Trump’s tariff and China’s delicious export to a cloud on the main chips stocks

Uncertainty – this was the topic during the profit season for the largest semiconductor companies in the world that are not clear upon demand for their products as a result of changing the US tariff policy and export restrictions that were in China.

US President Donald Trump The “mutual” definitions I entered April even though they were Stop temporarily after a short period. White House It also gave some technical products Like smartphones and chips. However, the United States Investigation of semiconductor technology imports Which can come in new duties.

Meanwhile, Washington added more semiconductor products last month Nafidia and AMD To the list of elements that are Taket export to ChinaBased on the restrictions of the Biden era.

The changing tariff policy and China’s policy have caused horror among the executives of the world’s largest chip companies with clear effects on Busiensses.

Amd said on Tue he expects $ 1.5 billion of lost revenues Thorgh at the end of its financial year as a result of the limitations of exporting AI chips to China, although profit estimates are issued for the first quarter.

Super Migurao Release Disappointing On Tuesday, quoting customs tariffs and economic certainty. The company said it will not provide instructions for the fiscal year 2026 until the “vision” becomes more clear. The stock decreased by 4 % in the pre -market trade.

and Marvell He said on Tuesday that he is delay The former investor day from June 10 to “Future History in the Calendar 2026”. The shares of the company decreased by 4.4 % in the pre -market trade.

“We have decided to postpone our investor day, given the current incurable macroeconomic environment,” said Marville CEO Murphy.

Semiconductor shares under this year’s pressure amid uncertainty in macroeconomic and commercial policies from the United States, there is also concern about the demand for artificial intelligence products even like technology giants like Microsoft and Amazon Continue to adhere to billions of dollars to build data centers.

the VANECK Semiconductor ETFA basket of chips stocks, nearly 12 % decreased this year.

And not only American companies that feel heat. Samsung said Last month, it is expected that the request for demand “is very high” as a result of the changes in the tariff policy and the total economic certainty.

“Because of the rapid changes in policies and geopolitical tensions between the main countries, it is difficult to predict the impact of business on definitions and counter measures,” said Samsung’s executive in the profit call.

“There are a lot of uncertainty in front of us.”

Samsung is one of the largest memory makers in the world.

“The semiconductor sector is struggling with a complex combination of demand signals and geopolitical pioneers,” Ben Bringing, a global technology analyst at Coierter Cheviot, told CNBC.

Brenger said that Marvell’s decision to postpone the investor day “adds a layer of uncertainty at a time when clarity is in the event of a shortage of supply”, while Super Micro’s expectations are also weak “eyebrows raised.”

“With the uncertainty and export restrictions that are still looming on the horizon, the road makers are still rugged, even with the emergence of the basic demand in certain areas,” Barringer added.

Over the past few years, Washington has looked during the era of Biden and Trump, to use export restrictions to restrict China’s access to American technology in areas such as artificial intelligence and semi -conductors. This prompted Chinese companies to increase the focus on local technology with companies such as Huawei is looking to create viable competitive products for the likes of NVIDIA.

Chinese companies such as Depsic and Ali Baba I also managed to launch High -performance artificial intelligence models.

Huang from NVIDIA said there is competition in artificial intelligence at the present time, but American companies should be able to compete with China.

“The United States must realize that we are not the only country in this race, and that we have competitors. We are confident of people, and we are a confident country we have confident companies, and we are not afraid of race. We look forward to a race. Just let’s go to the race,” Huang told CNBC.

“Thus I think this is the time when the United States needs to realize that we need to put the pedal on the metal … We just have to go for it. Waiting, we talk about, the attempt to give people is not necessarily the best step. The best step is to allow America to do the Americans, let’s chase and win it.”