He added, "The vast majority of semiconductor suppliers have between 15-30% China end-market exposure including bellwethers Qualcomm, Intel, Nvidia and Broadcom." Still, those chipmakers aren't Here are the top 20 U.S. companies with the highest revenue exposure to China, according to Goldman Sachs, which used data from 2017. such as Nvidia and Intel. Many chipmakers sell to A main driver of growth at California-based graphics chipmaker Nvidia NVDA, +3.05% is artificial intelligence, and China accounts for a good proportion of that business. Concern over both trade Scores of tech stocks have perhaps the biggest sales exposure to China, according to Morgan Stanley, including Apple Inc. , HP Inc. , Advanced Micro Devices Inc. , Nvidia Corp. , and Micron
Since Nvidia has notable exposure to Chinese semiconductor costs (memory/TSMC for example), depending on how the tariffs are determined; a second round of tariffs could negatively impact the COGS
An escalation in the trade war between the US on China sent Nvidia shares down by more than 2.5% on Friday. Semiconductors are particularly vulnerable to Chinese trade as the country is an Semiconductor stocks such as Advanced Micro Devices (AMD) and NVIDIA (NVDA) have high exposure to the gaming hardware market. China is the biggest market for gaming, including gaming laptops, As chip stocks sell off on a report that semiconductor makers are cutting ties with China's Huawei, investors should consider buying up shares of Synopsis, AMD and Nvidia, RBC Capital Markets NVIDIA Corporation NVDA: This California-based company is a worldwide leader in graphics processors and media communications devices. The stock has shed 10.7% in a month and has 20% exposure to This is especially so for Nvidia, given its gaming exposure in the Chinese economy, something noted by CEO Jensen Huang as an overhang as Chinese macroeconomic conditions deteriorate. 7 Tech Stocks Without China Exposure But, it is also a big tech stock that has zero exposure to the China market. It was a rough 2018 for Facebook (NASDAQ: FB). The social media and digital
Jul 13, 2018 Even though US chipmakers have strong exposure to the Chinese market, Chinese chipmakers aren't yet competitive. China relies heavily on US
May 20, 2019 With this background of soft revenue, it's no wonder that Intel's stock slipped more than 3% on May 13, the first trading session after President Feb 14, 2020 The technologies and innovations that underline NVDA stock are too Like most tech firms, Nvidia has considerable exposure to China. Jan 30, 2019 As the semiconductor growth narrative has gone global, chipmaker Nvidia ( NASDAQ:NVDA) has gained broad exposure to all parts of the global Jul 13, 2018 Even though US chipmakers have strong exposure to the Chinese market, Chinese chipmakers aren't yet competitive. China relies heavily on US
Jun 11, 2019 Until the trade deal is reached, I'm being very cautious with American chip stocks and avoiding the Chinese companies dependent on them
Feb 13, 2020 Nvidia Corp on Thursday forecast first-quarter revenue that topped Wall Nvidia does have a very high gaming GPU sales exposure in China,” Aug 13, 2019 Another stock that will be in focus due to its China exposure is semiconductor maker NVIDIA (NVDA). Analysts expect a significant earnings Feb 21, 2020 They have good tailwinds and there will be more investment in data centres, machine learning and AI. They have exposure in gaming as well, Aug 5, 2019 Apple (AAPL), IBM, Nvidia (NVDA), and Texas Instruments (TXN) all fell Big tech stocks, particularly those with exposure to China's market, Jan 28, 2019 US stocks faced hefty losses on Monday after warnings of a sluggish Other companies with exposure to China also felt pressure on Monday. Jan 28, 2019 Graphics chipmaker NVIDIA saw its stock tank this morning as much as 17% after announcing a Q4 2019 earnings revision, citing China as the prime it's been no secret Apple is casualty number one from the effects of the
Here are the top 20 U.S. companies with the highest revenue exposure to China, according to Goldman Sachs, which used data from 2017. such as Nvidia and Intel. Many chipmakers sell to
As chip stocks sell off on a report that semiconductor makers are cutting ties with China's Huawei, investors should consider buying up shares of Synopsis, AMD and Nvidia, RBC Capital Markets NVIDIA Corporation NVDA: This California-based company is a worldwide leader in graphics processors and media communications devices. The stock has shed 10.7% in a month and has 20% exposure to This is especially so for Nvidia, given its gaming exposure in the Chinese economy, something noted by CEO Jensen Huang as an overhang as Chinese macroeconomic conditions deteriorate. 7 Tech Stocks Without China Exposure But, it is also a big tech stock that has zero exposure to the China market. It was a rough 2018 for Facebook (NASDAQ: FB). The social media and digital Two of the top 5 are notably hotel chains — Wynn Resorts (WYNN) and MGM Resorts (MGM) have more than 35% exposure to Greater China. Others are big tech names such as Apple (AAPL) at 30%, Intel