Mmastodon TechnologySemiconductors first seen 14 h ago, last 29 min ago, peak #2

Chinese chip stocks slide as Nvidia approval signals market shift

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

Chinese semiconductor stocks fell after signals that Nvidia could regain approval to sell chips in China. SMIC dropped 3.7%, Moore Threads 6.3% and Cambricon 5.7% amid renewed competition concerns. Separately, ByteDance is reportedly considering an order of around one million Nvidia RTX Pro 5500 cards, though the workstation GPU lacks the high-bandwidth memory needed for large-scale AI training runs.

Why now: Reports of a possible Nvidia approval for the Chinese market revived fears that domestic chipmakers would face renewed US competition.

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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