China is reportedly pushing back against Intel and AMD, with rumors suggesting a ban on their chips in Chinese government computers. Analysts believe the ban may not be as severe as portrayed, with potential implications for defense and non-Chinese companies to fill the gap. U.S. chipmakers are feeling pressure amid the crackdown, with discussions on the impact and strategies to navigate the situation.
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
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),…
Feels like the news of $AMD, $INTC chips "banned" in China is a bit overblown. The articles clearly saying, the ban is for Chinese GOVERNMENT computers only! I'm surprised this ban hasn't happened sooner! Dips(if any) will be bought on this! My 2 cents... https://t.co/c726msYtRU
China pushing back against Intel and AMD? Rumors breaking and some context for those interested in the chip wars between China and the west. 👇🏻 Of course China won’t just lay idle with U.S. based controls for chipmakers exporting to China. AI is the deciding factor of economic… https://t.co/uBC6axJsGW