From Yahoo Finance: 2025-04-17 10:16:00

Nvidia (NVDA) faces a $5.5 billion charge due to restrictions on AI chip exports to China. Trump administration may reverse measures soon, according to research director Olivier Blanchard. Tariff clarity expected by year-end, with some chip makers possibly getting special deals. NVDA’s influence could lead to positive outcomes in the situation.

Potential return to previous status quo as Trump administration may provide carve outs for chip exports to China. Some firms could mitigate tariff impact in the future. Clarity on tariffs and supply chains expected by summer or fall, with certain chip makers possibly receiving special treatment from the administration.

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Read more at Yahoo Finance: Expert Says U.S. Could Ease Export Restrictions on Some Chips Soon