Superteh123 personal page - To The Moon

Superteh123

No personal profile

8Follow

0Followers

0Topic

0Badge

05-09

What rubbish. Nvidia doesn't need to sell cheaper chips to gain market share, they just need their clients to be able to buy them. If the market is closed off there is no substiture. Any curtailment of sales into China is a net loss for Nvidia.

Nvidia’s Jensen Huang Fears Losing the Chinese Market. One Analyst Says That’s Short-Term Thinking

2024-12-02

$MicroStrategy(MSTR)$ Will this become a BTC holding company if the legacy business continues to take a back seat, and eventually face delisting like normal cash-hildjng companies?

2023-10-18

$Tesla Motors(TSLA)$ Tesla cutting prices to increase demand shows how competitive the environment is. But having said that their margins are higher than the other majors for EV especiallyin China, so the price war is potentially more damaging to the other players. European investigation on subsidies pose an overhang on share prices, but I think it will take a while to be concluded. AFAIK such subsidies were paid to manufacturer to reduce selling price per car, but mainly domestic sales. Other more indirect subsidies like paying to battery makers to help development of new technology is harder to quantify, similar to US CHIPS Act.

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4159509702245432","uuid":"4159509702245432","gmtCreate":1696427484514,"gmtModify":1704447503905,"name":"Superteh123","pinyin":"superteh123","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":8,"tweetSize":3,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"init","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.12","exceedPercentage":"93.23%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.11","exceedPercentage":"93.36%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":7,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":433215463727440,"gmtCreate":1746774454870,"gmtModify":1746775577372,"author":{"id":"4159509702245432","authorId":"4159509702245432","name":"Superteh123","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4159509702245432","authorIdStr":"4159509702245432"},"themes":[],"htmlText":"What rubbish. Nvidia doesn't need to sell cheaper chips to gain market share, they just need their clients to be able to buy them. If the market is closed off there is no substiture.&nbsp;Any curtailment of sales into China is a net loss for Nvidia.","listText":"What rubbish. Nvidia doesn't need to sell cheaper chips to gain market share, they just need their clients to be able to buy them. If the market is closed off there is no substiture.&nbsp;Any curtailment of sales into China is a net loss for Nvidia.","text":"What rubbish. Nvidia doesn't need to sell cheaper chips to gain market share, they just need their clients to be able to buy them. If the market is closed off there is no substiture. Any curtailment of sales into China is a net loss for Nvidia.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/433215463727440","repostId":"2534778155","repostType":2,"repost":{"id":"2534778155","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1746770400,"share":"https://ttm.financial/m/news/2534778155?lang=en_US&edition=fundamental","pubTime":"2025-05-09 14:00","market":"us","language":"en","title":"Nvidia’s Jensen Huang Fears Losing the Chinese Market. One Analyst Says That’s Short-Term Thinking","url":"https://stock-news.laohu8.com/highlight/detail?id=2534778155","media":"Dow Jones","summary":"While Nvidia could get shut out of China, it has a big opportunity to grow in other international markets over timeNvidia CEO Jensen Huang said not being able to sell to China would be a “tremendous l","content":"<html><head></head><body><p>While Nvidia could get shut out of China, it has a big opportunity to grow in other international markets over time</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d33ee9848bf4a23288e01ec8766a60c1\" alt=\"Nvidia CEO Jensen Huang said not being able to sell to China would be a “tremendous loss.”\" title=\"Nvidia CEO Jensen Huang said not being able to sell to China would be a “tremendous loss.”\" tg-width=\"1260\" tg-height=\"840\"/><span>Nvidia CEO Jensen Huang said not being able to sell to China would be a “tremendous loss.”</span></p><p style=\"text-align: start;\">As Nvidia Corp. faces more restrictions on sales to China, the company fears missing out on the country’s growing artificial-intelligence market. But one analyst says the chip maker will be fine in the long run because it has ample opportunity to grow sales in other international markets.</p><p style=\"text-align: start;\">Nvidia Chief Executive Jensen Huang said in a Tuesday CNBC appearance thatnot being able to sell to China, where he expects the AI market to be worth $50 billion in the next few years, would be a “tremendous loss.”</p><p>“We just have to stay agile,” Huang said, after the company’s H20 chips — which were specifically designed for the Chinese market to comply with U.S. export controls — were banned for sale in the country by the Trump administration in April. “Whatever the policies are of the government, whatever is in the best interest of our country, we’ll support,” he added.</p><p>But Huang’s mindset around China is “not long-term enough,” Richard Windsor, founder of research firm Radio Free Mobile, said in a note on Thursday. China will remain years behind the U.S. when it comes to chip technology, Windsor said, adding that he doesn’t expect the country to catch up and become a legitimate supplier to other countries.</p><p style=\"text-align: start;\">So while Nvidia and other Western chip makers will lose sales to China, they will gain more with growing market share in other countries, Windsor said — with the caveat that they will have to wait longer for the returns. </p><p style=\"text-align: start;\">“Even though he is famed for thinking way ahead of everyone else, this time he is too short-term focused, as what U.S. and Western companies lose in China, I think they will get back elsewhere in time,” Windsor said. </p><p style=\"text-align: start;\">Under increasing limitations on using advanced chip-making equipment developed by Western countries, Windsor said China has been driven to spend billions of dollars on building its own semiconductor technology.</p><p style=\"text-align: start;\">“As a result, I think that China is absolutely determined that it will never suffer another dependency, and so, regardless of whether Nvidia is restricted or not, I suspect that China is looking to stop buying [data-center] chips from Nvidia, AMD, and everyone else that is not Chinese,” Windsor said.</p><p style=\"text-align: start;\">The country currently has at least 12 chip-fabrication plants, known as fabs, for 7-nanometer chips under construction, Windsor said. And homegrown companies such as Huawei Technologies Co. and Semiconductor Manufacturing International Corp. are innovating off of chip-patterning techniques from Taiwan Semiconductor Manufacturing Co. and Intel Corp., he added.</p><p>But while the Chinese government is currently subsidizing the cost of producing 7-nanometer chips in the name of national security, that will eventually become unaffordable, Windsor said, especially against the backdrop of a “[lackluster] Chinese economy, demographic issues, the huge debt pile and the dreadful state of the Chinese real estate market.”</p><p style=\"text-align: start;\">And China still faces a “much more complicated manufacturing procedure and lower yields” despite being able to make 7-nanometer chips without the extreme ultraviolet lithography technology it is cut off from, Windsor said. This means Chinese-made chips made with the 4-nanometer process and beyond will be more expensive than those made by Nvidia and Advanced Micro Devices Inc.</p><p style=\"text-align: start;\">Therefore, countries other than the U.S. and China looking to buy chips in the long term will have an “easier choice,” since Chinese-made chips will be expensive — and even less enticing because of existing red tape that comes with working with the Chinese government.</p><p style=\"text-align: start;\">“I think it will be a decade or more before China manages to get EUV working properly, and so I don’t think that this competitive dynamic is going to reverse itself anytime soon, if ever,” Windsor wrote. “Hence, the Western variant will be cheaper as it uses more advanced silicon, making it a better choice for all 3rd party countries.”</p><p>Shares of Nvidia gained 3% Wednesday after pushing higher late in the session on a report saying that the Trump administration is not planning to implement the Biden administration’s AI-diffusion rules controlling chip shipments to the rest of the world. President Donald Trump is developing his own restrictions on semiconductors, Bloomberg reported, although he reportedly has not made a final decision on the matter. The stock rose 0.3% on Thursday.</p><p style=\"text-align: start;\">“We welcome the Administration’s leadership and new direction on AI policy,” Nvidia said in a statement shared on X after the Commerce Department confirmed that it was making its own rules. “With the AI Diffusion Rule revoked, America will have a once-in-a-generation opportunity to lead the next industrial revolution and create high-paying U.S. jobs, build new U.S.-supplied infrastructure, and alleviate the trade deficit.”</p><p></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>Nvidia’s Jensen Huang Fears Losing the Chinese Market. One Analyst Says That’s Short-Term Thinking</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\">\nNvidia’s Jensen Huang Fears Losing the Chinese Market. One Analyst Says That’s Short-Term Thinking\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-05-09 14:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>While Nvidia could get shut out of China, it has a big opportunity to grow in other international markets over time</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d33ee9848bf4a23288e01ec8766a60c1\" alt=\"Nvidia CEO Jensen Huang said not being able to sell to China would be a “tremendous loss.”\" title=\"Nvidia CEO Jensen Huang said not being able to sell to China would be a “tremendous loss.”\" tg-width=\"1260\" tg-height=\"840\"/><span>Nvidia CEO Jensen Huang said not being able to sell to China would be a “tremendous loss.”</span></p><p style=\"text-align: start;\">As Nvidia Corp. faces more restrictions on sales to China, the company fears missing out on the country’s growing artificial-intelligence market. But one analyst says the chip maker will be fine in the long run because it has ample opportunity to grow sales in other international markets.</p><p style=\"text-align: start;\">Nvidia Chief Executive Jensen Huang said in a Tuesday CNBC appearance thatnot being able to sell to China, where he expects the AI market to be worth $50 billion in the next few years, would be a “tremendous loss.”</p><p>“We just have to stay agile,” Huang said, after the company’s H20 chips — which were specifically designed for the Chinese market to comply with U.S. export controls — were banned for sale in the country by the Trump administration in April. “Whatever the policies are of the government, whatever is in the best interest of our country, we’ll support,” he added.</p><p>But Huang’s mindset around China is “not long-term enough,” Richard Windsor, founder of research firm Radio Free Mobile, said in a note on Thursday. China will remain years behind the U.S. when it comes to chip technology, Windsor said, adding that he doesn’t expect the country to catch up and become a legitimate supplier to other countries.</p><p style=\"text-align: start;\">So while Nvidia and other Western chip makers will lose sales to China, they will gain more with growing market share in other countries, Windsor said — with the caveat that they will have to wait longer for the returns. </p><p style=\"text-align: start;\">“Even though he is famed for thinking way ahead of everyone else, this time he is too short-term focused, as what U.S. and Western companies lose in China, I think they will get back elsewhere in time,” Windsor said. </p><p style=\"text-align: start;\">Under increasing limitations on using advanced chip-making equipment developed by Western countries, Windsor said China has been driven to spend billions of dollars on building its own semiconductor technology.</p><p style=\"text-align: start;\">“As a result, I think that China is absolutely determined that it will never suffer another dependency, and so, regardless of whether Nvidia is restricted or not, I suspect that China is looking to stop buying [data-center] chips from Nvidia, AMD, and everyone else that is not Chinese,” Windsor said.</p><p style=\"text-align: start;\">The country currently has at least 12 chip-fabrication plants, known as fabs, for 7-nanometer chips under construction, Windsor said. And homegrown companies such as Huawei Technologies Co. and Semiconductor Manufacturing International Corp. are innovating off of chip-patterning techniques from Taiwan Semiconductor Manufacturing Co. and Intel Corp., he added.</p><p>But while the Chinese government is currently subsidizing the cost of producing 7-nanometer chips in the name of national security, that will eventually become unaffordable, Windsor said, especially against the backdrop of a “[lackluster] Chinese economy, demographic issues, the huge debt pile and the dreadful state of the Chinese real estate market.”</p><p style=\"text-align: start;\">And China still faces a “much more complicated manufacturing procedure and lower yields” despite being able to make 7-nanometer chips without the extreme ultraviolet lithography technology it is cut off from, Windsor said. This means Chinese-made chips made with the 4-nanometer process and beyond will be more expensive than those made by Nvidia and Advanced Micro Devices Inc.</p><p style=\"text-align: start;\">Therefore, countries other than the U.S. and China looking to buy chips in the long term will have an “easier choice,” since Chinese-made chips will be expensive — and even less enticing because of existing red tape that comes with working with the Chinese government.</p><p style=\"text-align: start;\">“I think it will be a decade or more before China manages to get EUV working properly, and so I don’t think that this competitive dynamic is going to reverse itself anytime soon, if ever,” Windsor wrote. “Hence, the Western variant will be cheaper as it uses more advanced silicon, making it a better choice for all 3rd party countries.”</p><p>Shares of Nvidia gained 3% Wednesday after pushing higher late in the session on a report saying that the Trump administration is not planning to implement the Biden administration’s AI-diffusion rules controlling chip shipments to the rest of the world. President Donald Trump is developing his own restrictions on semiconductors, Bloomberg reported, although he reportedly has not made a final decision on the matter. The stock rose 0.3% on Thursday.</p><p style=\"text-align: start;\">“We welcome the Administration’s leadership and new direction on AI policy,” Nvidia said in a statement shared on X after the Commerce Department confirmed that it was making its own rules. “With the AI Diffusion Rule revoked, America will have a once-in-a-generation opportunity to lead the next industrial revolution and create high-paying U.S. jobs, build new U.S.-supplied infrastructure, and alleviate the trade deficit.”</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU2063271972.USD":"富兰克林创新领域基金","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","NVDA":"英伟达","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","BK4515":"5G概念","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","BK4527":"明星科技股","LU0079474960.USD":"联博美国增长基金A","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4591":"室温超导概念","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2663582299.SGD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOL \"A2\" (SGDHDG) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2534778155","content_text":"While Nvidia could get shut out of China, it has a big opportunity to grow in other international markets over timeNvidia CEO Jensen Huang said not being able to sell to China would be a “tremendous loss.”As Nvidia Corp. faces more restrictions on sales to China, the company fears missing out on the country’s growing artificial-intelligence market. But one analyst says the chip maker will be fine in the long run because it has ample opportunity to grow sales in other international markets.Nvidia Chief Executive Jensen Huang said in a Tuesday CNBC appearance thatnot being able to sell to China, where he expects the AI market to be worth $50 billion in the next few years, would be a “tremendous loss.”“We just have to stay agile,” Huang said, after the company’s H20 chips — which were specifically designed for the Chinese market to comply with U.S. export controls — were banned for sale in the country by the Trump administration in April. “Whatever the policies are of the government, whatever is in the best interest of our country, we’ll support,” he added.But Huang’s mindset around China is “not long-term enough,” Richard Windsor, founder of research firm Radio Free Mobile, said in a note on Thursday. China will remain years behind the U.S. when it comes to chip technology, Windsor said, adding that he doesn’t expect the country to catch up and become a legitimate supplier to other countries.So while Nvidia and other Western chip makers will lose sales to China, they will gain more with growing market share in other countries, Windsor said — with the caveat that they will have to wait longer for the returns. “Even though he is famed for thinking way ahead of everyone else, this time he is too short-term focused, as what U.S. and Western companies lose in China, I think they will get back elsewhere in time,” Windsor said. Under increasing limitations on using advanced chip-making equipment developed by Western countries, Windsor said China has been driven to spend billions of dollars on building its own semiconductor technology.“As a result, I think that China is absolutely determined that it will never suffer another dependency, and so, regardless of whether Nvidia is restricted or not, I suspect that China is looking to stop buying [data-center] chips from Nvidia, AMD, and everyone else that is not Chinese,” Windsor said.The country currently has at least 12 chip-fabrication plants, known as fabs, for 7-nanometer chips under construction, Windsor said. And homegrown companies such as Huawei Technologies Co. and Semiconductor Manufacturing International Corp. are innovating off of chip-patterning techniques from Taiwan Semiconductor Manufacturing Co. and Intel Corp., he added.But while the Chinese government is currently subsidizing the cost of producing 7-nanometer chips in the name of national security, that will eventually become unaffordable, Windsor said, especially against the backdrop of a “[lackluster] Chinese economy, demographic issues, the huge debt pile and the dreadful state of the Chinese real estate market.”And China still faces a “much more complicated manufacturing procedure and lower yields” despite being able to make 7-nanometer chips without the extreme ultraviolet lithography technology it is cut off from, Windsor said. This means Chinese-made chips made with the 4-nanometer process and beyond will be more expensive than those made by Nvidia and Advanced Micro Devices Inc.Therefore, countries other than the U.S. and China looking to buy chips in the long term will have an “easier choice,” since Chinese-made chips will be expensive — and even less enticing because of existing red tape that comes with working with the Chinese government.“I think it will be a decade or more before China manages to get EUV working properly, and so I don’t think that this competitive dynamic is going to reverse itself anytime soon, if ever,” Windsor wrote. “Hence, the Western variant will be cheaper as it uses more advanced silicon, making it a better choice for all 3rd party countries.”Shares of Nvidia gained 3% Wednesday after pushing higher late in the session on a report saying that the Trump administration is not planning to implement the Biden administration’s AI-diffusion rules controlling chip shipments to the rest of the world. President Donald Trump is developing his own restrictions on semiconductors, Bloomberg reported, although he reportedly has not made a final decision on the matter. The stock rose 0.3% on Thursday.“We welcome the Administration’s leadership and new direction on AI policy,” Nvidia said in a statement shared on X after the Commerce Department confirmed that it was making its own rules. “With the AI Diffusion Rule revoked, America will have a once-in-a-generation opportunity to lead the next industrial revolution and create high-paying U.S. jobs, build new U.S.-supplied infrastructure, and alleviate the trade deficit.”","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377258294337776,"gmtCreate":1733132410707,"gmtModify":1733132938061,"author":{"id":"4159509702245432","authorId":"4159509702245432","name":"Superteh123","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4159509702245432","authorIdStr":"4159509702245432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$&nbsp;</a> Will this become a BTC holding company if the legacy business continues to take a back seat, and eventually face delisting like normal cash-hildjng companies?","listText":"<a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$&nbsp;</a> Will this become a BTC holding company if the legacy business continues to take a back seat, and eventually face delisting like normal cash-hildjng companies?","text":"$MicroStrategy(MSTR)$ Will this become a BTC holding company if the legacy business continues to take a back seat, and eventually face delisting like normal cash-hildjng companies?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377258294337776","isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":231841753313368,"gmtCreate":1697611037133,"gmtModify":1697614269812,"author":{"id":"4159509702245432","authorId":"4159509702245432","name":"Superteh123","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4159509702245432","authorIdStr":"4159509702245432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Tesla cutting prices to increase demand shows how competitive the environment is. But having said that their margins are higher than the other majors for EV especiallyin China, so the price war is potentially more damaging to the other players. European investigation on subsidies pose an overhang on share prices, but I think it will take a while to be concluded. AFAIK such subsidies were paid to manufacturer to reduce selling price per car, but mainly domestic sales. Other more indirect subsidies like paying to battery makers to help development of new technology is harder to quantify, similar to US CHIPS Act.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Tesla cutting prices to increase demand shows how competitive the environment is. But having said that their margins are higher than the other majors for EV especiallyin China, so the price war is potentially more damaging to the other players. European investigation on subsidies pose an overhang on share prices, but I think it will take a while to be concluded. AFAIK such subsidies were paid to manufacturer to reduce selling price per car, but mainly domestic sales. Other more indirect subsidies like paying to battery makers to help development of new technology is harder to quantify, similar to US CHIPS Act.","text":"$Tesla Motors(TSLA)$ Tesla cutting prices to increase demand shows how competitive the environment is. But having said that their margins are higher than the other majors for EV especiallyin China, so the price war is potentially more damaging to the other players. European investigation on subsidies pose an overhang on share prices, but I think it will take a while to be concluded. AFAIK such subsidies were paid to manufacturer to reduce selling price per car, but mainly domestic sales. Other more indirect subsidies like paying to battery makers to help development of new technology is harder to quantify, similar to US CHIPS Act.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/231841753313368","isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":231841753313368,"gmtCreate":1697611037133,"gmtModify":1697614269812,"author":{"id":"4159509702245432","authorId":"4159509702245432","name":"Superteh123","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4159509702245432","authorIdStr":"4159509702245432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Tesla cutting prices to increase demand shows how competitive the environment is. But having said that their margins are higher than the other majors for EV especiallyin China, so the price war is potentially more damaging to the other players. European investigation on subsidies pose an overhang on share prices, but I think it will take a while to be concluded. AFAIK such subsidies were paid to manufacturer to reduce selling price per car, but mainly domestic sales. Other more indirect subsidies like paying to battery makers to help development of new technology is harder to quantify, similar to US CHIPS Act.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Tesla cutting prices to increase demand shows how competitive the environment is. But having said that their margins are higher than the other majors for EV especiallyin China, so the price war is potentially more damaging to the other players. European investigation on subsidies pose an overhang on share prices, but I think it will take a while to be concluded. AFAIK such subsidies were paid to manufacturer to reduce selling price per car, but mainly domestic sales. Other more indirect subsidies like paying to battery makers to help development of new technology is harder to quantify, similar to US CHIPS Act.","text":"$Tesla Motors(TSLA)$ Tesla cutting prices to increase demand shows how competitive the environment is. But having said that their margins are higher than the other majors for EV especiallyin China, so the price war is potentially more damaging to the other players. European investigation on subsidies pose an overhang on share prices, but I think it will take a while to be concluded. AFAIK such subsidies were paid to manufacturer to reduce selling price per car, but mainly domestic sales. Other more indirect subsidies like paying to battery makers to help development of new technology is harder to quantify, similar to US CHIPS Act.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/231841753313368","isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":433215463727440,"gmtCreate":1746774454870,"gmtModify":1746775577372,"author":{"id":"4159509702245432","authorId":"4159509702245432","name":"Superteh123","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4159509702245432","authorIdStr":"4159509702245432"},"themes":[],"htmlText":"What rubbish. Nvidia doesn't need to sell cheaper chips to gain market share, they just need their clients to be able to buy them. If the market is closed off there is no substiture.&nbsp;Any curtailment of sales into China is a net loss for Nvidia.","listText":"What rubbish. Nvidia doesn't need to sell cheaper chips to gain market share, they just need their clients to be able to buy them. If the market is closed off there is no substiture.&nbsp;Any curtailment of sales into China is a net loss for Nvidia.","text":"What rubbish. Nvidia doesn't need to sell cheaper chips to gain market share, they just need their clients to be able to buy them. If the market is closed off there is no substiture. Any curtailment of sales into China is a net loss for Nvidia.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/433215463727440","repostId":"2534778155","repostType":2,"repost":{"id":"2534778155","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1746770400,"share":"https://ttm.financial/m/news/2534778155?lang=en_US&edition=fundamental","pubTime":"2025-05-09 14:00","market":"us","language":"en","title":"Nvidia’s Jensen Huang Fears Losing the Chinese Market. One Analyst Says That’s Short-Term Thinking","url":"https://stock-news.laohu8.com/highlight/detail?id=2534778155","media":"Dow Jones","summary":"While Nvidia could get shut out of China, it has a big opportunity to grow in other international markets over timeNvidia CEO Jensen Huang said not being able to sell to China would be a “tremendous l","content":"<html><head></head><body><p>While Nvidia could get shut out of China, it has a big opportunity to grow in other international markets over time</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d33ee9848bf4a23288e01ec8766a60c1\" alt=\"Nvidia CEO Jensen Huang said not being able to sell to China would be a “tremendous loss.”\" title=\"Nvidia CEO Jensen Huang said not being able to sell to China would be a “tremendous loss.”\" tg-width=\"1260\" tg-height=\"840\"/><span>Nvidia CEO Jensen Huang said not being able to sell to China would be a “tremendous loss.”</span></p><p style=\"text-align: start;\">As Nvidia Corp. faces more restrictions on sales to China, the company fears missing out on the country’s growing artificial-intelligence market. But one analyst says the chip maker will be fine in the long run because it has ample opportunity to grow sales in other international markets.</p><p style=\"text-align: start;\">Nvidia Chief Executive Jensen Huang said in a Tuesday CNBC appearance thatnot being able to sell to China, where he expects the AI market to be worth $50 billion in the next few years, would be a “tremendous loss.”</p><p>“We just have to stay agile,” Huang said, after the company’s H20 chips — which were specifically designed for the Chinese market to comply with U.S. export controls — were banned for sale in the country by the Trump administration in April. “Whatever the policies are of the government, whatever is in the best interest of our country, we’ll support,” he added.</p><p>But Huang’s mindset around China is “not long-term enough,” Richard Windsor, founder of research firm Radio Free Mobile, said in a note on Thursday. China will remain years behind the U.S. when it comes to chip technology, Windsor said, adding that he doesn’t expect the country to catch up and become a legitimate supplier to other countries.</p><p style=\"text-align: start;\">So while Nvidia and other Western chip makers will lose sales to China, they will gain more with growing market share in other countries, Windsor said — with the caveat that they will have to wait longer for the returns. </p><p style=\"text-align: start;\">“Even though he is famed for thinking way ahead of everyone else, this time he is too short-term focused, as what U.S. and Western companies lose in China, I think they will get back elsewhere in time,” Windsor said. </p><p style=\"text-align: start;\">Under increasing limitations on using advanced chip-making equipment developed by Western countries, Windsor said China has been driven to spend billions of dollars on building its own semiconductor technology.</p><p style=\"text-align: start;\">“As a result, I think that China is absolutely determined that it will never suffer another dependency, and so, regardless of whether Nvidia is restricted or not, I suspect that China is looking to stop buying [data-center] chips from Nvidia, AMD, and everyone else that is not Chinese,” Windsor said.</p><p style=\"text-align: start;\">The country currently has at least 12 chip-fabrication plants, known as fabs, for 7-nanometer chips under construction, Windsor said. And homegrown companies such as Huawei Technologies Co. and Semiconductor Manufacturing International Corp. are innovating off of chip-patterning techniques from Taiwan Semiconductor Manufacturing Co. and Intel Corp., he added.</p><p>But while the Chinese government is currently subsidizing the cost of producing 7-nanometer chips in the name of national security, that will eventually become unaffordable, Windsor said, especially against the backdrop of a “[lackluster] Chinese economy, demographic issues, the huge debt pile and the dreadful state of the Chinese real estate market.”</p><p style=\"text-align: start;\">And China still faces a “much more complicated manufacturing procedure and lower yields” despite being able to make 7-nanometer chips without the extreme ultraviolet lithography technology it is cut off from, Windsor said. This means Chinese-made chips made with the 4-nanometer process and beyond will be more expensive than those made by Nvidia and Advanced Micro Devices Inc.</p><p style=\"text-align: start;\">Therefore, countries other than the U.S. and China looking to buy chips in the long term will have an “easier choice,” since Chinese-made chips will be expensive — and even less enticing because of existing red tape that comes with working with the Chinese government.</p><p style=\"text-align: start;\">“I think it will be a decade or more before China manages to get EUV working properly, and so I don’t think that this competitive dynamic is going to reverse itself anytime soon, if ever,” Windsor wrote. “Hence, the Western variant will be cheaper as it uses more advanced silicon, making it a better choice for all 3rd party countries.”</p><p>Shares of Nvidia gained 3% Wednesday after pushing higher late in the session on a report saying that the Trump administration is not planning to implement the Biden administration’s AI-diffusion rules controlling chip shipments to the rest of the world. President Donald Trump is developing his own restrictions on semiconductors, Bloomberg reported, although he reportedly has not made a final decision on the matter. The stock rose 0.3% on Thursday.</p><p style=\"text-align: start;\">“We welcome the Administration’s leadership and new direction on AI policy,” Nvidia said in a statement shared on X after the Commerce Department confirmed that it was making its own rules. “With the AI Diffusion Rule revoked, America will have a once-in-a-generation opportunity to lead the next industrial revolution and create high-paying U.S. jobs, build new U.S.-supplied infrastructure, and alleviate the trade deficit.”</p><p></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>Nvidia’s Jensen Huang Fears Losing the Chinese Market. One Analyst Says That’s Short-Term Thinking</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\">\nNvidia’s Jensen Huang Fears Losing the Chinese Market. One Analyst Says That’s Short-Term Thinking\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-05-09 14:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>While Nvidia could get shut out of China, it has a big opportunity to grow in other international markets over time</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d33ee9848bf4a23288e01ec8766a60c1\" alt=\"Nvidia CEO Jensen Huang said not being able to sell to China would be a “tremendous loss.”\" title=\"Nvidia CEO Jensen Huang said not being able to sell to China would be a “tremendous loss.”\" tg-width=\"1260\" tg-height=\"840\"/><span>Nvidia CEO Jensen Huang said not being able to sell to China would be a “tremendous loss.”</span></p><p style=\"text-align: start;\">As Nvidia Corp. faces more restrictions on sales to China, the company fears missing out on the country’s growing artificial-intelligence market. But one analyst says the chip maker will be fine in the long run because it has ample opportunity to grow sales in other international markets.</p><p style=\"text-align: start;\">Nvidia Chief Executive Jensen Huang said in a Tuesday CNBC appearance thatnot being able to sell to China, where he expects the AI market to be worth $50 billion in the next few years, would be a “tremendous loss.”</p><p>“We just have to stay agile,” Huang said, after the company’s H20 chips — which were specifically designed for the Chinese market to comply with U.S. export controls — were banned for sale in the country by the Trump administration in April. “Whatever the policies are of the government, whatever is in the best interest of our country, we’ll support,” he added.</p><p>But Huang’s mindset around China is “not long-term enough,” Richard Windsor, founder of research firm Radio Free Mobile, said in a note on Thursday. China will remain years behind the U.S. when it comes to chip technology, Windsor said, adding that he doesn’t expect the country to catch up and become a legitimate supplier to other countries.</p><p style=\"text-align: start;\">So while Nvidia and other Western chip makers will lose sales to China, they will gain more with growing market share in other countries, Windsor said — with the caveat that they will have to wait longer for the returns. </p><p style=\"text-align: start;\">“Even though he is famed for thinking way ahead of everyone else, this time he is too short-term focused, as what U.S. and Western companies lose in China, I think they will get back elsewhere in time,” Windsor said. </p><p style=\"text-align: start;\">Under increasing limitations on using advanced chip-making equipment developed by Western countries, Windsor said China has been driven to spend billions of dollars on building its own semiconductor technology.</p><p style=\"text-align: start;\">“As a result, I think that China is absolutely determined that it will never suffer another dependency, and so, regardless of whether Nvidia is restricted or not, I suspect that China is looking to stop buying [data-center] chips from Nvidia, AMD, and everyone else that is not Chinese,” Windsor said.</p><p style=\"text-align: start;\">The country currently has at least 12 chip-fabrication plants, known as fabs, for 7-nanometer chips under construction, Windsor said. And homegrown companies such as Huawei Technologies Co. and Semiconductor Manufacturing International Corp. are innovating off of chip-patterning techniques from Taiwan Semiconductor Manufacturing Co. and Intel Corp., he added.</p><p>But while the Chinese government is currently subsidizing the cost of producing 7-nanometer chips in the name of national security, that will eventually become unaffordable, Windsor said, especially against the backdrop of a “[lackluster] Chinese economy, demographic issues, the huge debt pile and the dreadful state of the Chinese real estate market.”</p><p style=\"text-align: start;\">And China still faces a “much more complicated manufacturing procedure and lower yields” despite being able to make 7-nanometer chips without the extreme ultraviolet lithography technology it is cut off from, Windsor said. This means Chinese-made chips made with the 4-nanometer process and beyond will be more expensive than those made by Nvidia and Advanced Micro Devices Inc.</p><p style=\"text-align: start;\">Therefore, countries other than the U.S. and China looking to buy chips in the long term will have an “easier choice,” since Chinese-made chips will be expensive — and even less enticing because of existing red tape that comes with working with the Chinese government.</p><p style=\"text-align: start;\">“I think it will be a decade or more before China manages to get EUV working properly, and so I don’t think that this competitive dynamic is going to reverse itself anytime soon, if ever,” Windsor wrote. “Hence, the Western variant will be cheaper as it uses more advanced silicon, making it a better choice for all 3rd party countries.”</p><p>Shares of Nvidia gained 3% Wednesday after pushing higher late in the session on a report saying that the Trump administration is not planning to implement the Biden administration’s AI-diffusion rules controlling chip shipments to the rest of the world. President Donald Trump is developing his own restrictions on semiconductors, Bloomberg reported, although he reportedly has not made a final decision on the matter. The stock rose 0.3% on Thursday.</p><p style=\"text-align: start;\">“We welcome the Administration’s leadership and new direction on AI policy,” Nvidia said in a statement shared on X after the Commerce Department confirmed that it was making its own rules. “With the AI Diffusion Rule revoked, America will have a once-in-a-generation opportunity to lead the next industrial revolution and create high-paying U.S. jobs, build new U.S.-supplied infrastructure, and alleviate the trade deficit.”</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU2063271972.USD":"富兰克林创新领域基金","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","NVDA":"英伟达","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","BK4515":"5G概念","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","BK4527":"明星科技股","LU0079474960.USD":"联博美国增长基金A","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4591":"室温超导概念","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2663582299.SGD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOL \"A2\" (SGDHDG) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2534778155","content_text":"While Nvidia could get shut out of China, it has a big opportunity to grow in other international markets over timeNvidia CEO Jensen Huang said not being able to sell to China would be a “tremendous loss.”As Nvidia Corp. faces more restrictions on sales to China, the company fears missing out on the country’s growing artificial-intelligence market. But one analyst says the chip maker will be fine in the long run because it has ample opportunity to grow sales in other international markets.Nvidia Chief Executive Jensen Huang said in a Tuesday CNBC appearance thatnot being able to sell to China, where he expects the AI market to be worth $50 billion in the next few years, would be a “tremendous loss.”“We just have to stay agile,” Huang said, after the company’s H20 chips — which were specifically designed for the Chinese market to comply with U.S. export controls — were banned for sale in the country by the Trump administration in April. “Whatever the policies are of the government, whatever is in the best interest of our country, we’ll support,” he added.But Huang’s mindset around China is “not long-term enough,” Richard Windsor, founder of research firm Radio Free Mobile, said in a note on Thursday. China will remain years behind the U.S. when it comes to chip technology, Windsor said, adding that he doesn’t expect the country to catch up and become a legitimate supplier to other countries.So while Nvidia and other Western chip makers will lose sales to China, they will gain more with growing market share in other countries, Windsor said — with the caveat that they will have to wait longer for the returns. “Even though he is famed for thinking way ahead of everyone else, this time he is too short-term focused, as what U.S. and Western companies lose in China, I think they will get back elsewhere in time,” Windsor said. Under increasing limitations on using advanced chip-making equipment developed by Western countries, Windsor said China has been driven to spend billions of dollars on building its own semiconductor technology.“As a result, I think that China is absolutely determined that it will never suffer another dependency, and so, regardless of whether Nvidia is restricted or not, I suspect that China is looking to stop buying [data-center] chips from Nvidia, AMD, and everyone else that is not Chinese,” Windsor said.The country currently has at least 12 chip-fabrication plants, known as fabs, for 7-nanometer chips under construction, Windsor said. And homegrown companies such as Huawei Technologies Co. and Semiconductor Manufacturing International Corp. are innovating off of chip-patterning techniques from Taiwan Semiconductor Manufacturing Co. and Intel Corp., he added.But while the Chinese government is currently subsidizing the cost of producing 7-nanometer chips in the name of national security, that will eventually become unaffordable, Windsor said, especially against the backdrop of a “[lackluster] Chinese economy, demographic issues, the huge debt pile and the dreadful state of the Chinese real estate market.”And China still faces a “much more complicated manufacturing procedure and lower yields” despite being able to make 7-nanometer chips without the extreme ultraviolet lithography technology it is cut off from, Windsor said. This means Chinese-made chips made with the 4-nanometer process and beyond will be more expensive than those made by Nvidia and Advanced Micro Devices Inc.Therefore, countries other than the U.S. and China looking to buy chips in the long term will have an “easier choice,” since Chinese-made chips will be expensive — and even less enticing because of existing red tape that comes with working with the Chinese government.“I think it will be a decade or more before China manages to get EUV working properly, and so I don’t think that this competitive dynamic is going to reverse itself anytime soon, if ever,” Windsor wrote. “Hence, the Western variant will be cheaper as it uses more advanced silicon, making it a better choice for all 3rd party countries.”Shares of Nvidia gained 3% Wednesday after pushing higher late in the session on a report saying that the Trump administration is not planning to implement the Biden administration’s AI-diffusion rules controlling chip shipments to the rest of the world. President Donald Trump is developing his own restrictions on semiconductors, Bloomberg reported, although he reportedly has not made a final decision on the matter. The stock rose 0.3% on Thursday.“We welcome the Administration’s leadership and new direction on AI policy,” Nvidia said in a statement shared on X after the Commerce Department confirmed that it was making its own rules. “With the AI Diffusion Rule revoked, America will have a once-in-a-generation opportunity to lead the next industrial revolution and create high-paying U.S. jobs, build new U.S.-supplied infrastructure, and alleviate the trade deficit.”","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377258294337776,"gmtCreate":1733132410707,"gmtModify":1733132938061,"author":{"id":"4159509702245432","authorId":"4159509702245432","name":"Superteh123","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4159509702245432","authorIdStr":"4159509702245432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$&nbsp;</a> Will this become a BTC holding company if the legacy business continues to take a back seat, and eventually face delisting like normal cash-hildjng companies?","listText":"<a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$&nbsp;</a> Will this become a BTC holding company if the legacy business continues to take a back seat, and eventually face delisting like normal cash-hildjng companies?","text":"$MicroStrategy(MSTR)$ Will this become a BTC holding company if the legacy business continues to take a back seat, and eventually face delisting like normal cash-hildjng companies?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377258294337776","isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}