@phagefish:US government is quite naive. Cannot go through front door, can go through backdoor. For commodities as large as Russia oil supply, the oil still manages to be sold to other countries. For commodities as small as microchips, will be easier to slip under the radar. This open sanction will only drive the GPU market into underground. Prices may go up more. The chips still get sold. This is good for NVDA and AMD in the long run. Increased demand will only bolster the chips business. So this US sanction you think increase or decrease demand? I think the answer is clear.