China Chip Ban Eases -- Nvidia, AMD, ASML Poised for Billions
Warning! GuruFocus has detected 4 Warning Signs with NVDA.
ASML (NASDAQ:ASML), the Dutch supplier behind the world's most advanced chipmaking tools, may also stand to benefit from any demand rebound in China. If Nvidia and AMD start moving more units, their suppliers could follow. Still, ASML is keeping expectations in check. CFO Roger Dassen said the easing of restrictions could be a net positive for global demand, but the company isn't revising its playbook just yet. In fact, ASML recently pulled back its 2026 growth outlook, citing rising geopolitical risks and a murky macro environment that continues to cloud long-term visibility.
Even so, Dassen acknowledged the shift could have meaningful implications. If that ban were to be lifted, that could be seen as a positive for global chip demand for sure, he told reporters. Whether this turns into a sustained policy resetor just a temporary reprieveremains to be seen. But for now, investors betting on the global chip recovery just got one more reason to stay in the game.
This article first appeared on GuruFocus.
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