China's Chipmaking Investments Top US, Taiwan, South Korea Combined: What It Means For Nvidia, ASML - Advanced Micro Devices ( NASDAQ:AMD ) , ASML Holding ( NASDAQ:ASML )
China continues to pour billions into semiconductors, with potential implications for chipmakers. In the first half of 2024, the country invested $25 billion in chipmaking equipment, according to new data from SEMI, a global semiconductor industry association.
| Ticker |
Sentiment |
Impact |
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AMD
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Neutral
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10 %
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MU
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Neutral
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10 %
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NVDA
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Neutral
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19 %
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INTC
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Neutral
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10 %
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ASML
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Neutral
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19 %
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MRVL
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Neutral
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10 %
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