US Commerce Limits China Chip Sales

This is a China news story, published by MSN, that relates primarily to Ray Wong news.

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Expect a rotation out of AI chip manufacturers to software companies in next 6-12 months: Ray Wang

Summary

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US Commerce Department cracking down on sales of some chips, chip making equipment and related software to China .

Ray Wong : These are going after memory chips, not the traditional AI chips that we've been trying to go after in the past.

Wong: We'll see a rotation in the next 6 to 12 months out of chips from NVIDIA and TSMC to software companies that are actually delivering on AI .

NVIDIA has about a two year buffer, but there's also this shift, right? These companies aren't going to keep buying those data center chips at that rate. They're gonna need other alternatives. And what you're going to see is the shift of sovereign AI countries that actually have to deliver AI at scale to their citizens.

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