Thaum kawg, Qualcomm (QCOM tshaj tawm tus nqi lag luam ntawm $ 135.8 billion, nqis ntau dua $ 66 nphom txij li Lub Ib Hlis. Tus nqi Tshuag poob 33%.
Nyob rau hauv tag nrho, cov tuam txhab lag luam semiconductor uas nws cov chips muaj zog yuav luag tag nrho peb cov khoom siv hluav taws xob, peb lub khoos phis tawj, tsheb feem ntau, cov ntaub ntawv loj heev ntawm cov tuam txhab, tau poob ntau dua $ 725 nphom hauv kev lag luam tus nqi ua ke txij li Lub Ib Hlis.
Thiab qhov kev ua lag luam ua lag luam bloodbath yuav txuas ntxiv yog tias peb yuav tsum ntseeg qhov AMD nyuam qhuav hais.
Cov pab pawg tau tshaj tawm cov txiaj ntsig ua ntej thaum Lub Kaum Hli 7 rau lub quarter uas nyuam qhuav tas. Cov nyiaj tau los yuav tsum yog $ 5.6 nphom, qis dua qhov kev kwv yees thawj ntawm $ 6.7 nphom "ntxiv lossis rho tawm $ 200 lab," lub tuam txhab tau hais hauv ib tsab ntawv. xovxwm tso tawm .
Kev lees paub, qhov no yuav yog 29% nce hauv Nyiaj tau piv rau lub quarter thib peb ntawm 2021, tab sis AMD tau hais yav dhau los tias nws xav tias yuav nce nyiaj tau los ntawm ib puag ncig 55%.
"Cov txiaj ntsig ua ntej cuam tshuam qis dua li qhov xav tau ntawm cov neeg siv khoom tau txais txiaj ntsig, ua los ntawm cov khoom xa tawm raug txo vim qhov tsis muaj zog dua li kev ua lag luam PC thiab cov khoom lag luam tseem ceeb. kho kev ua nyob rau hauv lub PC muab saw ," AMD hais.
Yeej, kev thov rau PCs tau qeeb qeeb, uas yog li cuam tshuam rau microprocessor tuam txhab xws li AMD. Nws kuj zoo li hais tias PC manufacturers tab tom nrhiav lawv tus kheej nrog cov khoom muag loj.
AMD kuj tseem ua nyiaj tsawg me ntsis ntawm nws cov khoom raws li cov paj tau raug nyem. Margin ua ntej paj, se, cov nuj nqis thiab lwm yam nyiaj tau los, lossis Non-GAAP, yuav tsum kwv yees li 50%. Cov pab pawg tau vam tias nws yuav yog 54%.
Txoj Lub tuam txhab tau piav qhia tias qhov kev poob siab no yog vim qhov tseeb tias cov pab pawg yuav tsum tau kho nws cov nqi nyob rau hauv lub ntsej muag ntawm kev poob qis hauv kev thov rau cov txheej txheem, thiab vim tias nws tau sim ua kom nws cov khoom muag hauv cov lag luam duab tshwj xeeb.
"Lub lag luam PC tsis muaj zog heev hauv peb lub hlis twg," said AMD Chair thiab CEO Dr. Lisa Su. "Txawm hais tias peb cov khoom lag luam tseem muaj zog heev, cov kev lag luam macroeconomic tau qis dua li qhov xav tau ntawm PC xav tau thiab kev kho cov khoom lag luam tseem ceeb thoob plaws cov khoom siv PC."
Cov tuam txhab lag luam semiconductor raug cuam tshuam, zoo li lwm pab pawg thev naus laus zis, los ntawm kev ntshai ntawm kev lag luam uas cuam tshuam kev lag luam thiab cov neeg siv khoom los ntawm kev siv nyiaj. Qhov no yog qhov tshwm sim ntawm kev cuam tshuam cov paj laum los ntawm Tsoom Fwv Teb Chaws Reserve (Fed) kom quell nce nqi , uas yog qhov siab tshaj plaws hauv ntau dua 40 xyoo.
Lub sector tseem raug kev txom nyem los ntawm kev ua tsov ua rog rau kev tswj hwm kev siv thev naus laus zis ntawm Tebchaws Meskas thiab Tuam Tshoj. Thawj Tswj Hwm Biden nyuam qhuav tau tshaj tawm cov lus qhia tshiab txhawm rau txhawm rau kom qhuav Beijing cov khoom siv microchips siv hauv kev suav siab thiab kev siv tub rog.
Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam tau tshaj tawm ob txoj cai tshiab uas txwv cov tuam txhab Asmeskas los ntawm kev muag lawv cov chips rau Suav tuam txhab lag luam hauv daim ntawv teev npe dub.
"BIS [Lub Chaw Haujlwm Saib Xyuas Kev Lag Luam thiab Kev Ruaj Ntseg] tau nthuav dav kev tswj hwm ntawm kev lag luam uas muaj cov khoom siv rau cov khoom siv hluav taws xob thiab cov khoom siv hluav taws xob siv hluav taws xob, piv txwv li, txoj cai no nthuav dav cov peev txheej ntawm cov khoom tsim tawm txawv teb chaws raws li daim ntawv tso cai rau nees nkaum yim lub koom haum uas twb muaj lawm ntawm Lub Tsev Haujlwm. Cov npe uas nyob hauv Suav teb, "tus thawj coj Biden tau hais.