Following a US official's statement that "We are keeping China dependent on American technology," China is restricting sales of #NVIDIA's H20 chip, produced for the Chinese market! 🇨🇳🇺🇸 This development takes the technology rivalry between the two countries to a new level. ⚔️🧠 #China #US #ChipWar #Technology #H20

Key developments that have caused AMD stock to decline recently: 1️⃣ $INTC, SoftBank, and $ARM Collaboration Rumors: $Softbank's $2 billion investment in $INTC, and rumors that this partnership could leverage $INTC's foundry facilities for the production of AI chips using the $ARM architecture, have raised concerns about further intensified competition for $AMD. This is seen as a risk to market share. 2️⃣ Order Cut and Analyst Note: Hong Kong GF Securities analyst Jeff Pu's claim that $AMD reduced its MI355X chip orders from $7 billion to $6 billion has weakened the company's growth prospects in the AI chip segment. This news has shaken investor confidence and put pressure on the stock. ​3️⃣ New Licensing Requirements for Sales to China: The US government's requirement that NVDA and AMD apply for licenses for every new-generation chip sale to China could restrict companies' flexibility and revenue streams in the Chinese market. This development makes sales processes more complex. Furthermore, according to some agreements, companies are required to pay 15% of revenue from sales to China to the US government. ​4️⃣ Possible US Government Partnership in $INTC: The US's announcement of its intention to become a partner in $INTC is perceived as a potential risk that could alter the competitive landscape. This could mean supporting $INTC with special taxes imposed on companies like NVDA and AMD, which could increase AMD's costs and negatively impact its competitiveness. #AMD #Stock #Investment #TechNews #Market #INTC #NVDA #SoftBank #ARM #ChipSector

As the rally in technology stocks boosts market sentiment, investors continue to assess the impact of Trump's new tariffs. 🔹 S&P 500 futures: +0.3% 🔹 Nasdaq 100 futures: +0.3% 🔹 Dow futures: +0.2% 📊 Bond Market 10Y return: 4.26% (flat) 2Y return: +1bp ➡ 3.75% 📌 Thursday Summary S&P 500: -0.08% (Eli Lilly earnings pressured) Nasdaq: +0.35% 🆙 Mag-7: +0.40% 📈 (All-time high) 💬 Deutsche Bank – Jim Reid: “Trump’s chip tax exemptions and the easing of Russia-Ukraine tensions have tempered optimism. Tariffs have taken effect, but the market reaction has been weak.” 📰 Other Developments Trump tariffs officially began last night Fed Governor Waller is emerging as a candidate for chairman after Powell Today's data agenda is quiet; St. Louis Fed President Musalem will speak #SP500 #Nasdaq #DowJones #TrumpTariffs #BondMarket #Fed #Markets

$TSLA $INTC $TSM Tesla Switches to Intel Foundry and EMIB Technology for Dojo 3! Tesla's next-generation Dojo 3 supercomputer works with ultra-large chip modules. TSMC's System-on-Wafer (SoW) technology is insufficient to package these massive modules. Production lines are overwhelmed with CoWoS requests and cannot prioritize Tesla's special orders. Intel's EMIB (Embedded Multi-Die Interconnect Bridge) technology offers greater modularity, flexibility, and scalability, allowing Elon Musk to more aggressively develop the Dojo architecture. Therefore, Tesla is reducing its reliance on Taiwan Semiconductor by choosing Samsung for production and Intel for packaging due to TSMC's packaging limitations.

$AAPL Apple and $NVDA Nvidia will be exempt from tariffs thanks to their US investments! 🇺🇸💰 Donald Trump announced that he will impose new tariffs of up to 100% on chips and semiconductors to encourage domestic production. However, he stated that companies that have invested heavily in the US, such as Apple and Nvidia, will not be affected by these tariffs. This development coincides with decisions by tech giants to increase their investments in the US. Apple's announcement of an additional $100 billion investment is one of the most concrete examples of this decision. #Trump #Apple #Nvidia #Tariff #Economy

📢 TRUMP'S FIRM MESSAGE TO THE CHIP INDUSTRY: 💥 "We will impose 100% tariffs on all chips!" 💥 Massive tariffs are coming on semiconductors coming from outside the US. 🇺🇸 However, there will be no extra cost for companies investing in the US. ➡️ Washington appears determined to bring production domestically. #Trump #Chip #Semiconductor #Trade #US #TechWar

Trump's New Tariff Move: 250% Tax on Medicines Possible 🔹 Tariffs planned for the chip and pharmaceutical sectors 🔹 Taxes on medicine imports could be raised from 150% to 250% 🟣 Pressure on global supply chains could increase.