Mmastodon TechnologySemiconductors first seen 1 d ago, last 7 h ago, peak #2

Chinese chip stocks fall on Nvidia approval signal

Original: Chinese chip stocks dropped on the Nvidia approval signal—SMIC down 3.7%, Moore Threads 6.3%, Cambricon 5.7%. ByteDance

Shares of Chinese semiconductor firms declined after signals that Nvidia could regain approval to sell chips in China. SMIC fell 3.7%, Moore Threads dropped 6.3% and Cambricon lost 5.7%, as renewed Nvidia competition weighs on domestic alternatives. Separately, ByteDance is reported to be considering ordering around one million Nvidia RTX Pro 5500 workstation cards for multi-card server setups, though that GPU lacks the high-bandwidth memory needed for large-scale AI training.

Why now: Investors worry that a possible Nvidia return to the Chinese market undermines domestic chipmakers' prospects.

NvidiaSMICMoore ThreadsCambriconByteDance

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• Chinese chip stocks dropped on the Nvidia approval signal—SMIC down 3.7%, Moore Threads 6.3%, Cambricon 5.7%. ByteDance may order 1 million RTX Pro 5500 cards for multi-card server configurations, but the workstation GPU lacks the high-bandwidth memory needed for major training… · schuler · 1

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