Sept 1 (Reuters) - Izitokhwe ze-chip zase-US zawa ngoLwesine, kunye ne-semiconductor index ephantsi ngaphezu kwe-3% emva kokuba i-Nvidia (NVDA.O) kunye ne-Advanced Micro Devices (AMD.O) yathi amagosa ase-US abaxelele ukuba bayeke ukuthumela ngaphandle. iiprosesa zobuntlola ezenziweyo ukuya eTshayina.

Isitokhwe sikaNvidia sehle nge-11%, kumkhondo wokwehla kwepesenti yosuku olunye ukusukela ngo-2020, ngelixa isitokhwe esincinci se-AMD sehle phantse nge-6%.

Ukusukela phakathi kwemini, malunga ne-40 yeebhiliyoni zeedola zexabiso lentengiso yesitokhwe sikaNvidia liye laba ngumphunga.Iinkampani ze-30 ezenza i-filadelphia semiconductor index (.SOX) ilahlekelwe idibaniso malunga ne-100 yeebhiliyoni zeedola zexabiso le-stock market.

Abarhwebi batshintshiselane ngezabelo ze-Nvidia ezingaphezulu kwe-11 yeebhiliyoni zeedola, ngaphezu kwaso nasiphi na esinye isitokhwe eWall Street.

Ukuthunyelwa ngaphandle kwe-China kwezimbini ze-Nvidia eziphezulu ze-computing chips kubukrelekrele bokwenziwa-i-H100 kunye ne-A100-zinokuba nefuthe kwi-400 yezigidi zeedola kwiintengiso ezinokubakho e-China kwikota yayo yangoku, inkampani ilumkise kwifayile ngoLwesithathu.Funda ngokugqithisileyo

I-AMD ikwathe amagosa ase-US ayixelele ukuba iyeke ukuthumela i-chip yayo ephezulu yobukrelekrele e-China, kodwa ayikholelwa ukuba imithetho emitsha iya kuba nefuthe lezinto ezibonakalayo kwishishini layo.

Ukuvalwa komsebenzi waseWashington kubonisa ukuqina kokuqhekeka kuphuhliso lwetekhnoloji yaseTshayina njengoko ukruthakruthwano luya kukhula malunga nekamva leTaiwan, apho iinxalenye eziyilwe ziifemu ezininzi zase-US zenziwa.

"Sibona ukunyuka kwezithintelo ze-semiconductor zase-US ukuya e-China kunye nokunyuka kokuguquguquka kwee-semiconductors kunye neqela lezixhobo emva kohlaziyo lwe-NVIDIA," umhlalutyi we-Citi u-Atif Malik wabhala kwinqaku lophando.

Izibhengezo zikwaza njengoko abatyali-zimali benexhala lokuba ishishini letshiphu lehlabathi linokuba lijonge ukuhla kwentengiso yokuqala ukusukela ngo-2019, njengoko ukunyuka kwamaxabiso enzala kunye noqoqosho oludodobalayo e-United States naseYurophu kunciphisa imfuno yeekhompyuter zobuqu, ii-smartphones kunye namaziko edatha.

I-Filadelphia chip index ngoku ilahlekelwe phantse i-16% ukususela phakathi ku-Agasti.Ihle malunga ne-35% ngo-2022, kwindlela yokusebenza kwayo embi kakhulu yonyaka wekhalenda ukusukela ngo-2009.