Kasuwar hada-hadar hannayen jari ta yi ta zagayawa don neman akalla wasu sigina masu inganci, kuma tuni kwararru suka fara tabarbare hasashe na yadda farashin hannun jarin kamfanoni ke yi a bangaren semiconductor. A lokacin bala'i da koma bayan tattalin arziki a duniya, masu zuba jari sun fi son saka hannun jari a wasu kadarori.
Masu sharhi lura da babban matakin rashin tabbas a cikin halin da ake ciki yanzu, magana game da bayyanar alamun koma bayan tattalin arziki a cikin kwata na biyu kuma kada ku yi tsammanin yanayin macroeconomic ya daidaita har zuwa shekara ta gaba. A cikin waɗannan yanayi, suna kira ga masu zuba jari da kada su dogara ga hannun jari na kamfanoni a cikin ɓangaren semiconductor. Duk da haka, waɗannan hannayen jari ba su da wuya su fadi da yawa a farashin daga matakan yanzu, a ra'ayinsu, tun da tsammanin raguwar kudaden shiga na kamfani an riga an haɗa su a cikin ƙididdiga na yanzu.
Kwararru daga wannan bankin zuba jari suna rage hasashen farashin hannayen jari na kamfanoni masu zuwa: Intel daga $70 zuwa $60, NVIDIA daga $350 zuwa $300, AMD daga $58 zuwa $53. Abokan aikin Morgan Stanley kuma sun bayyana koma bayan tattalin arzikin duniya a matsayin babban abin da ke tabbatar da motsin kasuwannin hannayen jari a nan gaba. Baya ga hannun jarin Intel, suna rage hangen nesa ga Texas Instruments, Western Digital Corporation da Micron.
Tare da wani kyakkyawan fata Wakilan Citi game da kasuwancin kowane kamfani a cikin sashin. Suna nuna karuwar bukatar kayan aikin uwar garke saboda buƙatar canja wurin ma'aikatan kamfanoni da yawa zuwa aiki mai nisa yayin barkewar cutar coronavirus, da kuma ƙara ayyuka a fagen kasuwancin kan layi. A cewar marubutan hasashen, Intel, AMD da Micron na iya amfana daga waɗannan abubuwan.
source: 3dnews.ru