Chip cov khoom lag luam poob qis tom qab kev lag luam dav dav hnub Monday tom qab ib daim ntawv tshaj tawm tias Taiwan Semiconductor Manufacturing Co. yog qhov tsis zoo rau Asmeskas kev siv zog los tsim kom muaj peev xwm hauv tsev, thiab lwm qhov uas hais tias tus neeg sab nrauv chip fabricator nres ua haujlwm nrog Suav cov neeg siv khoom kom txog thaum nws tuaj yeem txiav txim siab seb cov khoom lag luam. ua txhaum US kev txwv.
US shares of TSMC
TSM,
-0.24%,
uas tau poob ntau npaum li 6% hauv kev lag luam tsis tu ncua, kaw 3.9% ntawm $ 61.29 rau hnub Monday tom qab ib qho Lub Sijhawm Nyiaj Txiag tau tshaj tawm tias TSMC ntseeg tias Asmeskas kev siv zog los tsim kho nws txoj kev lag luam hauv tsev yog "doomed ua tsis tiav." TSMC yog qhov loj tshaj plaws-cap tivthaiv tawm ntawm 30 hauv PHLX Semiconductor Index
SOX,
+ 2.26%,
uas poob ze li ntawm 2% ntawm ib qho taw tes ua ntej rov qab rau hnub Monday, ua tiav 0.6%, piv nrog 1.2% nce los ntawm S&P 500 index.
SPX,
+ 1.63%.
Morris Chang, TSMC tus tsim, tau hais tias Tus Thawj Coj Hauv Tsev Nancy Pelosi hauv cov lus tsis txaus ntseeg thaum nws mus ntsib Taiwan rov qab rau lub Yim Hli, raws li FT tsab ntawv ceeb toom, ntawm lub rooj sib tham uas Mark Liu, lub tuam txhab tus thawj coj, thiab Taiwanese Thawj Tswj Hwm Tsai Ing-wen tau tuaj koom.
Chang tau hais txog tus $ 52 nphom hauv kev pab nyiaj los ntawm US CHIPS Act tias Congress tau dhau los txhawb US fab peev xwm, nrog Intel Corp.
INTC,
+ 0.85%,
Texas Seev Inc.
TXN,
+ 0.32%,
thiab Micron Technology Inc.
MU,
-0.66%
ntawm cov tuam txhab loj ntseeg tau txais txiaj ntsig.
"Nws yog qhov tsis ncaj ncees lawm, thiab cov qhua tuaj yeem xav tsis thoob," FT tau tshaj tawm, raws li ib tus neeg tsis paub meej uas hnov Chang hais rau Pelosi.
Lub ntsiab lus ntawm cov nyiaj txiag yog txhawm rau txo qis Asmeskas kev cia siab rau Taiwan, qhov twg feem ntau ntawm lub ntiaj teb muaj peev xwm nyob. Yog tias Tuam Tshoj puas tau ua phem rau Taiwan, uas Thawj Tswj Hwm Joe Biden tau cog lus tias Asmeskas yuav pab tiv thaiv, txhua qhov kev lag luam uas tso siab rau microchip los tsim cov khoom lag luam yuav ua tau zoo los ntawm kev cuam tshuam. Meanwhile, lub Tsis ntev los no Asmeskas tau nthuav dav nws cov kev txwv ntawm kev muag khoom siv thev naus laus zis rau Tuam Tshoj txhawm rau txwv kev lag luam loj thib ob hauv ntiaj teb kev ua tub rog ambitions.
Nyeem: Chip stocks crushed mus rau ob-xyoos qis raws li ntau tech, AI txwv rau Tuam Tshoj ntxiv rau kev txom nyem
Lwm tsab ntawv ceeb toom, Qhov no los ntawm Bloomberg, tau hais tias TSMC tseem nyob rau hauv qhov teeb meem nplaum thaum nws los ua cov chips tsim los ntawm Tuam Tshoj pib Biren, uas tau lees tias nws BR100 cov ntaub ntawv-chaw nruab nrab cov duab ua haujlwm tuaj yeem coj mus rau Nvidia Corp.
NVDA,
+ 5.25%
A100. Nvidia tsis ntev los no tau hais tias Cov kev txwv dav dav ntawm Tuam Tshoj yuav muaj peev xwm ua rau nws raug nqi txog $ 400 lab hauv kev muag khoom poob rau peb lub hlis twg. Nvidia tau teem sijhawm los tshaj tawm cov txiaj ntsig ntawm Lub Kaum Ib Hlis 17.
Txog thaum nws tuaj yeem txiav txim siab seb puas tsim cov qauv tsim Biren ua txhaum US cov kev txwv, TSMC tau tso tseg txhua txoj haujlwm ntawm Biren cov khoom, raws li Bloomberg, hais txog ib tus neeg tsis paub txog qhov teeb meem. Nvidia shares kaw 1.1% ntawm $ 125.99.
Ib tug slew ntawm downgrades los ntawm ib tug kws tshuaj ntsuam
Chip stocks kuj tau hnyav los ntawm ib txoj hlua ntawm downgrades los ntawm Barclays tus kws tshuaj ntsuam Blayne Curtis, uas xav kom cov khoom lag luam analog-chip, uas tau ua haujlwm rau kev lag luam pib thiab kev lag luam thiab tau ua tiav SOX Performance index xyoo rau hnub tim, pib kho.
"Peb tseem pom cov khoom txiav hauv PC / Handsets / Memory, tab sis cov npe no txuas ntxiv nrog cov txheej txheem rov pib dua thiab peb yuav pib tig tawm ntawm cov uas tseem tsis tau pib," Curtis tau hais hauv tsab ntawv hnub Monday.
Curtis downgraded ob qho tib si Analog Devices Inc.
ADI,
+ 1.27%
thiab NXP Semiconductors NV
NXPI,
+ 2.62%
kom sib npaug-yuav los ntawm qhov hnyav, thiab hloov kho Texas Instruments Inc.
TXN,
+ 0.32%
kom sib npaug-yuav los ntawm underweight. Analog Devices shares tiav lawm 1.4%, thaum NXP tsis kam 0.2%.
Rau ntau ntxiv: Cov nyiaj tau los ntawm cov chips thaum ntxov tau ua rau muaj kev ntxhov siab, tab sis ob qhov kev sim loj ntxiv tuaj
"Texas Instruments yuav tsum yog tus neeg tau txais txiaj ntsig tseem ceeb ntawm Chips Act, thiab ntau dua 2022 muted vim muaj kev txwv tsis pub yuav ua rau muaj kev kho EPS me dua rau cov phooj ywg," Barclays kws tshuaj ntsuam tau hais. Texas Instruments tau teem sijhawm tshaj tawm cov nyiaj tau los hnub Tuesday tom qab kaw kev lag luam, thiab nws cov khoom lag luam tau nce 1.2% rau hnub Monday.
Curtis kuj tau txo qis Silicon Laboratories Inc.
SLAB,
+ 1.70%
kom poob phaus los ntawm qhov hnyav sib npaug, thiab Qorvo Inc.
QRVO,
+ 0.03%
kom sib npaug-yuav los ntawm rog dhau. Thaum Qorvo shares kaw 0.6%, Silicon Labs shares poob 5.1%.
TSMC cov khoom lag luam poob qis tom qab tshaj tawm diss ntawm US chip siv zog; kev lag luam downgrades kuj hnyav rau sector
Chip cov khoom lag luam poob qis tom qab kev lag luam dav dav hnub Monday tom qab ib daim ntawv tshaj tawm tias Taiwan Semiconductor Manufacturing Co. yog qhov tsis zoo rau Asmeskas kev siv zog los tsim kom muaj peev xwm hauv tsev, thiab lwm qhov uas hais tias tus neeg sab nrauv chip fabricator nres ua haujlwm nrog Suav cov neeg siv khoom kom txog thaum nws tuaj yeem txiav txim siab seb cov khoom lag luam. ua txhaum US kev txwv.
US shares of TSMC
-0.24% ,
+ 2.26% ,
+ 1.63% .
TSM,
uas tau poob ntau npaum li 6% hauv kev lag luam tsis tu ncua, kaw 3.9% ntawm $ 61.29 rau hnub Monday tom qab ib qho Lub Sijhawm Nyiaj Txiag tau tshaj tawm tias TSMC ntseeg tias Asmeskas kev siv zog los tsim kho nws txoj kev lag luam hauv tsev yog "doomed ua tsis tiav." TSMC yog qhov loj tshaj plaws-cap tivthaiv tawm ntawm 30 hauv PHLX Semiconductor Index
SOX,
uas poob ze li ntawm 2% ntawm ib qho taw tes ua ntej rov qab rau hnub Monday, ua tiav 0.6%, piv nrog 1.2% nce los ntawm S&P 500 index.
SPX,
Morris Chang, TSMC tus tsim, tau hais tias Tus Thawj Coj Hauv Tsev Nancy Pelosi hauv cov lus tsis txaus ntseeg thaum nws mus ntsib Taiwan rov qab rau lub Yim Hli, raws li FT tsab ntawv ceeb toom, ntawm lub rooj sib tham uas Mark Liu, lub tuam txhab tus thawj coj, thiab Taiwanese Thawj Tswj Hwm Tsai Ing-wen tau tuaj koom.
Chang tau hais txog tus $ 52 nphom hauv kev pab nyiaj los ntawm US CHIPS Act tias Congress tau dhau los txhawb US fab peev xwm, nrog Intel Corp.
+ 0.85% ,
+ 0.32% ,
-0.66%
INTC,
Texas Seev Inc.
TXN,
thiab Micron Technology Inc.
MU,
ntawm cov tuam txhab loj ntseeg tau txais txiaj ntsig.
"Nws yog qhov tsis ncaj ncees lawm, thiab cov qhua tuaj yeem xav tsis thoob," FT tau tshaj tawm, raws li ib tus neeg tsis paub meej uas hnov Chang hais rau Pelosi.
Lub ntsiab lus ntawm cov nyiaj txiag yog txhawm rau txo qis Asmeskas kev cia siab rau Taiwan, qhov twg feem ntau ntawm lub ntiaj teb muaj peev xwm nyob. Yog tias Tuam Tshoj puas tau ua phem rau Taiwan, uas Thawj Tswj Hwm Joe Biden tau cog lus tias Asmeskas yuav pab tiv thaiv, txhua qhov kev lag luam uas tso siab rau microchip los tsim cov khoom lag luam yuav ua tau zoo los ntawm kev cuam tshuam. Meanwhile, lub Tsis ntev los no Asmeskas tau nthuav dav nws cov kev txwv ntawm kev muag khoom siv thev naus laus zis rau Tuam Tshoj txhawm rau txwv kev lag luam loj thib ob hauv ntiaj teb kev ua tub rog ambitions.
Nyeem: Chip stocks crushed mus rau ob-xyoos qis raws li ntau tech, AI txwv rau Tuam Tshoj ntxiv rau kev txom nyem
Lwm tsab ntawv ceeb toom, Qhov no los ntawm Bloomberg, tau hais tias TSMC tseem nyob rau hauv qhov teeb meem nplaum thaum nws los ua cov chips tsim los ntawm Tuam Tshoj pib Biren, uas tau lees tias nws BR100 cov ntaub ntawv-chaw nruab nrab cov duab ua haujlwm tuaj yeem coj mus rau Nvidia Corp.
+ 5.25%
NVDA,
A100. Nvidia tsis ntev los no tau hais tias Cov kev txwv dav dav ntawm Tuam Tshoj yuav muaj peev xwm ua rau nws raug nqi txog $ 400 lab hauv kev muag khoom poob rau peb lub hlis twg. Nvidia tau teem sijhawm los tshaj tawm cov txiaj ntsig ntawm Lub Kaum Ib Hlis 17.
Txog thaum nws tuaj yeem txiav txim siab seb puas tsim cov qauv tsim Biren ua txhaum US cov kev txwv, TSMC tau tso tseg txhua txoj haujlwm ntawm Biren cov khoom, raws li Bloomberg, hais txog ib tus neeg tsis paub txog qhov teeb meem. Nvidia shares kaw 1.1% ntawm $ 125.99.
Ib tug slew ntawm downgrades los ntawm ib tug kws tshuaj ntsuam
Chip stocks kuj tau hnyav los ntawm ib txoj hlua ntawm downgrades los ntawm Barclays tus kws tshuaj ntsuam Blayne Curtis, uas xav kom cov khoom lag luam analog-chip, uas tau ua haujlwm rau kev lag luam pib thiab kev lag luam thiab tau ua tiav SOX Performance index xyoo rau hnub tim, pib kho.
"Peb tseem pom cov khoom txiav hauv PC / Handsets / Memory, tab sis cov npe no txuas ntxiv nrog cov txheej txheem rov pib dua thiab peb yuav pib tig tawm ntawm cov uas tseem tsis tau pib," Curtis tau hais hauv tsab ntawv hnub Monday.
Curtis downgraded ob qho tib si Analog Devices Inc.
+ 1.27%
+ 2.62%
+ 0.32%
ADI,
thiab NXP Semiconductors NV
NXPI,
kom sib npaug-yuav los ntawm qhov hnyav, thiab hloov kho Texas Instruments Inc.
TXN,
kom sib npaug-yuav los ntawm underweight. Analog Devices shares tiav lawm 1.4%, thaum NXP tsis kam 0.2%.
Rau ntau ntxiv: Cov nyiaj tau los ntawm cov chips thaum ntxov tau ua rau muaj kev ntxhov siab, tab sis ob qhov kev sim loj ntxiv tuaj
"Texas Instruments yuav tsum yog tus neeg tau txais txiaj ntsig tseem ceeb ntawm Chips Act, thiab ntau dua 2022 muted vim muaj kev txwv tsis pub yuav ua rau muaj kev kho EPS me dua rau cov phooj ywg," Barclays kws tshuaj ntsuam tau hais. Texas Instruments tau teem sijhawm tshaj tawm cov nyiaj tau los hnub Tuesday tom qab kaw kev lag luam, thiab nws cov khoom lag luam tau nce 1.2% rau hnub Monday.
Curtis kuj tau txo qis Silicon Laboratories Inc.
+ 1.70%
+ 0.03%
SLAB,
kom poob phaus los ntawm qhov hnyav sib npaug, thiab Qorvo Inc.
QRVO,
kom sib npaug-yuav los ntawm rog dhau. Thaum Qorvo shares kaw 0.6%, Silicon Labs shares poob 5.1%.
Tau qhov twg los: https://www.marketwatch.com/story/taiwan-semi-slumps-after-reported-diss-of-us-chip-efforts-analog-chip-downgrades-also-drag-on-semiconductor-sector- 11666633482?siteid=yhoof2&yptr=yahoo