Sept 1 (Reuters) - Ma chip chips aku US adatsika Lachinayi, ndipo index yayikulu ya semiconductor idatsika kuposa 3% pambuyo pa Nvidia (NVDA.O) ndi Advanced Micro Devices (AMD.O) adati akuluakulu aku US adawauza kuti asiye kugulitsa kunja. mapurosesa anzeru zopangira ku China.

Chigawo cha Nvidia chidatsika ndi 11%, panjira yakutsika kwakukulu kwatsiku limodzi kuyambira 2020, pomwe masheya ang'onoang'ono a AMD adatsika pafupifupi 6%.

Pofika masana, pafupifupi $ 40 biliyoni yamtengo wamsika wa Nvidia idasuluka.Makampani a 30 omwe amapanga Philadelphia semiconductor index (.SOX) anataya ndalama zokwana madola 100 biliyoni zamtengo wapatali.

Amalonda adasinthanitsa magawo opitilira $ 11 biliyoni a Nvidia, kuposa katundu wina aliyense pa Wall Street.

Kutumiza koletsedwa ku China kwa zida ziwiri zapamwamba zamakompyuta za Nvidia zanzeru zopanga - H100 ndi A100 - zitha kukhudza $400 miliyoni pakugulitsa zomwe zingagulitsidwe ku China m'gawo lake lazachuma, kampaniyo idachenjeza polemba Lachitatu.Werengani zambiri

AMD idatinso akuluakulu aku US adauza kuti asiye kutumiza zida zake zapamwamba ku China, koma sakhulupirira kuti malamulo atsopanowa akhudza bizinesi yake.

Kuletsa kwa Washington kukuwonetsa kuchulukirachulukira kwa chiwopsezo cha chitukuko chaukadaulo ku China pomwe mikangano ikukulirakulira pa zomwe zidzachitike ku Taiwan, komwe zida zopangidwa ndi makampani ambiri aku US amapangira chip.

"Tikuwona kukwera kwa ziletso za semiconductor zaku US kupita ku China komanso kuchulukirachulukira kwa ma semiconductors ndi gulu la zida kutsatira kusintha kwa NVIDIA," katswiri wa Citi Atif Malik adalemba muzolemba zofufuza.

Zolengezazi zimabweranso pomwe osunga ndalama akuda nkhawa kuti msika wapadziko lonse wa chip ukhoza kutsika koyamba kuyambira chaka cha 2019, chifukwa kukwera kwa chiwongola dzanja komanso kusokonekera kwachuma ku United States ndi Europe kukuchepetsa kufunika kwa makompyuta, mafoni a m'manja ndi zida za data.

Mndandanda wa chip wa Philadelphia tsopano wataya pafupifupi 16% kuyambira pakati pa Ogasiti.Zatsika pafupifupi 35% mu 2022, zomwe zikuyenda bwino kwambiri pakalendala kuyambira 2009.