Following the decision, Nvidia estimated the decision would cost the GPU giant nearly $10.5 billion in the first half of its 2026 fiscal year. AMD reported the export ban would cost the firm $1.5 billion in lost revenues in 2025.
and they wouldn’t be able to find customers elsewhere for their in-demand products to mitigate some or even all of that “lost” revenue?
I dunno how they figure that, yeah, as I thought Nvidia/AMD were supply limited by TSMC. Does it mean they’d raise prices? Get fewer barriers from China for other products, or maybe ramp up assembly there? Allocate more fab orders to the server GPUs?
and they wouldn’t be able to find customers elsewhere for their in-demand products to mitigate some or even all of that “lost” revenue?
I dunno how they figure that, yeah, as I thought Nvidia/AMD were supply limited by TSMC. Does it mean they’d raise prices? Get fewer barriers from China for other products, or maybe ramp up assembly there? Allocate more fab orders to the server GPUs?