pom hauv kev lag luam tshwm sim," Gelsinger tau hais rau cov kws tshuaj ntsuam ntawm cov nyiaj tau los hu, raws li Reuters.
Cov neeg siv khoom kuj tseem yuav tsawg dua cov neeg siv khoom siv hluav taws xob, tom qab kev muag khoom muag rau cov khoos phis tawj, smartphones thiab lwm yam khoom siv thaum lub sijhawm COVID kis thoob qhov txhia chaw. PC muag hauv lub quarter thib plaub poob 28.1% xyoo-rau-xyoo, raws li International Data Corporation, lub lag luam reasch ruaj khov. Tab sis nws tsis yog khoos phis tawj xwb: IDC hais tias kev xa khoom ntawm cov xov tooj smartphones yog ntawm lawv qib qis tshaj txij li thaum 2018.
Qhov ntawd txhais tau tias Intel cov teeb meem tau rov ua dua thoob plaws hauv kev lag luam tag nrho. Nyuam qhuav pib lub xyoo no, Samsung, lub ntiaj teb tus tsim khoom loj tshaj plaws ntawm lub cim xeeb chips, hais tias nws cov txiaj ntsig peb lub hlis twg poob rau yim xyoo qis, hais txog qhov "ntau tshaj li qhov xav tau" poob rau hauv kev thov vim yog cov neeg siv khoom ntau dhau.
Peb lub hlis twg cov nyiaj tau los ntawm US chipmaker Micron Technologies kuj poob 47% xyoo-rau-xyoo. Lub tuam txhab tau hais tias nws yuav tsom a Txo 10% nyob rau hauv headcount nyob rau hauv 2023 los txiav nqi nyob rau hauv nws cov nyiaj tau los tsis ntev los no tsab ntawv ceeb toom, tshaj tawm thaum lub Kaum Ob Hlis Ntuj.
Hnub Tuesday, Texas seev tshaj tawm nws thawj poob ntawm kev muag khoom txij li thaum 2020.
Cov tuam txhab nyob rau lwm qhov hauv cov khoom xa khoom kuj tau hnov qhov nyuaj. Hnub Wednesday, Lam Tshawb Nrhiav, yog ib lub tuam txhab loj tshaj plaws ntawm cov khoom siv chipmaking hauv Asmeskas, tau hais nws yuav txiav 7% ntawm nws cov neeg ua haujlwm, thiab CEO Tim Archer tau hais rau cov kws tshuaj ntsuam tias nws xav tias kev lag luam yuav poob qis dua 20% hauv xyoo tom ntej.
Txawm TSMC, uas qhia sau cov txiaj ntsig nyob rau hauv lub quarter thib plaub, yog ceeb toom ntawm ib tug qeeb qeeb. Lub tuam txhab Taiwanese chipmaker tau hais tias nws yuav txiav nws cov nuj nqis peev hauv lub xyoo tom ntej vim qhov kev xav tau poob qis.
"Peb kwv yees lub voj voog semiconductor mus rau hauv qab qee zaum hauv thawj ib nrab," hais tias TSMC CEO CC Wei, nrog lub tuam txhab kwv yees me ntsis kev muag khoom loj hlob rau lub xyoo tag nrho.
Cov tuam txhab kuj tseem yuav txhawj xeeb txog geopolitical txaus ntshai. Xyoo tas los, Tebchaws Asmeskas tau tswj hwm kev xa tawm ntawm cov tuam txhab muag cov chips siab heev thiab cov khoom siv chipmaking rau cov tuam txhab suav.
Hnub Thursday, Bloomberg qhia tias Netherlands thiab Nyiv, ob qhov chaw loj ntawm cov cuab yeej chipmaking siab heev, zoo li yuav koom nrog US cov chip export tswj. Qhov ntawd tuaj yeem ua rau muaj kev cuam tshuam los ntawm Tuam Tshoj: tus tswv cuab ntawm Nyij Pooj txoj kev tswj hwm Liberal Democratic Party ceeb toom Hnub Thursday tias cov tuam txhab Nyij Pooj hauv Suav teb "yuav raug puas tsuaj" los ntawm kev ua pauj los ntawm Beijing.
Cov xov xwm ntxiv ntawm txoj hauv kev ntawm chip sector yuav tuaj rau lub lim tiam tom ntej. AMD tshaj tawm nws cov nyiaj tau los rau hnub Tuesday, ua raws li Korean chipmaker SK Hynix rau hnub Wednesday.
Zaj dab neeg no yog thaum chiv keeb los Fortune.com
Ntau los ntawm Fortune:
Cov lus dab neeg Olympic Usain Bolt poob $ 12 lab hauv kev khaws nyiaj rau kev dag ntxias. Tsuas yog $12,000 tseem nyob hauv nws tus account
Meghan Markle qhov kev txhaum tiag tiag uas cov pej xeem Askiv tsis tuaj yeem zam txim - thiab Asmeskas tsis tuaj yeem nkag siab
'Nws tsuas yog tsis ua haujlwm.' Lub ntiaj teb lub tsev noj mov zoo tshaj plaws tau raug kaw vim nws tus tswv hu cov qauv noj mov zoo niaj hnub 'tsis muaj kev ruaj ntseg'
Bob Iger tsuas yog tso nws ko taw thiab hais kom Disney cov neeg ua haujlwm rov qab los rau hauv chaw ua haujlwm
Tau qhov twg los: https://finance.yahoo.com/news/chip-glut-batters-semiconductor-industry-093559761.html