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2021-12-17

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Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>为什么 AMD、高通和 Skyworks 股票暴跌</blockquote>

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As of 4 p.m. ET, shares of Adva","content":"What happened<blockquote>发生了什么事</blockquote> It's Thursday, and&nbsp;semiconductor&nbsp;stocks are in a funk. As of 4 p.m. ET, shares of&nbsp;Advanced Micro Devices(NASDAQ:AMD)have already lost 5.37%,&nbsp;Qualcomm(NASDAQ:QCOM)is down 5.88%, and&nbsp;Skyworks Solutions(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.<blockquote>今天是周四，半导体股陷入恐慌。截至下午 4 点美国东部时间，股份先进微器件（纳斯达克股票代码：AMD）已下跌 5.37%，高通（纳斯达克股票代码：QCOM）下跌5.88%，Skyworks解决方案（纳斯达克股票代码：SWKS）的下巴尤其艰难——下跌 8.47%。</blockquote> I blame&nbsp;Apple&nbsp;for all of the above.<blockquote>我怪苹果对于以上所有。</blockquote> So what<blockquote>那又怎样</blockquote> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:<blockquote>恐怕，如今芯片股票的投资者只能在坏消息和潜在的更糟糕的长期消息之间做出选择。短期来看，坏消息是：</blockquote> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at&nbsp;KeyBanc Capital Markets, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that&nbsp;things had been getting better earlier this month&nbsp;as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having&nbsp;any&nbsp;iPhone 13 Pro or Max phones in stock.<blockquote>根据分析师的一份报告，iPhone 13 智能手机在这个假期供应短缺KeyBanc资本市场由苍蝇转播。事实上，自感恩节以来，对这些设备的需求已经超过了供应。尽管有报道称，随着德尔塔 COVID-19 大流行转变为奥密克戎 COVID-19 大流行，情况有所好转，但 KeyBanc 分析师 John Vinh 现在观察到，他调查过的“大多数商店”都没有任何iPhone 13 Pro或Max手机有现货。</blockquote> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.<blockquote>诚然，他得出结论，这一消息最终只对 AMD、高通和 Skyworks 等为苹果设备供应芯片的公司保持中立，但中立并不好。虽然在芯片供应受限的情况下，供应商大概可以向苹果收取溢价，但从逻辑上讲，iPhone销量的减少仍然意味着用于制造这些苹果产品的芯片会减少。</blockquote> Now what<blockquote>现在呢</blockquote> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can&nbsp;design better chips itself&nbsp;than it can buy from third-party chipmakers, creates&nbsp;a longer-term risk&nbsp;of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.<blockquote>与此同时，你必须明白，在某个时候，苹果会因为无法获得它想要的所有筹码而感到沮丧。这一点，再加上该公司已经确认的信念，即它可以自己设计比从第三方芯片制造商那里购买更好的芯片，造成了半导体公司失去苹果（最终失去苹果以外的公司）作为可靠客户的长期风险。</blockquote> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers&nbsp;Broadcom&nbsp;and Skyworks with wireless chips Apple designs in-house.<blockquote>在这方面，我们注意到彭博社今天报道说，苹果已经开始雇用擅长制造无线通信芯片的工程师，目的是“最终”取代供应商博通以及苹果内部设计的无线芯片Skyworks。</blockquote> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworksisin fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust&nbsp;Intel&nbsp;as its favored chip supplier&nbsp;last year.<blockquote>现在，您可能不会认为 Skyworks 的坏消息必然会影响 AMD 和高通等公司——而今天，Skyworks是事实上比其他人过得更糟。一个原因是：苹果决定设计自己的无线芯片似乎是导致苹果下台的同一个故事的一部分英特尔作为去年最受欢迎的芯片供应商。</blockquote> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.<blockquote>越来越多的情况是，苹果——最终是其他公司——可能会决定，最好在内部设计芯片，而不是从货架上购买。从长远来看，这对所有专业半导体公司都是一个威胁。</blockquote> And it's why pretty much everyone associated with the chip industry&nbsp;is going down.<blockquote>这就是为什么几乎所有与芯片行业相关的人都在倒闭。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>为什么 AMD、高通和 Skyworks 股票暴跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>为什么 AMD、高通和 Skyworks 股票暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-12-17 10:36\n\n</h4>\n</header>\n<article>\nWhat happened<blockquote>发生了什么事</blockquote> It's Thursday, and&nbsp;semiconductor&nbsp;stocks are in a funk. As of 4 p.m. ET, shares of&nbsp;Advanced Micro Devices(NASDAQ:AMD)have already lost 5.37%,&nbsp;Qualcomm(NASDAQ:QCOM)is down 5.88%, and&nbsp;Skyworks Solutions(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.<blockquote>今天是周四，半导体股陷入恐慌。截至下午 4 点美国东部时间，股份先进微器件（纳斯达克股票代码：AMD）已下跌 5.37%，高通（纳斯达克股票代码：QCOM）下跌5.88%，Skyworks解决方案（纳斯达克股票代码：SWKS）的下巴尤其艰难——下跌 8.47%。</blockquote> I blame&nbsp;Apple&nbsp;for all of the above.<blockquote>我怪苹果对于以上所有。</blockquote> So what<blockquote>那又怎样</blockquote> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:<blockquote>恐怕，如今芯片股票的投资者只能在坏消息和潜在的更糟糕的长期消息之间做出选择。短期来看，坏消息是：</blockquote> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at&nbsp;KeyBanc Capital Markets, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that&nbsp;things had been getting better earlier this month&nbsp;as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having&nbsp;any&nbsp;iPhone 13 Pro or Max phones in stock.<blockquote>根据分析师的一份报告，iPhone 13 智能手机在这个假期供应短缺KeyBanc资本市场由苍蝇转播。事实上，自感恩节以来，对这些设备的需求已经超过了供应。尽管有报道称，随着德尔塔 COVID-19 大流行转变为奥密克戎 COVID-19 大流行，情况有所好转，但 KeyBanc 分析师 John Vinh 现在观察到，他调查过的“大多数商店”都没有任何iPhone 13 Pro或Max手机有现货。</blockquote> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.<blockquote>诚然，他得出结论，这一消息最终只对 AMD、高通和 Skyworks 等为苹果设备供应芯片的公司保持中立，但中立并不好。虽然在芯片供应受限的情况下，供应商大概可以向苹果收取溢价，但从逻辑上讲，iPhone销量的减少仍然意味着用于制造这些苹果产品的芯片会减少。</blockquote> Now what<blockquote>现在呢</blockquote> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can&nbsp;design better chips itself&nbsp;than it can buy from third-party chipmakers, creates&nbsp;a longer-term risk&nbsp;of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.<blockquote>与此同时，你必须明白，在某个时候，苹果会因为无法获得它想要的所有筹码而感到沮丧。这一点，再加上该公司已经确认的信念，即它可以自己设计比从第三方芯片制造商那里购买更好的芯片，造成了半导体公司失去苹果（最终失去苹果以外的公司）作为可靠客户的长期风险。</blockquote> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers&nbsp;Broadcom&nbsp;and Skyworks with wireless chips Apple designs in-house.<blockquote>在这方面，我们注意到彭博社今天报道说，苹果已经开始雇用擅长制造无线通信芯片的工程师，目的是“最终”取代供应商博通以及苹果内部设计的无线芯片Skyworks。</blockquote> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworksisin fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust&nbsp;Intel&nbsp;as its favored chip supplier&nbsp;last year.<blockquote>现在，您可能不会认为 Skyworks 的坏消息必然会影响 AMD 和高通等公司——而今天，Skyworks是事实上比其他人过得更糟。一个原因是：苹果决定设计自己的无线芯片似乎是导致苹果下台的同一个故事的一部分英特尔作为去年最受欢迎的芯片供应商。</blockquote> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.<blockquote>越来越多的情况是，苹果——最终是其他公司——可能会决定，最好在内部设计芯片，而不是从货架上购买。从长远来看，这对所有专业半导体公司都是一个威胁。</blockquote> And it's why pretty much everyone associated with the chip industry&nbsp;is going down.<blockquote>这就是为什么几乎所有与芯片行业相关的人都在倒闭。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","QCOM":"高通","SWKS":"思佳讯"},"source_url":"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156042491","content_text":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Advanced Micro Devices(NASDAQ:AMD)have already lost 5.37%, Qualcomm(NASDAQ:QCOM)is down 5.88%, and Skyworks Solutions(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.\nI blame Apple for all of the above.\nSo what\nInvestors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:\niPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at KeyBanc Capital Markets, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that things had been getting better earlier this month as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having any iPhone 13 Pro or Max phones in stock.\nGranted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.\nNow what\nAt the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can design better chips itself than it can buy from third-party chipmakers, creates a longer-term risk of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.\nIn that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers Broadcom and Skyworks with wireless chips Apple designs in-house.\nNow, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworksisin fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust Intel as its favored chip supplier last year.\nMore and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.\nAnd it's why pretty much everyone associated with the chip industry is going down.","news_type":1,"symbols_score_info":{"SWKS":0.9,"QCOM":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1734,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/699099924"}