Guan Cha Zhe Wang·2025-04-17 04:24Group 1 - The core point of the article highlights the impact of new U.S. export restrictions on semiconductor companies, particularly AMD and NVIDIA, with AMD estimating up to $800 million in costs due to new licensing requirements for exporting its MI308 chip to China [1] - The U.S. Department of Commerce announced new export licensing requirements on April 15, specifically targeting NVIDIA's H20 chip and AMD's MI308 chip, which will restrict their exports to China [1] - Following the announcement, AMD's stock fell by 8.1% and NVIDIA's stock dropped by up to 7% in the New York market [1] Group 2 - The article notes that the Trump administration is reinforcing regulations to limit China's access to advanced semiconductors, a trend that has been continued by the Biden administration citing national security threats [2] - Prior to the new export controls, AMD held a relatively small market share in the semiconductor sector, while NVIDIA dominated over 90% of the data center GPU market according to IDC [2] - The Chinese government has criticized the U.S. for politicizing economic and technological issues, claiming that the export controls hinder global semiconductor industry development and ultimately harm the U.S. itself [2]