Chip stocks tanked raws li kev thov thoob ntiaj teb rau cov khoom siv hluav taws xob poob qis, tab sis tseem muaj qee tus yeej

Cov kws tshuaj ntsuam ntawm Wall Street tau cia siab tias yuav muaj kev hloov pauv hauv cov khoom siv chip rau lub hlis. Thiab raws li kev sib kis thoob ntiaj teb kev tsis txaus ntseeg tau yooj yim thiab cov neeg siv khoom paub tias lawv tau xaj ntau cov khoom siv hluav taws xob ntau dhau los ntawm kev ntxhov siab ntawm cov nti crunch, cov khoom lag luam cratered. Txog tam sim no, txawm li cas los xij, qhov kev poob qis hauv cov ntaub ntawv nyiaj tau los tau tsom mus rau cov chips txhais tau tias rau cov neeg siv khoom siv hluav taws xob, xws li cov khoos phis tawj thiab smartphones, uas tau pom qhov kev poob qis zoo sib xws hauv kev xav tau raws li kev sib kis kis mus txog rau xyoo thib peb.

Bernstein tus kws tshuaj ntsuam Stacy Rasgon hais rau MarketWatch hauv kev xam phaj tias "cov neeg siv khoom ntawm cov khoom zoo li zoo li nyob rau hauv kev poob qis."

"Intel's PC khoom imploded. Nvidia, tsis zoo saib ua ntej lwm hnub, lawv GPUs tau imploded. Nco tau horrendous. Txhua yam uas yog cov neeg siv khoom tsom mus rau qhov tsis zoo: PCs, smartphones, GPUs, TVs," Rasgon hais rau MarketWatch, ntxiv tias nws yuav tsis yog qhov teeb meem luv luv - "Txhua yam tau qis dua thiab lawv feem ntau tsis muaj zog dua rau ib qho. quarter."

Nws tau hais tias "Muaj ntau qhov kev thov nrawm, thiab tam sim no, qhov xwm txheej zoo tshaj plaws, nws yog qhov normalizing, zoo li rov qab mus rau qhov txhais tau tias," nws hais.

Nyeem kuj: Dab tsi yog txoj hauv kev zoo tshaj los nqis peev hauv tech stocks tam sim no? Cov tswv yim no ua haujlwm zoo rau ib tus thawj tswj nyiaj txiag

Kev thov tsis poob - tsis tau - hauv ob peb qhov kub kub, txawm li cas los xij. Cov lag luam pib thiab kev lag luam tshwj xeeb tshwm sim tseem muaj zog, thiab nws tshwm sim hauv cov khoom lag luam ntawm cov tuam txhab chip tsom rau cov haujlwm ntawd.

Texas Seev Inc.
TXN,
+ 0.99%,
uas muaj ib tug loj nyob rau hauv nws pib chip muag, tshaj tawm qhov kev pom zoo uas tau ua rau Wall Street kwv yees thaum lub sijhawm. Lwm cov neeg muag khoom hauv Asmeskas rau kev lag luam tsheb suav nrog Analog Devices Inc. 
ADI,

 thiab ON Semiconductor Corp. 
RAU,
+ 7.26%,
, thaum nyob sab nraud Asmeskas, cov npe loj suav nrog Netherlands-based NXP Semiconductors NV
NXPI,
+ 1.41%,
Nyiv lub Renesas Electronics Corp.
6723,
-0.07%
thiab Murata Manufacturing Co.
6981,
-0.70%,
thiab lub teb chaws Yelemees Infineon Technologies AG
IFX,
+ 2.77%

Maribel Lopez, tus thawj kws tshuaj ntsuam xyuas ntawm Lopez Research, hais rau MarketWatch, "Qhov kev thov rau cov chips pib muaj zog nrog lub backlog uas yuav txhawb nqa tsawg kawg rau xyoo tom ntej, ua rau cov khoom lag luam chips muaj kev nyab xeeb dua nyob rau hauv kev lag luam cua daj cua dub tom ntej," Maribel Lopez, tus kws tshuaj ntsuam xyuas ntawm Lopez Research, hais rau MarketWatch.

Lopez tau hais tias "Yuav muaj kev poob qis tom ntej, tab sis tam sim no muaj qhov xav tau pib pib," Lopez tau hais. "Qhov kuv xav tias yuav pom tshwm sim yog cov tswv lag luam yuav tsis tuaj yeem them tus nqi saum toj no [tus nqi muag khoom pom zoo] raws li qhov xav tau wanes."

Thaum cov chips tseem muag tau zoo, qhov kev txhawj xeeb tshaj plaws hauv lub caij no cov nyiaj tau los yuav yog qhov muag muag hauv cov ntaub ntawv-chaw loj hlob, qhov laj thawj loj rau kev zoo siab txog Nvidia thiab Advanced Micro Devices Inc.
AMD,
+ 2.21%
nyob rau hauv xyoo tas los no. Cov ntaub ntawv hauv cov ntsiab lus: Thaum Intel poob qis ntawm Wall Street qhov kev cia siab rau cov ntaub ntawv-chaw muag khoom los ntawm kwv yees li $ 1.5 nphom, AMD tau khaws nyiaj ntxiv $ 700 lab hauv cov ntaub ntawv-chaw muag nws tsis muaj nyob rau hauv lub xyoo dhau los. Tam sim no, Nvidia qhov kev loj hlob ntawm cov ntaub ntawv-qhov chaw tab tom nrhiav kom tsis muaj zog.

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

Intel tau "overshipping los ntawm tus nqi loj," Rasgon hais rau MarketWatch. “Kuv tau ua qhov ntawd rau ntau tshaj ib xyoos. Tam sim no tom lawv. Thiab tam sim no lawv tau hu tawm qee qhov kev kho cov khoom lag luam tseem ceeb. "

Intel tab tom liam txog cov teeb meem ntawm cov saw hlau, feem ntau hais tias cov tuam txhab tsim tsis tuaj yeem tsim ntau cov servers vim lawv nrhiav tsis tau lwm cov khoom, xws li cov khoom siv hluav taws xob, tab sis Intel cov teeb meem tuaj yeem tsuas yog los ntawm kev sib tw, Rasgon tau hais. Thaum lwm tus thawj coj tseem hais txog cov teeb meem tib yam li Intel hauv lawv cov ntaub ntawv nyiaj tau los, "lawv tsis tau raug ntsia ze li ntau," tus kws tshuaj ntsuam tau hais.

"Kuv tsis paub yog tias cov teeb meem ntawm cov khoom lag luam no piav qhia Intel qhov kev nco," said Rasgon, uas tau yuav-qib kev ntsuam xyuas ntawm AMD thiab Nvidia thiab muag-qib ntsuam xyuas ntawm Intel.

Rau ntau ntxiv: Qhov twg Intel CEO yuav liam rau cov teeb meem tam sim no? Los yog nws puas yog AMD tus CEO?

Tias yog vim li cas Nvidia cov nyiaj khwv tau los, txog rau Lub Yim Hli 24, yog qhov tseem ceeb heev, tshwj xeeb tshaj yog cov kev kwv yees rau cov ntaub ntawv muag khoom muag thiab txhua yam xim ntawm cov teeb meem khoom siv. Thaum cov khoom lag luam chips twb tau ntaus xyoo no - PHLX Semiconductor Index 
SOX,
+ 2.28%
tau poob 23% hauv 2022, zoo ua ntej ntawm 16% poob rau tech-heavy Nasdaq Composite Index 
COMP,
+ 0.21%
- feem ntau tseem kim dua li cov kws tshuaj ntsuam 'tus nqi nruab nrab lub hom phiaj.

Muaj kev cia siab me ntsis tias cov neeg siv khoom lag luam yuav tig mus sai sai, txawm tias rov qab mus rau tom tsev kawm ntawv yuav khoom thiab kev muag khoom hnub so tseem tuaj. Qhov pib ntawm qhov kawg rau PC muag tau tshwm sim thaum cov kws tshuaj ntsuam kwv yees qhov qhov phem tshaj peb lub hlis twg cov khoom muag poob hauv xyoo, thiab kev thov los ntawm kev lag luam yuav tsum poob qis dua. 

Lopez tau hais tias "Muaj kev cia siab tias hauv qab yuav poob tawm ntawm PC lag luam xyoo no vim tias cov tuam txhab thim rov qab siv nyiaj," Lopez tau hais. "Tseem muaj qee cov neeg siv khoom xav tau, tab sis peb cia siab tias yuav poob qis los ntawm Q1."

Nyeem: Puas yog chip stocks teeb tsa rau lub sijhawm luv luv, lossis tsuas yog poob qis dua? Wall Street zoo li tsis paub meej

Kev lag luam nti dav dav tau ua ib kauj ruam loj rau tom ntej hauv xyoo tas los no, txawm li cas los xij, thiab tsis xav tias yuav txo qis hauv qhov kev thim rov qab tam sim no. Hauv 2021, lub ntiaj teb semiconductor kev muag khoom tau nce mus txog $ 556 billion, 26% nce los ntawm 2020's $ 440 billion thiab topping lub 2018 muag cov ntaub ntawv ntawm $ 469 billion, thiab tus naj npawb ntawm tag nrho cov khoom xa tuaj hauv ib xyoos tau nce txog 1 trillion thawj zaug.

Rasgon tau hais tias txawm tias thaum lub sector hits ib qho kev kho raws li tam sim no, nws tseem loj hlob.

Rasgon tau hais tias "Peb tseem tuaj yeem ua ib yam dab tsi hauv ballpark ntawm $ 600 nphom xyoo no," Rasgon hais. "Peb tseem yuav muaj ntau dua $ 500 nphom xyoo tom ntej txawm tias muaj kev poob qis heev. Lub ntsiab lus kuv tab tom ua yog: dhau lub voj voog, kev lag luam loj hlob. Thiab txhua lub peev xwm uas lawv tau ntxiv tam sim no, hauv tsib xyoos, peb yuav zoo siab tias lawv ntxiv nws. "

Related: Nov yog qhov kev txhawj xeeb loj nrog cov neeg tsim khoom chip tau qhab nia billions hauv cov nyiaj los ntawm Txiv Plig Sam

"Feem ntau peb tsis nyob rau hauv qhov txaus ntshai ntawm chip thov poob ntawm pob tsuas vim tias txhua yam tau txuas nrog thiab ntse," Lopez hais rau MarketWatch.