Chip stocks fall as Nvidia, AMD warns Chinese export control costs

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NVIDIA CEO Jensen Huang, on March 18, 2025, in San Jose, San Jose presents the main features for the NVIDIA GPU Technology Conference in the SAP Center.

Brittany Hosea-Small | Reuters

Technology reserves declined on Wednesday starting with a 5% discount NvidiaAs the Chipmmeking sector, the President signaled Donald Trump‘s sweeping tariff plans may require and hinder growth.

Appeared in nvidia a document On Tuesday, it will receive $ 5.5 billion in exports H20 graphics Processing units and other countries will require a license to send chips and other directions over there.

The chip is specially designed to meet the export restrictions on the sale of advanced AI processors from about 12 billion dollars in the President Joe Biden administration, in 2024 to $ 15 billion. Advanced micro devices The most recent export control in a document on Wednesday said it was on MI308 products Can cause $ 800 million.

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NVIDIA and AMD shares over the past month

Tech variability

Technology reserves approached Trump’s tariff ads, which causes the fears of global trade warfare and decay.

After the market, sweeping politics plans, Megacap pushes technology resources “Magnificent seven“Shave with more than $ 1.8 trillion worth of $ 1.8 trillion in the market. Markets later saw more wild turbulence than Trump 90-day break In most reciprocal tariffs that send Nasdaq composite to the second best session last week.

Many technology stocks jumped from below, but Apple and meta platforms have been more than 10% to date, and amazon has decreased by about 7%. Nvidia and Tesla are more than 3%.

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