#export-controls

#export-controls

"Back in January, we had this DeepSeek moment where, before DeepSeek, people thought that Chinese AI models were years behind. And then DeepSeek launched, we realized that maybe they're more like three to six months behind."

Despite positive trade talks, China's export restrictions on rare earths, crucial for high-tech industries, seem unlikely to ease, maintaining a tight grip on this strategic sector.

"We must do better at maintaining and expanding our position in the global market, while safeguarding America's technological edge. With these enhanced security measures, we can continue to expand access to US technology without compromising our national security."

AMD may see a $1.5 billion hit to 2025 revenues due to new US GPU export controls to China, but remains confident in growth. "We believe they are more than offset by..."

"Despite TSMC's best efforts to comply with all relevant export control and sanctions laws and regulations, there is no assurance that its business activities will not be found incompliant..."

The US House committee has expressed grave concerns over DeepSeek, a Chinese AI firm, highlighting potential threats to national security and urging Nvidia to disclose chip sale information.

The semiconductor sector is facing significant challenges, particularly with tech ETFs heavily invested in Nvidia and other chipmakers being adversely affected by recent market dynamics.