Restrictions on Nvidia's H20 Chips to China to Hit AI Ecosystem -- Market Talk

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Restrictions on Nvidia's H20 Chips to China to Hit AI Ecosystem -- Market Talk

Dow Jones04-17

1449 ET - Companies in the semiconductor industry beyond Nvidia will be affected by Trump's trade restrictions for the graphic chip maker's H20 chips, BofA analyst Vivek Arya tells WSJ. "Nvidia has multiple partners when it brings a product out, so if there are restrictions to sell that product, that entire supply chain gets impacted," Arya says. Some of the companies that are being hit include KLA and ASML, who help provide equipment to make these chips. "There is that ecosystem that gets impacted," Arya says. Overall, the global industry has a problem--China is the largest buyer of semiconductors and the U.S. is its largest designer, Arya says. Nvidia shares drop 8.8% to $102.38. KLA and ASML fall 4.4% and 6.7%, respectively. (sabela.ojea@wsj.com; @sabelaojeaguix)

(END) Dow Jones Newswires

April 16, 2025 14:49 ET (18:49 GMT)

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Some of the companies that are being hit include KLA and ASML, who help provide equipment to make these chips. \"There is that ecosystem that gets impacted,\" Arya says. Overall, the global industry has a problem--China is the largest buyer of semiconductors and the U.S. is its largest designer, Arya says. Nvidia shares drop 8.8% to $102.38. KLA and ASML fall 4.4% and 6.7%, respectively. (sabela.ojea@wsj.com; @sabelaojeaguix) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 16, 2025 14:49 ET (18:49 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"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>Restrictions on Nvidia's H20 Chips to China to Hit AI Ecosystem -- Market Talk</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\">\nRestrictions on Nvidia's H20 Chips to China to Hit AI Ecosystem -- Market Talk\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\">2025-04-17 02:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\n \n</pre>\n<p>\n  1449 ET - Companies in the semiconductor industry beyond Nvidia will be affected by Trump's trade restrictions for the graphic chip maker's H20 chips, BofA analyst Vivek Arya tells WSJ. \"Nvidia has multiple partners when it brings a product out, so if there are restrictions to sell that product, that entire supply chain gets impacted,\" Arya says. Some of the companies that are being hit include KLA and ASML, who help provide equipment to make these chips. \"There is that ecosystem that gets impacted,\" Arya says. Overall, the global industry has a problem--China is the largest buyer of semiconductors and the U.S. is its largest designer, Arya says. Nvidia shares drop 8.8% to $102.38. KLA and ASML fall 4.4% and 6.7%, respectively. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"限制英伟达H20芯片进入中国冲击人工智能生态系统——市场讨论","themeId":"0200c2204b37fed5f6304a10547f912e","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{},"content_text":"1449 ET - Companies in the semiconductor industry beyond Nvidia will be affected by Trump's trade restrictions for the graphic chip maker's H20 chips, BofA analyst Vivek Arya tells WSJ. \"Nvidia has multiple partners when it brings a product out, so if there are restrictions to sell that product, that entire supply chain gets impacted,\" Arya says. Some of the companies that are being hit include KLA and ASML, who help provide equipment to make these chips. \"There is that ecosystem that gets impacted,\" Arya says. Overall, the global industry has a problem--China is the largest buyer of semiconductors and the U.S. is its largest designer, Arya says. Nvidia shares drop 8.8% to $102.38. 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