AsianFin -- Shares of Nvidia tumbled in after-hours trading after the company revealed that tighter U.S. export restrictions on AI chips will result in an additional $5.5 billion in lost sales. The sell-off extended to rival chipmakers and Asian tech stocks.
In a regulatory filing late Tuesday, Nvidia said the U.S. government had informed the company that its H20 AI chips—and other products with similar bandwidth—would remain subject to export controls "for the indefinite future." The restrictions aim to prevent the chips from being used in or diverted to supercomputers in China, according to the filing.
Nvidia shares fell 6.3% after hours, while AMD dropped 7.1%. In Asia, Japan’s Advantest plunged 6.7%, chip equipment maker Disco Corp. slid 7.6%, and Taiwan’s TSMC declined 2.4%.
The announcement came just hours after Nvidia unveiled plans to manufacture AI supercomputers in the U.S. for the first time. The company said it has secured over one million square feet of production space to build its new Blackwell chips in Arizona and AI systems in Texas—an investment it expects to generate up to $500 billion worth of AI infrastructure over the next four years.
Earlier reports had suggested the Trump administration might ease licensing requirements on the H20 chip, but that has not materialized. The Commerce Department declined to comment.
President Donald Trump has framed the shift as a win for his broader push to boost domestic manufacturing. He also indicated that recent tariff exemptions on consumer electronics like smartphones and laptops are temporary, with a new, chip-specific tariff strategy in the works.
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