Semiconductor Industry Chiefs Including Intel and Qualcomm CEOs Propose To Discuss China Policy In Washington Meet
Portfolio Pulse from Anusuya Lahiri
CEOs of Intel Corp and Qualcomm Inc are set to visit Washington to discuss China policy, including market conditions, export controls, and other matters affecting their businesses. U.S. officials are considering strengthening export rules affecting high-performance computing chips and shipments to Huawei Technologies Co Ltd, which could impact Intel and Qualcomm. The potential rule tightening could also significantly affect Nvidia Corp. The executives aim to explain to government officials the repercussions of further stricter embargo on the Chinese semiconductor industry.
July 17, 2023 | 11:59 am
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NEGATIVE IMPACT
Intel Corp could be impacted by the potential strengthening of export rules affecting high-performance computing chips and shipments to Huawei Technologies Co Ltd.
The potential strengthening of export rules could impact Intel's business, particularly its shipments to Huawei Technologies Co Ltd. This could negatively affect the company's revenue and profitability.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
Nvidia Corp could be significantly affected by the potential rule tightening, which could impact its flourishing AI chip market.
The potential rule tightening could significantly impact Nvidia's AI chip market. This could negatively affect the company's revenue and profitability.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 90
NEGATIVE IMPACT
Qualcomm Inc could be impacted by the potential strengthening of export rules affecting high-performance computing chips and shipments to Huawei Technologies Co Ltd.
The potential strengthening of export rules could impact Qualcomm's business, particularly its shipments to Huawei Technologies Co Ltd. This could negatively affect the company's revenue and profitability.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
Taiwan Semiconductor Manufacturing Company Ltd's retired founder had previously flagged the repercussions of U.S. technology sanctions on China.
The potential U.S. technology sanctions on China could impact Taiwan Semiconductor Manufacturing Company Ltd's business. This could negatively affect the company's revenue and profitability.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 60