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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST
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To: Julius Wong who wrote (90985)10/28/2023 12:19:42 PM
From: y2kate  Read Replies (1) of 95530
 
Thank you, I overlooked that update somehow....the "immediately" part.

I don't know how much of NVDA's business is China, but the company said initially the ban would have a "minimal impact" on their bottom line. Maybe that's no longer true if the ban is effective immediately. (?)

Overall, don't know how to assess it. Seems SMCI will be more impacted by the China ban than NVDA, but I don't know to what degree. If China is 10-15% of SMCI's business, that's a significant hit. Perhaps we should look for them to revise guidance down this week?
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