Bloomberg reported on July 16 that Roger Dassen, CFO of ASML, stated that if the United States lifts restrictions on selling AI chips to China, it would have a positive impact on the demand for the industry.
Previously, NVIDIA had said it had received permission from the U.S. government to export H20 chips that were previously prohibited. AMD, NVIDIA's main competitor, subsequently also issued a similar statement.
Roger Dassen Bloomberg
As the current producer of the world's most advanced chip manufacturing equipment, ASML will also benefit if its customers' production and sales expectations increase. On the 16th, ASML also lowered its growth outlook for 2026, citing the increasing economic and geopolitical turbulence around the world.
When discussing various restrictions imposed by the United States, Dassen said, "We've talked about the issue of uncertainty, and this is one of them... and if the ban is lifted, it will certainly have a positive impact on global chip demand."
The report said that easing restrictions on chip exports to China could bring billions of dollars in revenue for NVIDIA and AMD, and would be a landmark event marking a shift in the Trump administration's policy.
Regarding the U.S. approval of NVIDIA's sale of chips to China, Lin Jian, a spokesperson for the Chinese Foreign Ministry, stated at a regular press conference on July 15: "China opposes politicizing, instrumentalizing, and weaponizing science and technology and economic and trade issues, and has consistently and clearly opposed malicious blockades and suppression against China. This practice disrupts the stability of the global supply chain and is not in the interest of any party."
This article is an exclusive piece by Observers, and unauthorized reproduction is prohibited.
Original: https://www.toutiao.com/article/7527839441285775935/
Statement: The article represents the views of the author. Please express your opinion by clicking the [Up/Down] buttons below.