Nvidia and AMD will soon begin selling new GPUs made for AI workloads in China to comply with US chip export restrictions.

The Trump administration plans to broaden restrictions on China’s tech sector with new regulations to capture subsidiaries of companies under US curbs.

The new limits are pushing the world's largest economies a step closer toward supply chain warfare, as Washington and Beijing try to flex their power over essential economic components

Although under direct threat from the U.S. restrictions, Huawei is advancing in indigenous chipmaking. Chinese AI firms such as DeepSeek are likely to turn to Huawei's latest Ascend circuits to power their machine models in the absence of U.S. alternatives, in what is becoming a central part of the tech war and holds national security implications.

Semiconductor design software firm Synopsys has halted sales and services in China following new U.S. export restrictions. The firm received a letter from the U.S. Bureau of Industry and Security informing them of broad prohibitions effective May 2025.

The flurry of punitive measures taken against China by the Trump administration over the last few days was prompted by a belief among US officials that China has failed to live up to commitments it made in trade talks earlier this month,

Nvidia faces slowing growth, China export bans, and valuation concerns despite strong AI demand. Read an analysis of NVDA stock here.