Qhov kev poob qis uas cov tuam txhab semiconductor poob rau hauv kuj tau thawb lawv cov nqi ntau dua 35%.
Thomas Hayes, tus thawj coj ntawm Great Hill Capital hauv New York, hais rau TheStreet, "Semis raws li ib pab pawg tau dhau los pheej yig heev," "Yog tias koj khawb hauv qab qhov chaw muaj txiaj ntsig yuav tsum muaj nrog ib txog peb xyoos saib."
Cov lag luam tau dhau los ua "tus neeg raug tsim txom ntawm lawv covid xyoo ntawm kev ua tiav," Steve Sosnick, tus thawj coj zoo ntawm Kev Sib Tham Sib Tham, tus brokerage nyob hauv Greenwich, Conn., hais rau TheStreet.
Nws tau hais tias "Kev ua lag luam tau them nyiaj ntau heev rau kev loj hlob ntawm txhua tus nqi thiab semis tau txais kev txaus siab," nws hais.
Semiconductor tuam txhab uas muag tau muab ntau rov qab los ntawm lawv lub ncov nrog cov tuam txhab uas muag poob los ntawm qhov nruab nrab 35%, nws hais.
Cov tub lag luam uas yuav cov khoom lag luam semiconductor thaum Lub Peb Hlis 2020 lossis txawm tias lub Kaum Ib Hlis kawg, tau txais txiaj ntsig hauv lawv cov tuav.
Sosnick tau hais tias "Nws yog qhov teeb meem ntawm kev xav," "Koj tseem ua tau zoo yog tias koj tau nqis peev hauv semis tag nrho."
Raws li kev siv thev naus laus zis tau dhau los ua ntau qhov chaw, kev siv cov chips semiconductor tau nce ntxiv ntawm cov khoom tiav uas cov neeg siv khoom yuav, nws hais ntxiv.
Sosnick tau hais tias "Hauv paus, yog tias koj saib ntawm semis, qhov no yog ib qho haujlwm uas ua rau peb muaj kev saib xyuas nyob rau txhua qhov xwm txheej," Sosnick tau hais.
Thaum ntau cov khoom lag luam semiconductor yog "txoj kev tawm ntawm lawv qhov siab," cov tuam txhab xws li Advanced Micro Devices (AMD Tau txais Advanced Micro Devices Inc. Qhia los yog Qualcomm (QCOM Tau txais QUALCOMM Incorporated Report tau loj hlob ntawm qhov zoo, Sosnick tau hais.
AMD thiab Qualcomm tus kwv yees tus nqi-rau-nyiaj tau los piv yog nyob rau hauv lawv cov hluas thiab tsis siab piv rau cov qauv keeb kwm thaum Intel (INTC Tau txais Intel Corporation Report tseem yog "tus me nyuam teeb meem ntawm kev lag luam" vim tias cov qauv ntawm cov nyiaj tau los poob siab, nws hais.
Outlook rau Semis hauv Ib Nrab Ob Cov tuam txhab uas tsim cov chips semiconductor rau cov khoom siv qis kawg xws li PCs thiab smartphones xws li Intel yog "ua mob hnyav heev," Angelo Zino, tus kws tshuaj xyuas kev ncaj ncees ntawm CFRA, lub tuam txhab tshawb fawb txog peev hauv New York, hais rau TheStreet.
NXP semiconductors (NXPI Tau txais NXP Semiconductors NV Report thiab ON Semiconductor (ON Tau txais ON Semiconductor Corporation Report nws cov chips tau siv nyob rau hauv kev lag luam tsheb, cov chaw zov me nyuam cov ntaub ntawv thiab kev lag luam kev lag luam tuav tau zoo dua, nws hais.
"Keeb kwm hais tias koj xav ua raws li cov ntsiab lus semiconductor kev loj hlob vim hais tias thaum lawv tawm ntawm lub voj voog qis, koj yuav pom qhov muaj zog tshaj plaws mus rau sab saum toj," Zino hais.
Qhov nruab nrab cov khoom lag luam semiconductor poob qis 35% mus rau 45% ntawm qhov nruab nrab ntawm lawv qhov siab tshaj plaws thaum kawg ntawm 2021 nrog cov nqi qis los ntawm 40% mus rau 55%.
Nws tau hais tias "Qhov kev poob qis uas peb tau pom los ntawm lub Kaum Ob Hlis siab yog ob qho tib si ntev tshaj plaws thiab kev poob qis tshaj plaws txij li Kev Txom Nyem Loj," nws hais. "Ntau qhov kev puas tsuaj tau ua nyob rau sab kev ntsuas."
Txoj Kev yuav feem ntau "ua kom raug thiab rau txim rau cov npe no ua ntej ntawm lub voj voog semiconductor thiab yog qhov koj tau pom nyob rau sab nqi," Zino ntxiv.
Cov khoom lag luam xws li Microchip (MCHP Tau txais Microchip Technology Incorporated Report , uas ua rau microcontrollers thiab analog chips, Texas Instruments (TXN Tau txais Texas Instruments Incorporated Report thiab OnSemi txhua tus tau ntsib kev txwv tsis pub khoom noj thiab tau nyob hauv "qhov mob loj tshaj plaws" nrog lawv cov khoom lag luam poob los ntawm 33.2%, 19.3% thiab 24.5% xyoo dhau los, raws li Zino tau hais.
Nws tau hais tias "Micron tau teeb tsa txoj haujlwm zoo txo qis lub bar thiab chij qhov kev txhawj xeeb loj tshaj plaws hauv kev ua lag luam rau cov neeg siv khoom lag luam uas tau tsav kawg," nws hais.
AMD yog "kev ua si nyuaj dua," thiab nyuaj dua vim tias nws muag cov chips uas ua lub luag haujlwm tseem ceeb rau PCs thiab servers thiab tau cuam tshuam los ntawm kev xa khoom ntau dhau thiab kev sib tw hem li Nvidia (NVDA Tau txais NVIDIA Corporation Report Lub hom phiaj CPU cov ntaub ntawv chaw servers hauv 2023, "Zino tau hais.
Nws tau hais tias "Peb nyiam AMD zaj dab neeg, tab sis nws tsis yog ntau npaum li slam dunk li nws yog ib txog peb xyoos dhau los," nws hais.
Nvidia tau txais cov nyiaj tau los ntau heev los ntawm nws cov chips uas tau siv hauv cov chaw khaws ntaub ntawv thiab tseem tau txais feem pua zoo ntawm kev muag khoom los ntawm ntau cov neeg siv khoom lag luam, uas tau cuam tshuam los ntawm qhov tsis muaj zog ntawm kev ua si, nws hais.
"Cov dab neeg rau lawv yog cov chaw zov me nyuam cov ntaub ntawv thiab lawv xav tias yuav pom kev nkag mus rau hauv thaj chaw tsheb thiab tab tom nthuav tawm cov khoom tshiab hauv 2023 xws li CPUs," Zino hais. "Lub sijhawm ntev yog qhov zoo rau lawv."
Nvidia ntau ntau tau tsav los ntawm cov neeg siv khoom txaus siab hauv kev ua si thiab crypto thiab cov cheeb tsam no yuav raug txo qis rau qee lub sijhawm, Hayes tau hais.
"Kuv tsis txaus siab rau NVDA, tab sis "yuav tsis twv tawm tsam Nvidia CEO Jensen Huang," nws hais.
Zino tau hais tias Intel yuav zoo li pheej poob kev lag luam rau AMD thiab Nvidia. Txawm hais tias Intel tsim nyiaj txiag txaus los pab nws qhov kev nthuav dav, nws yuav siv lub tuam txhab ob peb xyoos rau kev hloov pauv mus ua nws tus kheej, nws hais.
Cov tuam txhab xws li NXP Semiconductors, Onsemi thiab Microchip uas ua microcontrollers thiab fais fab tswj chips rau kev lag luam automotive yuav raug txwv mus rau hauv ib nrab ntawm lub xyoo, Zino hais.
Nws tau hais tias "Peb cia siab tias ntau qhov kev txwv tsis pub khoom noj thiab cov ntsiab lus mob hauv khw yuav yooj yim heev los ntawm thawj ib nrab ntawm 2023," nws hais.
Taiwan Semiconductor Manufacturing Company (TSM Tau txais Taiwan Semiconductor Manufacturing Company Ltd muaj tus tsov ntxhuav feem ntawm kev lag luam automotive nti, Hayes tau hais.
Nws tau hais tias "Nrog cov khoom lag luam pib ntawm cov keeb kwm qis, qhov rov qab loj ntawm cov tsheb tshiab xav tau thiab lub hnub nyoog nruab nrab ntawm Asmeskas lub tsheb thiab cov tsheb thauj khoom ntawm 13.1 xyoo, qhov kev thov yuav muaj zog rau xyoo tom ntej," nws hais.
Kev lag luam semiconductor yuav pom kev txhim kho "tseem ceeb" txij li cov chaw sib dhos hauv Suav teb tam sim no tau pib nce ntau lawm, Zino tau hais. Kev thov hauv cov chips tseem yuav pib taper raws li cov khoom siv tau "rov qab los thiab yuav muaj qhov xav tau zoo dua qub ua si nws tus kheej tawm hauv ob peb lub hlis tom ntej."
Cov tub lag luam yuav tsum tsis txhob yuav lawv "tag nrho ib zaug vim tias koj tsis paub thaum twg hauv qab los ntawm lub voj voog," nws hais.
Hloov chaw, cov tub ua lag luam yuav tsum tau yuav cov khoom lag luam tom qab thawj qhov kev txiav nyiaj tau los vim "koj tau txais txiaj ntsig thiab sawv los ua kom tau ntau lub sijhawm," Zino tau hais.
Cov khoom lag luam semiconductor tau muag ntau dua li kev lag luam dav hauv ntau zaus, tab sis cov tub ua lag luam tuaj yeem "sib cav tiag" tias muaj ntau lub tuam txhab muab kev loj hlob ntawm tus nqi tsim nyog, Sosnick tau hais.
"Qhov no yog qhov uas cov tub ua lag luam tau nrhiav ntau xyoo," nws hais. "Muaj qhov tseem ceeb hauv cov haujlwm no."