The Trump administration wants to beef up existing restrictions on chip exports to China, according to a report.
An upbeat tone is seeping into markets as investors dig into Nvidia's quarterly earnings beat, which signaled plenty of scope for growth.
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As Nvidia (NVDA) makes headlines, Clockwise Capital chief investment officer James Cakmak joins Seana Smith and Brad Smith on Morning Brief to discuss his concerns with the artificial intelligence (AI) chipmaker's stock and other options for the AI trade.
The Trump administration is looking to further crack down on chip exports to China as the artificial intelligence race heats up.
ASML (ASML) shares fell early Tuesday as the Dutch chipmaker was reportedly being lined up by the White House for tougher restrictions on its
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Huawei has boosted yield of AI chips to 40%, becoming profitable for the first time. It aims to reach 60% yield, while facing competition from Nvidia.
Trump's administration believes restrictions on AI processors exports are not strict enough for close allies, also plans to persuade Japan and the Netherlands to curb services of ASML and TEL machines in China.
The Trump administration is planning to toughen semiconductor restrictions on China, continuing and expanding the Biden administration's efforts to limit Beijing's technological prowess, Bloomberg News reported on Monday.
Much investor focus remains on US Big Tech, but there are a number of European companies in the sector that are highly rated by analysts.