Taiwan Semi Tshuag Tawm Tawm 2022 Nrog Nws Hnub Zoo Tshaj Plaws hauv xyoo. Nov yog Vim Li Cas.

Ntawv loj

Thawj hnub ua lag luam ntawm 2022 yog ib qho kev sib tw rau

Taiwan Semiconductor Manufacturing. Tebchaws Asmeskas cov nyiaj tso nyiaj ntawm cov khoom siv chip tseem ceeb tau muaj hnub zoo tshaj plaws txij li Lub Xya Hli 2020 rau hnub Monday.

TSMC (ticker: TSM) ADRs tau nce 7.1% mus kaw ntawm $ 128.80 - zoo rau nws qhov feem pua ​​​​nce loj tshaj plaws txij li Lub Xya Hli 29, 2020, raws li Dow Jones Market Data. Cov Tshuag tam sim no yog 8% qis dua txhua lub sijhawm kaw siab ntawm $ 140.05 teem rau Lub Ob Hlis 16, 2021.

PHLX Semiconductor Index, los yog Sox, tau nce 2.1% thaum lub

S&P 500 qhov ntsuas tau nce 0.6%.

Qhov nce rau TSMC cov khoom lag luam tuaj txawm tias tsis muaj cov ntaub ntawv hloov tshiab los ntawm tus tsim chip. Wedbush tus kws tshuaj ntsuam Matthew Bryson hais Barron tus ntawm email uas nws yuav yog kev sib txuas ntawm peb yam.

Cov xov xwm loj tshaj plaws yog kev nthuav tawm los ntawm

ASML tuav

(ASML) hais txog hluav taws kub hauv ib feem ntawm nws lub Hoobkas hauv Tebchaws Yelemees. ASML, uas ua rau cov cuab yeej ua cov chips, hais tias nws ntxov dhau los ua cov lus qhia txog kev puas tsuaj lossis seb nws puas yuav cuam tshuam rau nws cov phiaj xwm tsim tawm. Lub tuam txhab npaj yuav siv sijhawm ob peb hnub los tshawb xyuas thiab ua qhov kev ntsuas tag nrho.

"Txhua qhov kev txwv rau ASML cov khoom siv khi rau hnub no qhov hluav taws kub tuaj yeem cuam tshuam (tsawg kawg nyob rau lub sijhawm ze) kev npaj tsim cov khoom tsim ntxiv: feem ntau muab cov kev txwv tsim cov hauv paus zoo dua hauv semis thiab TSMC yog tus xa khoom loj tshaj plaws ntawm kev tsim khoom los ntawm cov nodes siab heev niaj hnub no (uas xav tau cov cuab yeej EUV. los ntawm ASML), "Bryson hais.

Tshaj li cov xov xwm no, Bryson hais tias TSMC tuaj yeem pom tau tias yog tus neeg sawv cev rau ntau cov khoom lag luam ua tau zoo rau hnub Monday, suav nrog

Kua

(AAPL), uas yog nws cov neeg siv khoom loj tshaj plaws, nrog rau

Advanced Micro Devices

(AMD), Cov

Nvidia

(NVDA), thiab

Marvel Technology

(MRVL). Cov khoom lag luam zoo li no tau nce ntau dua 2% rau hnub Monday, nrog AMD cov khoom lag luam sawv tawm nrog 4.4% nce.

Cov lus piav qhia tuaj yeem yooj yim dua: TSMC cov khoom lag luam tau ua tsis zoo rau cov phooj ywg xws li

United Microelectronics

(UMC), nrog rau cov neeg siv khoom tseem ceeb tau hais tseg, Bryson hais.

Bryson tau hais tias "Hnub no tuaj yeem yog me ntsis ntawm kev ntes.