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Ntawv loj Taiwan Semiconductor Manufacturing pom nws cov swb hnub Tuesday txawm tias cov ntawm feem ntau lwm cov chipmakers sawv. Sam Yeh / AFP ntawm Getty Dluab Taiwan Semiconductor Manufacturing shares poob rau hnub Thursday raws li cov tub lag luam txhawj xeeb txog Taiwan-Tuam Tshoj kev sib raug zoo nyob rau hauv lub wake ntawm Russia tus ntxeem tau ntawm Ukraine. Lub chipmaker qhov poob yog qhov sib piv rau qhov nce rau qhov dav dua semiconductor sector.TSMC Tshuag (ticker: TSM) poob 3.5% kaw ntawm $ 111.88 rau hnub Thursday, ua lag luam qis li $ 104.38 ua ntej ntawm kev sib tham. Shares ntawm Taiwan-based United Microelectronics (UMC) poob 1.8% kaw ntawm $ 9.24. Cov PHLX Semiconductor Index, hu ua Sox, tau nce 3.5%. Thoob Ntiaj Teb Tshuag (GFS) dhia 14% rau $ 54.80, thaum Intel Tshuag (INTC) tau nce 4.6% rau $ 46.72. Advanced Micro Devices (AMD) Tshuag tau nce 6.2% rau $ 116.61, thaum Nvidia (NVDA) Tshuag tau nce 6.1% rau $ 237.48.Wedbush tus kws tshuaj ntsuam Matthew Bryson hais Barron tus los ntawm email tias chip stocks tej zaum yuav muaj kev cuam tshuam rau Ukraine qhov xwm txheej, nrog rau kev txav mus rau TSMC thiab UMC xav txog kev txhawj xeeb loj hlob ntawm Taiwan-Tuam Tshoj kev sib raug zoo."Kuv xav tias nws nyuaj heev los piav qhia GFS's (thiab rau qee qhov INTC's) tau txais txiaj ntsig niaj hnub no nyob rau hauv qhov sib txawv ntawm ob qho tib si UMC thiab TSM tau pom yam tsis tau xav tias kev lag luam tau nthuav dav Russia kev cuam tshuam ntawm Ukraine raws li qhia txog kev pheej hmoo ntxiv nyob ib puag ncig Taiwanese / Suav kev sib raug zoo thiab Taiwanese. cov khoom muaj nqis, "Bryson hais.Reuters kuj tau tshaj tawm rau hnub Thursday tias Taiwan ceeb toom cuaj lub dav hlau Suav uas nkag mus rau hauv nws thaj chaw tiv thaiv huab cua, txawm hais tias Bryson sau tseg tias Tuam Tshoj lub dav hlau ya mus rau hauv Taiwan qhov chaw tau muaj qee qhov tshwm sim tsis ntev los no. Nws xav tias Tuam Tshoj-Taiwan qhov xwm txheej txawv ntawm qhov tshwm sim hauv Ukraine."Lub tom kawg qhia ib thaj av ciam teb, Ukraine tsis tshua tseem ceeb rau lub ntiaj teb kev lag luam, thiab Putin zoo li ua tam sim ntawd," nws hais. "Ib qho piv txwv Taiwan yog ib kob (ua kom muaj kev cuam tshuam deb dua kev thauj khoom nyuaj, nws cov khoom siv hluav taws xob tsis tuaj yeem hloov tau niaj hnub no (yog li nws tseem ceeb dua rau sab hnub poob kev lag luam), thiab Tuam Tshoj nyiam ua si ntev."TSMC yog tus xa khoom tseem ceeb ntawm cov chips rau cov nyiam Kua (PAB), Qualcomm (QCOM), thiab AMD. Kev tsis sib haum xeeb nrog Tuam Tshoj tau ntau xyoo yog lub tuam txhab muaj kev pheej hmoo loj tshaj plaws, txawm tias Thawj Tswj Hwm Biden tau hais tias nws yuav tiv thaiv Taiwan yog tias Tuam Tshoj tau tawm tsam. Thiab qhov cuam tshuam ntawm qhov kev tsis sib haum xeeb no yuav mus deb dhau TSMC Tshuag.Sau ntawv rau Connor Smith ntawm [email tiv thaiv]
Sam Yeh / AFP ntawm Getty Dluab
Taiwan Semiconductor Manufacturing shares poob rau hnub Thursday raws li cov tub lag luam txhawj xeeb txog Taiwan-Tuam Tshoj kev sib raug zoo nyob rau hauv lub wake ntawm Russia tus ntxeem tau ntawm Ukraine. Lub chipmaker qhov poob yog qhov sib piv rau qhov nce rau qhov dav dua semiconductor sector.
TSMC Tshuag (ticker: TSM) poob 3.5% kaw ntawm $ 111.88 rau hnub Thursday, ua lag luam qis li $ 104.38 ua ntej ntawm kev sib tham. Shares ntawm Taiwan-based
United Microelectronics (UMC) poob 1.8% kaw ntawm $ 9.24. Cov
PHLX Semiconductor Index, hu ua Sox, tau nce 3.5%.
Thoob Ntiaj Teb Tshuag (GFS) dhia 14% rau $ 54.80, thaum
Intel Tshuag (INTC) tau nce 4.6% rau $ 46.72.
Advanced Micro Devices (AMD) Tshuag tau nce 6.2% rau $ 116.61, thaum
Nvidia (NVDA) Tshuag tau nce 6.1% rau $ 237.48.
Wedbush tus kws tshuaj ntsuam Matthew Bryson hais Barron tus los ntawm email tias chip stocks tej zaum yuav muaj kev cuam tshuam rau Ukraine qhov xwm txheej, nrog rau kev txav mus rau TSMC thiab UMC xav txog kev txhawj xeeb loj hlob ntawm Taiwan-Tuam Tshoj kev sib raug zoo.
"Kuv xav tias nws nyuaj heev los piav qhia GFS's (thiab rau qee qhov INTC's) tau txais txiaj ntsig niaj hnub no nyob rau hauv qhov sib txawv ntawm ob qho tib si UMC thiab TSM tau pom yam tsis tau xav tias kev lag luam tau nthuav dav Russia kev cuam tshuam ntawm Ukraine raws li qhia txog kev pheej hmoo ntxiv nyob ib puag ncig Taiwanese / Suav kev sib raug zoo thiab Taiwanese. cov khoom muaj nqis, "Bryson hais.
Reuters kuj tau tshaj tawm rau hnub Thursday tias Taiwan ceeb toom cuaj lub dav hlau Suav uas nkag mus rau hauv nws thaj chaw tiv thaiv huab cua, txawm hais tias Bryson sau tseg tias Tuam Tshoj lub dav hlau ya mus rau hauv Taiwan qhov chaw tau muaj qee qhov tshwm sim tsis ntev los no. Nws xav tias Tuam Tshoj-Taiwan qhov xwm txheej txawv ntawm qhov tshwm sim hauv Ukraine.
"Lub tom kawg qhia ib thaj av ciam teb, Ukraine tsis tshua tseem ceeb rau lub ntiaj teb kev lag luam, thiab Putin zoo li ua tam sim ntawd," nws hais. "Ib qho piv txwv Taiwan yog ib kob (ua kom muaj kev cuam tshuam deb dua kev thauj khoom nyuaj, nws cov khoom siv hluav taws xob tsis tuaj yeem hloov tau niaj hnub no (yog li nws tseem ceeb dua rau sab hnub poob kev lag luam), thiab Tuam Tshoj nyiam ua si ntev."
TSMC yog tus xa khoom tseem ceeb ntawm cov chips rau cov nyiam
Kua (PAB),
Qualcomm (QCOM), thiab AMD. Kev tsis sib haum xeeb nrog Tuam Tshoj tau ntau xyoo yog lub tuam txhab muaj kev pheej hmoo loj tshaj plaws, txawm tias Thawj Tswj Hwm Biden tau hais tias nws yuav tiv thaiv Taiwan yog tias Tuam Tshoj tau tawm tsam. Thiab qhov cuam tshuam ntawm qhov kev tsis sib haum xeeb no yuav mus deb dhau TSMC Tshuag.
Sau ntawv rau Connor Smith ntawm [email tiv thaiv]
Tau qhov twg los: https://www.barrons.com/articles/ukraine-invasion-hurts-taiwanese-stocks-51645739743?siteid=yhoof2&yptr=yahoo