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Uncertainty – this was the topic of profit for the world’s largest semiconductor firms that are incomprehensible in demand for their products as a result of changes in policy in the US and export restrictions located in China.
US President Donald Trump “mutual” tariffs came into force in April though they were Soon stopped. White House also released certain technological products For example, smartphones and chips. However the US is A study of imported semiconductor technology which can get into new responsibilities.
Meanwhile, Washington Last month added more semiconductor products from Nvidia and Amd to the list of subjects that are Restricted to export to ChinaBuilding on Biden’s curbs.
China’s policy has caused embarrassment among the leaders of the world’s largest companies with apparent impact on their classes.
AMD on Tuesday said that awaited 1.5 billion dollars lost profits Thorugh The Cend of its financial year as a result of export runoff china in China, despite the profits in the first quarter.
Super micro removed a disappointing guide Tuesday, citing tariff and macroeconomic uncertainty. The company stated that it would not give recommendations for its financial year 2026 until the “visibility” becomes clearer. The stock decreased by 4% in Premarket.
And Marvell said on Tuesday what it is postpone Previously, investors’ day is scheduled from June 10 to the “future date on the 2026 calendar”. The company’s shares decreased by 4.4% in Premarket.
“We decided to postpone the day of our investor, given the current uncertain macroeconomic environment,” Murfi Murph, CEO of Marvell said in a statement.
Clarity in “canos”
This year, semiconductor rallies are pressured against the background of increasing macroeconomic uncertainty and trade policy by the United States. Also there is a concern about the demand for AI products, even as technological giants as similar Microsoft and Amazon Continue to make billions of dollar data centers.
A Vaneck Semiconductor ETFThe chips basket decreased by almost 12%this year.
And it’s not just US companies that feel warm. said Samsung Last month, “Valatilti’s demand will be quite high” as a result of changes in tariff policy and macroeconomic uncertainty.
“Due to rapid changes in politics and geopolitical tensions among the main countries, it is difficult to predict the impact on business and countermers,” said the Samsung Executive Director at a profit.
“There is a lot of uncertainty ahead.”
Samsung is one of the largest chips in the world.
“The semiconductor sector is fighting a complex mix of demand and geopolitical wind signals,” said Ben Barringer, World Technology Analyst Quilter Cheviot by email.
Barringer said Marvel’s decision to postpone his investor day, “adds a layer of uncertainty at a time when clarity is missing,” while the weak forecast of Super Micro also “raised his eyebrows.”
“With the macro -value and export restrictions, there is still a big way, the way forward for the manufacturers of the chips remains uneven, even if the main demand in certain areas is delayed,” Baringer added.
Nvidia CEO: “Let’s go to the race”
The US chip industry sought to show that it leads in technology compared to China and that it needs to be provided there.
Nvidia CEO Jensen Juan said CNBC on Tuesday that in two to three years, China is likely to become an artificial intelligence market for $ 50 billion.
“It would be a huge loss not to be able to decide it as an American company. It will return the income, it will return taxes, it will create a lot of jobs here in the US,” Juan said.
Over the past few years, Washington has been in Biden and Trump, using export restrictions to limit China’s access to American technology in areas such as AI and semiconductors. This pushed Chinese firms to increase to focus on home -grown technologies with companies such as such companies Huawei seeks to create viable competing products similar to Nvidia.
Chinese companies such as Deepseek and Alibaba were also able to launch highly professional AI models.
Huang Nvidia said that there is now a competition in the II, but US firms should be able to compete with China.
“The United States must admit that we are not the only country in this race that we have competitors. We are sure we are confident in a confident country, we have confident companies, we are not afraid of the race. We look forward to the race.
“And so I think now is the time when the United States needs to realize that we need to put a pedal on metal … We just have to go for it. Waiting around, talking about it, trying to restrain people is not necessarily the best step.
