Qhov kawg ntawm kev txwv tus kabmob coronavirus hauv cov nroog loj hauv Suav teb yuav muaj peev xwm ntxiv rau cov kev sib tw hauv kev lag luam thev naus laus zis, CEO ntawm lub tuam txhab semiconductor hais rau CNBC's Jim Cramer hnub Monday.
Hauv kev xam phaj ntawm "Mad Money," Marvel Technology CEO Matt Murphy tau taw qhia tshwj xeeb rau Shenzhen, lub nroog ntawm ntau dua 17 lab tus tib neeg hauv Guangdong xeev uas qee zaum hu ua Tuam Tshoj "Silicon Valley." Cov tub ceev xwm hauv lub chaw thev naus laus zis tau qhia txhua lub lag luam uas tsis muab cov kev pabcuam tseem ceeb los nres kev tsim khoom lossis kom cov neeg ua haujlwm nyob deb li ib lub limtiam vim muaj Covid kis.
"Ntau qhov dav dua, yog tias koj saib qhov xwm txheej hauv Suav teb, qhov kev kaw cia yeej muaj peev xwm muaj txhua yam cuam tshuam hauv kev lag luam hluav taws xob, tshwj xeeb hauv Shenzhen, uas kuv tau mus xyuas ntau, ntau zaus dhau kuv txoj haujlwm," Murphy hais. "Nws yog lub nroog zoo li 17 lossis 18 lab tus tib neeg, yog li yuav muaj qee qhov cuam tshuam."
Foxconn, tus xa khoom rau Apple, muaj nres ntau lawm ntawm nws cov factories hauv Shenzhen. Nws hais rau CNBC hauv tsab ntawv tshaj tawm tias lawv yuav raug kaw kom txog thaum tau txais kev pom zoo los ntawm tsoomfwv kom rov pib ua haujlwm.
Shenzhen cov ntawv xaj kev noj qab haus huv, uas tseem suav nrog kev kuaj Covid thoob plaws hauv nroog thiab kev kaw kev thauj mus los rau pej xeem, tuaj raws li Tuam Tshoj tab tom ntsib pom nws tus kabmob coronavirus phem tshaj plaws txij li thaum ntxov muaj tus kabmob kis thoob ntiaj teb xyoo 2020. Qee lub nroog hauv Shanghai kuj tau nkag mus rau hauv kev kaw thiab tsev kawm ntawv tau hloov pauv. rau kev qhia online.
Tus kab mob kis thoob qhov txhia chaw tau muaj kev cuam tshuam txog kev lag luam, tshwj xeeb tshaj yog nyob rau hauv cov khoom siv rau cov khoom siv hluav taws xob tseem ceeb xws li semiconductors. Qhov tsis txaus ntawm cov khoos phis tawj chips tau ua rau muaj kev lag luam ntau, suav nrog kev siv tsheb vim cov neeg tsim tsheb raug yuam kom txwv kev tsim khoom.
Murphy tau sau tseg txog cov kev cov nyom no, tshwj xeeb tshaj yog nyob rau sab hnub tuaj Asia, tab sis hais tias "kev lag luam tau nce siab thiab yeej Marvell tau sib sau ua ke."
"Txawm hais tias peb tseem muaj cov saw hlau txwv, yog tias koj saib peb cov nyiaj tau los ntawm cov organic - yog tias koj suav nrog Inphi ntxiv rau Marvell ua ke - peb tab tom loj hlob lub tuam txhab nyob rau hauv siab 30% ntau, "Murphy hais. "Peb tab tom txuas ntxiv kom tau txais cov khoom siv ntxiv, tab sis kev thov txuas ntxiv mus rau nws. Muaj ntau qhov kev sib tw hauv ntiaj teb. … Nws yuav tsis ploj mus sai sai no.”
Sau npe tam sim no rau CNBC Investing Club ua raws Jim Cramer txhua qhov kev txav mus los hauv kev ua lag luam.
Tau qhov twg los: https://www.cnbc.com/2022/03/14/chinas-covid-outbreak-to-disrupt-tech-supply-chains-says-marvell-ceo.html