Quantitative Researcher, MRM Research

Nico Rosti

Quantitative Researcher

MRM Research

Quantitative Research

Equity Derivatives

<ul>
<li>
<a href="https://www.smartkarma.com/entities/nvidia-corp" target="_blank" data-smartkarma-citation="entities:5891:1" rel="noopener">NVIDIA Corp (NVDA US)</a>  said it will take a $5.5 billion financial hit after Washington fresh restrictions on H20 AI chips designed for the Chinese market. </li>
<li>The Trump Administration's move comes as as a surprise, the U.S. now requires a special export license for these chips, but historically, no such licenses have ever been granted.</li>
<li>Some estimates Nvidia may lose $10 billion in revenue, as most of the affected chips are already manufactured and now unsellable, plus the ban could benefit Chinese competitors like Huawei.</li>
</ul>



NVIDIA Corp (NVDA US)  said it will take a $5.5 billion financial hit after Washington fresh restrictions on H20 AI chips designed for the Chinese market. 
The Trump Administration's move comes as as a surprise, the U.S. now requires a special export license for these chips, but historically, no such licenses have ever been granted.
Some estimates Nvidia may lose $10 billion in revenue, as most of the affected chips are already manufactured and now unsellable, plus the ban could benefit Chinese competitors like Huawei.


Nvidia (NVDA US) Outlook Following Surprise $5B Hit From China Chip Export Ban

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Huawei Technologies Co., Ltd. provides networking products and telecommunication solutions. The Company researches and develops internet access, transmission network, servers, storage, security, and other networking products. Huawei Technologies also offers business consulting, network integration, assurance, managed, learning, and global delivery services.

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Nvidia (NVDA US) Outlook Following Surprise $5B Hit From China Chip Export Ban

NVIDIA Corp faces a $5.5 billion hit due to US restrictions on its H20 AI chips for China, currently selling off and looking for a bottom in the...

Nico Rosti

CX Daily: China’s Export Machine Stalls Under Trump’s New Trade Blitz

TOP STORY Tariffs / In Depth: China’s export machine stalls under Trump’s new trade blitz Chinese manufacturers are scrambling to respond after...

Caixin Global

CX Daily: Tsinghua Program Shows the Challenges of Nurturing World-Class Mathematicians

Math / In Depth: Tsinghua program shows the challenges of nurturing world-class mathematicians The Yau Mathematical Sciences Leaders...

Caixin Global

CX Daily: How BYD Lowered the Bar for Buying a Smart Car in China

In Depth: How BYD lowered the bar for buying a smart car in China Two Sessions /Two Sessions: Beijing to curb private company shakedowns AICs...

Caixin Global

CX Daily: China’s GDP Target Unchanged as Deficit Projection Hits Record High

Two Sessions / Two Sessions: China’s GDP target unchanged as deficit projection hits record high For China to hit its GDP growth target of around...

Caixin Global

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Nvidia (NVDA US) Outlook Following Surprise $5B Hit From China Chip Export Ban

​NVIDIA Corp faces a $5.5 billion hit due to US restrictions on its H20 AI chips for China, currently selling off and looking for a bottom in the...

Nico Rosti

CX Daily: China’s Export Machine Stalls Under Trump’s New Trade Blitz

TOP STORY Tariffs / In Depth: China’s export machine stalls under Trump’s new trade blitz Chinese manufacturers are scrambling to respond after...

Caixin Global

CX Daily: Tsinghua Program Shows the Challenges of Nurturing World-Class Mathematicians

Math / In Depth: Tsinghua program shows the challenges of nurturing world-class mathematicians The Yau Mathematical Sciences Leaders...

Caixin Global

CX Daily: How BYD Lowered the Bar for Buying a Smart Car in China

In Depth: How BYD lowered the bar for buying a smart car in China Two Sessions /Two Sessions: Beijing to curb private company shakedowns AICs...

Caixin Global

CX Daily: China’s GDP Target Unchanged as Deficit Projection Hits Record High

Two Sessions / Two Sessions: China’s GDP target unchanged as deficit projection hits record high For China to hit its GDP growth target of around...

Caixin Global

NVIDIA Corp faces a $5.5 billion hit due to US restrictions on its H20 AI chips for China, currently selling off and looking for a bottom in the...