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Is Huawei New AI Chip Is Bad for Nvidia? New US Export Licensing Is the Real Issue (Part 2)
367 Views29 Apr 2025 11:24
News of Huawei chip impacts Nvidia stock, but real issue is US export restrictions on selling GPUs to China. Nvidia and AMD facing significant losses due to limitations on selling AI chips to China.
What is covered in the Full Insight:
- Introduction to Huawei's AI Chip
- Impact on Nvidia's Stock
- US Export Licensing Issues
- Analysis of Huawei's Chip Performance
- Conclusions on US-China Semiconductor Decoupling
SUMMARY
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Full Insight
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- Is Huawei New AI Chip Is Bad for Nvidia? New US Export Licensing Is the Real Issue (Part 2)29 Apr 2025
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