From CNBC: 2025-05-07 05:57:00

Uncertainty clouds semiconductor firms during earnings season due to changing U.S. tariff policy and export restrictions on China. U.S. exempts certain tech products but investigates semiconductor imports. AMD expects $1.5 billion revenue loss due to AI chip export curbs to China. Super Micro and Marvell issue disappointing guidance amidst tariff and macroeconomic uncertainty.

Semiconductor stocks face pressure amidst macroeconomic uncertainty and U.S. trade policies. VanEck Semiconductor ETF down nearly 12%. Samsung anticipates high demand volatility due to tariff policy changes. Marvell postpones investor day, citing uncertain macroeconomic environment. Analysts highlight complex mix of demand signals and geopolitical headwinds in the semiconductor sector.

Nvidia CEO advocates for American technology in China’s $50 billion AI market. U.S. restricts China’s access to American technology, prompting Chinese firms to focus on homegrown technology. Nvidia confident in competing with China in AI. Huang emphasizes the need for U.S. to accelerate efforts in AI race and not hold back American companies.



Read more at CNBC:: Trump tariffs and China export curbs cast cloud over major chip stocks