Nvidia faces impact as export restrictions stir U.S.-China chip tensions

April 16, 2025, 12:21 pm

Nvidia revealed export restrictions on certain advanced chip models, setting off a downturn in industry shares and elevating concerns about U.S.-China trade relations. The measures, affecting key high-performance chip designs, have positioned Nvidia as a central bargaining chip in ongoing trade discussions. This development has introduced uncertainty within the semiconductor sector, affecting investor confidence and prompting analysts to closely monitor how these restrictions could influence production, supply chain dynamics, and the broader competitive landscape in global tech markets.

wsj.com / U.S. Tries to Crush China’s AI Ambitions With Chips Crackdown

New chip restrictions for Nvidia and AMD show the Trump administration’s determination to battle China on tech advances as well as trade.

techinasia.com / AI chip stocks tumble on new US export restrictions

Nvidia warned of a US$5.5 billion revenue hit from China export curbs, while AMD estimated a US$800 million impact.

techinasia.com / Nvidia loses $250b as stock drops on US chip curbs

The broader semiconductor index also fell 4%, continuing a 30% decline over the past two months.

techcrunch.com / Trump administration reportedly considers a US DeepSeek ban

The Trump administration is considering new restrictions on the Chinese AI lab DeepSeek that would limit it from buying Nvidia’s AI chips, and potentially bar Americans from accessing its AI services, The New York Times reported on Wednesday. The restrictions are part of the Trump...

cnbc.com / Nvidia says it follows export laws 'to the letter' a day after AI chip sales to China stopped

Nvidia said in a statement that its exports help alleviate the U.S. trade deficit.

reuters.com/business / Intel will need license to export AI chips to Chinese clients, FT reports - Reuters

Intel will need license to export AI chips to Chinese clients, FT reports Reuters

gizmodo.com / U.S. House Panel Says China’s DeepSeek AI Is a ‘Profound Threat’ to National Security

In a new report, the bipartisan House committee came to the unsurprising finding that DeepSeek sends user data back to China.

androidheadlines.com / Huawei’s New AI Chip Just Declared War on NVIDIA — And It’s Winning in China

The post Huawei’s New AI Chip Just Declared War on NVIDIA — And It’s Winning in China appeared first on Android Headlines.

apnews.com/technology / Tech shares fall after Nvidia says new US controls on exports of AI chip will cost it $5.5 billion - AP News

Tech shares fall after Nvidia says new US controls on exports of AI chip will cost it $5.5 billion AP News

wsj.com / Nvidia Is Now the Biggest U.S.-China Bargaining Chip

The ban on sales of the H20 chips calls into question the company’s ability to continually beat Wall Street’s lofty expectations..

wsj.com / Chip Shares Tumble After Nvidia Discloses Export Restrictions

Export restrictions placed on certain chips manufactured by Nvidia have weighed on other chipmakers, and shares of Broadcom, Qualcomm and others declined.

zerohedge.com / Futures Slide After Nvidia Chip Export Curbs Slam Tech Stocks

Futures Slide After Nvidia Chip Export Curbs Slam Tech Stocks US equity futures are lower after NVDA unveiled the US government restricted export of its H2) chips to China, sending the stock -6% lower pre-market and dragging the broader market lower; Europe chip giant ASML Holding NV...

permalink 12 stories from 9 sources in 2 days ago #semiconductors #techpolicy #chips #china #ai #cybersecurity #dataprivacy #hardware

Related Tags

Nvidia faces impact as export restrictions stir U.S.-China chip tensions

Related Tags

Semiconductors

Tech Policy

Chips Manufacturing

China

Artificial Intelligence

Cybersecurity

Data Privacy

Hardware