China is implementing a revised procurement policy that excludes Intel, AMD, and Microsoft from government computers, favoring local brands like Loongson, HiSilicon, Wuxi, Phytium, and Hygon. The move is part of China's push for tech self-sufficiency, with implications beyond government business, potentially affecting defense and allowing for 50% non-Chinese companies to fill the gap. This crackdown on U.S. chips could benefit Taiwan's Via Technologies and RDC Semiconductor.
Intel, AMD Sales to Take Hit from China Curbing Use of U.S. Chips, Analysts Warn https://t.co/LS8PMSJOiA
A move by China to replace Intel and AMD CPUs in PCs at government offices and state-backed firms could benefit Taiwan’s Via Technologies and RDC Semiconductor, which both make x86 compatible CPUs, media report, noting investors sent both stocks limit-up on Monday over hopes for…
An order quietly issued in December that put processors from Intel and U.S. rival Advanced Micro Devices (Nasdaq: AMD) effectively off limits for most "government agencies and party organs" was now being implemented, the Financial Times reported. https://t.co/PV8mLGSM2U
U.S. chipmakers under pressure as China bans $INTC and $AMD chips in government devices How do you play the space amid the crackdown? Riedel Research President @DavidRiedel breaks down the implications: https://t.co/PEOYPhcyhk
Here we go. $AMD $INTC 🇨🇳 https://t.co/fvTkSXkwIR
China cracking down on U.S. chips @PatrickMoorhead weighs in on the implications #titfortat #chips #semis #china #defense @JonFortt https://t.co/nF9UZKf9z5
Heading on @CNBCOvertime to discuss implications of China's crackdown on @AMD and @Intel. Don't be quick to assume it's ALL government biz for PCs. Could be defense only AND 50% can be non-Chinese. What companies could potentially fill that gap? Companies like Phytium (Arm),…
#China pushes revised procurement barring $INTC $AMD $MSFT from government computers. Local brands ONLY. Loongson, HiSilicon, Wuxi, Phytium, Hygon on US Entity List. Guidance: https://t.co/v28gjiQIEQ PDF: https://t.co/D6la37olph Safety&Reliability results: https://t.co/Kqs0KssNVI https://t.co/7kLxNYFtrf
Beijing reportedly doesn't want Intel, AMD or Microsoft on its government computers as its drive for tech self-sufficiency picks up. https://t.co/YuWxhdUOqM