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U.S. may stop global chipmakers’ access to American tech in China

On April 16, 2025, a motorcycle is seen near a building of Taiwan semiconductor production company (TSMC), a Taiwan semiconductor contract production and design company in Taiwan, Taiwan.

Daniel Ceng | Anatolia | Getty Images

The semiconductor stocks declined on Friday after a report that the United States weighed measures to terminate waives and allowed some chip manufacturers to send American technology to China.

Jeffrey Kessler Samsung ElectronicsSK Hynix And this week, Taiwan will allow semiconductors to cancel their waves, which will allow us to send chipset technology to their factories in China, Wall Street Journal It was reported by referring to people familiar with the issue.

. Vaneck semiconductor etf about 1%. Nvidia And Qualcomm Also, each fell approximately 1% Marvell Technology And Taiwan semiconductor Each of them was about 2% recording.

The latest move reported by the Trade Department comes with the US and China with an undecided ceasefire on tariffs and trade, and CHIP controls are an important point of adhesion.

After the first tariff pause in May, countries accepted a second trade agreement in London after giving relationships.

The United States described China’s rules as a “discriminatory”, and after a pause in May, a few chip exports change in May.

US chipsets have been shot with pavements in the last few years and limited their ability to sell advanced artificial intelligence chips to China because of national security concerns.

During the earnings report last month, Nvidia said that the latest export restriction on China’s H20 chips prevented sales of approximately 8 billion dollars.

NVIDIA CEO, Jensen Huang, called for investors, said that the $ 50 billion market for AI chips in China was “effectively closed to the US industry”. During a CNBC interview in May, he called China’s blocking from the AI ​​market as a “tremendous loss”.

Read the entire WSJ report Here.

WRISTWATCH: The US is preparing action aimed at the ability of allies to send American chip -made equipment to China

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