Micron thiab Western Digital yog qhov zoo tshaj plaws rau xyoo 2022. Nov yog vim li cas.

Ntawv loj

Cov khoom lag luam semiconductor yuav yog qhov muaj txiaj ntsig loj hauv xyoo 2022 raws li qhov kev thov loj hlob thiab cov khoom siv sib txuas yooj yim, cov kws tshuaj ntsuam ntawm Mizuho Securities tau hais.

Chip stocks

Micron Technology

(Tus zuam: MU),

Western Digital

(

WDC

), Thiab

Cov Khoom Siv

(

AMAT

) yog qee tus kws tshuaj ntsuam Vijay Rakesh qhov kev xaiv zoo tshaj plaws rau lub xyoo, nrog

Advanced Micro Devices

(

AMD

) tau txais ib qho kev qhuas qhuas thiab tus nqi phiaj nce.

Rakesh pom ntau qhov kev txhawb nqa rau kev lag luam, suav nrog kev txhim kho Covid-19 cov qauv, cov khoom siv-chain normalization, thiab cov nyiaj ntsuab siab.

Advanced Micro Devices tau npaj kom tau txais txiaj ntsig los ntawm cov qauv no, Rakesh tau hais. Thoob plaws xyoo 2021, lub tuam txhab tau ua tiav zoo tshaj qhov kev cia siab raws li qhov kev thov rau console chips thiab PCs txuas ntxiv nce. Cov Tshuag muaj ntau yam catalysts tuaj txog rau xyoo tom ntej nrog rau kev nthuav tawm ntawm nws cov khoom siv rau lwm tiam neeg rau zaub mov.

Rakesh rov hais dua nws qhov Kev Ntsuas Kev Lag Luam ntawm cov Tshuag, thiab nce nws lub hom phiaj rau $ 150 los ntawm $ 135. Shares ntawm Advanced Micro Devices tau nqis ze li ntawm 3% rau $133.80 rau hnub Thursday.

Tus kws tshuaj ntsuam pom qhov zoo sib xws rau kev xaiv sab saum toj Micron, Western Digital thiab Applied Materials. Micron tuaj yeem pom ntau qhov tailwinds boost nws qhov kev ua tau zoo nyob rau xyoo tom ntej, ua rau tus kws tshuaj ntsuam kom nce nws lub hom phiaj rau $ 110 los ntawm $ 98 thiab tuav qhov Kev Ntsuas Kev Lag Luam.

"Thaum tus nqi tuaj yeem poob qis, kev poob qis yuav zoo li me me, thiab ntau qhov tailwinds nrog kev xav tau muaj zog hauv ntu xws li cov ntaub ntawv chaw, 5G, thiab nws pib yuav tsum yog qhov zoo," Rakesh sau.

Western Digital yuav pom tus nqi zoo dua li kev cia siab rau nws cov NAND chips. Lub tuam txhab tseem muaj qhov chaw zoo los txhim kho nws cov huab cua, thiab cov npoo tuaj yeem txhim kho tau zoo nyob rau xyoo tom ntej. Rakesh nce nws lub hom phiaj rau $ 83 los ntawm $ 75.

Cov Khoom Siv Siv yuav tau txais txiaj ntsig los ntawm kev thov ntau xyoo rau cov khoom siv hluav taws xob hauv cov chaw khaws ntaub ntawv, kev siv 5G, kev siv internet ntawm cov khoom, thiab tsheb, Rakesh tau hais, nrog rau cov phiaj xwm siv cov khoom siv wafer fabrication.Tus kws tshuaj ntsuam tau kho nws lub hom phiaj rau $ 178, nce los ntawm $161.

Micron Tshuag tau nce 1.6% rau $ 96.67. Cov Khoom Siv Siv tau nce 0.3% rau $ 160, thiab Western Digital tau nce 0.5% rau $ 67.22.

Sau rau Sabrina Escobar ntawm [email tiv thaiv]