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Market Impact: 0.48
China Won't Move Chip Stocks Anymore
Source: seekingalpha.com
Artificial IntelligenceTechnology & InnovationTrade Policy & Supply ChainSanctions & Export ControlsCorporate Guidance & Outlook
Semiconductor stocks rallied on sustained AI-driven spending despite no new chip developments from Xi Jinping's visit and diminishing reliance on China. Nvidia's outlook assumes zero China data-center sales, while ASML's China revenue share has fallen to 14%, yet both companies continue to project strong growth. The developments reinforce that AI infrastructure demand is increasingly offsetting China-related export-control and demand risks for major chip suppliers.
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