Satumba 1 (Reuters) - Hannun jarin guntu na Amurka sun faɗi a ranar Alhamis, tare da babban ma'anar semiconductor ya ragu sama da 3% bayan Nvidia (NVDA.O) da Advanced Micro Devices (AMD.O) sun ce jami'an Amurka sun gaya musu su daina fitar da yankan-baki. na'urori masu sarrafawa don bayanan wucin gadi zuwa China.

Hannun jarin Nvidia ya ragu da kashi 11%, akan hanya don raguwar kashi mafi girma na kwana ɗaya tun daga 2020, yayin da ƙaramin abokin hamayyar AMD ya faɗi kusan kashi 6%.

Ya zuwa tsakiyar rana, kimanin dalar Amurka biliyan 40 na darajar kasuwar hannayen jari ta Nvidia ta kuɓuce.Kamfanoni 30 da suka hada da fihirisar semiconductor na Philadelphia (.SOX) sun yi hasarar kusan dala biliyan 100 na darajar kasuwar hannun jari.

'Yan kasuwa sun yi musayar fiye da dala biliyan 11 na hannun jari na Nvidia, fiye da kowane haja a Wall Street.

Ƙuntataccen fitar da kayayyaki zuwa China na biyu na manyan kwakwalwan kwamfuta na Nvidia don bayanan wucin gadi - H100 da A100 - na iya yin tasiri dala miliyan 400 a yuwuwar siyar da China a cikin kwata na kasafin kuɗi na yanzu, kamfanin ya yi gargaɗi a cikin ƙararrakin ranar Laraba.kara karantawa

AMD ta kuma ce jami'an Amurka sun gaya mata cewa ta daina fitar da babban guntu na bayanan sirri zuwa China, amma ba ta yi imanin sabbin dokokin za su yi tasiri a kasuwancinta ba.

Haramcin da Washington ta yi yana nuni da yadda ake kara murkushe ci gaban fasaha na kasar Sin yayin da ake ta takun-saka kan makomar Taiwan, inda ake kera kayayyakin da galibin kamfanonin Amurka ke kera su.

Wani manazarci Citi Atif Malik ya rubuta a cikin wata sanarwa ta bincike cewa "Muna ganin karuwar takunkumin na'urorin lantarki na Amurka ga China da karuwar rashin daidaituwa ga semiconductor da rukunin kayan aiki biyo bayan sabuntawar NVIDIA."

Sanarwar ta kuma zo ne yayin da masu saka hannun jari ke fargabar cewa masana'antar guntu ta duniya na iya fuskantar koma baya na tallace-tallace na farko tun daga shekarar 2019, yayin da hauhawar farashin ruwa da kuma tattalin arzikin da ke cikin Amurka da Turai ya yanke cikin bukatar kwamfutoci, wayoyin hannu da abubuwan cibiyar bayanai.

Fihirisar guntu ta Philadelphia yanzu ta yi asarar kusan 16% tun tsakiyar watan Agusta.Ya yi ƙasa da kusan kashi 35% a cikin 2022, akan hanya don mafi munin aikin shekara na kalanda tun 2009.