Zhi Tong Cai Jing·2025-05-07 22:23Group 1 - The Trump administration is considering relaxing AI chip export restrictions, which has led to a significant increase in Nvidia's stock price by 3.1% and a positive impact on other semiconductor stocks [1] - AI chip demand remains strong, as evidenced by AMD's recent earnings report, which exceeded expectations and indicated robust growth in the AI chip sector [1][2] - AMD warned that U.S. government export controls could result in a revenue loss of up to $1.5 billion for the year, highlighting the significant risks posed by export restrictions on the chip industry [1] Group 2 - Nvidia disclosed that new licensing requirements for its H20 chip aimed at the Chinese market will result in approximately $5.5 billion in inventory and procurement commitment-related costs in its Q1 earnings report [2] - Nvidia's CEO Jensen Huang projected that the demand for AI chips in the Chinese market could reach $50 billion in the coming years [2] - Supermicro reported earnings at the high end of its guidance but provided a disappointing outlook for the current quarter due to customers delaying purchasing decisions amid Nvidia's product transition [2]