Benzinga·2025-12-08 22:11Core Viewpoint - U.S. chipmakers, particularly NVIDIA, Intel, and AMD, experienced a surge in stock prices following President Trump's announcement that NVIDIA will be allowed to ship its H200 chips to approved customers in China and other countries, signaling a potential reopening of a significant market for U.S. semiconductor companies [1][4]. Group 1: Policy Announcement - President Trump confirmed via social media that the U.S. will permit NVIDIA to ship its H200 products to approved customers in China, emphasizing that this decision aligns with national security interests [3]. - The policy change was anticipated, with rumors circulating prior to the official announcement, leading to after-hours trading activity for NVDA stock [2]. Group 2: Market Impact - The decision is expected to significantly boost revenues for U.S. chipmakers by granting access to a previously restricted market, which could enhance their competitive position globally [4]. - Following the announcement, stocks of NVIDIA, Intel, and AMD all saw increases during extended trading hours, reflecting positive investor sentiment [4].