{"id":192805,"date":"2025-09-02T00:46:18","date_gmt":"2025-09-02T00:46:18","guid":{"rendered":"https:\/\/www.europesays.com\/us\/192805\/"},"modified":"2025-09-02T00:46:18","modified_gmt":"2025-09-02T00:46:18","slug":"samsung-and-nvidia-nvda-warned-after-new-u-s-crack-down-on-chinese-chip-movements","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/192805\/","title":{"rendered":"Samsung and Nvidia (NVDA) Warned after New U.S. Crack Down on Chinese Chip Movements"},"content":{"rendered":"<p>Shares in South Korean chip-making giants Samsung Electronics <a data-ticker=\"SSNLF\" href=\"https:\/\/www.tipranks.com\/stocks\/ssnlf\" rel=\"nofollow noopener\" target=\"_blank\">(SSNLF)<\/a> and SK Hynix were lower today because of new U.S. restrictions on <a data-autolink=\"true\" href=\"https:\/\/www.tipranks.com\/economic-indicators\" rel=\"nofollow noopener\" target=\"_blank\">imports<\/a> to China.<\/p>\n<p>Elevate Your Investing Strategy:<\/p>\n<ul style=\"padding-top: 5px;\">\n<li> Take advantage of <a data-link=\"article_promo\" href=\"https:\/\/lp.tipranks.com\/july-2025-50off\/?llf=rss&amp;timer=on&amp;coupon=INTRO50P\" rel=\"nofollow noopener\" target=\"_blank\"> TipRanks Premium at 50% off! <\/a> Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.\n<\/li>\n<\/ul>\n<p><strong>AI Battle<\/strong><\/p>\n<p>President Trump, as part of his ongoing battle for <a data-autolink=\"true\" href=\"https:\/\/www.tipranks.com\/compare-stocks\/artificial-intelligence\" rel=\"nofollow noopener\" target=\"_blank\">AI<\/a> supremacy with China, has ditched exemptions for the two Korean firms that had allowed them to ship U.S. <a data-autolink=\"true\" href=\"https:\/\/www.tipranks.com\/compare-stocks\/chips-stocks\" rel=\"nofollow noopener\" target=\"_blank\">semiconductor<\/a> equipment to their huge factories in mainland China. SK is a key AI chip partner of Nvidia <a data-ticker=\"NVDA\" href=\"https:\/\/www.tipranks.com\/stocks\/nvda\" rel=\"nofollow noopener\" target=\"_blank\">(NVDA)<\/a>.<\/p>\n<p>The move will put huge pressure on both firms because they produce a large proportion \u2013 believed to be around a third \u2013 of their chips in China, although it could give a boost to U.S. rival Micron <a data-ticker=\"MU\" href=\"https:\/\/www.tipranks.com\/stocks\/mu\" rel=\"nofollow noopener\" target=\"_blank\">(MU)<\/a>.<\/p>\n<p>It has already had a strong last 12 months as can be seen below:<\/p>\n<p><a href=\"https:\/\/www.tipranks.com\/stocks\/mu\/stock-analysis\" rel=\"nofollow noopener\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" width=\"729\" height=\"404\" src=\"https:\/\/www.europesays.com\/us\/wp-content\/uploads\/2025\/09\/image-73.png\" alt=\"\" class=\"wp-image-2379516\"  \/><\/a><\/p>\n<p>According to the Yonhap news agency, South Korea\u2019s trade ministry said it had been in communication with US officials about the announcement and said it had stressed \u201cthe importance of smooth operations of our chipmakers\u2019 Chinese facilities for global semiconductor supply chain stability.\u201d<\/p>\n<p>The US Commerce Department, when announcing the move, said it did not intend to grant licences that would allow companies to \u201cexpand capacity or upgrade technology\u201d at China-based manufacturing facilities. It said it was closing loopholes that \u201cput US companies at a competitive disadvantage.\u201d<\/p>\n<p><strong>U.S. Impact<\/strong><\/p>\n<p>However, analysts pointed out that some U.S. firms would be impacted by the move given that KLA, Lam Research <a data-ticker=\"LRCX\" href=\"https:\/\/www.tipranks.com\/stocks\/lrcx\" rel=\"nofollow noopener\" target=\"_blank\">(LRCX)<\/a> and Applied Materials <a data-ticker=\"AMAT\" href=\"https:\/\/www.tipranks.com\/stocks\/amat\" rel=\"nofollow noopener\" target=\"_blank\">(AMAT)<\/a> all sell high-end semiconductor manufacturing equipment to SK Hynix and Samsung Electronics in China.<\/p>\n<p>What it could be is another boost to <a href=\"https:\/\/www.tipranks.com\/news\/ai-war-intensifies-as-china-plans-to-triple-chip-production\" rel=\"nofollow noopener\" target=\"_blank\">domestic Chinese companies making chip equipment.<\/a> They are already getting support from the government which sees AI as a key economic battleground with the U.S. It has recently urged domestic firms to buy locally produced AI chips instead of semiconductor giant Nvidia following the ban on its exports of H20 chips earlier this year.<\/p>\n<p>\u201cThe China question is looming large for US chip makers as US tariffs and a push from the Chinese government for domestic chip production weigh on their stock prices,\u201d said Kathleen Brooks, research director at XTB. \u201cInvestors could switch to Chinese chip makers if they think that Nvidia won\u2019t be able to capitalize on Chinese demand, and this is a developing theme worth watching.\u201d<\/p>\n<p><strong>What are the Best AI Stocks to Buy Now?<\/strong><\/p>\n<p>We have rounded up the best AI stocks to buy now using our <a href=\"https:\/\/www.tipranks.com\/compare-stocks\/artificial-intelligence\" rel=\"nofollow noopener\" target=\"_blank\">TipRanks comparison tool.<\/a><\/p>\n<p><a href=\"https:\/\/www.tipranks.com\/compare-stocks\/artificial-intelligence\" rel=\"nofollow noopener\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" width=\"904\" height=\"802\" src=\"https:\/\/www.europesays.com\/us\/wp-content\/uploads\/2025\/09\/image-77.png\" alt=\"\" class=\"wp-image-2379539\"  \/><\/a><\/p>\n<p><a href=\"https:\/\/www.tipranks.com\/glossary\/d\/disclaimer-disclosure\" style=\"margin-right: 32px;\" rel=\"nofollow noopener\" target=\"_blank\">Disclaimer &amp; Disclosure<\/a><a href=\"https:\/\/www.tipranks.com\/glossary\/c\/contact-editor\" rel=\"nofollow noopener\" target=\"_blank\">Report an Issue<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Shares in South Korean chip-making giants Samsung Electronics (SSNLF) and SK Hynix were lower today because of new&hellip;\n","protected":false},"author":3,"featured_media":192806,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[64,67,132,68],"class_list":{"0":"post-192805","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-business","8":"tag-business","9":"tag-united-states","10":"tag-unitedstates","11":"tag-us"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/115131946356817901","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/192805","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=192805"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/192805\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/192806"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=192805"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=192805"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=192805"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}