Sept 1 (Reuters) - Amasheya aseMelika ehle ngoLwesine, inkomba enkulu ye-semiconductor yehle ngaphezu kuka-3% ngemuva kokuthi i-Nvidia (NVDA.O) kanye ne-Advanced Micro Devices (AMD.O) ithe izikhulu zaseMelika zibatshele ukuthi bayeke ukuthumela ngaphandle amaprosesa obuhlakani bokwenziwa eChina.

Isitokwe sikaNvidia sehle ngo-11%, sisendleleni yokwehla kwephesenti elikhulu kakhulu losuku olulodwa kusukela ngo-2020, kanti isitoko esincane sembangi ye-AMD sehle cishe ngo-6%.

Kusukela phakathi nosuku, inani lemakethe yesitoko lika-Nvidia elingabiza ama-dollar ayizigidi eziyizinkulungwane ezingama-40 selishintshile.Izinkampani ze-30 ezenza i-Philadelphia semiconductor index (.SOX) zilahlekelwe inani elihlanganisiwe elilinganiselwa ku-$ 100 billion yenani lemakethe yamasheya.

Abahwebi bashintshisane ngamasheya e-Nvidia angaphezu kwezigidigidi eziyi-11, ngaphezu kwanoma yisiphi esinye isitoko ku-Wall Street.

Ukuthunyelwa okukhawulelwe okuya e-China kwama-chip amabili aphezulu ekhompiyutha e-Nvidia obuhlakani bokwenziwa - i-H100 ne-A100 - kungaba nomthelela ezigidini ezingama- $ 400 ekuthengisweni okungase kube khona eChina kwikota yayo yezimali yamanje, inkampani ixwayise efayeleni ngoLwesithathu.Funda kabanzi

I-AMD iphinde yathi izikhulu zaseMelika ziyitshele ukuthi iyeke ukuthumela i-chip yayo ephezulu yezobunhloli eChina, kodwa ayikholelwa ukuthi imithetho emisha izoba nomthelela ebhizinisini layo.

Ukuvinjelwa kweWashington kukhombisa ukuqina kokuwohloka kwentuthuko yezobuchwepheshe yaseChina njengoba ukushuba kwesimo seTaiwan, lapho kukhiqizwa khona izingxenye eziklanywe ama-chip femu amaningi ase-US.

"Sibona ukwanda kwemikhawulo ye-semiconductor yase-US eya e-China kanye nokunyuka kokushintshashintsha kwama-semiconductors neqembu lemishini kulandela ukubuyekezwa kwe-NVIDIA," kubhala umhlaziyi we-Citi u-Atif Malik encwadini yocwaningo.

Izimemezelo futhi ziza njengoba abatshalizimali bekhathazekile ngokuthi imboni yama-chip yomhlaba wonke ingase iphokophele ekwehleni kokuthengiswa kwayo kokuqala kusukela ngo-2019, njengoba amanani enzalo akhuphukayo kanye neminotho entengantengayo e-United States naseYurophu kunciphisa isidingo samakhompyutha omuntu siqu, ama-smartphone kanye nezingxenye zesikhungo sedatha.

Inkomba ye-chip yasePhiladelphia manje isilahlekelwe cishe yi-16% kusukela maphakathi no-Agasti.Yehle cishe ngo-35% ngo-2022, isendleleni yokusebenza kwayo okubi kakhulu konyaka wekhalenda kusukela ngo-2009.