US Considers New Curbs On AI Chip Exports To China, WSJ Reports
Portfolio Pulse from Bill Haddad
The US government is considering implementing new restrictions on the export of AI chips to China, according to a report by the Wall Street Journal. This could potentially impact US-based chip manufacturers such as AMD, Intel, and Nvidia.
June 27, 2023 | 11:05 pm
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NEGATIVE IMPACT
AMD, as a US-based chip manufacturer, could be negatively impacted by the potential new restrictions on AI chip exports to China.
As a major manufacturer of AI chips, AMD could face significant challenges if the US government imposes new restrictions on exports to China, a key market for these products.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
Intel, a US-based chip manufacturer, could face challenges due to the potential new restrictions on AI chip exports to China.
Intel, as a major manufacturer of AI chips, could face significant challenges if the US government imposes new restrictions on exports to China, a key market for these products.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
Nvidia, a US-based chip manufacturer, could be negatively impacted by the potential new restrictions on AI chip exports to China.
Nvidia, as a major manufacturer of AI chips, could face significant challenges if the US government imposes new restrictions on exports to China, a key market for these products.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
SMH, an ETF that tracks the semiconductor sector, could be negatively impacted by the potential new restrictions on AI chip exports to China.
SMH, as an ETF that tracks the semiconductor sector, could face significant challenges if the US government imposes new restrictions on exports to China, a key market for these products.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80