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Analysts warn U.S. could be handing chip market to China

34 0
24.04.2025

As the Trump administration attempts to choke off exports of strategically important computer chips to China, experts say the effort might well backfire, fueling innovation at Chinese firms that could help them seize the world semiconductor market.

"What's actually happening is that the U.S. government right now is handing China a big win as it tries to get their own chip business going," said Jack Gold, principal analyst at J.Gold associates.

"Once they're competitive," he told AFP, "they'll start selling around the world and people will buy their chips."

When that happens, he added, it will be difficult for U.S. chip makers to reclaim lost market share.

Silicon Valley semiconductor star Nvidia and its U.S. rival Advanced Micro Devices (AMD) expect big financial hits from new U.S. licensing requirements for semiconductors exported to China, they notified regulators this week.

Nvidia expects the........

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