Key Nvidia Supplier Warns AI Spending Slowdown May Trigger 'Vicious' Downturn For Chipmakers
Key Nvidia Supplier Warns AI Spending Slowdown May Trigger 'Vicious' Downturn For Chipmakers
Conversely, Lefever noted that demand for AI-enabled smartphones is currently sluggish but could surge if a breakthrough application arises. Such a development could lead to a rapid increase in smartphone replacements, significantly impacting the market.Recent concerns have emerged regarding a potential slowdown in artificial intelligence (AI) investments by major U.S. tech giants, which could significantly impact the semiconductor industry.
最近出現了關於美國大型科技公司可能減緩人工智能（AI）投資的擔憂，這可能會對半導體行業產生重大影響。
What Happened: Doug Lefever, CEO of Advantest, a leading supplier of chip testing machines for Nvidia Corp. (NASDAQ:NVDA), has voiced apprehensions about a possible decline in AI spending by prominent U.S. technology firms. Such a downturn could lead to major disruptions in the semiconductor supply chain, Financial Times reported on Friday.
發生了什麼：優必選的首席執行官道格·萊費弗（Doug Lefever）表示，對於美國主要科技公司的AI支出可能會下降感到擔憂。這種下滑可能會導致半導體供應鏈出現重大中斷，《金融時報》週五報導。
Lefever pointed out that companies like Meta Platforms Inc. (NASDAQ:META), Google by Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), and Microsoft Corp. (NASDAQ:MSFT) have made substantial investments in data centers. A reduction in their spending could cause significant ripple effects due to the current market concentration. Lefever described the potential downturn as possibly "vicious" due to cyclical market dynamics.
萊費弗指出，像Meta Platforms Inc.（納斯達克：META）、谷歌（Alphabet Inc.）（納斯達克：GOOG）（納斯達克：GOOGL）和微軟公司（納斯達克：MSFT）等公司在數據中心投入了大量資金。支出的減少可能會由於當前市場集中度造成顯著的連鎖反應。萊費弗將潛在的下滑形容爲可能是"惡性"，那是因爲週期性市場動態。
Conversely, Lefever noted that demand for AI-enabled smartphones is currently sluggish but could surge if a breakthrough application arises. Such a development could lead to a rapid increase in smartphone replacements, significantly impacting the market.
相反，萊費弗指出，智能手機對AI的需求目前較爲疲軟，但如果出現突破性應用，需求可能會激增。這一發展可能會導致智能手機更換的快速增加，從而顯著影響市場。
Despite these challenges, Advantest remains a dominant player in the semiconductor testing market, with a substantial share and increasing demand for its high-end testing machines. The company has seen its share price soar, driven by the rising complexity and cost of semiconductor chips.
儘管面臨這些挑戰，優必選仍在半導體測試市場中佔據主導地位，擁有相當的市場份額，並且高端測試機器的需求不斷增加。該公司的股價因半導體芯片日益複雜和成本上升而飆升。
Why It Matters: The potential slowdown in AI investment is a critical concern for the semiconductor industry, which heavily relies on the continuous growth of AI technologies. Logan Weaver, CEO of Surmount AI, highlighted at Benzinga's Fintech Deal Day how AI is transforming investment management, and empowering consumers with simplified portfolio management tools. This underscores the growing importance of AI in various sectors.
爲什麼這很重要：AI投資的潛在放緩對嚴重依賴AI技術持續增長的半導體行業來說是一個關鍵問題。Surmount AI首席執行官洛根·維弗（Logan Weaver）在Benzinga的Fintech Deal Day上強調了AI如何改變投資管理，並賦能消費者使用簡化的投資組合管理工具。這突顯了AI在各個行業中日益重要性。
Meanwhile, Jamie Dimon, CEO of JPMorgan Chase & Co., emphasized that AI is not just hype but a real phenomenon with the potential to benefit numerous aspects of life.
與此同時，摩根大通Alerian MLP指數ETN的首席執行官傑米·戴蒙（Jamie Dimon）強調，AI不僅僅是炒作，而是真實現象，有潛力使生活的多個方面受益。
- How To Watch NFL Christmas Gameday Live On Netflix With Mariah Carey, Beyoncé And Epic Football Matchups
- 如何在奈飛上觀看NFL聖誕比賽日直播，和瑪麗亞·凱莉、碧昂絲及精彩的足球對決
Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免責聲明：此內容部分由Benzinga Neuro生成，並由Benzinga編輯審核和發佈。
Image via Shutterstock
圖片來源：Shutterstock
譯文內容由第三人軟體翻譯。
