This includes restrictions on NVIDIA’s best-selling Ampere architecture-based A100 server GPUs, as well as its newest Hopper architecture-based H100 server GPUs shipping later this year: Under the recent licensing requirements imposed on certain next-generation AI-enabling hardware - a field in which NVIDIA dominates and commands 95% of the market share - chipmakers would need to obtain approval before any units are exported to China.
Following the recent introduction of the CHIPS Act, which allocates $52 billion towards the build-out of chip manufacturing capacity in the U.S., the government has now decided to further limit China’s “access to AI products as well, another chokepoint for Beijing’s tech expansion”. government has been proactively rolling out legislation - supportive of the build-out of domestic semiconductor technology production and development capabilities on home soil in recent months as part of ongoing efforts to bolster competition against China and rein in the latter’s influence within the increasingly constrained industry. Overview of Licensing Requirements on Semiconductor Exports to China Fed tightening trajectory, inflation, recession, etc.), volatility will likely remain the theme for its shares over coming months. But with the near-term performance of NVIDIA’s four core business segments being a big question mark, alongside broader uncertainties over the macroeconomic outlook (e.g. Yet, considering NVIDIA’s technologies remain the backbone of critical next-generation digital trends, its long-term fundamental outlook remains intact. government’s recent decision to restrict export of certain semiconductor technologies to China - one of NVIDIA’s largest end markets - risks severing the chipmaker’s last respite. gaming and professional visualization segments), the U.S. Despite NVIDIA’s earlier confidence that momentum in data center and auto demand will make up for some of the near-term weakness across the consumer and enterprise GPU markets (i.e. And NVIDIA's market value fell another leg lower when its fiscal second quarter results broke a multi-quarter streak of outperformance, validating market worries that its near-term prospects will be shaky. The broad-based market selloff this year has already weighed on the NVIDIA stock this year, with valuation multiples contracting violently across the semiconductor sector as investors’ concerns about a structural “bust” after a multi-year boom increase ahead of a looming economic downturn.
When it rains, it pours - and that seems to be NVIDIA’s ( NASDAQ: NVDA) case recently.
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