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$NVIDIA (NVDA.US)$ Even if the USA imposes tariffs on chips imported from China, NVIDIA still has the ability to pass on the cost through price increases, and the impact on its performance may be limited. Let's analyze this logic more deeply:
🔍 1. The extent to which tariffs affect NVIDIA
The impact of Trump's tariffs is mainly reflected in two aspects:
1️⃣ The Impact on NVIDIA's Supply Chain
• NVIDIA mainly relies on Taiwan Semiconductor Manufacturing Company (TSMC) for chip production, and since TSMC is located in Taiwan, the tariffs mainly affect the Chinese market rather than NVIDIA's production costs.
• However, some backend packaging and testing processes still involve China (such as JCET Group Co., Ltd.), and if tariffs are increased, these costs may rise.
2️⃣ The Impact on NVIDIA in the Chinese Market
NVIDIA's high-end AI chips (such as H100, H200) can no longer be directly sold to China due to US export controls, can only provide special edition H20.
If tariffs are imposed, the price of H20 may increase, but considering that there are no alternatives in China, customers may still continue to purchase, and NVIDIA only needs to adjust the price to pass on the cost of the tariff.
📊 2. NVIDIA can raise prices to pass on costs.
• AI芯片市场基本处于英伟达垄断,AMD、英特尔虽然有竞争产品,但性能、软件生态无法替代英伟达。
• 大型科技公司(如微软、谷歌、Meta、亚马逊)都需要英伟达的AI芯片,即使涨价,它们也只能接受。
• 由于供不...
🔍 1. The extent to which tariffs affect NVIDIA
The impact of Trump's tariffs is mainly reflected in two aspects:
1️⃣ The Impact on NVIDIA's Supply Chain
• NVIDIA mainly relies on Taiwan Semiconductor Manufacturing Company (TSMC) for chip production, and since TSMC is located in Taiwan, the tariffs mainly affect the Chinese market rather than NVIDIA's production costs.
• However, some backend packaging and testing processes still involve China (such as JCET Group Co., Ltd.), and if tariffs are increased, these costs may rise.
2️⃣ The Impact on NVIDIA in the Chinese Market
NVIDIA's high-end AI chips (such as H100, H200) can no longer be directly sold to China due to US export controls, can only provide special edition H20.
If tariffs are imposed, the price of H20 may increase, but considering that there are no alternatives in China, customers may still continue to purchase, and NVIDIA only needs to adjust the price to pass on the cost of the tariff.
📊 2. NVIDIA can raise prices to pass on costs.
• AI芯片市场基本处于英伟达垄断,AMD、英特尔虽然有竞争产品,但性能、软件生态无法替代英伟达。
• 大型科技公司(如微软、谷歌、Meta、亚马逊)都需要英伟达的AI芯片,即使涨价,它们也只能接受。
• 由于供不...
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Hi, mooers! ![]()
YTL Power $YTLPOWR (6742.MY)$ is expected to release its latest quarterly earnings on November 26*. How will the market react to the company's results? Vote your answer to participate!
*The exact release date depends on the company's announcement.
🎁 Rewards
An equal share of 5,000 points: For mooers who correctly guess the price range of $YTLPOWR (6742.MY)$'s closing price on 26 November!
(Vote will clos...
YTL Power $YTLPOWR (6742.MY)$ is expected to release its latest quarterly earnings on November 26*. How will the market react to the company's results? Vote your answer to participate!
*The exact release date depends on the company's announcement.
🎁 Rewards
(Vote will clos...
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$PERTAMA (8532.MY)$ You can buy it now.
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$PERTAMA (8532.MY)$ when will go up?
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Beginner here, any advise on future prospects of this stock? Does real estate market affect the stock?
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$BURSA (1818.MY)$
The stock dropped a little every day, and today it dropped a lot.
The market is not good, no one can avoid the big drop.![]()
The stock dropped a little every day, and today it dropped a lot.
The market is not good, no one can avoid the big drop.
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