Piper Sandler analyst predicts US-China truce may lead to easing of semiconductor export regulations, potentially benefiting Nvidia and AMD in the Chinese market
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Piper Sandler - 'US-China Truce May Allow Nvidia, AMD Exports to China'

Piper Sandler analyst predicts US-China truce may lead to easing of semiconductor export regulations, potentially benefiting Nvidia and AMD in the Chinese market

Yonhap Infomax

European stocks rebounded with tech leading gains amid lighter US curbs on chip sales to China ( $ASML ), ( $VAT ), ( $AIXT ). The Brazilian real hit a record low, and French stocks underperformed due to political turmoil.

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#EuropeanStocks #TechGains #ChipSales #BrazilianReal #FrenchStocks #MarketRebound

»A year on, #Intel's touted #AIchip deals have fallen short: Intel scrapped $500 million #Gaudi #chipsales forecast for 2024. CEO attributes slower uptake to software, chip transition.« https://www.reuters.com/technology/artificial-intelligence/year-intels-touted-ai-chip-deals-have-fallen-short-2024-11-01/?eicker.news #tech #media
Nvidia Forecasts $12 Billion in AI Chip Sales to China in 2023 Despite Restrictions

Nvidia is forecast to achieve $12 billion in AI chip sales to China in 2023, navigating US restrictions and maintaining its role in the Chinese semiconductor market.

Tech Chill