Research Reports

Research Reports

[Selected Topics] Restrictions on Export of AI Chips from NVIDIA and AMD to China Will Weaken Sales Momentum and Prompt Supply Chain to Assess Extent of Impact

Last Modified

2025-04-17

Update Frequency

Aperiodically

Format

PDF

Overview

TrendForce reports the US now requires export licenses for AI chips like NVIDIA's H20 and AMD's MI308 to China, effective immediately. This forces NVIDIA and AMD to recognize potential multi-billion dollar losses. Aimed at preventing supercomputer use, licenses might still be granted for general AI applications. H20 China shipments could fall 20-30% in 2025, impacting the supply chain and risking downward revision for HBM demand (H20/MI308 originally ~5%). The restriction accelerates China's move to domestic AI solutions (e.g., Huawei Ascend), deepening US-China supply chain divergence.

＜Total Pages：7＞

Spotlight Report

Selected TopicsRelated Reports

[Selected Topics] Contract Prices of NAND Flash Retain Strong Momentum for 3Q25 as AI Demand Triggers Robust Enterprise SSD Growth

2025/05/20

Semiconductors

PDF

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

2025/05/09

Semiconductors

PDF

[Selected Topics] Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

2025/05/07

Semiconductors

PDF

[Selected Topics] NVIDIA and AMD Will Face Challenges in China’s AI Server Market Due to New US Export Regulations; Chinese Firms Are Expected to Increase Use of Domestic and In-House AI Chips in 2025

2025/05/05

Semiconductors

PDF

[Selected Topics] Top 10 Global OSAT Companies in 2024—Mature Leaders Stay Strong While New Regional Forces Emerge

2025/05/05

Semiconductors

PDF

[Selected Topics] Analysis on Impact of US Tariffs and Export Controls on China’s Semiconductor Industry in 2025

2025/04/30

Semiconductors

PDF

Popular Keywords

USD $299

[Selected Topics] Restrictions on Export of AI Chips from NVIDIA and AMD to China Will Weaken Sales Momentum and Prompt Supply Chain to Assess Extent of Impact

Overview

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] Contract Prices of NAND Flash Retain Strong Momentum for 3Q25 as AI Demand Triggers Robust Enterprise SSD Growth

[Selected Topics] Analysis on Impact of US Tariffs and Export Controls on China’s Semiconductor Industry in 2025

[Selected Topics] An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

Selected TopicsRelated Reports

[Selected Topics] Contract Prices of NAND Flash Retain Strong Momentum for 3Q25 as AI Demand Triggers Robust Enterprise SSD Growth

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

[Selected Topics] Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

[Selected Topics] NVIDIA and AMD Will Face Challenges in China’s AI Server Market Due to New US Export Regulations; Chinese Firms Are Expected to Increase Use of Domestic and In-House AI Chips in 2025

[Selected Topics] Top 10 Global OSAT Companies in 2024—Mature Leaders Stay Strong While New Regional Forces Emerge

[Selected Topics] Analysis on Impact of US Tariffs and Export Controls on China’s Semiconductor Industry in 2025

Download Report

USD $299

Membership

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] Contract Prices of NAND Flash Retain Strong Momentum for 3Q25 as AI Demand Triggers Robust Enterprise SSD Growth

[Selected Topics] Analysis on Impact of US Tariffs and Export Controls on China’s Semiconductor Industry in 2025

[Selected Topics] An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

Research Directory

Semiconductor Research

Display Research

Optoelectronics Research

Green Energy Research

ICT Applications Research

Semiconductors

Display

LED

Energy

Consumer Electronics

Emerging Technologies

Selected Topics

Research Reports

USD $299

[Selected Topics] Restrictions on Export of AI Chips from NVIDIA and AMD to China Will Weaken Sales Momentum and Prompt Supply Chain to Assess Extent of Impact

Overview

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] Contract Prices of NAND Flash Retain Strong Momentum for 3Q25 as AI Demand Triggers Robust Enterprise SSD Growth

[Selected Topics] Analysis on Impact of US Tariffs and Export Controls on China’s Semiconductor Industry in 2025

[Selected Topics] An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

Selected TopicsRelated Reports

[Selected Topics] Contract Prices of NAND Flash Retain Strong Momentum for 3Q25 as AI Demand Triggers Robust Enterprise SSD Growth

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

[Selected Topics] Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

[Selected Topics] NVIDIA and AMD Will Face Challenges in China’s AI Server Market Due to New US Export Regulations; Chinese Firms Are Expected to Increase Use of Domestic and In-House AI Chips in 2025

[Selected Topics] Top 10 Global OSAT Companies in 2024—Mature Leaders Stay Strong While New Regional Forces Emerge

[Selected Topics] Analysis on Impact of US Tariffs and Export Controls on China’s Semiconductor Industry in 2025

Download Report

USD $299

Membership

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] Contract Prices of NAND Flash Retain Strong Momentum for 3Q25 as AI Demand Triggers Robust Enterprise SSD Growth

[Selected Topics] Analysis on Impact of US Tariffs and Export Controls on China’s Semiconductor Industry in 2025

[Selected Topics] An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

Get in touch with us