AMD and Micron benefit from the lifting of the H20 chip ban to China.
1 report, 1 independent
Updated Jul 16
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What happened
AMD and Micron benefit from the lifting of the H20 chip ban to China.
Who's involved
What this event is mainly aboutKeep exploring
Part of
AMD, Qualcomm, Broadcom, and First Solar are identified as major players in the AI chip market.Also in this story
- AMD and Qualcomm are major global players in the AI chip market, leveraging specialized IP from companies like FlexGen, GlobalFoundries, Arteris, and Montage Technology.
- AMD, Qualcomm, Amphenol, ASML, and SK Telecom are major players in the AI chip market, facing patent disputes and forming partnerships to enhance infrastructure.
The entities involved
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Micron Technology
American multinational corporation based in Boise, Idaho
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AMD
American multinational semiconductor company
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China
cultural region, ancient civilization, and nation in East Asia; mostly refers to the People's Republic of China in political situation and rarely refers to the Republic of China
Related events
- The U.S. government has implemented a ban on chip sales to China, amidst ongoing rivalry in the data center GPU market.
- The Trump administration announced a deal allowing AMD to sell chips to China despite existing US export restrictions.
- Chinese companies are making purchases of Nvidia AI chips.
- Morgan Stanley highlighted guidance regarding Nvidia's sales, noting that market uncertainty surrounding China impacts the company's outlook.
- AMD and Nvidia are actively seeking strategic access to the Chinese market.
Coverage
Newest first; wire copies grouped- TipRanksPiper sees H20 ban hurting Nvidia sales by $8B in July quarter Piper Sandler keeps an Overweight rating on Nvidia (NVDA) after the company said it expects to be granted licenses to resume H20 chip sa