US Weighs More Limits On China's Access To AI Chips, Targeting 'Gate All-Around' Technology And High-Bandwidth Memory
Portfolio Pulse from Benzinga Newsdesk
The US is considering imposing additional restrictions on China's access to advanced AI chips, specifically targeting 'Gate All-Around' technology and high-bandwidth memory. This move could impact companies involved in the production and supply of these technologies.
June 11, 2024 | 3:45 pm
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Micron Technology (MU) could face increased demand for its high-bandwidth memory products if the US restricts China's access to such technologies.
If the US restricts China's access to high-bandwidth memory, companies like Micron, which produce these products, could see increased demand from other markets.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
NVIDIA (NVDA) might experience a shift in demand dynamics for its AI chips if the US imposes further restrictions on China's access to advanced technologies.
NVIDIA's AI chips are highly sought after, and new restrictions could alter demand patterns, though the overall impact is uncertain.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 70
NEGATIVE IMPACT
Taiwan Semiconductor Manufacturing Company (TSM) could be impacted by potential US restrictions on China's access to advanced semiconductor technologies.
As a major supplier of advanced semiconductor technologies, TSMC could face disruptions if the US imposes further restrictions on China's access.
CONFIDENCE 80
IMPORTANCE 65
RELEVANCE 75