Ntawv loj
TSMC tsim tag nrho Nvidia's advanced AI semiconductors.
I-Hwa Cheng / Bloomberg
Nvidia yuav tau txais feem ntau ntawm AI spoils xyoo no, tsis yog Taiwan Semiconductor Manufacturing.
Investors tau piled rau hauv
TSMC shares
(ticker: TSM) raws li ib txoj hauv kev kom tau txais txiaj ntsig los ntawm qhov kev thov nce ntxiv rau kev txawj ntse ntse chips. Tab sis tam sim no, Wall Street cov kws tshuaj ntsuam xyuas tau qhia lawv cov neeg siv khoom kom npau taws rau kev cia siab. TSMC qhov kev cuam tshuam rau AI qauv yuav raug txwv rau xyoo no.
Lub lim tiam dhau los, TSMC shares dhia los ntawm 12% ib hnub tom qab
Nvidia
(NVDA) tau muab kev kwv yees nyiaj tau los rau lub Xya Hli lub quarter dhau qhov kev cia siab. Nvidia siv Taiwan-based foundry los tsim tag nrho nws cov qib siab AI semiconductors.
Hnub Wednesday, JP Morgan tus kws tshuaj ntsuam Gokul Hariharan ceeb toom nws kwv yees li ntawm 5% ntawm TSMC cov nyiaj tau los yuav los ntawm AI rau 2023.
"Vim tias qhov raug AI tseem me me ... thiab kev thov kev txhim kho hauv lwm qhov chaw tseem nyob qis qis, peb yuav tsis pom EPS hloov kho tshiab rau TSMC hauv [ib nrab thib ob ntawm 2023]," nws sau.
Tus kws tshuaj ntsuam tau hais tias thaum TSMC muaj tag nrho ntawm Nvidia's AI kev lag luam, nws pom tag nrho cov ntim tsis loj ntawm 1.6 lab txog 1.8 lab units xyoo no. Nvidia muag AI chips ntawm tus nqi siab dua li qhov uas lub tuam txhab them TSMC rau kev tsim khoom thiab ntim khoom, Hariharan tau sau tseg.
Lwm qhov teeb meem: TSMC yog qhov tseem ceeb nrog txog 59% ntawm kev ua lag luam sib koom hauv kev lag luam thib peb chip-tsim kev lag luam, raws li TrendForce. Nws yog loj dhau los tiv thaiv los ntawm tag nrho cov semiconductor downturn.
Tsis muaj pov thawj TSMC qhov kawg kev lag luam ntawm smartphones thiab PCs - uas suav txog 34% thiab 44% ntawm nws cov nyiaj tau los hauv thawj peb lub hlis twg, raws li - yuav rov qab sai sai. Tom qab cov nyiaj tau los loj hlob ntau dua 60% xyoo dhau los hauv qee lub hlis xyoo tas los, TSMC tau pib tshaj tawm ob tus lej muag poob hauv lub Peb Hlis thiab Plaub Hlis, ob lub hlis dhau los, txhais tau tias kev poob qis yuav muaj ntxiv mus.
"Txawm hais tias NVIDIA yog tus muab kev pabcuam AI tseem ceeb & TSMC yog tus tsim cov khoom lag luam ntawm cov chips no, qhov kev koom tes yog diluted los ntawm TSMC cov neeg siv khoom dav," Bernstein tus kws tshuaj ntsuam Mark Li tau sau hnub Thursday.
Li, ib yam nkaus, kwv yees AI yuav yog tus lej qis ib feem ntawm TSMC cov nyiaj tau los nyob rau lub sijhawm ze. Tus kws tshuaj ntsuam tau hais tias Nvidia tsim muaj txiaj ntsig ntau dua li nws cov khoom siv kho vajtse los ntawm kev muab cov txheej txheem zoo tshaj plaws ntawm cov cuab yeej software thiab programming platform ecosystem.
Sau ntawv rau Tae Kim ntawm [email tiv thaiv]
Tau qhov twg los: https://www.barrons.com/articles/nvidia-taiwan-semi-stock-ai-boom-61d38d1a?siteid=yhoof2&yptr=yahoo