Semiconductor Stocks Rally on Report of Loosened Regulations on AI Chips

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05-08

Chips Stocks Rise as U.S. Plans to Overhaul Curbs on AI Chip Exports

05-08

Chip Stocks Rise. AMD up 4%; SOXL up 3%; Marvell, Intel up 2%; Micron, ASML up 1%

05-08

Trump Administration Reportedly Plans to Replace Biden-Era AI Chip Export Curbs

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Rukmana pratama

05-08

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Chip Stocks Rise. AMD up 4%; SOXL up 3%; Marvell, Intel up 2%; Micron, ASML up 1%

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AMD up 4%; SOXL up 3%; Marvell, Intel up 2%; Micron, ASML up 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1168931393","media":"Tiger Newspress","summary":"Nvidia stock continued to jump in premarket trading after a report the Trump administration could relax export curbs on artificial intelligence chips.Shares of Nvidia closed up 1.78%. Other chip stock","content":"<html><head></head><body><p>Chip stocks jumped after a report the Trump administration could relax export curbs on artificial intelligence chips.</p><p style=\"text-align: start;\">AMD up 4%; SOXL up 3%; Marvell, Intel up 2%; Micron, ASML up 1% on Thursday after a Bloomberg report said President Donald Trump would overturn AI chip export curbs put into place by the Biden administration that were set to go into effect.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3bbb9641746ed6455f006ce2009b2878\" tg-width=\"490\" tg-height=\"705\"/></p><p>Earnings from AMD and Super Micro Computer indicated healthy demand for artificial-intelligence chips, but they also highlighted risks from export restrictions and the transition to new infrastructure.</p><p>Nvidia has already disclosed that its first-quarter results will include a $5.5 billion charge associated with inventory and purchase commitments related to the H20 chip for the Chinese market, following the imposition of licensing requirements. Analysts at Jefferies have suggested that will translate to around a $10 billion hit to revenue.</p><p>Nvidia CEO Jensen Huang estimated the market in China for AI chips will be $50 billion in a few years, and warned that restriction on semiconductors exports wouldn’t limit Chinese military capacity, in comments late on Tuesday to attendees of the Milken Institute annual meeting.</p><p style=\"text-align: start;\">Elsewhere, AI-server maker Super Micro reported earnings and revenue at the top end of its guided range on Tuesday, but provided disappointing guidance for the current quarter, noting some customers were delaying decisions. Super Micro sells servers that house Nvidia chips, and it said the issue partly related to the transition between Nvidia’s older Hopper hardware and its new Blackwell processors.</p><p style=\"text-align: start;\">“We remain very confident with our midterm and long-term growth. So, especially [the] Blackwell product line, we have very strong demand,” Super Micro CEO Charles Liang told analysts on an earnings call.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chip Stocks Rise. AMD up 4%; SOXL up 3%; Marvell, Intel up 2%; Micron, ASML up 1%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChip Stocks Rise. AMD up 4%; SOXL up 3%; Marvell, Intel up 2%; Micron, ASML up 1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-05-08 22:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chip stocks jumped after a report the Trump administration could relax export curbs on artificial intelligence chips.</p><p style=\"text-align: start;\">AMD up 4%; SOXL up 3%; Marvell, Intel up 2%; Micron, ASML up 1% on Thursday after a Bloomberg report said President Donald Trump would overturn AI chip export curbs put into place by the Biden administration that were set to go into effect.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3bbb9641746ed6455f006ce2009b2878\" tg-width=\"490\" tg-height=\"705\"/></p><p>Earnings from AMD and Super Micro Computer indicated healthy demand for artificial-intelligence chips, but they also highlighted risks from export restrictions and the transition to new infrastructure.</p><p>Nvidia has already disclosed that its first-quarter results will include a $5.5 billion charge associated with inventory and purchase commitments related to the H20 chip for the Chinese market, following the imposition of licensing requirements. Analysts at Jefferies have suggested that will translate to around a $10 billion hit to revenue.</p><p>Nvidia CEO Jensen Huang estimated the market in China for AI chips will be $50 billion in a few years, and warned that restriction on semiconductors exports wouldn’t limit Chinese military capacity, in comments late on Tuesday to attendees of the Milken Institute annual meeting.</p><p style=\"text-align: start;\">Elsewhere, AI-server maker Super Micro reported earnings and revenue at the top end of its guided range on Tuesday, but provided disappointing guidance for the current quarter, noting some customers were delaying decisions. Super Micro sells servers that house Nvidia chips, and it said the issue partly related to the transition between Nvidia’s older Hopper hardware and its new Blackwell processors.</p><p style=\"text-align: start;\">“We remain very confident with our midterm and long-term growth. So, especially [the] Blackwell product line, we have very strong demand,” Super Micro CEO Charles Liang told analysts on an earnings call.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MCHP":"微芯科技","INTC":"英特尔","TSM":"台积电","GFS":"GLOBALFOUNDRIES Inc.","AVGO":"博通","QCOM":"高通","ARM":"ARM Holdings","MRVL":"迈威尔科技","TXN":"德州仪器","UCTT":"超科林半导体","ASML":"阿斯麦","STM":"意法半导体","AMAT":"应用材料","AMD":"美国超微公司","MU":"美光科技","SOX":"费城半导体指数","ON":"安森美半导体","NXPI":"恩智浦","SMCI":"超微电脑","NVDA":"英伟达","UMC":"联电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168931393","content_text":"Chip stocks jumped after a report the Trump administration could relax export curbs on artificial intelligence chips.AMD up 4%; SOXL up 3%; Marvell, Intel up 2%; Micron, ASML up 1% on Thursday after a Bloomberg report said President Donald Trump would overturn AI chip export curbs put into place by the Biden administration that were set to go into effect.Earnings from AMD and Super Micro Computer indicated healthy demand for artificial-intelligence chips, but they also highlighted risks from export restrictions and the transition to new infrastructure.Nvidia has already disclosed that its first-quarter results will include a $5.5 billion charge associated with inventory and purchase commitments related to the H20 chip for the Chinese market, following the imposition of licensing requirements. Analysts at Jefferies have suggested that will translate to around a $10 billion hit to revenue.Nvidia CEO Jensen Huang estimated the market in China for AI chips will be $50 billion in a few years, and warned that restriction on semiconductors exports wouldn’t limit Chinese military capacity, in comments late on Tuesday to attendees of the Milken Institute annual meeting.Elsewhere, AI-server maker Super Micro reported earnings and revenue at the top end of its guided range on Tuesday, but provided disappointing guidance for the current quarter, noting some customers were delaying decisions. Super Micro sells servers that house Nvidia chips, and it said the issue partly related to the transition between Nvidia’s older Hopper hardware and its new Blackwell processors.“We remain very confident with our midterm and long-term growth. So, especially [the] Blackwell product line, we have very strong demand,” Super Micro CEO Charles Liang told analysts on an earnings call.","news_type":1,"symbols_score_info":{"AVGO":1.1,"QCOM":1.1,"MCHP":1.1,"MRVL":1.1,"TSM":1.1,"SOX":1.1,"ASML":1.1,"ON":1.1,"TXN":1.1,"STM":1.1,"AMD":1.1,"MU":1.1,"SMCI":1.1,"ARM":1.1,"GFS":1.1,"UCTT":1.1,"NVDA":1.1,"INTC":1.1,"UMC":1.1,"AMAT":1.1,"NXPI":1.1}},"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}