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Technology Stocks : Semi Equipment Analysis

SOXX 305.47

+3.1%

Nov 5 4:00 PM EST

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To: Return to Sender who wrote (94874)	8/11/2025 9:35:15 AM
From: Return to Sender	Read Replies (1) of 95368

Aug 11 (Reuters) - Wall Street was on track for a subdued start on Monday as major chip companies slipped on the eve of a key tariff deadline after a trade policy shift that involves sharing a portion of revenue from China sales with the Trump administration. Semiconductor giant Nvidia ( NVDA ) slipped 0.4% in premarket trading, while Advanced Micro Devices ( AMD ) lost 1.2%. A U.S. official told Reuters the companies had agreed to give the United States government 15% of revenue from sales of their advanced computer chips to China, days after the Commerce Department began issuing licenses for the sale of Nvidia's ( NVDA ) H20 chips. Enabling semiconductor sales to China was an integral issue in the agreement Washington signed with Beijing earlier this year and markets will be keen to know if the latest development will impact the relationship between the world's two largest economies. The deal expires on Tuesday. "It's a good way for the United States government to increase its cash and income... but a lot of people are going to argue that this is the wrong way to go," said Robert Pavlik, senior portfolio manager at Dakota Wealth. "The Chinese government will probably use it as a point to argue that they need different chips because these particular chips might be susceptible to be reviewed by the Americans." Markets also sought clarity on the sector tariffs U.S. President Donald Trump has announced.

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