Lub lim tiam no tsis yog ib qho zoo rau muaj cov khoom lag luam semiconductor txog tam sim no - tab sis Nvidia (NVDA) shares tej zaum yuav dhau los ua ib qho chaw ruaj ntseg hauv cua daj cua dub.
Lub lim tiam pib ntawm kev poob qis thaum Citigroup kws tshuaj ntsuam Christopher Danely txiav nws tus nqi phiaj rau Intel (INTC), thiab ceeb toom tias feem ntau, cov tub ua lag luam yuav tsum pib bracing rau semiconductor Tshuag poob ntawm qhov kev txiav txim ntawm qhov twg los ntawm 10% mus rau 30%. Danely tsis tau hais ncaj qha tias qhov kev kwv yees no siv tau rau Nvidia thiab Intel - tab sis nws tsis tau hais tias nws tsis siv, thiab.
Ua ntej koj tau txais glum dhau lawm (chum) txog qhov kev kwv yees, txawm li cas los xij, nws yuav tsim nyog nyeem ob lub tswv yim ntawm Nvidia - thiab raws li hmoov zoo yuav muaj, Morgan Stanley tus kws tshuaj ntsuam 5-hnub qub. Yauxej Moore twb nyuam qhuav xa tawm li kev xav xwb. Nyob rau hauv daim ntawv tsis ntev los no, Moore coj qhov tsis zoo ntawm Intel, tab sis kev pom ntau dua ntawm Nvidia.
Cov xov xwm phem ua ntej: Raws li Morgan Stanley's "Taiwan semis team," muaj qhov ua tau tias Nvidia cov chaw tsim khoom cog lus ntawm 5nm computer chips tej zaum yuav npaj ncua kev pib ntawm 5nm ntau lawm "me ntsis," uas tuaj yeem txhais tau tias kev tsim khoom ntev- tos Ada Lovelace GPUs yuav pib tsis nyob hauv Q3, raws li tau cia siab, tab sis zoo li hauv Q4 2022.
Qhov ntawd tsis yog xov xwm zoo (yog tias muaj tseeb). Tab sis Moore maj nrawm los taw qhia tias qhov lus xaiv ncua tsis tau "tsis tau lees paub los ntawm ib lub tuam txhab koom nrog."
Rau qhov teeb meem ntawd, txawm tias cov lus xaiv thaum kawg tau txais kev lees paub, Moore tsis xav tias cov tub ua lag luam yuav tsum dhau los ua lub sijhawm ua haujlwm yooj yim. "Kev xa khoom xa tawm ntawm lub quarter yog qhov sib xws," ceeb toom tus kws tshuaj ntsuam, thiab ntxiv, "5nm cov khoom lag luam tseem tsis tau tshaj tawm." Qhov no yog qhov tseem ceeb vim tias nws txhais tau tias txawm tias kev tsim khoom tau qeeb, nws tsis yooj yim rau qhov kev ncua sij hawm cuam tshuam rau cov lus cog tseg rau cov khoom tshiab yuav mus muag ... vim tias cov sijhawm kawg tseem tsis tau teem sijhawm!
Tsis tas li ntawd, "lub sijhawm xa tawm ... nyob ntawm ntau yam, suav nrog kev txhawb nqa software, kev tsim khoom lag luam, kev npaj tsav tsheb, txawm tias muaj lwm yam khoom siv," piav qhia tus kws tshuaj ntsuam, ib qho ntawm cov xwm txheej tuaj yeem ua rau qeeb. Saib hauv cov ntsiab lus ntawd, kev ncua sij hawm tuaj yeem cog qoob loo txawm tias tsis muaj sijhawm ua haujlwm ntawm txhua qhov hauv 5nm pib tsim. Txog tam sim no, cov neeg lag luam (thiab cov neeg siv khoom) kev cia siab tsuas yog qhov tshiab siab kawg Lovelace GPUs yuav tuaj txog qee lub sijhawm "xyoo no." Thiab yog tias txhua tus neeg suav nrog, tom qab ntawd Q4 pib tsim khoom (yog tias tsis lig dhau Q4) tuaj yeem ua haujlwm zoo li Q3 pib ua kom tau raws li qhov kev cia siab. Thiab thaum cov chips tuaj txog, Moore cia siab tias lawv yuav yog "kev txhim kho nrov heev."
Qhov kev txhawj xeeb loj dua rau Nvidia cov tub ua lag luam, muses Moore, yog li tsis yog lub sijhawm tsim khoom rau 5nm chips, tab sis qhov kev cia siab "kev hloov kho kev ua si" uas ntau tus kws tshuaj ntsuam tau kwv yees yuav tuaj txog thaum ntxov 2023. Qhov ntawd yog ib qho kev tshwm sim txawm nyob deb ntawm daim ntawv qhia hnub ntau dua. 5nm cov sij hawm tsim khoom, thiab sib raug zoo tsawg dua los ua kom tiav. Txog thaum pom kev pom ntau dua ntawm kev ua lag luam gaming tuaj txog, txawm li cas los xij, Moore tseem xav kom cov tub ua lag luam txais "qhov hnyav sib npaug" (ie nruab nrab) stance ntawm Nvidia Tshuag - uas nws muaj nuj nqis ntawm $ 182 ib feem, lossis kwv yees li 3% hauv qab no qhov twg cov khoom lag luam niaj hnub no. (Kom saib Moore cov ntaub ntawv taug qab, nias ntawm no)
Lwm cov kws tshuaj ntsuam pom zoo dua. NVDA Tshuag tuav qhov Kev Pom Zoo Pom Zoo, raws li 27 Kev Yuav thiab 4 Tuav tau muab rau lub hli tsis ntev los no. Lub hom phiaj tus nqi nruab nrab ntawm $ 275.27 qhia tias nws muaj chaw khiav 47% saum nws tus nqi tam sim no ntawm $ 186.5. (Saib NVDA Tshuag forecast ntawm TipRanks)
Txhawm rau nrhiav cov tswv yim zoo rau cov lag luam muag khoom ntawm tus nqi zoo saib, mus saib TipRanks ' Khuv Xim Zoo Dua Yuav, lub tswv yim tshiab nyuam qhuav sib sau ua ke txhua qhov ntawm TipRanks 'kev pom ncaj ncees.
Disclaimer: Cov kev xav tawm tswv yim hauv tsab xov xwm no tsuas yog cov ntawm cov kws tshuaj ntsuam tshwj xeeb. Cov ntsiab lus tsuas yog tsim los siv rau kev qhia xov xwm nkaus xwb. Nws yog ib qho tseem ceeb heev uas yuav tau ua koj tus kheej kev soj ntsuam ua ntej ua kev nqis peev.
Tau qhov twg los: https://finance.yahoo.com/news/nvidia-5nm-lovelace-chip-not-150850525.html