The USA Plans to Announce New Rules for AI Chip Exports. Will AMD and PVA Tepla Benefit?

The USA is set to introduce new regulations for the export restrictions on AI chips, aimed at ensuring US dominance in AI while also reducing bureaucracy. A three-tier classification is conceivable, categorizing countries into those with full access, restricted access, and no access at all. Individual agreements with countries could also be made in the context of trade deals. China might be tempted with access to engage in a larger trade deal. This is viewed positively in the market. Among the chip equipment suppliers in the German market, PVA...