Latest news with #chip exports
Wall Street Journal
5 days ago
- Business
- Wall Street Journal
China's Z.ai and America's Self-Defeating AI Strategy
China's DeepSeek shocked the global AI community in January by building a frontier model at a fraction of Western costs. Now it has been outdone by a Chinese company subject to U.S. sanctions. It has become painfully obvious that Washington's strategy of restricting chip exports isn't working. formerly Zhipu AI, last week launched GLM-4.5, a production-level open-source model priced at 13% of DeepSeek's cost. It matches or exceeds Western standards in coding, reasoning and tool use. runs on only eight Nvidia H20 chips, which Nvidia recently gained reapproval to sell in China. That's better performance than DeepSeek with about half the hardware.
Yahoo
16-07-2025
- Business
- Yahoo
China Chip Ban Eases -- Nvidia, AMD, ASML Poised for Billions
The US just flipped the script on AI chip exports to Chinaand Wall Street is watching closely. Nvidia (NASDAQ:NVDA) announced it has received fresh clearance from Washington to resume shipments of select processors to Chinese customers, with AMD (NASDAQ:AMD) quickly confirming similar approvals. The move reverses earlier restrictions that had shut down a key revenue stream and could unlock billions in sales this year alone. While details remain limited, the development suggests the Biden administration may be taking a more surgical approach to tech tradepreserving national security aims without slamming the door on business entirely. 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.
Wall Street Journal
16-07-2025
- Business
- Wall Street Journal
Asian Tech Stocks Shine as Markets Weigh Latest Tariff Twists
Asian technology shares powered indexes higher in Hong Kong, China and Taiwan, in otherwise mixed day as traders sifted through tariff headlines. Tech gains on Wednesday were fueled by positive sentiment around easing U.S. restrictions on chip exports to China.
