Semiconductor, PC stocks rally tom qab Biden hais txog qhov tseem ceeb ntawm US chip manufacturing

Chip-related stocks thiab shares of computer makers surged Wednesday after a push by Thawj Tswj Hwm Joe Biden kom dhau txoj cai lij choj uas yuav ua rau ntau tshaj $50 nphom hauv tsoomfwv cov nyiaj pab los tsim tawm US chip-ua peev xwm.

Hauv Biden's State of the Union hais lus lig rau hnub Tuesday, tus thawj tswj hwm tau thawb Congress kom xa cov kev cai lij choj bipartisan rau nws lub rooj uas yuav suav nrog ntau dua $ 50 nphom hauv kev pab nyiaj rau cov neeg tsim khoom tab sis ntau txhiab lab ntxiv rau lwm qhov kev lag luam los tsim kom muaj peev xwm tsim tau US. Lub Senate tau dhau nws cov kev cai lij choj nyob rau lub Rau Hli, thaum Lub Tsev tau dhau los ntawm nws cov qauv thaum Lub Ob Hlis thaum ntxov los ntawm qhov nqaim; Tam sim no cov neeg sib tham tab tom sim ua kom sib haum xeeb ntawm ob txoj cai lij choj.

Hauv nws cov lus, Biden hais txog Intel Corp.'s
INTC,
+ 4.38%
npaj "mega site" fab complex hauv Ohio, qhov twg Intel tau cog lus tias yuav nqis peev ntau dua $ 20 nphom. Intel kuj tau cog lus $ 20 nphom rau cov chaw hauv Arizona. Intel tseem tab tom nthuav dav lub peev xwm hauv kev tsim cov cuab yeej siv qis dua nrog nws $ 5.4 billion deal los yuav Tower Semiconductor Ltd.
TSEM,
+ 0.73%,
uas tsis tsuas yog muaj fabs hauv Migdal Haemek, Israel thiab Agrate, Ltalis, tab sis hauv Newport Beach, Calif. thiab San Antonio, Texas. Intel tau cog lus txog $ 28 nphom hauv kev siv peev rau 2022 thaum Lub Kaum Hli.

US chip manufacturing peev yog tshwj xeeb tshaj yog ib qho tseem ceeb, tsis tsuas yog vim hais tias ntawm ib tug tsis tu ncua nti khoom tab sis vim hais tias ntawm kev lag luam muaj kev vam khom rau cov tuam txhab xws li Taiwan Semiconductor Manufacturing Co.
TSM,
+ 1.44%
thiab South Kauslim Samsung Electronics Co.
005930,
+ 1.67%
Intel Chief Executive Pat Gelsinger yog ib tug qhua ntawm Thawj Poj Niam Jill Biden. 

Nyeem: Biden's tech pitch nrhiav billions rau chip manufacturing, tiv thaiv online rau menyuam yaus

"Intel's CEO, Pat Gelsinger, uas nyob ntawm no hmo no, hais rau kuv tias lawv npaj yuav nce lawv cov peev ntawm $ 20 nphom mus txog $ 100 billion," Biden tau hais hauv nws cov lus.

"Qhov ntawd yuav yog ib qho kev nqis peev loj tshaj plaws hauv kev tsim khoom hauv keeb kwm Asmeskas," Biden hais rau Congress. "Thiab txhua yam lawv tau tos yog rau koj kom dhau daim nqi no." 

Ntawm Intel qhov kev hu xov tooj nyiaj tau los kawg, Gelsinger tau hais tias yog Congress dhau txoj cai, nws yuav yog "kev nrawm rau peb cov phiaj xwm peev" thiab "peb yuav tsim [Ohio site] tawm sai dua li qhov tshwm sim thiab peb xav tias qhov ntawd zoo rau peb lub tuam txhab. "

Nyeem: Chips tej zaum yuav raug muag tawm rau 2022 ua tsaug rau qhov tsis txaus, tab sis cov tub ua lag luam txhawj xeeb txog qhov kawg ntawm tog

PHLX Tus Txheej Txheem Semiconductor Index 
SOX,
+ 3.37%
kaw 3.4% Hnub Wednesday, piv nrog ze 2% nce hauv S&P 500 index
SPX,
+ 1.86%
thiab thev naus laus zis tech-hnyav Nasdaq Composite Index
COMP,
+ 1.62%,
thaum Intel sib koom ua tiav 4.4%. Txawm li cas los xij, SOX nti index tseem nyob hauv thaj chaw kho, nqis 10.7% los ntawm nws cov ntaub ntawv kaw thaum Lub Kaum Ob Hlis 27, tau luv luv mus rau hauv khw muag khoom lag luam thaum lub Ib Hlis kawg.

Lwm cov tuam txhab nti tau koom nrog hauv kev sib tw, xws li Micron Technology Inc.
MU,
+ 8.16%,
uas zoo li Intel, muaj nws tus kheej fabs thiab tsis tas yuav nyob ntawm tus thib peb fabs zoo li TSMC thiab Samsung. Vim li ntawd, Micron kuj tseem tau txais txiaj ntsig los ntawm cov nyiaj pab, thiab cov khoom lag luam coj cov lag luam siab dua 8.2%. Micron tau teem sijhawm los tshaj tawm cov nyiaj khwv tau los rau lub Peb Hlis 29. Kev faib tawm ntawm Asmeskas raws li cov neeg thib peb fab GlobalFoundries Inc. GFS ua tiav 2.4%.

Nyeem: Semiconductor muag saum toj ib nrab ntawm trillion nyiaj thawj zaug, thiab xav tias yuav loj hlob ntxiv

Lwm cov chip tsim ua tau zoo tshaj SOX suav nrog Advanced Micro Devices Inc. 
AMD,
+ 3.91%,
Qualcomm Inc.
QCOM,
+ 3.83%,
thiab Marvell Technology Inc.
MRVL,
+ 4.19%.
Shares ntawm Nvidia Corp.
NVDA,
+ 3.18%,
qhov loj tshaj plaws US chip txiag los ntawm kev lag luam cap, thiab Broadcom Inc.
AWG,
+ 2.75%
lagged qhov ntsuas thiab kaw 3.2% thiab 2.8%, feem.

Cov neeg tsim khoom siv PC, uas sawv los tau txais txiaj ntsig los ntawm kev muaj peev xwm ntxiv tau muab ze li ob xyoos ntev nti tsis txaus coj los ntawm COVID-19, kuj tau sib tham nrog Dell Technologies Inc.
DELL,
+ 7.46%
kaw 7.5% thiab HP Inc.
HPQ,
+ 6.57%
shares tiav 6.6% siab dua.

Nyeem: Semiconductor muag rau Russia txwv, tab sis qhov ntawd yuav tsum tsis txhob ua mob rau Intel, AMD thiab lwm tus neeg tsim khoom

Tau qhov twg los: https://www.marketwatch.com/story/semiconductor-pc-stocks-rally-after-biden-touts-importance-of-us-chip-manufacturing-11646250700?siteid=yhoof2&yptr=yahoo