Nvidia and AMD Lobby Trump Administration to Soften China Chip Restrictions in Defense Bill
Yahoo Finance ·
Nvidia and AMD are reportedly urging the Trump administration to intervene with Congress to remove China-related semiconductor export restrictions from the annual defense policy bill. According to Politico, both chipmakers argue that excessively broad controls could prompt China to accelerate domestic AI processor development while restricting American firms' footprint in the Chinese market. The lobbying effort targets specific measures including the AI OVERWATCH Act and the Chip Security Act, which seek stricter oversight and tracking of advanced AI hardware exports. Meanwhile, lawmakers such as Senator Elizabeth Warren are pushing for even tighter limitations. In pre-market trading, shares of Nvidia and AMD edged up as much as 0.8 percent following recent broader market declines. Nvidia CEO Jensen Huang is scheduled to join President Donald Trump and House Speaker Mike Johnson for a White House artificial intelligence meeting later on Tuesday, shortly after Nvidia announced a massive $150 billion expansion to its share repurchase authorization.
AI 시장 분석
Reports indicate that NVIDIA and AMD are actively lobbying the Trump administration and Congress to ease semiconductor export controls targeting China. Both companies argue that overly broad regulations will instead stimulate China's domestic AI chip development and restrict U.S. companies' market access. This lobbying targets regulatory measures such as the AI OVERWATCH Act within the NDAA, and in pre-market trading, NVDA and AMD shares rose by 0.8%.
상승 영향
- Semiconductors — As NVIDIA and AMD push for relaxed chip export controls to China via the Trump administration, concerns over damage to the Chinese market sales have eased, raising expectations for future earnings defense.
DYAX 전담 분석
Semiconductor companies demanding relaxed regulations on China are directly linked to defending global sales, which could positively impact stock prices in the short term. However, due to fierce opposition from hardliners in the U.S. Congress, volatility is expected to persist until regulatory risks are fully resolved.
The final policy decisions of the Trump administration and the outcomes of the White House AI meeting are key points to watch moving forward. If regulations are eased, improvements in semiconductor export performance are anticipated; conversely, if regulations are tightened, it could trigger headwinds such as a blow to China market sales and accelerated domestic chip development.
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