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Nov. 17, 2024, 12:33 p.m.
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Xulashada Sare ee Kaydka AI: TSM, Tesla, iyo Qualcomm oo Kordhinaya Kobaca Suuqa

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Suuqa saamiyada ayaa haatan koror ka muuqataa, gaar ahaan qaybta sirdoonka macmalka ah (AI). McKinsey ayaa saadaalineysa in AI ay dhaqaale caalami ah ku kordhin doonto $13 tirilyan marka la gaaro 2030. Inkasta oo qaar ka mid ah saamiyada la xiriira AI ay horeyba qaali u yihiin, kuwo kale ayaa weli bixiya suurtogalnimada faa'iidooyinka waaweyn. Falceliyeyaasha Fool.com ayaa tilmaamay Taiwan Semiconductor Manufacturing Company (TSM), Tesla (TSLA), iyo Qualcomm (QCOM) inay yihiin maalgashiyo AI oo ballan qaad leh. **Taiwan Semiconductor Manufacturing Company (TSM)** waxay haysaa 62% suuqa warshadaha semiconductor-ka marka la gaaro Q2 2024. Baahida loo qabo chips-ka AI waxaa la saadaalinayaa inay kordhi doonto 60% sannadkii, taasoo gaari karta $500 bilyan marka la gaaro 2028, taas oo gelineysa TSM booska kororka xooggan. Shirkaddu waxay sidoo kale yareyneysaa khataraha juqraafi siyaasadeed iyadoo ballaarineysa howlaheeda meel ka baxsan Shiinaha iyo Taiwan. **Tesla (TSLA)** waxaa lagu yaqaanaa hal-abuurnimadeeda AI, gaar ahaan Farsamada Wadista Dhalada Buuxda (Full Self-Driving - FSD) iyo robot-ka bini'aadamka ee Optimus. Kuwani waxay muhiim u yihiin qiimaha suuqa ee Tesla, oo ka badan $1 tirilyan. Horumar joogto ah oo ku saabsan FSD ayaa sidoo kale kordhin kara qiimaheeda. **Qualcomm (QCOM)** ayaa lagula talinayaa horumarkiisa chips-ka AI, gaar ahaan khadka Snapdragon oo isku dhex-geliya AI taleefannada casriga ah. Qualcomm waxay ballaarineysaa qaybaha baabuurta iyo IoT, iyadoo la arkay koror 55% ah dakhliga baabuurta. Iyadoo la kulantay qaar ka mid ah caqabadaha, Qualcomm waxay aragtay koror 9% ah dakhliga sanadka maaliyadeed ee 2024, taasoo ku timid wareegga casriyeynta AI. Shirkadahan waxay yihiin maalgashi soo-jiidasho leh kuwa doonaya inay ka faa'iidaystaan saameynta sii kordheysa ee AI ee warshado kala duwan.

Heerka xiisaha suuqyada saamiyada ee ku aaddan caqliga macmalka ah (AI) ayaa gacan ka geystay kor u kaca dhaqaale ee halkaas ka jira. McKinsey waxa ay saadaalinaysaa in AI ay ku kordhin karto ilaa $13 tirilyan dhaqaalaha caalamka marka la gaadho 2030. In kasta oo qaar ka mid ah saamiyada AI laga yaabo inay u muuqdaan kuwo qaali ah, qaybo badan ayaa weli yihiin maalgashi soo jiidasho leh. Saddexka qoraa ee Fool. com waxay kugula talinayaan in la maalgashado Taiwan Semiconductor Manufacturing Company, Tesla, iyo Qualcomm. Sababta halkan ku caddeyso: 1. **Taiwan Semiconductor Manufacturing Company (TSM):** Inkasta oo ay jiraan walaacyo siyaasadeed oo ku saabsan xiisaha Shiinaha ee Taiwan, Taiwan Semiconductor waa sahamiyad hoggaamineed oo ku saabsan AI sababta oo ah saamiga weyn ee suuqa ee adeegyada sameynta semicontactors, waxaana ay soo saaraysaa qaybaha shirkado waaweyn sida Nvidia iyo AMD. Kororka qaybaha AI ayaa la saadaalinayaa inuu si weyn u ballaadho, Taiwan Semiconductor-na waa kan ugu fiican in faa'ido uu ka helo. Waxa uu ku ganacsanayaa saamiga P/E ee mustaqbalka oo ku dhow 28 halka kororka sannadlaha ee la saadaaliyo uu yahay 31%, PEG ratio-kiisuna waxa uu muujinayaa faa'ido koritaan mustaqbalka ah. Gartamaha khataraha gobolka, dadaalada dhimista, sida yaraynta dirista qaybaha AI ee horumarsan ee Shiinaha iyo maalgashi U. S. ah, ayaa kordhinaya soo jiidashadiisa. 2.

**Tesla (TSLA):** Waxaa si fiican loogu garanayaa soo saarista baabuurta korontada ku shaqeeya, Tesla sidoo kale waa ciyaartoy waaweyn oo AI ah. Iyadoo sumcadeeda suuqa ay ka badan tahay $1 tirilyan, hawlgaladeeda AI ee sida Full Self-Driving (FSD) system waxay si weyn u kordhin karaan qiimaha. Baabuurta Tesla waxay u shaqeeyaan sida barnaamijyada xogta oo quudiya kombuyuutarada sare si ay u qeexaan FSD. Haddii ay guulaysato, wadida si buuxda oo is-xeeladaysan ayaa si weyn u kordhin karta sumcadda Tesla. Mashaariicaha kale ee AI-ga ah waxaa ka mid ah robotaxis iyo robot-ka humanoid ee Optimus, taas oo muujinaysa ballanqaadka iyo rajada Tesla ee AI. 3. **Qualcomm (QCOM):** Sida AI uu ugu baraarujinayo Qualcomm, shirkaduna weli waa saamiyada soo jiidashada leh ee chip AI. Inkasta oo boqolkiiba dardarta 5G ay hoos u dhacday, Qualcomm waa hal-abuure ku leh awoodaha AI ee taleefannada casriga ah iyo ballaarinta gaadiidka, IoT, iyo qaybaha kombiyuutarada. Qeybta gaadiidka waxay aragtay kordhinta dakhliga 55% sannadkii hore, taas oo muujinaysa fursado koritaan oo weyn. In kastoo ay ku tiirsan tahay suuqa taleefanka gacanta ee adag, dakhliga guud ee Qualcomm wuxuu kordhay 9% sannadka maaliyadeed ee 2024, iyadoo dakhliga Q4 uu kordhay 18%, taas oo muujinaysa faa'idooyinka AI cycle-ka inkastoo ay jiraan murano sharci ah oo lala leeyahay Arm Holdings iyo tartanka Apple. Shirkadahani waxay soo bandhigayaan aragtiyo rajo leh oo ku saabsan koritaanka AI, iyaga oo ka dhigaya kuwo mudan in la tixgeliyo maalgashadayaal raadinaya in ay ku xidheen farsamadan wax beddelaysa.


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Xulashada Sare ee Kaydka AI: TSM, Tesla, iyo Qualcomm oo Kordhinaya Kobaca Suuqa

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