Sept 1 (Reuters) - Ua hāʻule nā ​​kumukūʻai chip US i ka Pōʻalima, me ka helu semiconductor nui i lalo ma mua o 3% ma hope o Nvidia (NVDA.O) a me Advanced Micro Devices (AMD.O) i ʻōlelo ai nā luna o ʻAmelika iā lākou e hoʻōki i ka hoʻokuʻu ʻana i ka ʻokiʻoki. nā mea hana no ka naʻauao akamai i Kina.

Ua hāʻule ka waiwai o Nvidia i ka 11%, ma ke ala no kāna hāʻule nui loa o hoʻokahi lā mai ka makahiki 2020, ʻoiai ua hāʻule nā ​​​​mea hoʻokūkū liʻiliʻi AMD ma kahi o 6%.

Ma ke aumoe, ma kahi o $40 biliona ke kumu kūʻai kūʻai kūʻai kūʻai o Nvidia i hoʻopau ʻia.ʻO nā hui 30 e hana ana i ka Philadelphia semiconductor index (.SOX) ua nalowale kahi hui ʻana ma kahi o $ 100 biliona waiwai o ka mākeke waiwai.

Ua kūʻai aku nā mea kālepa ma luna o $ 11 biliona waiwai o nā ʻāpana Nvidia, ʻoi aku ma mua o nā waiwai ʻē aʻe ma Wall Street.

ʻO ka hoʻokuʻu ʻia ʻana i Kina i ʻelua o nā ʻāpana kolepa kiʻekiʻe o Nvidia no ka naʻauao artificial - ʻo ka H100 a me A100 - hiki ke hoʻopilikia i $ 400 miliona i ke kūʻai aku ʻana iā Kina i kāna hapaha kālā o kēia manawa, ua ʻōlelo ka hui ma kahi faila ma ka Pōʻakolu.heluhelu hou

Ua ʻōlelo pū ʻo AMD ua haʻi aku nā luna o ʻAmelika iā ia e hoʻōki i ka lawe ʻana aku i kāna chip artificial intelligence kiʻekiʻe i Kina, akā ʻaʻole ia i manaʻoʻiʻo e loaʻa i nā lula hou ka hopena i kāna ʻoihana.

ʻO ka pāpā ʻana o Wakinekona e hōʻike ana i ka hoʻoikaika ʻana o ka hoʻopaʻapaʻa ʻana i ka hoʻomohala ʻenehana o Kina ma ke ʻano o ka hoʻopaʻapaʻa ʻana ma luna o ka hopena o Taiwan, kahi i hana ʻia ai nā mea i hoʻolālā ʻia e ka hapa nui o nā ʻoihana chip US.

"ʻIke mākou i ka piʻi ʻana o nā palena semiconductor US i Kina a me ka hoʻonui ʻana i ka volatility no nā semiconductors a me nā pūʻulu lako ma hope o ka hoʻonui ʻana o NVIDIA," kākau ʻo Citi Atif Malik i kahi palapala noiʻi.

Ke hele mai nei nā hoʻolaha i ka hopohopo o nā mea hoʻopukapuka e hele ana ka ʻoihana chip honua no ka emi ʻana o ke kūʻai mua ʻana mai ka makahiki 2019, ʻoiai ke piʻi nei ka nui o ka uku paneʻe a me nā ʻoihana hoʻokele waiwai ma ʻAmelika Hui Pū ʻIa a me ʻEulopa i ka koi no nā kamepiula pilikino, nā kelepona a me nā ʻāpana kikowaena data.

Ua nalowale ʻo Philadelphia chip index i kēia manawa ma kahi o 16% mai ka waena o ʻAukake.Ua emi iho ma kahi o 35% i 2022, ma ke ala no kāna hana ʻoi loa o ka makahiki kalena mai 2009.