Intii lagu jiray Shirka Nvidia GTC ee SAP Center ee San Jose, California, Maarso 18, 2024, Maamulaha Guud ee Nvidia Jensen Huang wuxuu soo jeediyay khudbad muhiim ah. Ka dib hoos u dhaca saamiyada oo dhan 7% sababo la xiriira walaaca juquraafiga oo uu kiciyey hadallo ka yimid musharraxa madaxweynaha Mareykanka Donald Trump, saamiyada Nvidia waxay ku soo noqdeen qiyaastii 3% intii lagu jiray ganacsiga Khamiista. Ku dhawaaqida TSMC ee ah in baahida loo qabo chips-ka sare ee AI ay weli tahay mid sare halka sahaydu ay weli xaddidan tahay, maadaama ay soo saaraan chips-yadan Nvidia, waxay gacan ka geysatay kor u kaca. Guddoomiyaha TSMC C. C. Wei ayaa sheegay in sahaydu ay adkaan doonto ilaa ugu yaraan 2025, inkastoo uu soo sheegay dakhliga iyo macaashka saafiga ah oo ka sarreeya intii ay filaayeen falanqeeyayaashu, taasoo keentay in saamiyada ay hoos u dhacaan in ka yar 1%. Welwelka juqraafiga, gaar ahaan suurtogalnimada weerarka Shiinaha ku qaado Taiwan, waxay horseedeen hoos u dhac weyn oo ku yimid sector-ka semiconductors-ka Arbacadii, taasoo saameysay shirkadaha sida AMD, Arm, Broadcom, iyo Qualcomm oo ay weheliyaan Nvidia.

Si kastaba ha ahaatee, TSMC waxay muujisay qorshayaal ku saabsan ballaarinta dibadda si loo yareeyo khataraha. Arm, AMD, Qualcomm, iyo Super Micro Computer waxay la kulmeen dhibaatooyin joogto ah oo laxiriira saamiyadooda, halka Intel uu arkay koror yar oo Broadcom-na uu arkay koror dhan 3% ka dib markii ay soo baxday warbixinta wax soosaarka chip-ka AI ee OpenAI. Daraasaadayasha UBS waxay sheegeen in maamulka Biden uu tixgelinayo xayiraado ganacsi oo dheeri ah oo ku saabsan rarida qalabka wax soo saarka chip-ka Shiinaha iyo hagida iibka iftiinka ee ASML ee rubuca hadda jira waxay keentay in saamiyada ASML ay hoos u dhacaan 1%. Khubarada UBS waxay ogaadeen in maalgashadayaasha ay dib u habaynayaan faa'iidooyinka ka soo baxay wax qabadka xooggan ee shirkadaha semiconductors-ka ee saamiyada kale, in kastoo faahfaahin dheeraad ah oo ku saabsan soo celinta maalgashiga chip-ka AI ee dhowaan soo socda laga yaabo inay mar kale kor u kacaan sector-ka. Saamiga Nvidia ayaa ku kacay in ka badan 150% sanadka 2024. Khubarada UBS waxay iftiimiyeen sida maalgashadayaasha qaar ay dib ugu habayn jireen waxsoosaarka semiconductors-ka ee Platforms-ka la xiriira AI iyo shirkadaha tignoolojiyada aan faa'iido lahayn ka dib wax qabad aad u sarreeya qeybta hore ee sanadka.