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74/100 Bearish 07.05.2026 · 03:02 Finrend AI ⏱ 1 dk 👁 9 TR

US Restricts Equipment Exports to China's Second-Largest Chipmaker

The US administration has decided to restrict equipment exports to China's second-largest semiconductor manufacturer. This move aims to limit technology transfer and address national security concerns. The restrictions specifically target equipment used in advanced chip production. The restrictions are intended to block the Chinese chipmaker's access to advanced manufacturing capabilities. This US move could lead to new tensions in the global semiconductor supply chain. Markets are closely watching how this development will affect supply-demand balance in the sector. Experts note that while these restrictions may negatively impact the Chinese manufacturer's production capacity in the short term, they could accelerate China's domestic chip production in the long run. This US step is seen as a significant policy shift at a time when technology wars are intensifying. This is not investment advice.

📊 GOOGL — Piyasa Yorumu

▼ down · 60%

The news that the US is restricting equipment exports to China's second-largest chipmaker could negatively impact the supply chain and growth potential in the Chinese market for technology companies such as GOOGL. With the RSI at 71.4, indicating overbought territory, the likelihood of a short-term correction increases. Despite a 3.3% rise in the last 24 hours, such geopolitical risks may weigh on the stock. Although the MACD being above the signal line supports short-term momentum, a downward move can be expected due to the uncertainty created by the news.

RSI 14
71.4
MACD
5.86
24h Δ
3.35%

📊 TSM — Piyasa Yorumu

▼ down · 65%

The news that the US is restricting equipment exports to China's second-largest chipmaker increases geopolitical risks for semiconductor companies like TSMC. This restriction could negatively impact TSMC's customer demand and supply chain in China. Technically, the RSI at 72.6 is in overbought territory, raising the likelihood of a short-term correction. Although the MACD is positive, the uncertainty created by the news and the overbought signal support a bearish move. However, the strong uptrend and price above SMA20/50 suggest any decline may be limited.

RSI 14
72.6
MACD
5.67
24h Δ
5.27%

📊 NVDA — Piyasa Yorumu

▼ down · 65%

The news that the US is restricting equipment exports to China's second-largest chipmaker increases geopolitical risk for semiconductor companies such as NVDA. Technically, the RSI is approaching 68, entering overbought territory, which raises the likelihood of a short-term correction. Although the MACD remains positive, there are signs of weakening momentum. The 4.3% rise over the past 24 hours may partially offset the negative impact of the news, but the overall outlook carries downside risk in the near term.

RSI 14
67.9
MACD
1.52
24h Δ
4.29%

📊 AMD — Piyasa Yorumu

▼ down · 70%

The news creates supply constraints and geopolitical risks in the chip sector where AMD operates. Technical indicators are in overbought territory (RSI 83.5), and a sharp 16.8% rise in the last 24 hours increases the likelihood of profit-taking in the short term. The MACD is positive but overextended, suggesting momentum may weaken. A bearish correction can be expected in the near term.

RSI 14
83.5
MACD
20.06
24h Δ
16.85%
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