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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
73002 312 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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72827Why should AMD pay anything to export chips?neolibDecember 8
72826Like I just posted, it could be 15% for crippled cards, 25% for full functionaliJoe NYCDecember 8
72825It would be great if AMD was able to sell the existing inventory, with lower cosJoe NYCDecember 8
72824Well this is a export tax not an import tax. Gotta fleece every which way you cneolibDecember 8
72823what happened to the 10%, the 145%, the 45%, then the 15%, then the 25%.engineerDecember 8
7282225% now. what happened to the 15%?neolibDecember 8
72821The 308 were inline and they already took a charge for them. The 300 and 325 invPravin KamdarDecember 8
72820Stock up in AHJoe NYCDecember 8
72819So, the previous 15% export tax goes to 25%. Make it up in volume? Or, just raisPravin KamdarDecember 8
72818I thought: "This sounds like Shilov, as I was clicking he link", and sJoe NYCDecember 8
72817I agree. This should be much better news (if the news is true) than the market Joe NYCDecember 8
72816<i> China may hesitate to re-open reliance on U.S. technology that the ElroyDecember 8
72815Toms take on the matter: tomshardware.com <i> Whether or not AMD can reneolibDecember 8
72814This should be great news for AMD. They should get license to sell MI300X and MIPravin KamdarDecember 8
72813We will see how it really develops, but I see this as a bigger positive for AMD,Joe NYCDecember 8
72812AMD Hires AWS Executive As Lead Engineer For ‘Helios’ AI Server RackJoe NYCDecember 8
72811Yeah, but it won't surprise me given the comments from Lisa just recently abneolibDecember 8
72810They more or less banned the H20. Part of which is implied to be they didn'neolibDecember 8
72809No independent confirmation of this, BTW, just some circular reporting, of ReuteJoe NYCDecember 8
72808I see. China did not exactly ban imports of the GPUs, just recommended that govJoe NYCDecember 8
72807Yeah, and the mixed messages must surely make the Chinese realize that independeneolibDecember 8
72806No its the right link. I'm just pointing out one of the results of the chipneolibDecember 8
72805BTW, it will be interesting to see the reaction of the Senate / Deep State / SwaJoe NYCDecember 8
72804Wrong link?Joe NYCDecember 8
72803I'm most interested in the Chinese reaction. They are liking this sort of tneolibDecember 8
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