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2021-12-17

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Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</blockquote>

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As of 4 p.m. ET, shares of Adva","content":"What happened<blockquote>发生了什么</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，股份先进微设备公司（纳斯达克：AMD）已经下跌了5.37%，Qualcomm（纳斯达克：QCOM）下跌5.88%，Skyworks解决方案（纳斯达克：SWKS）的表现尤其糟糕，下跌了8.47%。</blockquote> I blame&nbsp;Apple&nbsp;for all of the above.<blockquote>我责怪苹果对于以上所有内容。</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>我担心，如今芯片股的投资者只能在糟糕的短期消息和可能更糟糕的长期消息之间做出选择。短期来看，坏消息是这样的：</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>根据分析师的报告，iPhone 13智能手机在这个假期供不应求KeyBanc资本市场，由苍蝇接力。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，本月早些时候，随着三角洲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，他调查的“大多数商店”报告没有任何iPhone 13 Pro或Max手机有货。</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，他的结论是，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是中立的，但中立并不好。虽然在芯片供应紧张的情况下，供应商可能会向苹果收取溢价，但iPhone销量减少在逻辑上仍然意味着用于制造这些苹果产品的芯片减少。</blockquote> Now what<blockquote>现在怎么办</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，苹果将会因为无法获得它想要的所有芯片而感到不安。这一点，再加上该公司已经证实的信念，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，这就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，苹果已经开始招聘擅长制造无线通信芯片的工程师，目的是“最终”取代供应商BroadcomSkyworks采用苹果内部设计的无线芯片。</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的坏消息一定会影响AMD和高通等公司——而今天，Skyworks是事实上比其他人过得更糟。原因之一：苹果设计自己的无线芯片的决定似乎是导致苹果下台的同一故事的一部分英特尔作为其去年青睐的芯片供应商。</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——最终还有其他公司——可能会决定在内部设计芯片比购买现成的芯片更好。从长远来看，这对所有专注的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走下坡路。</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>AMD、高通和Skyworks股价为何暴跌</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>AMD、高通和Skyworks股价为何暴跌</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</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，股份先进微设备公司（纳斯达克：AMD）已经下跌了5.37%，Qualcomm（纳斯达克：QCOM）下跌5.88%，Skyworks解决方案（纳斯达克：SWKS）的表现尤其糟糕，下跌了8.47%。</blockquote> I blame&nbsp;Apple&nbsp;for all of the above.<blockquote>我责怪苹果对于以上所有内容。</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>我担心，如今芯片股的投资者只能在糟糕的短期消息和可能更糟糕的长期消息之间做出选择。短期来看，坏消息是这样的：</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>根据分析师的报告，iPhone 13智能手机在这个假期供不应求KeyBanc资本市场，由苍蝇接力。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，本月早些时候，随着三角洲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，他调查的“大多数商店”报告没有任何iPhone 13 Pro或Max手机有货。</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，他的结论是，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是中立的，但中立并不好。虽然在芯片供应紧张的情况下，供应商可能会向苹果收取溢价，但iPhone销量减少在逻辑上仍然意味着用于制造这些苹果产品的芯片减少。</blockquote> Now what<blockquote>现在怎么办</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，苹果将会因为无法获得它想要的所有芯片而感到不安。这一点，再加上该公司已经证实的信念，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，这就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，苹果已经开始招聘擅长制造无线通信芯片的工程师，目的是“最终”取代供应商BroadcomSkyworks采用苹果内部设计的无线芯片。</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的坏消息一定会影响AMD和高通等公司——而今天，Skyworks是事实上比其他人过得更糟。原因之一：苹果设计自己的无线芯片的决定似乎是导致苹果下台的同一故事的一部分英特尔作为其去年青睐的芯片供应商。</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——最终还有其他公司——可能会决定在内部设计芯片比购买现成的芯片更好。从长远来看，这对所有专注的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走下坡路。</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":{"SWKS":"思佳讯","QCOM":"高通","AMD":"美国超微公司"},"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,"AMD":0.9,"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":3468,"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,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/699046239"}