是说芯语·2025-07-17 11:25Core Viewpoint - The potential lifting of U.S. restrictions on AI chip sales to China could significantly boost market demand in the semiconductor industry, benefiting companies like ASML, NVIDIA, and AMD [1][2]. Group 1: Impact of U.S. Policy Changes - ASML's CFO Roger Dassen indicated that lifting the restrictions would positively impact global chip demand [2]. - NVIDIA has received U.S. government approval to export previously banned H20 chips to China, with AMD following suit with a similar announcement [1][2]. - The relaxation of chip export restrictions could lead to billions of dollars in revenue for NVIDIA and AMD, marking a significant shift in U.S. policy [2]. Group 2: ASML's Market Position and Outlook - ASML, as a leading manufacturer of advanced chip-making equipment, stands to benefit if its customers' production and sales expectations rise [2]. - However, ASML has lowered its growth forecast for 2026 due to increasing global economic and geopolitical uncertainties [2]. - Dassen emphasized the uncertainty surrounding U.S. restrictions and its potential effects on the semiconductor market [2].