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Nvidia and AMD Shares Fall as Netherlands Block Lithography Systems to China

Nvidia and AMD Shares Fall as Netherlands Block Lithography Systems to China

由于荷兰将光刻系统封锁到中国,英伟达和AMD股价下跌
Benzinga ·  01/02 10:56

Shares of artificial intelligence heavyweight $NVIDIA (NVDA.US)$ and peer $Advanced Micro Devices (AMD.US)$ are trading Tuesday following reports of the Netherlands decision to block exports of specific lithography systems to China.

人工智能重量级股票 $英伟达 (NVDA.US)$ 和同行 $美国超微公司 (AMD.US)$ 在有报道称荷兰决定阻止向中国出口特定光刻系统之后,将于周二交易。

The Dutch government's decision impacts the NXT:2050i and NXT:2100i systems, which are essential for advanced microprocessor production.

荷兰政府的决定影响了nxt: 2050i和nxt: 2100i系统,这两个系统对于先进的微处理器生产至关重要。

This move complements U.S. export restrictions and aligns with a September directive mandating Dutch semiconductor firms to seek official approval before exporting specific chip-making tools.

此举补充了美国的出口限制,符合9月份的指令,该指令要求荷兰半导体公司在出口特定的芯片制造工具之前必须寻求官方批准。

$ASML Holding (ASML.US)$, a specialist in photolithography crucial for chip manufacturing, has announced that the recent revocation of its export license and U.S. export restrictions will not likely affect its financial projections for 2023.

$阿斯麦 (ASML.US)$是对芯片制造至关重要的光刻专家,该公司宣布,最近撤销其出口许可证和美国出口限制不太可能影响其2023年的财务预测。

Last week, Nvidia introduced the GeForce RTX 4090 D, a new version of its high-end gaming chip tailored to meet U.S. export restrictions aimed at China.

上周,英伟达推出了GeForce RTX 4090 D,这是其高端游戏芯片的新版本,专为满足美国针对中国的出口限制而量身定制。

Nvidia crafted the GeForce RTX 4090 D in close consultation with the U.S. government to fully comply with export controls.

英伟达在与美国政府密切磋商后精心制作了GeForce RTX 4090 D,以完全遵守出口管制。

It plans to unveil three new AI chips for the Chinese market faced delays, leading to the postponement of one chip's launch to the following year, with the other two yet to be listed on Nvidia's China website. Nvidia holds a commanding 90% share of China's $7 billion AI chip market.

它计划为中国市场推出三款新的人工智能芯片面临延误,导致其中一款芯片的发布推迟到次年,另外两款尚未在英伟达的中国网站上上市。英伟达在中国70亿美元的人工智能芯片市场中占有90%的份额。

Meanwhile, AMD is gearing up to launch the Radeon RX 7600 XT graphics card on January 22, targeting the lower end of the market.

同时,AMD正准备在1月22日推出针对低端市场的Radeon RX 7600 XT显卡。

This release comes as Nvidia looks to unveil more budget-friendly options, including an economical RTX 3050 and Super variants of the RTX 4070, 4070 Ti, and 4080.

此版本发布之际,英伟达希望推出更经济实惠的选项,包括经济型RTX 3050和RTX 4070、4070 Ti和4080的超级变体。

Notably, the RTX 4070 Super will likely debut around the same time as AMD's new offering.

值得注意的是,RTX 4070 Super可能会与AMD的新产品大约在同一时间首次亮相。

Nvidia stock has gained 239% in the past year, while AMD has gained 128%.

在过去的一年中,英伟达的股票上涨了239%,而AMD的股票上涨了128%。

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