Key Takeaways ASML saw China contribute 27% of Q1 2025 revenues, driven by strong DUV lithography system demand. EUV system exports to China remain restricted under U.S. and Dutch trade controls. ASML stated steady customer behavior but warned of rising uncertainty amid global trade tensions.ASML Holding’s (ASML) sales to China accounted for 27% of first-quarter 2025 total revenues, which was way higher than the earlier expectations of low-20% levels. This increase came mainly from strong demand for Deep ...

In today's video, I discuss recent updates affecting Nvidia (NVDA -0.99%) and Advanced Micro Devices (AMD -2.28%). To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of July 3, 2025. The video was published on July 5, 2025. ...

So what we're talking about is EDA. And as of last night, we're hearing from the key players, the key names in EDA space, that they're now free to do business in China. What do we need to know.Yeah, that's right. So this is a strange one. It was just in May when we found out from the companies that they were going to have these export restrictions on China.Their EDA software is necessary to be able to design semiconductors. It was also strange the way that it got announced it was the companies that actually ...

BREAKING: Siemens says the US has lifted export restrictions on chip design software for China https://t.co/fwz4nObyb7 ...

Siemens has received a notice from the US government saying that Washington has lifted export restrictions on chip design software for China https://t.co/AHS85UvJpS ...

Let's bring in Bernstein senior analyst Stacy Rasc. Stacy um you know when it comes to really I guess the marquee names the the sort of acknowledged leaders in uh the AI story Nvidia Broadcom it feels as if not much has changed over the last several months except for investors perception of how much risk there is to that story. That's exactly it.you you go back five or 6 months beginning of the year, especially around, you know, the deepseek moment. Um, people thought the AI trade was over, right. They thou ...

Core Viewpoint - Digital Turbine's stock experienced significant sell-offs following a post-earnings rally, closing down 14.6% amid broader market declines [1][2][4] Group 1: Stock Performance - The stock was initially up 1.8% during trading but turned bearish as investors took profits and reacted to risk factors [4] - The share price surged earlier in the week after the company reported better-than-expected quarterly results and forward guidance [4][6] Group 2: Market Dynamics - The sell-off was influenced by new restrictions on technology exports and concerns over escalating geopolitical tensions, particularly between Israel and Iran [2][5] - The Trump administration's potential strengthening of export restrictions on companies like Samsung and TSMC added to the bearish sentiment [5] Group 3: Financial Guidance - For the current fiscal year, Digital Turbine projects revenue between $515 million and $525 million, indicating an annual growth of approximately 6% at the midpoint [6] - Non-GAAP EBITDA is expected to be between $85 million and $90 million, representing a growth of 21% at the midpoint of the guidance range [6] Group 4: Geopolitical Risks - The company's reliance on business in China exposes it to substantial risks due to rising geopolitical tensions, despite not being a hardware company [7]

Core Viewpoint - Nvidia does not expect the U.S. to reverse its chip export restrictions to China in the near future, leading the company to exclude the Chinese market from its revenue and profit forecasts [1][2]. Group 1: Export Restrictions Impact - The Trump administration implemented licensing requirements for Nvidia's H20 chips, the most advanced AI chip available for sale to China, in April [2]. - Nvidia anticipates an $8 billion revenue impact in the second quarter due to these export restrictions [2]. Group 2: Company Outlook - CEO Jensen Huang stated that any reversal of the export controls by the Trump administration would be considered a "bonus" for the company [1].

China's ongoing restrictions on rare earth minerals have already begun to impact industries reliant on the key materials. China imposed export restrictions, which means that you now had to apply to get a license to be able to export these rare earths. We had a very short supply of these materials here in the United States.Certain auto companies have already run out. We saw Ford actually stop production of the Ford Explorer in Chicago because it hasn't been able to access these materials. There's a frustrati ...

SUNNYVALE, Calif., May 29, 2025 /PRNewswire/ -- Today, Synopsys, Inc. (Nasdaq: SNPS) has suspended its financial guidance for the third quarter of fiscal year 2025 and full fiscal year 2025. The company issued the below statement:On May 29, 2025, following the announcement of Synopsys' financial results of its second fiscal quarter ended April 30, 2025, Synopsys received a letter from the Bureau of Industry and Security of the U.S. Department of Commerce informing Synopsys of new export restrictions related ...