Latest news with #Digitimes
Yahoo
29-05-2025
- Business
- Yahoo
NVIDIA, AMD may soon start selling new AI chips in China to comply with US restrictions
To comply with the U.S.' restrictions on exporting advanced semiconductor technology to China, chipmakers NVIDIA and AMD will soon begin selling new GPUs made for AI workloads in China, Taiwanese tech publication Digitimes reported, citing supply chain sources. NVIDIA plans to sell a stripped-down AI GPU, code-named "B20," while AMD is looking to target AI workload needs with its new Radeon AI PRO R9700 workstation GPU, Digitimes reported, adding that the companies will likely start selling these AI chips in China from July. Earlier this week, Reuters reported that NVIDIA is working on a new budget AI chip built on its Blackwell architecture for China that is expected to be priced at $6,500-$8,000. In comparison, the company sells its H20 GPUs for $10,000-$12,000 each. NVIDIA on Wednesday said it had incurred a $4.5 billion charge in Q1 due to licensing requirements impacting its ability to sell its H20 AI chip to companies in China, and it couldn't ship an additional $2.5 billion of H20 chips in the quarter due to the restrictions. The company forecast that licensing requirements would result in an $8 billion hit to the company's revenue in Q2. This article originally appeared on TechCrunch at Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
29-05-2025
- Business
- Yahoo
NVIDIA, AMD may soon start selling new AI chips in China to comply with US restrictions
To comply with the U.S.' restrictions on exporting advanced semiconductor technology to China, chipmakers NVIDIA and AMD will soon begin selling new GPUs made for AI workloads in China, Taiwanese tech publication Digitimes reported, citing supply chain sources. NVIDIA plans to sell a stripped-down AI GPU, code-named "B20," while AMD is looking to target AI workload needs with its new Radeon AI PRO R9700 workstation GPU, Digitimes reported, adding that the companies will likely start selling these AI chips in China from July. Earlier this week, Reuters reported that NVIDIA is working on a new budget AI chip built on its Blackwell architecture for China that is expected to be priced at $6,500-$8,000. In comparison, the company sells its H20 GPUs for $10,000-$12,000 each. NVIDIA on Wednesday said it had incurred a $4.5 billion charge in Q1 due to licensing requirements impacting its ability to sell its H20 AI chip to companies in China, and it couldn't ship an additional $2.5 billion of H20 chips in the quarter due to the restrictions. The company forecast that licensing requirements would result in an $8 billion hit to the company's revenue in Q2.
TechCrunch
29-05-2025
- Business
- TechCrunch
NVIDIA, AMD may soon start selling new AI chips in China to comply with US restrictions
In Brief To comply with the U.S.' restrictions on exporting advanced semiconductor technology to China, chipmakers NVIDIA and AMD will soon begin selling new GPUs made for AI workloads in China, Taiwanese tech publication Digitimes reported, citing supply chain sources. NVIDIA plans to sell a stripped-down AI GPU, code-named 'B20,' while AMD is looking to target AI workload needs with its new Radeon AI PRO R9700 workstation GPU, Digitimes reported, adding that the companies will likely start selling these AI chips in China from July. Earlier this week, Reuters reported that NVIDIA is working on a new budget AI chip built on its Blackwell architecture for China that is expected to be priced at $6,500-$8,000. In comparison, the company sells its H20 GPUs for $10,000-$12,000 each. NVIDIA on Wednesday said it had incurred a $4.5 billion charge in Q1 due to licensing requirements impacting its ability to sell its H20 AI chip to companies in China, and it couldn't ship an additional $2.5 billion of H20 chips in the quarter due to the restrictions. The company forecast that licensing requirements would result in an $8 billion hit to the company's revenue in Q2.
Globe and Mail
17-05-2025
- Business
- Globe and Mail
Nvidia Is Massively Hiking GPU Prices. What Does That Mean for NVDA Stock?
Nvidia (NVDA) is back in the headlines for reportedly raising prices across its entire line of GPUs. The company, according to a fresh report by Digitimes Taiwan, has lifted prices by 5%–10% for gaming GPUs and by as much as 15% for its AI GPUs, which include the H200 and B200. The price hike has been driven by tariffs, a ban on the sale of advanced AI chips to China, and mounting production costs associated with relocating advanced packaging to the U.S. Even in the face of these headwinds, Nvidia's core chip business based on AI remains robust, fueled by hyperscale demand and sovereign AI buildouts. CEO Jensen Huang's reported trips to China indicate the high-wire act being navigated by the company. With its next set of earnings scheduled for late May, investors are waiting anxiously. Will these price increases shore up margins or suppress demand? Shares of Nvidia have rallied by more than 16.4% over the past five days, demonstrating investor confidence in its pricing power and long-term supremacy in the field of artificial intelligence. About Nvidia Stock Nvidia (NVDA) is a world leader in visual computing, most recognized for its GPUs for gaming, artificial intelligence, and supercomputing. It is based out of Santa Clara, California, and has a market capitalization of nearly $3.3 trillion, ranking it as one of the most valuable companies globally. Year to date, NVDA stock is up 1%. Within five days alone, stock has risen by 16.4%, closing again above $130. This follows increased investor demand for AI infrastructure plays and institutional buying headed into the earnings release for Nvidia. The company's forward price-earnings multiple stands at 33.25x, and its price-sales multiple is 25.36x, which is high relative to historical standards and industry comparables Advanced Micro Devices (AMD) and Intel (INTC). Although these multiples indicate premium valuing, the fact that the company has a leading position in AI and a 55.9% profit margin helps justify that premium. Nvidia Betas on Earnings — But China Hangover Awaits Nvidia's latest quarterly earnings results for the fourth quarter of its fiscal 2025 saw the company report an astonishing $22.1 billion net income on $39.3 billion in revenue, crushing Wall Street projections. However, the company also warned of a $5.5 billion impact on forward earnings related to new restrictions on exporting AI chips to China, specifically the H20 chip, which it originally created to comply with an earlier round of restrictions. Nvidia's management conservatively guided for the first quarter of its fiscal 2026 based on geopolitical risks and tariff effects. Still, the company highlighted continued strength in U.S. and Middle East demand for its B200 and H200 GPUs, critical components in sovereign AI and hyperscaler expansions. Nvidia also emphasized increased costs from relocating chip packaging to Taiwan Semi's (TSM) U.S. facility, leading to elevated unit pricing across its lineup. The company will next report earnings on May 28. What Do Analysts Expect for Nvidia Stock? Analyst sentiment is still bullish. As compiled by Barchart, 44 analysts follow the stock, with 37 rating it a 'Strong Buy,' two rating it a 'Moderate Buy,' and only four rating it a 'Hold.' The average price target for Nvidia stands at $166.22, representing 23% upside from its current price. Although this indicates restrained short-term gains, the stock has a Street-high target of $220, based on long-term hopes driven by inference, sovereign AI, and GPU infrastructure supremacy.
Yahoo
14-05-2025
- Business
- Yahoo
Nvidia (NVDA) Hikes GPU Prices as China Ban Triggers $5.5B Loss
Nvidia (NVDA, Financials) raised prices across its graphics cards and datacenter chips to offset a $5.5 billion hit tied to U.S. export bans and rising costs at Taiwan Semiconductor Manufacturing Company's Arizona plant. Warning! GuruFocus has detected 3 Warning Signs with NVDA. Prices for Nvidia's GeForce RTX 5090 jumped more than 10%, from NT$90,000 to NT$100,000 ($2,966 to $3,295). Other RTX 50-series GPUs rose 510%, while H200 and B200 datacenter modules climbed 1015%, according to supply chain sources cited by Digitimes Taiwan. The company expects fiscal Q1 2025 revenue to reach $43 billion, up from $39.3 billion in the prior quarter, signaling approximately 65% year-over-year growth. Nvidia took a $5.5 billion revenue loss after the U.S. blocked shipments of its H20 chips to China. To preserve margins, the company authorized board partners to mirror official price hikes. Despite the disruption, demand for AI chips from cloud providers remains strong. Analysts expect Nvidia's quarterly results due in late May to align with prior guidance and show excellent profit performance. Investors will be watching to see whether AI-related demand can continue to offset geopolitical headwinds and higher production costs. Explore valuation charts for NVDA. View insider trades for NVDA. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
