On Nov. 9, just weeks after the US government tightened regulations on exporting high-end AI chips to China, unconfirmed reports said that the chipmaker $NVIDIA Corp(NVDA)$ is set to announce a new series of AI chips for customers in China. The new Nvidia chips are reportedly designed to comply with the latest U.S. government export restrictions. The news cheered investors, because the curbs were seen leading to a possible $5 billion in order cancellations for $NVIDIA Corp(NVDA)$ .The exclusive report suggests that Nvidia has created three customized versions of AI chips for Chinese customers: HGX H20, L20 PCle, and L2 PCle. The official announcement is anticipated on Nov. 16, with insiders revealing
Chip War: Is Semi sector worth investing or not?
Recently, semiconductor companies $Texas Instruments(TXN)$, $ON Semiconductor(ON)$, $Advanced Micro Devices(AMD)$ fell after they released lateset earnings. ---------------- What's wrong with semiconductor stocks? Is Semi sector worth investing or not? Will AI help semiconductor go higher? Good time to bottom or sell before more declines?
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