Tan iyo bilowgii sanadkii hore, warshadaha semiconductor-ka ayaa soo jiidatay dareen kordhay, gaar ahaan sababta oo ah farxad ku saabsan horumarka ku saabsan sirdoonka artifishalka (AI). Maalgashadayaasha ayaa si firfircoon uga qayb galay qaybtaan, iyadoo uu kiciyo baahida loo qabo qalab casriga oo leh processor-yada ugu dambeeya ee muhiimka ah ee algoridhmada AI. Si kastaba ha ahaatee, ka dib markii ay kor u kaceen aad u weyn, kayd badan oo AI ayaa maraya meel and ku lokaaday maadaama maal gashadayaasha raadinayaan caddayn dheer ee kororka sii socda. Suudka ganacsiga Khamiista, koror yaab leh ayaa lagu arkay: Taiwan Semiconductor Manufacturing (NYSE: TSM) ayaa korodhay qiyaastii 1. 9%, ASML Holding (NASDAQ: ASML) ayaa korodhay 3. 7%, iyo Indie Semiconductor (NASDAQ: INDI) ayaa korodhay 7. 4% ilaa 12:46 p. m. ET. Iyadoo aysan jirin war shirkad gaar ah ama dib-u-habeyn bartilmaameed falanqeeye ah oo sharaxaya kordhinnadan, waxay muuqataa maal gashadayaashu inay ku taageerteen natiijooyinka dhaqaale ee xooggan ee ciyaaryahan kale ee AI, gaar ahaan Micron Technology (NASDAQ: MU). Warbixinta kowaad ee Q4 ee maaliyadeedka sanadka 2024, Micron ayaa shaacisay koror la yaab leh oo 93% sanadkiiba-sanadkiiba heshiis lacag korodhan ah ilaa $7. 75 bilyan, iyadoo la socota kasbashada dalabkii ee layliska saamiyeedka (EPS) oo dhan $1. 18, iyadoo ka soo kabsaday khasaaraha $1. 07 sanadkii hore. Waxqabadka yaabka leh waxaa kiciyay baahida sare ee xusuus ku isticmaashada AI iyo xarumaha xogta (data centers), iyadoo ka badan saadaasha lacagaha iyo EPS ee Wall Street. Saadaasha Micron ee quarter-ka kowaad ee maaliyadeedka 2025 waxay saadaalisay lacag kordhan oo $8. 7 bilyan oo kordhaysa 84% sanadkiiba-sanadkiiba, iyadoo EPS la saadaalinayo inuu kordho 83% ilaa $1. 74.

Hirgelinta jaranjaraynta firfircoonida ee ay taageerayso baahida xooggan ee xarumaha xogta AI (data centers) loogu baahan yahay DRAM memory iyo NAND storage, aad bay usii xaqiiqsiiyeen maal gashadayaasha oo ku saabsan baahida AI ee sii socota. Guusha Micron ayaa u muuqata mid togan comayaasheeda, taasoo muujinaysa in qaadashada korodhan ee AI ay ka faa’iidayaan shirkadaha si gaar ah u takhasusay semiconductor-yada ku habboon. Tusaale ahaan, Taiwan Semiconductor waa chip-maker ka ugu weyn adduunka, iyadoo leh koritaan xooggan sababta oo ah baahida sare ee chips-ka ugu dambeeya, halka ASML ay tahay shirkadda kali ah ee bixisa qalabka lithography ee muhiimka ah ee loogu talagalay soo saarista chip-ka ugu sareeya. Dhanka kale, Indie Semiconductor waxay diiradda saartaa processor-yada gawaarida iyo horumarinta xalalka AI ee loogu talagalay soo saarayaasha baabuurta. Ugu dambeyn, natiijooyinka xooggan ee Micron waa inay dejin doonaan welwelka ku saabsan hoos u dhaca baahida AI iyo inay ku dhiirigeliso kalsoonida shirkadihii la xiriiray. Xirfadaha malamayda ah, kayd sida Taiwan Semiconductor iyo ASML waxay muuqdaan inay si macquul ah u qiimeysan yihiin iyadoo la eegayo earnings-ka la saadaalinayo, halka Indie Semiconductor ay helayaan khatar dheeraad ah sababta oo ah la'aanta faa'iido. Mid kasta oo ka mid ah kaydkani waxay soo bandhigayaan fursado xiiso leh iyadoo la ballaarinayo qaybta AI. Ka hor intaan la maalgelin Taiwan Semiconductor Manufacturing, maal gashadayaashii suurtogalka ah waa inay si taxaddar leh u qiimeeyaan xalalkooda. The Motley Fool's Stock Advisor waxay soo jeediyeen kayd ay aaminsan yihiin inay ballan weyn ka qabaan, taasoo iftiiminaysa muhiimadda cilmi baaris qoto dheer marka la eegointa maalgelinta qaybtaan firfircoon.