Cov tuam txhab lag luam semiconductor tau txwv kev muag khoom rau Russia tom qab lub tuam txhab cuam tshuam ntawm Ukraine, tab sis tus kws tshuaj ntsuam tau hais tias cov tuam txhab yuav tsum tsis txhob muaj kev cuam tshuam ntau.
Raws li cov tub rog Lavxias txuas ntxiv mus foob pob Ukraine lub nroog Kyiv hnub Monday, kev lag luam dav dav muag tawm raws li kev rau txim loj hlob thoob ntiaj teb kev tawm tsam Russia, suav nrog kev thawb kom tsis suav Russia los ntawm SWIFT interbank messaging network thiab Lub Tsev Haujlwm Saib Xyuas Nyiaj Txiag txwv tsis pub ua lag luam nrog Russia lub hauv paus. txhab nyiaj.
Kev lag luam semiconductor tau koom nrog kev sib tham loj zuj zus ntawm kev tsis ua lag luam nrog Russia tom qab nws Thawj Tswj Hwm Vladimir Putin tau hais kom muaj kev cuam tshuam ntawm Ukraine, thiab feem ntau cov khoom lag luam nti tau poob rau hnub Monday, nrog rau PHLX Semiconductor Index.
SOX,
-0.67%
Ua tiav 0.7%, piv rau 0.4% nce ntawm tech-heavy Nasdaq Composite Index
COMP,
+ 0.41%.
Tab sis cov kws tshuaj ntsuam tsis zoo li tsis muaj kev txhawj xeeb, nrog Bernstein tus kws tshuaj ntsuam Stacy Rasgon sau rau hauv tsab ntawv hnub Monday tias Russia yog "de minimis ncaj qha yuav ntawm semiconductors los ntawm lawv tus kheej," hais txog tsab ntawv ceeb toom los ntawm Semiconductor Industry Association.
Hauv tsab ntawv tshaj tawm, SIA tau hais lub lim tiam dhau los tias Russia suav tsawg dua 0.1% ntawm kev muag khoom thoob ntiaj teb nti, uas tau los ntawm cov ntaub ntawv $ 555.9 nphom hauv xyoo 2021, qhia tias Russia suav txog tsawg dua $ 560 lab hauv kev muag khoom xyoo tas los.
Nyeem: Semiconductor muag saum toj ib nrab ntawm trillion nyiaj thawj zaug, thiab xav tias yuav loj hlob ntxiv
Hauv lwm pawg technologies, Russia tsis xam siab nyob rau hauv ib cheeb tsam, Rasgon sau tseg.
"Russia suav txog tsawg dua 2% ntawm kev xa khoom hauv ntiaj teb PC, ~ 2% ntawm kev xa khoom ntawm tes thiab smartphone, ~ 1% ntawm cov neeg xa khoom xa tuaj, thiab ~ 2% ntawm kev xa khoom tsheb," Rasgon hais. "Yog li peb yuav tsis cia siab tias yuav raug nplua thiab kev tswj hwm kev xa tawm ntawm Russia kom muaj kev cuam tshuam cov khoom siv tiag tiag ntawm ntau lub khw kawg uas yog cov tsav tsheb loj ntawm cov khoom siv hluav taws xob xav tau."
SIA ntxiv tias Russia tsuas yog suav txog $ 50.3 nphom hauv qhov dav dua $ 4.47 trillion cov ntaub ntawv xov xwm kev sib txuas lus kev lag luam thoob ntiaj teb. los yog me ntsis siab dua 0.1%.
Thaum Russia invaded Ukraine, US Department of Commerce's Bureau of Industry thiab Security tau dhau kev xa tawm thoob plaws rau Russia thaum Lub Tsev Haujlwm Saib Xyuas Nyiaj Txiag Lub Chaw Haujlwm Saib Xyuas Kev Ruaj Ntseg Txawv Tebchaws tau tsim "tsis tau muaj dua" kev rau txim. Intel Corp.
INTC,
-0.02%
lees paub tias nws tau ua raws li cov kev txwv no, thaum Advanced Micro Devices Inc.
AMD,
+ 1.88%
tau tshaj tawm tias tau tso tseg kev xa khoom hauv Lavxias thiab lwm tus neeg sab nrauv silicon wafer txiag Taiwan Semiconductor Manufacturing Co.
TSM,
-3.79%
tau tshaj tawm ceeb toom cov neeg tsim khoom hauv Lavxias tias lawv tuaj yeem ncua kev ua haujlwm nrog lawv.
"Intel ua raws li tag nrho cov kev cai xa tawm thiab kev rau txim hauv cov teb chaws uas nws ua haujlwm, suav nrog cov kev nplua tshiab los ntawm OFAC thiab cov kev cai tawm los ntawm BIS," Intel tus kws tshaj lij hais rau MarketWatch hauv tsab ntawv xa email. "Peb tsom ntsoov rau kev ua kom muaj kev lag luam txuas ntxiv thiab txo qis kev cuam tshuam rau peb cov neeg ua haujlwm."
Cov neeg hais lus los ntawm AMD, TSMC thiab cov neeg tsim khoom loj tshaj plaws hauv Asmeskas los ntawm kev ua lag luam, Nvidia Corp.
NVDA,
+ 0.94%,
tseem tsis tau teb rau MarketWatch qhov kev thov tawm tswv yim. AMD shares tau kaw 1.9% nyob rau hnub Monday, thaum Intel ua tiav qis dua 0.1%, Nvidia shares tau nce 0.9%, thiab US-kev lag luam shares ntawm TSMC poob 3.8%. SOX tau nce 11.8% hauv 12 lub hlis dhau los, tab sis tau poob 13.1% xyoo dhau los.
Semiconductor muag rau Russia txwv, tab sis qhov ntawd yuav tsum tsis txhob ua mob rau Intel, AMD thiab lwm tus neeg tsim khoom
Cov tuam txhab lag luam semiconductor tau txwv kev muag khoom rau Russia tom qab lub tuam txhab cuam tshuam ntawm Ukraine, tab sis tus kws tshuaj ntsuam tau hais tias cov tuam txhab yuav tsum tsis txhob muaj kev cuam tshuam ntau.
Raws li cov tub rog Lavxias txuas ntxiv mus foob pob Ukraine lub nroog Kyiv hnub Monday, kev lag luam dav dav muag tawm raws li kev rau txim loj hlob thoob ntiaj teb kev tawm tsam Russia, suav nrog kev thawb kom tsis suav Russia los ntawm SWIFT interbank messaging network thiab Lub Tsev Haujlwm Saib Xyuas Nyiaj Txiag txwv tsis pub ua lag luam nrog Russia lub hauv paus. txhab nyiaj.
Kev lag luam semiconductor tau koom nrog kev sib tham loj zuj zus ntawm kev tsis ua lag luam nrog Russia tom qab nws Thawj Tswj Hwm Vladimir Putin tau hais kom muaj kev cuam tshuam ntawm Ukraine, thiab feem ntau cov khoom lag luam nti tau poob rau hnub Monday, nrog rau PHLX Semiconductor Index.
-0.67%
+ 0.41% .
SOX,
Ua tiav 0.7%, piv rau 0.4% nce ntawm tech-heavy Nasdaq Composite Index
COMP,
Tab sis cov kws tshuaj ntsuam tsis zoo li tsis muaj kev txhawj xeeb, nrog Bernstein tus kws tshuaj ntsuam Stacy Rasgon sau rau hauv tsab ntawv hnub Monday tias Russia yog "de minimis ncaj qha yuav ntawm semiconductors los ntawm lawv tus kheej," hais txog tsab ntawv ceeb toom los ntawm Semiconductor Industry Association.
Hauv tsab ntawv tshaj tawm, SIA tau hais lub lim tiam dhau los tias Russia suav tsawg dua 0.1% ntawm kev muag khoom thoob ntiaj teb nti, uas tau los ntawm cov ntaub ntawv $ 555.9 nphom hauv xyoo 2021, qhia tias Russia suav txog tsawg dua $ 560 lab hauv kev muag khoom xyoo tas los.
Nyeem: Semiconductor muag saum toj ib nrab ntawm trillion nyiaj thawj zaug, thiab xav tias yuav loj hlob ntxiv
Hauv lwm pawg technologies, Russia tsis xam siab nyob rau hauv ib cheeb tsam, Rasgon sau tseg.
"Russia suav txog tsawg dua 2% ntawm kev xa khoom hauv ntiaj teb PC, ~ 2% ntawm kev xa khoom ntawm tes thiab smartphone, ~ 1% ntawm cov neeg xa khoom xa tuaj, thiab ~ 2% ntawm kev xa khoom tsheb," Rasgon hais. "Yog li peb yuav tsis cia siab tias yuav raug nplua thiab kev tswj hwm kev xa tawm ntawm Russia kom muaj kev cuam tshuam cov khoom siv tiag tiag ntawm ntau lub khw kawg uas yog cov tsav tsheb loj ntawm cov khoom siv hluav taws xob xav tau."
SIA ntxiv tias Russia tsuas yog suav txog $ 50.3 nphom hauv qhov dav dua $ 4.47 trillion cov ntaub ntawv xov xwm kev sib txuas lus kev lag luam thoob ntiaj teb. los yog me ntsis siab dua 0.1%.
Thaum Russia invaded Ukraine, US Department of Commerce's Bureau of Industry thiab Security tau dhau kev xa tawm thoob plaws rau Russia thaum Lub Tsev Haujlwm Saib Xyuas Nyiaj Txiag Lub Chaw Haujlwm Saib Xyuas Kev Ruaj Ntseg Txawv Tebchaws tau tsim "tsis tau muaj dua" kev rau txim. Intel Corp.
-0.02%
+ 1.88%
-3.79%
INTC,
lees paub tias nws tau ua raws li cov kev txwv no, thaum Advanced Micro Devices Inc.
AMD,
tau tshaj tawm tias tau tso tseg kev xa khoom hauv Lavxias thiab lwm tus neeg sab nrauv silicon wafer txiag Taiwan Semiconductor Manufacturing Co.
TSM,
tau tshaj tawm ceeb toom cov neeg tsim khoom hauv Lavxias tias lawv tuaj yeem ncua kev ua haujlwm nrog lawv.
"Intel ua raws li tag nrho cov kev cai xa tawm thiab kev rau txim hauv cov teb chaws uas nws ua haujlwm, suav nrog cov kev nplua tshiab los ntawm OFAC thiab cov kev cai tawm los ntawm BIS," Intel tus kws tshaj lij hais rau MarketWatch hauv tsab ntawv xa email. "Peb tsom ntsoov rau kev ua kom muaj kev lag luam txuas ntxiv thiab txo qis kev cuam tshuam rau peb cov neeg ua haujlwm."
Cov neeg hais lus los ntawm AMD, TSMC thiab cov neeg tsim khoom loj tshaj plaws hauv Asmeskas los ntawm kev ua lag luam, Nvidia Corp.
+ 0.94% ,
NVDA,
tseem tsis tau teb rau MarketWatch qhov kev thov tawm tswv yim. AMD shares tau kaw 1.9% nyob rau hnub Monday, thaum Intel ua tiav qis dua 0.1%, Nvidia shares tau nce 0.9%, thiab US-kev lag luam shares ntawm TSMC poob 3.8%. SOX tau nce 11.8% hauv 12 lub hlis dhau los, tab sis tau poob 13.1% xyoo dhau los.
Tau qhov twg los: https://www.marketwatch.com/story/semiconductor-sales-to-russia-banned-but-that-shouldnt-hurt-intel-amd-and-other-chip-makers-11646079584?siteid=yhoof2&yptr= yahoo