US Blocks Shipment of Nvidia's Most Advanced AI Chips to China

The US Department of Commerce has issued a new regulation restricting the export of Nvidia's most advanced artificial intelligence chips, including the Blackwell series processors, to overseas subsidiaries of China-based companies. This move aims to close a previously identified security loophole. The new directive is part of a series of measures designed to limit China's access to AI technology. The US aims to reduce national security risks and maintain its technological edge through such restrictions. Nvidia's Blackwell processors are critical for AI and high-performance computing. Blocking the transfer of these chips to China could have significant implications for the global chip supply chain. This US move opens a new front in the ongoing technology war with China. Especially at a time when competition in the AI field is intensifying, such restrictions are expected to shift the balance in the sector. This is not investment advice.

📊 NVDA — Piyasa Yorumu

▼ down · 70%

The news indicates that Nvidia's most advanced AI chips are blocked from export to China. This could lead to revenue loss in a significant market segment and put pressure on the stock. Technical indicators already show a weak outlook: RSI at 37 is near oversold territory, MACD is below zero, and the price is trading below both the 20-day and 50-day moving averages. Selling pressure is likely to continue in the short term, but due to the oversold zone, a gradual decline rather than a sharp drop can be expected.

RSI 14

37.4

MACD

-0.17

24h Δ

-1.28%

📊 AMD — Piyasa Yorumu

▲ up · 60%

The news indicates that Nvidia is restricting AI chip exports to China, which could create an opportunity for AMD. AMD's stock has risen 3.5% in the last 24 hours, with an RSI of 64, not yet approaching overbought territory. Although the MACD remains below the signal line, the price is trading above the 20- and 50-day moving averages. In the short term, this news is expected to have a positive impact on AMD, though market reaction may be limited.

RSI 14

63.9

MACD

8.28

24h Δ

3.54%

📊 TSM — Piyasa Yorumu

▼ down · 65%

The news indicates that the US has blocked the export of Nvidia's most advanced AI chips to China. This could lead to supply chain constraints and uncertainty in the semiconductor sector. TSM's price closed below its 20-day moving average, with an RSI of 51.5 in neutral territory. The MACD remains below the signal line, suggesting short-term weakness. Given the negative impact of the news, the stock is expected to continue its downward trend in the coming days.

RSI 14

51.5

MACD

1.79

24h Δ

1.42%

📊 AVGO — Piyasa Yorumu

▼ down · 70%

The news indicates that the US has blocked the export of Nvidia's most advanced AI chips to China. This could create broad selling pressure in the semiconductor sector and negatively impact similar chipmakers such as AVGO. Technical indicators point to overbought conditions (RSI at 71.5), increasing the likelihood of a short-term correction. The 6% rally over the past 24 hours may turn into profit-taking on the back of this news. Therefore, a downward movement is expected in the near term.

RSI 14

71.5

MACD

5.75

24h Δ

5.99%

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