TI's Report Disappointed Investors Cov tuam txhab lag luam hauv kev lag luam tau pib tshaj tawm cov nyiaj tau los hauv peb lub hlis twg, thiab thawj zaug, los ntawm Texas Instruments, tsis muaj kev ntseeg siab heev.
TI thaum Lub Plaub Hlis 26 tau tshaj tawm qhov kev poob siab ntawm cov nyiaj tau los tom qab Tuam Tshoj tau kaw qhov rooj kaw los tiv thaiv covid-19 rov tshwm sim. Qhov kev kaw cia cuam tshuam nws cov neeg siv khoom lag luam, lub tuam txhab, paub txog nws cov analog chips, tau hais.
"Qhov kev xav no nkag siab txog qhov cuam tshuam vim qhov kev thov txo qis los ntawm Covid-19 kev txwv hauv Suav teb," Texas Instruments hais tias .
Qualcomm, paub txog nws cov khoom siv txawb xov tooj, tau tshaj tawm rau lub Plaub Hlis 27, thiab Intel, paub txog nws cov haujlwm hauv nruab nrab, tshaj tawm rau lub Plaub Hlis 28. AMD yuav tshaj tawm rau lub Tsib Hlis 5 thiab Nvidia lub Tsib Hlis 25.
Nvidia, AMD thiab Intel muag cov duab ua haujlwm thiab CPUs rau gamers. Lawv kuj yog cov neeg tsim khoom tseem ceeb ntawm cov khoom siv hluav taws xob thiab cov tshuab rau kev siv hauv huab servers, tsheb tsav tus kheej, lub metaverse, kev txawj ntse thiab lwm yam.
Lawv cov chips kuj tseem siv hluav taws xob feem ntau, xws li smartphones, PCs thiab lwm yam khoos phis tawj.
2018 Thoob Plaws Ib Zaug Ntxiv? Cov neeg lag luam xav paub seb lawv puas yuav pom qhov xwm txheej 2018 dua.
Xyoo ntawd, muaj zog thov rau semiconductors ua rau euphoria ntawm chip stocks. Semiconductor tus nqi dhia vim cov neeg siv khoom xav paub tseeb tias lawv yuav tsis ntes cov khoom tsis txaus.
Tab sis qhov kev thov tau poob sai npaum li nws tau nce, tawm hauv chipmakers nrog cov khoom muag tag nrho.
Qee cov neeg soj ntsuam kev lag luam kwv yees qhov rov ua dua ntawm qhov xwm txheej no, tshwj xeeb tshaj yog tom qab kev muag khoom semiconductor tau nce txog $ 500 nphom hauv xyoo 2021 thiab cov khoom muag xyoo no tsis muaj.
Micron thaum Lub Peb Hlis 29 tau tshaj tawm cov muag khoom muaj zog thiab tshwj xeeb tshaj yog xav tau los ntawm kev lag luam tsheb, tab sis qhov ntawd tsis tiv thaiv cov khoom lag luam poob.
“Peb khaws cov khoom tsim nyog ntawm cov khoom siv thiab cov pa roj zoo; Tam sim no tsis txhob cia siab tias yuav muaj kev cuam tshuam tsis zoo rau peb cov khoom lag luam nyob ze vim yog kev tsov rog Russia-Ukraine, "lub tuam txhab hais tias . "Tab sis peb cia siab tias yuav nce ntxiv ntawm peb cov nqi raws li peb muaj kev ruaj ntseg ntawm cov khoom siv raw uas tuaj yeem ua rau muaj kev pheej hmoo."
Evercore ISI tus kws tshuaj ntsuam CJ Muse tau sau rau hauv ib daim ntawv hais tias "peb tseem tshuav kev kwv yees seb qhov tseem ceeb ntawm lub sijhawm ze (lawv tsis yog rau Micron) lossis seb lub khw yuav tseem tos rau kev kho cov khoom muag tom ntej,"
"Peb qhov kev nkag siab yog kev sib tw ua nruj ua tsiv yuav yog tus qauv tshiab (nce thiab nqis) kom txog thaum peb tau pom txoj kab ntawm seb peb puas yuav pom qhov muag muag lossis tawv," Muse ntxiv.
Kev Txom Nyem Ntshai Kev thov yuav raug mob los ntawm kev txhawj xeeb txog kev lag luam poob qis thiab kev cia siab tias cov neeg siv khoom yuav txiav kev siv nyiaj thiab txo kev yuav khoom, cov neeg soj ntsuam hais. Qhov ntawd yog qhov tshwj xeeb tau txij li thaum lub sijhawm muaj kev sib kis, cov neeg siv khoom thiab tuam txhab lag luam tau loj hlob ntawm cov cuab yeej thev naus laus zis, tshwj xeeb yog PCs.
Cov peev txheej no qhia tias cov xwm txheej no qhia txog kev poob qis hauv PC lag luam. Feem ntau, ntau tus tub ua lag luam tau twv rau qhov kev poob qis hauv kev muag khoom kho vajtse hauv 2022 thiab 2023.
Nvidia, uas tsim tawm ntau ntawm nws qhov muag los ntawm kev ua yeeb yaj kiab videogaming, tuaj yeem nyuaj tshwj xeeb thaum tsev neeg rov qab yuav khoom.
Cov tub lag luam kuj tseem txuas Nvidia lub neej yav tom ntej rau kev hloov pauv hauv ethereum blockchain. Ethereum nyob rau hauv Lub Rau Hli yuav tsum tau tsiv mus rau ib qho tshiab version thiab ib qho kev hloov pauv tshiab validation mechanism uas yuav hloov txoj kev ntawm haiv neeg cryptocurrency ntawm lub platform no, ether, minted. Qhov kev hloov no yuav txo tau tus naj npawb ntawm GPUs siv los tsim ether, thiab GPUs yog ib qho ntawm Nvidia cov nyiaj nyuj nyuj.