NafidiaThe company closely related to the mutation of artificial intelligence, it finds itself again in the middle of the technological competition of the United States with China.

The shares of the chip maker decreased by almost 7 % in post -market trading after the company open He can no longer export H20 chips to Chinese customers. in Submit securitiesThe chips maker said it would take a fee of $ 5.5 billion due to the export ban.

Export control items now extend to the H20 chip from NVIDIA and the AMD Mi308 chip, and its reward. AMD shares decreased by 7.6 % after the market.

The NVIDIA suppliers in Asia also fell in trading on Wednesday. The semiconductor manufacturer in Taiwan decreased by 2.5 %, while the SK Hynix Memory decreased by 3.9 %.

NVIDIA designed the H20 chip to comply with the previous biden bases on chips exports to China. More than that The last profit reportNVIDIA has reported that it produced 13 % of its revenues from customers who use China as a billing location, a decrease from 17 % in the previous year. Analysts previously estimated that NVIDIA shipping 12 billion dollars from H20 chips to China in 2024.

NVIDIA News has helped send Asia and Pacific markets on Wednesday. The Hang Kong Index in Hang Singh has decreased around 1.9 %, with the most affected technology companies. Markets also fell in South Korea, Japan and Taiwan.

However, analysts are not surprised that Washington continues to tighten the screws on NVIDIA amid an intense trade war and compete with technology with Beijing.

“The chips in NVIDIA with China and another institution were at the intersection of the United States government for some time,” says Mark Einstein, Japan’s research director at CounterPoint Research. He adds that Deepseek’s ability to benefit from less powerful chips for high -performance artificial intelligence has sparked alarm bells in the United States government.

Dan Evez writes from the “” “” “one of the Trump’s main” strategic assets, and that the White House wants to make sure that the company’s chips do not make its way to China amid Trump’s trade war.

But this may also put NVIDIA at the center of negotiations between China and the United States, if it happens and when. “Part of comprehensive commercial issues between the United States and China, and it is likely to be included in any business deal reached,” says Einstein.

Trump’s move also indicates that he is likely to continue to export his most focused predecessor against the technology sector in China, and is even targeting China’s exports on a broader scale.

Einstein believes that Nafidia will be able to ignore the last trump chips, because of its strength outside the China market. However, it warns that export controls “will accelerate China’s desire for the most advanced household conductors.”

China soon became the strength of a chip, In the first place regarding Less advanced “heritage chips”. But the country is slowly progressing in its attempts to create more advanced chips.

Huawei, which was prevented from buying advanced chips Since 2020, it has shown that he could ignore US sanctions when he unveiled a distinguished smartphone with a local manufactured processor for the first time in 2023. The Chinese technology giant has expanded to artificial intelligence chips; Its ascension chips, which aim to compete with the treatments made by NVIDIA and AMD, are used in relation to Deepseek, the Chinese artificial intelligence model that Shook Markets earlier this year.

Experts note that American export controls Pay more investments In the self -sufficiency of Chinese technology, the chips industry is forced to learn how to make chips without reaching American semiconductors and chips making tools.

“It is unrealistic expecting more than one or two years to advance, even with very aggressive export controls”, “Gregory Allen, Director of the CSIS WADHWANI AI Center, books Earlier this year, in reference to the gap between the United States and China in developing artificial intelligence.

Beijing is also Doubling On the chips policy. Last year, officials earned another $ 47.5 billion in what is known as the “Grand Fund”, an initiative to develop the Chinese semiconductor sector.

This story was originally shown on Fortune.com

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2025-04-16 08:28:00