Analysis Tracking USA VS China Trade war


Tech giant Nvidia is the world’s leading artificial-intelligence chipmaker, but the company’s success has also put it in the crossfire of trade tensions.

The Santa Clara, California-based company, which is approaching a market capitalization of $5 trillion, has seen rapid growth due to its chips, which are predominantly used to power massive data centers used by other tech firms, like OpenAI, the creator of popular AI chatbot ChatGPT.

But Nvidia’s leading technology has been used as a negotiating tool in President Donald Trump’s trade spat with China, which was kickstarted by Trump’s sweeping tariffs in April and has escalated over rare earth mineral disputes.

It’s further complicated Nvidia’s relationship with China, where it was doing roughly 25% of its graphics processing unit sales, estimates Gil Luria, head of technology research at D.A. Davidson. Nvidia’s popularity has also embroiled the company in a steep controversy for potentially allowing China to skirt around export restrictions as trade tensions continue.
 
Tamilan57 said:
China is probably the 2nd biggest customer for ASML. Why would they do that?
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U.S. preparing to force Netherlands to ban ASML from selling to China

The Dutch company ASML, as basically the only company in the world that makes the lithography machines used to produce the most complex microchips, has again become a geopolitical pawn. The United States government is preparing to force the Netherlands to ban ASML from selling almost any...
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The Americans want to slow the Chinese advance in the field of AI and supercomputers by restricting the country’s access to advanced chips. According to the U.S. government, this will also curb the development of the Chinese military.
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