{"id":2732,"date":"2024-04-18T03:15:26","date_gmt":"2024-04-17T19:15:26","guid":{"rendered":"https:\/\/applelatest.com\/uncategorized\/2732.html"},"modified":"2024-04-18T03:15:26","modified_gmt":"2024-04-17T19:15:26","slug":"%e7%88%b2%e4%bb%80%e9%ba%bd-amd%e3%80%81%e6%87%89%e7%94%a8%e6%9d%90%e6%96%99%e5%92%8c-lam-research-%e8%82%a1%e7%a5%a8%e4%bb%8a%e5%a4%a9%e5%85%a8%e7%b7%9a%e4%b8%8b%e8%b7%8c%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/applelatest.com\/en\/stocks\/2732.html","title":{"rendered":"Why are AMD, Applied Materials and Lam Research all down today?"},"content":{"rendered":"<div contentscore=\"3118\">\n<figure>\n<div>\n<div>\n<div><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-2733\" src=\"https:\/\/applelatest.com\/wp-content\/uploads\/2024\/04\/81d53aea6ca55f2f1502aa18acbef9f0.jpg\" width=\"960\" height=\"534\" alt=\"81d53aea6ca55f2f1502aa18acbef9f0\" title=\"81d53aea6ca55f2f1502aa18acbef9f0\" srcset=\"https:\/\/applelatest.com\/wp-content\/uploads\/2024\/04\/81d53aea6ca55f2f1502aa18acbef9f0.jpg 960w, https:\/\/applelatest.com\/wp-content\/uploads\/2024\/04\/81d53aea6ca55f2f1502aa18acbef9f0-300x167.jpg 300w, https:\/\/applelatest.com\/wp-content\/uploads\/2024\/04\/81d53aea6ca55f2f1502aa18acbef9f0-768x427.jpg 768w, https:\/\/applelatest.com\/wp-content\/uploads\/2024\/04\/81d53aea6ca55f2f1502aa18acbef9f0-18x10.jpg 18w\" sizes=\"(max-width: 960px) 100vw, 960px\" \/><\/div>\n<\/div>\n<\/div>\n<\/figure>\n<p>Wednesday was a bad day to own shares of Semiconductor - and the reason is China. Late last night, the<em>South China Morning Post <\/em>China's semiconductor chip production surged by 40% in the first quarter, more than twice the global semiconductor sales total, according to data from the Semi Global Semiconductor Manufacturers Association,\" the report said.<\/p>\n<div>\n<div data-wf-benji-page-context='{\"pageUrl\":\"https:\/\/finance.yahoo.com\/news\/why-amd-applied-materials-lam-190527749.html\",\"spaceid\":\"1183300249\",\"site\":\"finance\",\"hashtag\":\"investments;finance\",\"lmsid\":\"a0770000002l8YwAAI\",\"lpstaid\":\"4c87ce03-10e8-38c7-be20-54c568112330\",\"pct\":\"story\"}' data-wf-benji-wafer-config='{\"updateI13n\":true}' data-wf-benji-config='{\"positions\":{\"INARTICLE-4c87ce03-10e8-38c7-be20-54c5681123301713381310483\":{\"id\":\"INARTICLE-4c87ce03-10e8-38c7-be20-54c5681123301713381310483\",\"path\":\"\/22888152279\/us\/yfin\/ros\/dt\/us_yfin_ros_dt_mid_center\",\"region\":\"index\",\"size\":[[970,350],[728,90],[970,250],\"fluid\"],\"kvs\":{\"loc\":\"mid_center\"},\"refresh\":{\"reserved\":{\"duration\":1e+23}}}}}' id=\"sda-INARTICLE-4c87ce03-10e8-38c7-be20-54c5681123301713381310483\" data-wf-trigger=\"onLoad\" data-wf-margin=\"100 0\" data-hide-ad-string>\n<div id=\"INARTICLE-4c87ce03-10e8-38c7-be20-54c5681123301713381310483\"><\/div>\n<\/div>\n<\/div>\n<p>As of 2:10 p.m. EST, leading chipmaker<strong>Advanced Micro Devices<\/strong> <span>\uff08Nasdaq Resonance<\/span>Stock Code<span>(AMD)<\/span>'s share price fell 4.5%.<strong>Lam Research<\/strong> <span>(NASDAQ resonance code: LRCX)<\/span>respond in singing<strong>Application Materials<\/strong>firms<span>(NASDAQ resonance code: AMAT)<\/span>They're all semi-conductor chips.<em>fabrication<\/em>Shares of the equipment maker fell 4.3% and 4.5%, respectively.<\/p>\n<h2>Why China Matters<\/h2>\n<p>Chinese chipmakers are seeing a \"surge\" in demand for their products from car companies (especially electric cars) and smartphone makers such as Xiaomi. While slowing sales of electric cars and smartphones have made headlines in the West, the<em>Post <\/em>China's electric car sales grew 29% in the first quarter, smartphone sales grew 17%, and China is making its own chips to supply them,\" the company said.<\/p>\n<p>Unable to obtain advanced chips and chip manufacturing equipment from the West, and spurred on by local government decrees, Chinese companies are \"redoubling their efforts ...... to achieve semiconductor self-reliance.\" This could be bad news for both Western semiconductor makers and sellers of semiconductor manufacturing equipment, and helps explain why equipment manufacturers are<strong>ASML<\/strong>Failed to realize a profit today.<\/p>\n<h2>What does this mean for semiconductor stocks?<\/h2>\n<p><em>Post<\/em>It called it \"an unintended consequence of the U.S. instruc[tion] of exports of advanced chip technology to China,\" which it said was triggering \"a wave of state-sponsored investment that will lead to overproduction and the potential for China to dominate the world's conventional chip production.\"<\/p>\n<p>This is why investors are worried.<\/p>\n<p>According to S&amp;P Global Market Intelligence, in 2022, 22% of AMD's revenue came from China, but by 2023, that figure has fallen to 15%. Lam Research is in a similar position, with China sales as a percentage of revenue falling from 31.4% to 25.6%, while Applied Materials is in a lesser position, falling from 28.1% to 27.3%. Lam Research is in a similar position, with China sales falling from 31.4% to 25.6% of revenue, while Applied Materials is in a lesser position, falling from 28.1% to 27.3%.<\/p>\n<p>As China begins to take over the semiconductor industry, the revenue of these companies could fall further. And their share prices will fall.<\/p>\n<h2>Should you invest $1,000 in Advanced Micro Devices now?<\/h2>\n<p>Before buying shares of Advanced Micro Devices, consider the following:<\/p>\n<p><em>Motley Fool Stock Advisor<\/em>A team of analysts have just named what they think are the best values for investors.<strong>10<\/strong>Only ...... and Advanced Micro Devices were not included. The 10 stocks that made the list are likely to generate huge returns in the coming years.<\/p>\n<div><\/div>\n<p><em>Stock Advisor<\/em>Provides investors with an easy-to-learn blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Since 2002, Stock<em>Advisor<\/em>The service has more than doubled the return on the S&amp;P 500 Index.<\/p>\n<p><strong>View 10 stocks only<\/strong><\/p>\n<p><em><em><span>*Stock Advisory Rates as of April 15, 2024<\/span><\/em><\/em><\/p>\n<p><em>Rich Smith does not own any of the stocks listed above. the Motley Fool has recommended Advanced Micro Devices, Applied Materials and Lam Research. the Motley Fool has a disclosure policy.<\/em><\/p>\n<p>Why are shares of AMD, Applied Materials and Lam Research all down today?<\/p>\n<div id=\"view-cmts-cta-4c87ce03-10e8-38c7-be20-54c568112330\"><\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>\u4e2d\u570b\u7684\u534a\u5c0e\u8eb0\u82af\u7247 &#8220;\u751f\u7523\u904e\u8cf8 &#8220;\u6703\u6df9\u6c92\u5e02\u5834\u55ce\uff1f<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[55],"tags":[2105,1422,204,367,2106,2035,1310],"blocksy_meta":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.6 (Yoast SEO v19.12) - 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