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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: Pravin Kamdar who wrote (33776)	10/31/2019 9:25:42 PM
From: neolib	Read Replies (1) of 73511

Yeah, not new, that is just the 2nd tranche of the ongoing semi fund they have. But yeah, they clearly have more urgency now. There was a link I posted recently about Xilinx and Huawei. It appears Xilinx has not gotten any waivers, so they are out at Huawei (who appears to have a stockpile still). So it will be interesting to see what Huawei does for their networking gear. I don't know of any significant non-USA FPGA player, and there is a lot of software involved in the toolchains for programming them. I have not seen articles claiming China is backing FPGA startups, but I imagine they are. That strikes me as a tougher slog than DRAM or NAND, both of which they are getting in hand. They could do dedicated ASIC but that would lack the reconfiguration that seems very popular in lots of new generation network gear as they ramp 5G equipment. The other problem would seem to be the RF chips which are still dominated by a few US companies. Again, I'm sure the Chinese are working flat out to replace those as well. I think some of those companies however do have waivers currently.

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