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Why is computer processor related stock price falling?
I've noticed that I think maybe just in the past month or so, the stock price of AMD, NVIDIA, TSMC and intel are all falling. Is there a particular reason for this?
3 Answers
- Anonymous1 month agoFavorite Answer
You can't make money if you have nothing to sell........ And HOPEFULLY this will be a wakeup call to all 3 of these companies. If you're in the market to buy products from either of these 2 companies (AMD and Nvidia), GOOD LUCK! Nothing they offer is in stock.
The reason I say two companies is because TSMC is supplying AMD. Nvidia went with Samsung to produce their Current Generation GPU chips because Nvidia knows TSMC can't possibly supply enough Silicon Wafers to meet their needs. Just look at what's happening with AMD. However, Samsung is also having yield issues with their 8nm process so they can't supply Nvidia with enough GPU's either.
Aside from Yield and capacity issues, COVID and other supply chain shortages have also lead to the supply problem. Also, when people were locked down and/or they had to work from home, many of them went out and bought new computing equipment. This had an adverse effect on the supply chain which has failed to recover.
This has sort of put Intel at an advantage because Intel makes their own processors in house. The real reason Intel is in the hole it's in is because they let Bean Counters run the company for the last 10 or so years.
- Spock (rhp)Lv 71 month ago
market is rotating out of high growth tech shares to high dividend value shares. this is temporary
- ∅Lv 71 month ago
supplies are dwindling, as people have bought out the shelf stock too quickly (thanks to these stimuluses (stimulii?) we've been getting.
so because nobody can buy anything, the stock has gone down.
Chinese New Year was extended till the middle of February, and with many factories having closed down due to COVID-19 infections, it's been hard to get things running again...