U.S. Updates Semiconductor Export Policy, Limits Shipments to China
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: stocktwits
- Policy Change: The U.S. Department of Commerce has updated its semiconductor export licensing policy, shifting from a presumption of denial to a case-by-case review for exports to China and Macau, which is expected to enhance export opportunities for companies like Nvidia and AMD.
- Shipment Limitations: The new regulations stipulate that shipments of semiconductor products to China or Macau cannot exceed 50% of the total production for the U.S., impacting market strategies and supply chain management for affected companies.
- KYC Requirements: Sellers are required to implement rigorous Know Your Customer (KYC) procedures to ensure buyers have adequate security measures, thereby enhancing compliance and transaction security.
- Positive Market Sentiment: On Stocktwits, retail sentiment around Nvidia shares is in the 'bullish' territory, while sentiment for AMD shares is in the 'extremely bullish' range, reflecting optimism about the semiconductor industry's outlook.
Analyst Views on AMD
Wall Street analysts forecast AMD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMD is 281.78 USD with a low forecast of 200.00 USD and a high forecast of 350.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
37 Analyst Rating
27 Buy
10 Hold
0 Sell
Moderate Buy
Current: 207.690
Low
200.00
Averages
281.78
High
350.00
Current: 207.690
Low
200.00
Averages
281.78
High
350.00
About AMD
Advanced Micro Devices, Inc. is a global semiconductor company. The Company is focused on high-performance computing, graphics and visualization technologies. Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes artificial intelligence (AI) accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), smart network interface Cards (SmartNICs) and Adaptive system-on-Chip (SoC) products for data centers. Client and Gaming segment includes CPUs, APUs, chipsets for desktops and notebooks, discrete GPUs, and semi-custom SoC products and development services. Embedded segment includes embedded CPUs, GPUs, APUs, FPGAs, system on modules (SOMs), and Adaptive SoC products. It markets and sells its products under the AMD trademark. Its products include AMD EPYC, AMD Ryzen, AMD Ryzen PRO, Virtex UltraScale+, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
