Vim li cas chip stocks yuav tsum zam rau tam sim no, raws li tus kws tshuaj ntsuam

Nyob deb ntawm cov khoom siv hluav taws xob semiconductor rau lub sijhawm tam sim no, raws li Citi tus kws tshuaj ntsuam Chris Danely.

"Peb ntseeg tias tam sim no cov catalysts tsis zoo yuav muaj ntau dua cov catalysts uas tau muab cov ntaub ntawv PC yav tom ntej thiab cov ntaub ntawv muag Taiwan txhua hli," Danely tau sau ntawv tshiab rau cov neeg siv khoom. "Peb kuj cia siab tias cov ntaub ntawv tsis zoo nyob rau lub Cuaj Hli nyob rau hauv cov semis dav dua li kev kho txuas ntxiv mus."

Tus kws tshuaj ntsuam tshem tawm nws lub sijhawm luv luv bullish hu rau cov chips NXP Semiconductor thiab ON Semiconductor. Nws qhov kev xaiv saum toj kawg nkaus tseem yog Analog Devices.

"Peb tseem ntseeg tias peb tab tom nkag mus rau qhov kev poob qis tshaj plaws hauv semiconductor tsawg kawg yog kaum xyoo, thiab tej zaum txij li xyoo 2001 tau muab qhov kev cia siab ntawm kev lag luam poob qis thiab cov khoom lag luam tsim," Danely ntxiv. "Peb cia siab tias txhua lub tuam txhab hauv peb lub ntiaj teb kev pov hwm thiab txhua lub lag luam kawg kom muaj kev kho."

Danely qhov kev ceev faj ntawm cov khoom lag luam chips tsis yog yam tsis muaj laj thawj zoo. Nov yog plaub lub tuam txhab chip loj uas tau tshaj tawm cov txiaj ntsig thiab kev muag khoom ceeb toom hauv ob lub lis piam dhau los:

Nvidia

• Previous Q2 Kev Qhia Muag: $ 8.10 nphom hauv kev muag khoom, ntxiv lossis rho tawm 2%

• Tshiab Q2 Kev Qhia Muag: $ 6.7 billion

• Previous Q2 Kev Qhia Tag Nrho Cov Nyiaj Tau Los: 67.1%, ntxiv lossis rho tawm 50 lub hauv paus ntsiab lus

• Tshiab Q2 Daim Ntawv Qhia Tag Nrho Tag Nrho: 46.1%, ntxiv lossis rho tawm 50 lub hauv paus ntsiab lus

• Tus nqi Tshuag Xyoo rau hnub tim: -39%

Nvidia tsuas muaj paub txog kev loj hlob sai hauv tsib xyoos dhau los, tab sis qhov ntawd zoo li tau los nres nyob rau hauv lub quarter thib ob raws li macroeconomic rog tuav lub zog nti neeg ua lag luam kev lag luam.

lub tuam txhab ua lag luam poob siab Lub lim tiam no nrog kev muag khoom tseem ceeb thiab cov lus ceeb toom tau nyiaj, uas cuam tshuam cov huab tsaus ntuj tshiab dhau ntawm kev sib tw nti.

"Qhov kev poob qis rau lub Tsib Hlis cov nyiaj tau los ntawm $ 8.10 billion feem ntau yog los ntawm kev muag qis ntawm Gaming cov khoom uas cuam tshuam txog kev txo qis hauv cov neeg koom nrog kev muag khoom yuav yog vim muaj kev lag luam loj," Nvidia hais hauv new SEC cov ntaub ntawv. "Ntxiv rau txo kev muag khoom, lub tuam txhab tau siv cov nqi them nqi nrog cov koom tes hauv channel kom muaj kev cuam tshuam txog kev lag luam nyuaj uas xav tias yuav pheej mus rau lub quarter thib peb."

Zaj dab neeg tseem ntxiv

Cov khoom lag luam tau rov qab ze li 6% raws li kev lag luam kaw rau hnub Wednesday thaum muaj kev lag luam dav dav tom qab cov ntaub ntawv nyiaj txiag txias dua li qhov xav tau tab sis tau nqis 38% txog tam sim no hauv 2022.

micron

• Previous Cov Nyiaj Txiag Q4 Kev Muag Khoom: $ 7.2 nphom, ntxiv lossis rho tawm $ 400 lab

• New Fiscal Q4 Kev taw qhia: "Cov nyiaj tau los yuav tuaj rau ntawm lossis qis dua qhov kawg ntawm cov nyiaj tau los ntawm cov lus qhia tau muab hauv peb lub Rau Hli 30 cov nyiaj tau los hu." - Micron

• Tus nqi Tshuag Xyoo rau hnub tim: -34%

Tom qab poob ceeb toom thaum lub Rau Hli, Micron txiav txim siab ua ntej lub lim tiam no nws tseem tsis tau ua kom cov tub ua lag luam poob qis.

"Tsis ntev los no, vim yog cov khoom lag luam macroeconomic thiab cov khoom lag luam tsis txwv, peb tau pom kev nthuav dav ntawm cov neeg siv khoom lag luam hloov kho," Micron hais hauv new SEC cov ntaub ntawv. "Vim li ntawd, peb cov kev cia siab rau CY22 kev lag luam me ntsis xav tau kev loj hlob rau DRAM thiab NAND tau poob qis txij li peb lub Rau Hli 30, 2022 cov nyiaj tau los hu, thiab peb cia siab tias yuav muaj kev lag luam nyuaj hauv FQ4 22 thiab FQ1 23."

Micron Tshuag kaw ze li ntawm 4% siab dua rau hnub Wednesday tab sis poob qis 34% xyoo rau hnub tim.

AMD

• Previous Daim Ntawv Qhia Tag Nrho Kev Muag Khoom: $ 26.3 nphom, ntxiv lossis rho tawm $ 300 lab

• Kev taw qhia tshiab: Rov hais dua

• Previous Daim Ntawv Qhia Tag Nrho Tag Nrho Tag Nrho: txog 54%

• New Full Year Gross Margin Kev taw qhia: Rov hais dua

• Tus nqi Tshuag Xyoo rau hnub tim: -31%

Qhov tsis muaj zog hauv kev thov rau PCs ua rau AMD forecast tsawg tsawg-tshaj peb lub quarter thib peb txawm hais tias nws qhov kev kwv yees rau lub zog txuas ntxiv hauv kev muag khoom ntawm chips rau cov chaw zov me nyuam.

AMD pom kev muag khoom hauv peb lub hlis twg ntawm $ 6.5 nphom txog $ 6.9 nphom. Txoj Kev tau kwv yees muag ntawm $ 6.8 nphom.

Tus tsim chip kuj kwv yees qhov nyiaj tau los ntawm peb lub hlis twg ntawm 54%, me ntsis hauv qab kwv yees rau 54.2%.

"Peb tau saib xyuas kev saib xyuas ntau dua ntawm kev lag luam PC," AMD CEO Dr. Lisa Su hais ntawm kev hu xov tooj nyiaj tau los. "Yog li peb lub hlis twg dhau los, peb yuav xav tias PC lag luam yuav poob qis, cia peb hu nws tus lej ib tus lej [feem pua ​​​​cov ntsiab lus]. Thiab peb qhov kev pom tam sim no ntawm kev lag luam PC yog tias nws yuav poob qis, cia peb hu nws rau nruab nrab-cov hluas [feem pua ​​​​cov ntsiab lus]. "

AMD cov khoom lag luam tau nce ntau dua 3% hnub Wednesday thaum muaj 31% poob xyoo rau hnub tim.

Intel

• Previous Daim Ntawv Qhia Tag Nrho Kev Muag Khoom: $ 76 billion

• Kev Qhia Txog Kev Muag Khoom Tshiab Xyoo Tshiab: $ 65 billion rau $ 68 billion

• Previous Daim Ntawv Qhia Tag Nrho EPS: $3.60

• Xyoo Tshiab EPS Cov Lus Qhia: $2.30

• Tus nqi Tshuag Xyoo rau hnub tim: -32%

Intel xav tsis thoob Wall Street tiag tiag thaum nws tau hloov kho kev muag khoom thiab kev khwv nyiaj tau los rau lub xyoo thaum lub Xya Hli lig, xa tawm 10% qis dua tom qab nws tau tshaj tawm cov nyiaj tau los hauv peb lub hlis twg.

Cov Tshuag, thaum nce 2% rau hnub Wednesday, tau tawm tsam kom rov zoo nyob rau lub asthiv tsis ntev los no.

Qhov laj thawj ntawm kev ceeb toom los ntawm Intel qhov kev xav tshiab tias tag nrho cov lag luam muaj nyob rau PCs xyoo no yuav poob 10% raws li cov neeg siv khoom txuas ntxiv siv cov khoom siv yuav khoom thaum muaj kev sib kis.

"Peb ntseeg tias peb nyob hauv qab," Intel CEO Pat Gelsinger tau hais ntawm Yahoo Finance Live ua raws li cov lus ceeb toom. "Peb tau hais meej meej, tias peb qis dua tus nqi xa khoom ntawm peb cov neeg siv khoom. Yog li peb pom lub tsev ntawd rov qab los. Tsis tas li ntawd thaum peb mus rau hauv ib nrab thib ob koj muaj qee qhov kev mus ncig ntuj xws li hnub so thiab. Yog li ntawd txhua tus ua rau peb muaj kev ntseeg siab hauv cov lus qhia peb tau muab. "

Brian Sozzi yog ib qho editor-at-large thiab thauj tog rau nkoj ntawm Yahoo FinanceCov. Ua raws li Sozzi ntawm Twitter @BrianSozzi thiab nyob rau LinkedIn.

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