imposed a new license requirement for any future export to China (including Hong Kong) of Nvidia’s (NVDA) A100 and forthcoming H100 integrated circuits without an export license.

TSMC will be a big beneficiary as it makes these chips for Nvidia.Īt the end of August, 2022, the U.S. Stockpiling of these chips will override any supply-demand dynamics as customers will buy as many chips as they can get. I have learned that Chinese customers are hoarding these GPUs because of impending sanctions. Nvidia is rumored to have asked chip foundry TSMC to fast track these GPUs to fulfill orders to China before sanctions kick in. Nvidia was informed it can no longer export its top-tier A100 and future H100 GPU chips to China after September 2023. 19-22).Ħ:01 PM ET: A question about gaming GPU pricing and how much Nvidia sees it normalizing amid softening crypto-related demand.Nvidia And Taiwan Semiconductor: Buy Now As China Stockpiles GPUs For AI Once more talks up the impact of things such as new AI models, Omniverse and autonomous driving, and notes Nvidia will be making announcements at its next GTC conference (set for Sep. Reiterates Nvidia is seeing Gaming-related headwinds right now, while also saying demand for its Data Center products has never been stronger and that Automotive revenue is inflecting. He also admitted the delayed rollout of Intel's next-gen server CPU platform (Sapphire Rapids) is disruptive, while adding server GPU sales to cloud clients remain supply-constrained and that Nvidia expects strong sales for its new H100 (Hopper) server GPU.Ħ:05 PM ET: Huang with some closing remarks. During the earnings call, CEO Jensen Huang said Nvidia thinks its sell-in of gaming GPUs to channel partners is well below end-demand (sell-through), and that it's looking to clear inventory ahead of upcoming gaming GPU refreshes.

Nvda stock earnings reporr