Reported China chip export ban could allow Nvidia to catch up on backlog: Susquehanna's Rolland

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[kimboder]

Despite the fact that I invest, I am disheartened by my incapacity to assess each company's performance and decide whether or not now is the best moment to buy stocks. Inflation is consuming my money supply. I now require accurate market trajectory data, but I'm not sure what to do about it.

[LawrenceMarkFearon]

I take the counterview on Ai Chip investing. Winners tend to keep winning. If there's a dollar to be made in Ai, Nvidia will make it. First. Nvidia locked down GPU production for the next 18 months at Taiwan Semiconductor. The next owner of GPU production is AMD. Huang had extreme foresight that only a couple of others had to deliver GPU's and collect the cash. Only 30% of the 64% revenue gain is priced in as more weak hands fall off.

[surojeetchatterjee]

Nvidia factory should come to India like Micron is doing.

[nagakk]

yes, yet Nvidia is now desperately creating NEW CHIPS that can get around this ban

[Brgy_Tagay]

China, Ban of export will affect semi-conductors maker in US, Japan & Europe suffer in the future.

[sandrawilliams]

The market cycle actually has not met it balance, we continue onward round around and around while hanging tight for that tremendous victory on a colossal >support yet meanwhile we could constantly disregard the market promising and less promising times and remain completely contributed. Enormous thanks to Sarah Ann Heim for assisting me with acquiring over 3BTC in about a month and a half by carrying out her technique and following her guide

[oluwakemisolaakeju]

Thanks bud for keepin us financially Educated! Regardless of how bad it gets on the economy, I still make over $22, 000 every single week...

[nicod]

I believe NVIDIA CFO feedback on 'no immediate material impact' is true but it is worded that way to cushion impact to the current stock price. Of course, we know that Q2 2023 will not be affected as the export ban has yet to take effect but in the subsequent quarter eg:Q3 onwards, 20%-25% permanent loss in revenue in data centre is expected through legal export to China. On the flipside, there is certain chips still going to China with lobsters and whether this are recorded as part of data centre revenue.

[NikoTinbergen-ni]

They don’t tape the pinchers closed on those lobsters, so if you want the chips you have to reach past all those pinchers.

[rikji]

minimum 400 million lose in revenue. might be more!

[devildevil]

Nvidia can't survive without Chinese 😂😂

[akaslowmoney]

They are made in Taiwan. China considers Taiwan to be a part of China. Taiwan considers itself to be an independent nation. Only 13 of the 193 nations within the U.N. officially recognize Taiwan as an independent nation. The U.S. considers Taiwan as an independent nation at U.N. meetings, although this is merely rhetoric, and has supplied weapons and training to them for a long time. If China were to invade Taiwan and Taiwan asked for help, it's more than likely we would find a way to justify their defense to the public. It's also the main chip maker hub in the world for several kinds of complex chips manufacturers.

[broersverband]

Who has the cash or want to buy thes chips the economy is crashing

[waynef]

As long as there's greedy people, and power hungry people. AI has nothing to worry about. It's going to happen, because everyone is chasing dollar signs. Just like the Chat-bot creator Sam. He thinks that he's going to be the first to have full control over AI. 😂🤣