Mei Ri Jing Ji Xin Wen·2025-10-24 10:04Group 1 - The article highlights the complex geopolitical landscape affecting major companies, particularly in the semiconductor and AI sectors, as they navigate the challenges posed by international policies and market dynamics [1] - NVIDIA's CEO expressed deep regret over the company's exit from the Chinese market, noting a drastic decline in market share from 95% to 0% due to U.S. export restrictions [2][3] - NVIDIA's potential revenue from the Chinese market was estimated to be between $2 billion and $5 billion for the current quarter, with a projected value of $50 billion by 2025, which now seems unattainable [2][3] Group 2 - ASML reported a record 42% of its sales coming from the Chinese market, but the CEO anticipates a significant decline in this percentage in 2026, reflecting growing concerns about potential market loss [4] - ASML's reliance on DUV lithography machines for 70% of its revenue in China poses a risk, as U.S. restrictions prevent the sale of more advanced EUV equipment [4][5] - The Chinese semiconductor industry is rapidly advancing, with companies like SMIC achieving over 90% yield in 14nm production and Huawei's Ascend 910B chip competing with NVIDIA's H100 [5] Group 3 - AMS, a subsidiary of a Chinese company, faces severe repercussions from U.S. export controls, which have led to asset freezes and management changes imposed by the Dutch government [6][7] - AMS China has publicly condemned the Dutch government's actions, asserting its independence and compliance with Chinese laws, while also emphasizing its significant local production capabilities [7][8] - The situation with AMS highlights the broader implications for global supply chains, particularly in the automotive sector, where the company plays a crucial role [7][8]