Semiconductor Stocks: AI, ChatGPT tuaj yeem txhawb cov npe no

Cov kws tshuaj ntsuam ntawm Phab ntsa Street tab tom tig qhov zoo dua ntawm cov khoom lag luam semiconductor raws li qee ntu ntawm kev ua lag luam kub siab, suav nrog cov duab kos rau kev txawj ntse. Nvidia (NVDA), tshwj xeeb, pom tau txais txiaj ntsig los ntawm kev nce ntawm AI generative, xws li ChatGPT.

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Rival graphics-chip txiag Advanced Micro Devices (AMD) kuj yog positioned kom tau txais los ntawm cov chaw zov me nyuam khiav AI workloads, cov kws tshuaj ntsuam hais.

Barclays kws tshuaj ntsuam Blayne Curtis tau hais tias nws tau txais txiaj ntsig zoo dua ntawm cov khoom lag luam semiconductor "tom qab ua tsis zoo rau yuav luag txhua xyoo 2022."

Hauv tsab ntawv ceeb toom rau cov neeg siv khoom hnub Monday, Curtis tau hais tias nws tau hloov pauv ntau qhov zoo ntawm cov ntaub ntawv chaw, PC thiab smartphone chipmakers txij li cov khoom lag luam semiconductor tau qis dua thaum Lub Kaum Hli.

Semiconductor Stocks Upgraded

Curtis hloov kho AMD, Qualcomm (QCOM) thiab Skyworks Solutions (SWKS) kom rog dhau, lossis yuav, los ntawm qhov hnyav sib npaug, lossis nruab nrab.

Nws kuj tseem khaws nws qhov kev yuav khoom ntawm Nvidia Tshuag thiab tsa nws lub hom phiaj rau 250 los ntawm 170.

Nyob rau Tshuag lag luam hnub no, Nvidia dhia 7.6% rau 191.93, raws li AMD tau nce 9.2% rau 76.53. Qualcomm popped 6.6% siab dua rau 131.03, thaum Skyworks nce 6.4% rau 109.61.

Curtis hu ua generative AI "tus tsav tsheb tiag" rau cov khoom lag luam semiconductor, nrog Nvidia thiab AMD ntawm cov neeg tau txais txiaj ntsig. Generative AI piav qhia lub computer algorithms uas tuaj yeem tsim cov ntsiab lus tshiab, suav nrog cov ntawv nyeem, duab, software code thiab ntau dua.

Microsoft Ups Kev nqis peev hauv OpenAI

Hnub Monday, Microsoft (MSFT) tshaj tawm kev sib koom tes nrog OpenAI, lub koom haum tom qab ntawv tshuab hluav taws xob ChatGPT thiab lub tshuab hluav taws xob duab Dall-E.

Qhov thib peb theem ntawm nws txoj kev koom tes suav nrog "ntau xyoo, ntau txhiab daus las peev los ua kom AI kev ua tiav," Microsoft hais hauv blog ncej.

Citigroup kwv yees tias kev siv ChatGPT tuaj yeem ua rau $ 3 nphom txog $ 11 nphom hauv kev muag khoom rau Nvidia tshaj 12 lub hlis.

"Peb ntseeg tias Nvidia muaj nyob rau hauv ChatGPT lub peev xwm muaj txiaj ntsig kev xav tau tsav tsheb," Citi tus kws tshuaj ntsuam Atif Malik tau hais hauv tsab ntawv rau cov neeg siv lub lim tiam dhau los.

Nvidia hu ua Strong hauv AI Computing

Tsis tas li ntawd, Truist Securities tus kws tshuaj ntsuam xyuas William Stein rau hnub Monday tau hloov kho nws qhov kev pom ntawm cov khoom lag luam semiconductor kom zoo los ntawm qhov nruab nrab. Nws pom qhov muaj peev xwm tshaj plaws rau kev yuav-rated semiconductor stocks Nvidia, Monolithic Cov Tshuab Hluav Taws Xob (MPWR) thiab Onsemi (ON).

“Nyob rau hauv lub sij hawm tseem ceeb tseem eroding; peb tsis ua raws li peb qhov kev nyiam ntawm cov khoom lag luam nyob ze, "nws tau ceeb toom hauv tsab ntawv rau cov neeg siv khoom.

Stein nyiam Nvidia rau nws muaj nyob rau hauv AI xam. Nws yog qhov zoo ntawm Monolithic rau kev sib koom tau txais txiaj ntsig hauv analog chips, thiab Onsemi rau kev siv cov silicon carbide chips hauv tsheb hluav taws xob thiab lwm yam kev siv hluav taws xob.

Ua raws li Patrick Seitz ntawm Twitter ntawm @IBD_PSeitz rau cov dab neeg ntxiv ntawm cov neeg siv khoom thev naus laus zis, software thiab cov khoom lag luam semiconductor.

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