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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75574 320 1 AMD
Emcee:  neolib Type:  Moderated
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7282225% now. what happened to the 15%?neolib12/8/2025
72821The 308 were inline and they already took a charge for them. The 300 and 325 invPravin Kamdar12/8/2025
72820Stock up in AHJoe NYC12/8/2025
72819So, the previous 15% export tax goes to 25%. Make it up in volume? Or, just raisPravin Kamdar12/8/2025
72818I thought: "This sounds like Shilov, as I was clicking he link", and sJoe NYC12/8/2025
72817I agree. This should be much better news (if the news is true) than the market Joe NYC12/8/2025
72816<i> China may hesitate to re-open reliance on U.S. technology that the Elroy12/8/2025
72815Toms take on the matter: tomshardware.com <i> Whether or not AMD can reneolib12/8/2025
72814This should be great news for AMD. They should get license to sell MI300X and MIPravin Kamdar12/8/2025
72813We will see how it really develops, but I see this as a bigger positive for AMD,Joe NYC12/8/2025
72812AMD Hires AWS Executive As Lead Engineer For ‘Helios’ AI Server RackJoe NYC12/8/2025
72811Yeah, but it won't surprise me given the comments from Lisa just recently abneolib12/8/2025
72810They more or less banned the H20. Part of which is implied to be they didn'neolib12/8/2025
72809No independent confirmation of this, BTW, just some circular reporting, of ReuteJoe NYC12/8/2025
72808I see. China did not exactly ban imports of the GPUs, just recommended that govJoe NYC12/8/2025
72807Yeah, and the mixed messages must surely make the Chinese realize that independeneolib12/8/2025
72806No its the right link. I'm just pointing out one of the results of the chipneolib12/8/2025
72805BTW, it will be interesting to see the reaction of the Senate / Deep State / SwaJoe NYC12/8/2025
72804Wrong link?Joe NYC12/8/2025
72803I'm most interested in the Chinese reaction. They are liking this sort of tneolib12/8/2025
72802Interesting. This should also open the door to Mi300 and Mi325. Great news wouJoe NYC12/8/2025
72801Ah, here it is: Nvidia can export H200's to China semafor.comneolib12/8/2025
72800NVDA and AMD both spiked a few minutes before 10AM PT. Other techs and the markneolib12/8/2025
72799It's always fun to see you turn into Bill O'Rielly: [X] Flashback BilJoe NYC12/8/2025
72798Hard for us to judge how relevant this is and to what percentage of tasks. DefiJoe NYC12/8/2025
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