Mmastodon TechnologySemiconductors first seen 5 h ago, last 22 min 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 chipmakers fell after signals that Nvidia would receive approval to sell GPUs in China, with SMIC down 3.7%, Moore Threads 6.3% and Cambricon 5.7%. Reports also suggest ByteDance may order about one million Nvidia RTX Pro 5500 cards for multi-card server setups, though the workstation GPU lacks the high-bandwidth memory needed for large-scale AI training.

Why now: News of a potential Nvidia re-entry into the Chinese market weighs on domestic chipmakers' shares.

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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