Huida (NVDA-United states of america), Tremendous Micro (AMD-United states) later on claimed that the US government has banned the export of high-conclusion AI and server chips to China and Russia the two chip factories are TSMC (2330-TW) (TSM-Usa) key shoppers, the authorized entity predicts, will impact earnings by up to about 2%, and Huida and Tremendous Micro are also significant prospects of the domestic provider Sanxiong, with a superior share of shipments and a somewhat higher impression from operations.
The US has described that huida is banned from promoting its A100 and H100 chips to China and Russia to speed up machine discovering things to do. The new export limits could also interfere with the company’s completion of the growth of the flagship H100 chip Supermicro stated the new polices limit the export of its MI250 AI chips to China, but I you should not believe the new rule will have a important influence on the company.
Due to the fact Supermicro and Huida are equally TSMC’s major 10 shoppers, the legal entity thinks that if the United States fully bans the sale of AI and high-performance processing chips to China, the opportunity influence will be large in the foreseeable future. up to 2%. TSMC has scattered buyers and has the benefit of large-stop chip process producing. Orders for internally created GPUs from Chinese prospects are continue to anticipated to offset the impression of the ban.
As for the provider panel manufacturing facility, Huida and Supermicro are the best 3 buyers of the domestic provider panel factory, which jointly account for 20-30% of ABF provider panel shipments8046-TW) The key consumer is Super Micro, the lawful entity estimates that the income is about 9-12%, Jingshuo (3189-TW) The key consumer is Huida, whose GPU income accounts for about 15%, which is somewhat impacted.
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