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Lynx Equity on Report of Govt Draft Rule Regarding Chip Shipment Restrictions: 'We would disregard the report, pending clarification of the sources'
July 7, 2025 8:14 AM EDTLynx Equity on Report of Govt Draft Rule Regarding Chip Shipment Restrictions: 'We would disregard the report, pending clarification of the sources'
The analyst comments "What happened: A news report appeared on Bloomberg over the long weekend stating that as per a draft rule, the Commerce department is looking to restrict shipments of AI chips from the likes of NVDA to Malaysia and Thailand, part of an effort to crack down on suspected smuggling into China. The article used anonymous sources Net/Net: We... More
