Latest news with #exportcurbs
Yahoo
7 days ago
- Business
- Yahoo
China Reportedly Urges Firms To Avoid Nvidia H20
Nvidia (NASDAQ:NVDA) is running into new China friction after officials reportedly urged local firms to avoid its H20 processors, especially for government and national security work, Bloomberg reported. Notices sent in recent weeks discourage using the less advanced H20 just as U.S. licenses resume. That puts fresh pressure on Nvidia's China plan while it pushes back on state media claims of hidden access. Cybersecurity is critically important to us. NVIDIA does not have backdoors' in our chips, the company told Seeking Alpha. Warning! GuruFocus has detected 5 Warning Signs with NVDA. H20 was built for China after late 2023 export curbs. Sales were halted in April and cleared in July, opening a narrow path back. If big state buyers step away, demand could tilt to domestic options and private sector orders may face tighter checks and longer sales cycles. procurement guidance can slow volumes, complicate pricing and lengthen deal timing right as shipments how state linked and enterprise buyers react and whether Nvidia adjusts its China lineup again. This article first appeared on GuruFocus. Errore nel recupero dei dati Effettua l'accesso per consultare il tuo portafoglio Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati
Bloomberg
15-07-2025
- Business
- Bloomberg
Trump AI Czar David Sacks Defends Reversal of China Chip Curbs
By and Edward Ludlow Save White House AI adviser David Sacks defended the Trump administration's decision to allow Nvidia Corp. and Advanced Micro Devices Inc. to resume sales of some artificial intelligence chips to China, reversing export curbs imposed by the US earlier this year. In an interview Tuesday, Sacks said that allowing Nvidia to restart shipments of its H20 chips would position the US to compete more effectively abroad and blunt efforts by Chinese tech giant Huawei Technologies Co. to gain a bigger slice of the global market.
South China Morning Post
04-07-2025
- Business
- South China Morning Post
Chip design software firms climb as US lifts curbs on China exports
Shares of Synopsys and Cadence Design Systems jumped on Thursday after the US lifted export curbs on chip design software to China, easing uncertainty around access to the crucial market. The restrictions, announced in late May, had essentially cut off the market that brings over 10 per cent of revenue for the industry's major players, hitting forecasts and knocking down shares. The export resumption meant both companies would only lose one month of revenue in the current quarter, Mizuho analysts said. The easing trade tensions may also clear the path for long-awaited Chinese approval of Synopsys' US$35 billion buyout of engineering software firm Ansys, the analysts added. Synopsys, which had pulled its forecast in May because of the curbs, rose 4.9 per cent. The company said on Wednesday it was still assessing the impact of export restrictions on China on its financials. Cadence's offices in San Jose, California. Photo: Reuters Cadence gained 5.1 per cent, while Ansys rose more than 4 per cent. Germany's Siemens, the third major player in the electronic design automation tools sector, was up about 0.8 per cent in Frankfurt.
Asharq Al-Awsat
03-07-2025
- Business
- Asharq Al-Awsat
Chip Design Software Firms Climb as US Lifts Curbs on China Exports
Shares of Synopsys and Cadence Design Systems jumped on Thursday after the US lifted export curbs on chip design software to China, easing uncertainty around access to the crucial market. The restrictions, announced in late May, had essentially cut off the market that brings over 10% of revenue for the industry's major players, hitting forecasts and knocking down shares. The export resumption means both the companies will only lose one month of revenue in the current quarter, Mizuho analysts said. The easing trade tensions may also clear the path for long-awaited Chinese approval of Synopsys's $35 billion buyout of engineering software firm Ansys, the analysts added, Reuters reported. Synopsys, which had pulled its forecast in May due to the curbs, rose 5.5%. The company said on Wednesday it is still assessing the impact of export restrictions on China on its financials. Cadence and Ansys gained 6.1% and 3.5%, respectively, while Germany's Siemens, the third major player in the electronic design automation tools sector, was up 1.5% in Frankfurt. "This marks a distinct warming of relations and a small ceasefire in the chips war," said Susannah Streeter, head of money and markets at Hargreaves Lansdown. Still, she cautioned that the move did not signal a broader shift on high-end chip exports from companies such as Nvidia. "The US will remain concerned about the technological prowess China has developed, and its use of US intellectual property." Successive US administrations have sought to restrict China's access to advanced American chip technology, citing concerns that it could be used to strengthen Beijing's military. But the export curbs have also fueled a surge in domestic chip design activity in China, aided by generous state subsidies. They have also stoked fears of retaliation, with analysts warning that Beijing could delay or block approval of the Synopsys-Ansys deal in response. The deal, which has received merger clearance in every jurisdiction other than China according to the companies, carries a deadline of July 15 for its closure with an option to extend until January next year.
Reuters
03-07-2025
- Business
- Reuters
Chip design software firms climb as US lifts curbs on China exports
July 3 (Reuters) - Shares of Synopsys and Cadence Design Systems jumped on Thursday after the U.S. lifted export curbs on chip design software to China, easing uncertainty around access to the crucial market. The restrictions, announced in late May, had essentially cut off the market that brings over 10% of revenue for the industry's major players, hitting forecasts and knocking down shares. The export resumption means both the companies will only lose one month of revenue in the current quarter, Mizuho analysts said. The easing trade tensions may also clear the path for long-awaited Chinese approval of Synopsys's $35 billion buyout of engineering software firm Ansys, the analysts added. Synopsys (SNPS.O), opens new tab, which had pulled its forecast in May due to the curbs, rose 5.5%. The company said on Wednesday it is still assessing the impact of export restrictions on China on its financials. Cadence (CDNS.O), opens new tab and Ansys (ANSS.O), opens new tab gained 6.1% and 3.5%, respectively, while Germany's Siemens ( opens new tab, the third major player in the electronic design automation tools sector, was up 1.5% in Frankfurt. "This marks a distinct warming of relations and a small ceasefire in the chips war," said Susannah Streeter, head of money and markets at Hargreaves Lansdown. Still, she cautioned that the move did not signal a broader shift on high-end chip exports from companies such as Nvidia. "The US will remain concerned about the technological prowess China has developed, and its use of US intellectual property." Successive U.S. administrations have sought to restrict China's access to advanced American chip technology, citing concerns that it could be used to strengthen Beijing's military. But the export curbs have also fueled a surge in domestic chip design activity in China, aided by generous state subsidies. They have also stoked fears of retaliation, with analysts warning that Beijing could delay or block approval of the Synopsys-Ansys deal in response. The deal, which has received merger clearance in every jurisdiction other than China according to the companies, carries a deadline of July 15 for its closure with an option to extend until January next year.
