Sahamka garaafka sirdoonka artificial (AI) ayaa sii watey inay si xooggan u wanaagsanaadaan sanadkii 2025, iyagoo ka faa'iideystay horumarka ka dhacay 2024. Kuwa muuqda oo siweyn u sameeyay waxaa ka mid ah Nvidia (NVDA), Broadcom (AVGO), iyo Taiwan Semiconductor Manufacturing (TSM), kuwaas oo la filayo inay sii ahaan doonaan doorashooyinka ugu sarreeya ee sahamiga AI sanadka 2026. Iyagoo loo aqoonsaday inay ku leeyihiin waxqabadka 5 sano oo ah celcelis, sadaxdan shirkadood ayaa door muhiim ah ka ciyaara nidaamka qalabka AI. **Nvidia: Hoggaamiyaha Qalabka GPU ee AI** Qalabka sare ee Nvidia ee garaafyada (GPUs) ayaa loo arkaa inay yihiin heerka dahabka ah ee tababarka iyo isticmaalka moodeelada AI. Madalkeeda xarunta xogta ayaa noqotay mid aad loo doonayo kadib markii la bilaabay ChatGPT ee OpenAI dhamaadkii 2022, taas oo muujinaysa awooda AI ee soo saarista. Dhamaadka December 23, qiimaha saamigeeda ayaa ahaa $188. 48 iyadoo leh qiimaha suuqyada oo ah $4. 6 trillion. Shirkii tiknoolajiyada GPU ee Oktoobar, agaasimaha guud Jensen Huang ayaa shaaciyay in baahida loogu jiro tiknoolajiyada xarunta xogta ay gaareyso $500 bilyan muddada shan rubuc ee soo socota—celcelis ahaan $100 bilyan rubuc kasta—waxaanse ka weynaa revenue-ga guud ee Q3 oo ahaa $57 bilyan, halkaas oo $51. 2 bilyan ay ka yimaadeen qaybta xarunta xogta. Mararka badan qiimaha sare ee faa'iidada guud ee Nvidia (70. 05%) ayaa muujinaysa hoggaankeeda, in kastoo faa'iidada la siiyo saamiyada oo oo kaliya 0. 02% ay hoos timaado. **Broadcom: Hal-abuurka Qalabka AI ee La Habeeyay** Broadcom ayaa ku takhasustay qaybaha semiconductor-ka iyo softiweerka kaabayaasha ah, gaar ahaan horumarinta ASICs (Qalabka loo habeeyay gaar ah ee AI) iyo alaabada shabakada Ethernet ee xarumaha xogta. Iibsashadii shirkii 2023 ee shirkadda VMware ayaa durbadiiba ku dartay robot cusub oo kor u qaadaya kobaca shirkadda.

Dhamaadka December 23, saamigeeda ayaa lagu qiyaasay $350. 36, iyadoo leh qiimaha suuqa oo gaarsiisan $1. 7 trillion iyo faa'iido guud oo ah 64. 71%. Faa’iidada saamiyada oo ah 0. 86% ayaa ka dhigaysa inay tahay lammaane muhiim ah shirkadaha tiknoolajiyada waaweyn ee raadinaya ASICs gaar ah, kuwaas oo ku habboon codsiyada gaarka ah, isla markaana kaamil u ah GPU-yada Nvidia ee guud. Labadan nooc ee qalabka ayaa muhiim u ah suuqyada AI ee sii kobcaya, taas oo kalsooni gelinaysa maalgashadayaasha inay jirto baahi ballaaran oo dhinacyo badan leh oo ku saabsan qalabka. **Taiwan Semiconductor Manufacturing (TSM): Warshada Qalabka ugu Weyn ee Chips-ka** TSM waa warshaddii ugu weynayd ee soo saarta chips-ka ee dunida, oo wax soo saarta chips-ka loo qaabeeyay shirkado kale, oo ay ku jiraan chips-ka AI badan. Waxay ka faa’iideystay kororka baahida loo qabo semiconductor-yada AI, taas oo horseedaysa koror dhaqaale oo weyn. Macaamiisheeda waxaa ka mid ah ciyaartoy waaweyn sida Nvidia, Broadcom, AMD (oo ah tartame weyn oo GPU-yada Nvidia), iyo Apple, kuwaas oo loo tixgelinayo inay yihiin macaamiisha ugu wayn—in kastoo Nvidia ay suurtogal tahay inay si degdeg ah uga gudubto Apple. Dhamaadka December 23, saamigeeda ayaa lagu qiimeeyay $298. 91, iyadoo leh qiimaha suuqa oo gaaraya $1. 5 trillion iyo faa’iido guud oo ah 57. 75%. Waxaa xusid mudan in TSM ay bixiso faa’iido saamiyada ah 1. 04%, taas oo soo jiidasho leh oo ku habboon shirkad tiknoolaji ah. Guud ahaan, Nvidia, Broadcom, iyo TSM waxay taagan yihiin inay yihiin shirkadaha hormoodka u ah soo saarista semiconductor-yada loo leeyahay AI, mid kasta oo leh awoodo gaar ah: Nvidia waxay ku xooggan tahay GPU-yada AI iyo madalkeeda xarunta xogta; Broadcom ayaa hormuudka ka ah ASICs gaar ah iyo xalalka shabakadaha; TSM-na waxay maamushaa adeegyada soo saarista chips-ka iyadoo leh macaamiil badan. Koritaanka joogtada ah iyo maaliyaddeeda adag ayaa fure u ah inay noqdaan maalgashi xiiso leh oo ku socdo sanadka 2026.