Why AMD, Qualcomm, and Skyworks Stocks Crashed

Motley Fool2021-12-17

What happened It'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 ...

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精彩评论

Newbie_20
2021-12-19
Newbie_20
Time to buy?
SK19
2021-12-18
SK19
Buy the dip 💪💪💪
Rattything
2021-12-18
Rattything
🍏🍎
JinQuan
2021-12-17
JinQuan
Hodl
ddb
2021-12-17
ddb
Great ariticle, would you like to share it?
Val準凖
2021-12-17
Val準凖
Apple trouble maker for all waferfab companies

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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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SWKS","symbol_name":"思佳讯","start_time":0,"source_url":"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/","article_id":"1156042491","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1156042491","pubTimestamp":1639708576,"sourceInfo":null,"weMediaInfo":null,"summary":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. 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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. 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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.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":699444448,"gmtCreate":1639883335200,"gmtModify":1639883472951,"author":{"id":"3581839084519956","authorId":"3581839084519956","name":"Newbie_20","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3581839084519956","idStr":"3581839084519956"},"htmlText":"Time to buy?","listText":"Time to buy?","text":"Time to buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699444448","repostId":1156042491,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":699569355,"gmtCreate":1639841391551,"gmtModify":1639841391726,"author":{"id":"3577755293052640","authorId":"3577755293052640","name":"SK19","avatar":"https://static.tigerbbs.com/ee6b25332525b16399562f21677fa1cd","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3577755293052640","idStr":"3577755293052640"},"htmlText":"Buy the dip 💪💪💪","listText":"Buy the dip 💪💪💪","text":"Buy the dip 💪💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699569355","repostId":1156042491,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":699636659,"gmtCreate":1639789903552,"gmtModify":1639789903623,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4102211517556300","idStr":"4102211517556300"},"htmlText":"🍏🍎","listText":"🍏🍎","text":"🍏🍎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699636659","repostId":1156042491,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":699974191,"gmtCreate":1639744657432,"gmtModify":1639744657597,"author":{"id":"3576054263007646","authorId":"3576054263007646","name":"JinQuan","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3576054263007646","idStr":"3576054263007646"},"htmlText":"Hodl","listText":"Hodl","text":"Hodl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699974191","repostId":1156042491,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":699916480,"gmtCreate":1639734691145,"gmtModify":1639734691220,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699916480","repostId":1156042491,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":699997484,"gmtCreate":1639732910758,"gmtModify":1639732911180,"author":{"id":"3581556348949722","authorId":"3581556348949722","name":"Val準凖","avatar":"https://static.tigerbbs.com/fc78ba8079eaf21b89d9286a3857c533","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3581556348949722","idStr":"3581556348949722"},"htmlText":"Apple trouble maker for all waferfab companies&nbsp;","listText":"Apple trouble maker for all waferfab companies&nbsp;","text":"Apple trouble maker for all waferfab companies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699997484","repostId":1156042491,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":183,"commentSize":27,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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