The US may impose export licensing on all AI chips. What does this mean for the market?

U.S. officials are considering rules that would require semiconductor companies from the U.S. to get permission to export all AI chips, Bloomberg sources said Thursday. This would expand the current restrictions, which now apply to about 40 countries, the agency explains, but notes that the idea is not final yet and could change significantly.

According to Bloomberg's interlocutors, it is a question of forcing companies creating large computing clusters to obtain prior approval from the White House before applying for export licenses. In addition, they may be required to disclose their business models or allow representatives of the U.S. authorities for on-site inspections, the agency writes.

As Bloomberg points out, the U.S. government wants to control particularly large sales, such as more than 200,000 Nvidia GPUs owned by a single company. Such supplies will be allowed only to allies willing to give strict security guarantees and promise to make "comparable" investments in the development of American AI, the agency specifies.

After the publication of this report, shares of AI processor makers Nvidia and Advanced Micro Devices fell by 1.7% and 3.3%, respectively. Quotes of contract chipmaker Broadcom reduced growth, but traded in the plus by 3.2% after the publication of a strong report the day before. Marvell Technology shares fell 2.6%. Shares of Intel, also producing AI chips, lost 0.2% of value. The index of chipmakers, tracked by Bloomberg, fell by 2.5%.

This article was AI-translated and verified by a human editor