Qualcomm thiab 3 Lwm Chip Stocks yuav ntawm Sector's Surprising Drop

Ntawv loj

Txawm hais tias Wall Street tus kws tshuaj ntsuam xyuas uas tau ua xyem xyav txog cov khoom lag luam nti tau xav tsis thoob ntawm qhov loj ntawm cov lag luam poob xyoo no. Piper Sandler tus kws tshuaj ntsuam Harsh Kumar tau hais rau hnub Tuesday tias kev muag khoom dav dav tam sim no muab lub sijhawm yuav khoom zoo nkauj.

"Peb muaj kev ntxhov siab me ntsis los ntawm kev poob qis hauv cov khoom lag luam semiconductor," nws sau. "Peb tab tom hloov mus rau qhov zoo tshaj plaws ntawm cov khoom lag luam semiconductor tom qab peb ceev faj ntau dua txij li thaum pib ntawm lub xyoo."

cov

iShares Semiconductor ETF

(ticker: SOXX), uas taug qab qhov kev ua tau zoo ntawm ICE Semiconductor Index, tau poob 26% txog hnub Monday, piv nrog 16% poob rau

S&P 500.

Tus kws tshuaj ntsuam tau hais tias tam sim no qhov kev nqis peev rau cov khoom lag luam semiconductor twb cuam tshuam txog qhov yuav tshwm sim uas Wall Street yuav ntsuas rov qab nws cov kev kwv yees rau cov nyiaj tau los xyoo no. Thiab nws tau sau tseg tias ua ib pab pawg, cov tuam txhab hauv kev lag luam tau ua lag luam ntawm tus nqi / cov nyiaj tau los uas yog ze rau qhov qis tshaj hauv ze li ntawm 10 xyoo piv rau

S&P 500's
ntau.

Chip tuam txhab uas muag yuav ua tau zoo dua li Tuam Tshoj tawm nws cov Covid-19 kev kaw cia thiab tsis txaus dissipate nyob rau hauv cov khoom siv rau semiconductor manufacturing, nws hais. "Thaum peb tseem muab lwm yam xwm txheej uas qhia txog kev poob qis ntxiv rau cov npe semiconductor, peb cia siab tias lub voj voog no yuav zoo li qub dua li qhov kev poob siab tsis ntev los no rau lub kaw lus," nws sau.

Tseem, Kumar tau hais tias, cov tub ua lag luam yuav tsum ua tib zoo xav txog cov khoom lag luam twg los yuav. Chip tuam txhab uas muag nthuav tawm cov kev siv nyiaj hauv tuam txhab yuav ua tau zoo dua thaum muaj kev lag luam poob qis, nws hais.

Raws li qhov tshwm sim, nws rov hais dua nws Cov Kev Ntsuas Tshaj Tawm rau

Qualcomm

(

QCOM

),

Advanced Micro Devices

(

AMD

),

Marvell

(

MRVL

), Thiab

Nyob rau hauv semiconductor

(

ON

) raws li nws cov tswv yim saum toj kawg nkaus chip-Tshuag hauv ib puag ncig tam sim no.

AMD thiab

Marvell

yog thriving raws li lawv muag rau hauv resilient enterprise data-center khw. Thaum ntxov lub hlis no, AMD hais tias nyiaj tau los los ntawm nws cov EPYC server-processor kev lag luam ntau dua ob npaug ntawm lub Peb Hlis Lub Peb Hlis.

Nyob rau hauv semiconductor

tseem raug rau cov tsheb thiab kev lag luam, qhov kev thov tau zoo dua li lwm qhov chaw.

Qualcomm yog rooj plaub tshwj xeeb. Lub tuam txhab, tus tsim cov txheej txheem txawb thiab 5G wireless chips, tso tawm muaj zog khwv tau lub hli tas los. Txawm hais tias theem ntawm cov neeg siv khoom xav tau ua rau muaj kev pheej hmoo rau nws lub lag luam xov tooj ntawm tes, Kumar ntseeg tias kev ua lag luam tau qis dua Qualcomm txoj kev vam meej ua tus xa khoom ntawm chips rau hauv internet ntawm cov khoom thiab tsheb.

Sau ntawv rau Tae Kim ntawm [email tiv thaiv]