Cov chip lag luam yaj poob rau hnub Friday tom qab Asmeskas cov neeg tswj hwm tau txav mus rau lub nres nres ntawm Tuam Tshoj txoj kev xav ua tub rog los ntawm kev tshaj tawm cov kev txwv tshiab ntawm semiconductor thiab AI thev naus laus zis uas tuaj yeem muag rau lub tebchaws.
Hnub Friday, US Department of Commerce nthuav nws daim ntawv teev cov tshuab chip uas yuav tsum tau muaj daim ntawv tso cai muag rau Tuam Tshoj - qhov tseem ceeb yog qhov euphemism rau kev txwv yog tias daim ntawv tso cai tuaj yeem raug tsis lees paub - thiab PHLX Semiconductor Index
SOX,
uas tau poob qis ib ncig ntawm 3% ua ntej cov xov xwm tawg, tsis kam 6% txog ob teev tom qab.
Uas tau txais kev pab tshiab nyob rau tom qab ntawm Advanced Micro Li Inc.
AMD,
tso a $ 1 billion ceeb toom luv luv ntawm kev muag khoom rau cov neeg siv khoom PC. Los tom qab Micron Technology Inc.'s
MU,
Kev kwv yees ntawm cov nyiaj tau los kwv yees li $ 1 nphom hauv qab txoj kev cia siab Lub lim tiam dhau los, cov xov xwm no tau ua rau cov kws tshuaj ntsuam nug seb puas yog xyoo 2022 qhov kev cia siab ntawm nti glut yog mob siab tshaj li 2019. AMD shares poob ntau dua 12%, thiab Micron shares poob 2%.
Kev poob rau hnub Friday tsuas yog qhov poob qis tshaj plaws hauv ib hnub ntawm SOX Performance index txij li lub Cuaj Hlis 13, thaum nws poob ze li 6.2%. Qhov tseeb, Hnub Friday tsuas yog qhov thib peb qhov ua tau zoo tshaj plaws hauv ib hnub ntawm lub xyoo rau SOX Performance index nrog rau Lub Rau Hli 16 tsuas yog poob qis dua 6.2%.
Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam Tshiab cov npe ntxiv rau ib qho txij lub Cuaj Hli uas tsom rau AI tech los ntawm Nvidia Corp.
NVDA,
Shares ntawm Nvidia tau poob 7% Hnub Friday.
Nvidia sib koom melted lub hli tas los thaum nws nthuav tawm cov npe ntawm cov khoom nws xav tau daim ntawv tso cai muag rau Tuam Tshoj, feem ntau yog lub tuam txhab A100 thiab H100 cov ntaub ntawv-center AI thev naus laus zis, thiab kwv yees tias muaj peev xwm $ 400 lab ntaus hauv cov nyiaj tau los hauv peb lub hlis twg yog tias cov ntawv tso cai raug tsis lees paub, ntxiv rau Nvidia los ntshav. -tawm xyoo no tom qab txiav nws qhov kev xav tsis yog xwb ib zaug, los yog ob zaug, tab sis peb sij hawm.
Nyeem: Nvidia's 'China Syndrome': Puas yog cov khoom lag luam melting?
Kev txwv ntawm chip technology rau Tuam Tshoj tsis muaj dab tsi tshiab: Ib me ntsis ntau tshaj li ob xyoos dhau los, Kev txwv tsis pub tsom rau cov tshuab xav tau los ua silicon wafers rau hauv cov chips tiav, cov cuab yeej tsim los ntawm cov tuam txhab xws li Lam Research Corp.
LRCX,
thiab KLA Corp.
KLAC,
thiab nyob rau hauv 2018 nws yog txhua yam hais txog Micron thiab nco chips. Lam shares poob 6% Hnub Friday, thaum KLA poob 5%.
Lwm qhov hauv kev lag luam, sib koom ntawm Intel Corp.
INTC,
poob 5% Hnub Friday, thaum sib koom ntawm Qualcomm Inc.
QCOM,
poob 3% thiab Broadcom Inc.
AWG,
shares poob 4%. Shares ntawm Texas Instruments Inc.
TXN,
uas tshwm sim los ua tus loj tshaj plaws US muab khoom ntawm nws pib chips, poob 4%.
Raws li rau cov neeg sab nrauv fabs uas tsim cov silicon wafers uas dhau los ua microchips, shares ntawm Taiwan Semiconductor Manufacturing Co.
TSM,
shares poob 5%, thiab GlobalFoundries Inc.
GFS,
shares poob 6%. Shares ntawm Marvell Technology Inc.
MRVL,
uas nyob rau lub yim hli ntuj poob siab nrog nws cov ntaub ntawv-center forecast, poob 11%.
Lub SOX Performance index tau poob 40% ntawm lub xyoo, nrog rau feem ntawm AMD thiab Nvidia ua tus plummet nrog ze li ntawm 60% poob rau xyoo 2022, thaum S&P 500 Performance index.
SPX,
tau poob 24%, thiab tech-heavy Nasdaq Composite Index
COMP,
tau poob 32%.
Tau qhov twg los: https://www.marketwatch.com/story/chip-stocks-slammed-by-new-ban-on-chip-and-ai-technology-for-china-11665168715?siteid=yhoof2&yptr=yahoo