(Bloomberg) - Nvidia Corp. cov txiaj ntsig tau qhia tias cov neeg siv khoom tau binging ntawm cov chips siv hauv kev txawj ntse txawj ntse xa cov khoom lag luam khi rau cov thev naus laus zis loj zuj zus thoob ntiaj teb.
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Nvidia tau nce ntau npaum li 29% hauv New York kev lag luam lig, thaum nws cov neeg sib tw Advanced Micro Devices Inc. dhia 10%. Qhov kev xav pom tau muab pov thawj tias Nvidia tau txais txiaj ntsig ntau dua los ntawm AI frenzy tshaj li qhov xav tau, pab nws huab cua kom dav dav hauv kev siv thev naus laus zis.
Nws cov neeg muag khoom tau sau cov khoom plig zoo ib yam. Taiwan Semiconductor Manufacturing Co., uas tsim Nvidia cov chips, tau nce ntau txog 3.8% hauv Taipei. Cov khoom siv Advantest Corp. tau nce 20% rau txhua lub sijhawm siab hauv Tokyo, thaum lub cim xeeb-chip SK Hynix Inc. nce 6.8% hauv Seoul.
Nyeem ntxiv: Nvidia Soars Tom Qab AI-Fueled Forecast Shatters Expectations
Cov tub ua lag luam tau saib rau Nvidia rau cov pov thawj tias qhov kev txaus siab ntawm kev txawj ntse txawj ntse xyoo no ua rau muaj kev muag khoom ntau dua ntawm cov chips uas muab lub zog siv computer. Lub tuam txhab semiconductor tau xa tawm qhov ntawd thiab ntau ntxiv nrog cov nyiaj tau los kwv yees rau lub quarter tam sim no uas tau poob qis qhov nruab nrab tus kws tshuaj ntsuam kwv yees.
Nvidia "muab cov kev taw qhia tawm, muaj zog tshaj tawm cov lus qhuab qhia bull uas lub tuam txhab no zaum ntawm lub plawv ntawm ib qho ntawm cov ntsiab lus hloov pauv thev naus laus zis," said Adam Crisafulli, tus tsim ntawm tsab ntawv xov xwm Vital Knowledge.
Amir Anvarzadeh, tus kws tshaj lij ntawm Asymmetric Advisors Ltd. hauv Singapore tau hais tias "Qhov kev txiav txim zoo heev los ntawm NVDA's A100 thiab H100 AI chips. "Qhov tseem ceeb tshaj rau cov neeg ua lag luam Esxias kev ncaj ncees, lawv taw qhia tias tag nrho cov kev txiav txim tau raug xa mus rau TSMC," uas muaj "ntau tshaj qhov txaus" muaj peev xwm ua tiav cov xaj.
Anvarzadeh sau tseg tias TSMC tseem yog tus nqi tsim nyog, ua lag luam ntawm kwv yees li 16 lub sijhawm kwv yees nyiaj tau los rau xyoo no piv rau ze li 70 zaug rau Nvidia. Tseem, Asian chip stocks tau pom tau txais txiaj ntsig los ntawm AI lub ntsiab lus ib yam nkaus, txawm tias muaj kev cia siab rau Asmeskas kev poob qis thiab kev sib raug zoo ntawm Washington-Beijing.
Nyiv cov tuam ntxhab ntawm cov tshuab ua thiab kuaj cov chips tau hais kom rov qab los ntawm ib nrab thib ob, thiab "Nvidia cov txiaj ntsig tau nce qhov tseeb ntawm qhov ntawd," hais Rina Oshimo, tus kws tshaj lij ntawm Okasan Securities Co.
- Nrog kev pab los ntawm Winnie Hsu.
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