Analyst Ming-Chi Kuo Says 'U.S. New Ban On AI Chip Sales To China: Impact And Analysis On Nvidia, AMD, And Intel' - Medium
Portfolio Pulse from Benzinga Newsdesk
Analyst Ming-Chi Kuo suggests that the U.S. ban on AI chip sales to China could provide a short-term entry opportunity for AMD, negatively impact Nvidia, and make Intel the biggest loser. Nvidia's Chinese customers account for 15–20% of AI chip shipments in 2024, and Intel's Habana Gaudi 2 customers are mainly from China.
October 17, 2023 | 5:03 pm
News sentiment analysis
Sort by:
Ascending
NEGATIVE IMPACT
Intel could be the biggest loser from the U.S. ban on AI chip sales to China.
Intel's Habana Gaudi 2 customers are mainly from China. The ban could significantly affect its business.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100
NEGATIVE IMPACT
The U.S. ban on AI chip sales to China could negatively impact Nvidia.
Nvidia's Chinese customers account for 15–20% of AI chip shipments in 2024. The ban could significantly affect its business if non-Chinese customers' demand cannot offset the impact.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
The U.S. ban on AI chip sales to China could provide a short-term entry opportunity for AMD.
AMD's primary customers are mainly CSP/service platform providers in the northern U.S., so the ban might not significantly affect its business. If the stock price falls due to the policy, it could provide a buying opportunity.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70