Kristina Partsinevelos(@KristinaParts):Jefferies on $NVDA in China: hopes for more chip sales could disappoint. China's priority is making its own chips and to do that they need U.S. wafer fab equipment, a bigger bottleneck than the chips. Trump could use that leverage, requiring China to buy U.S. chips to access WFE.

Kristina Partsinevelos

@KristinaParts

@CNBC Nasdaq correspondent covering semiconductors and hardware. Montreal native with a passion for dance and cookies.

参加 December 2009

1.3K フォロー中 30.7K ファン

Kristina Partsinevelos@KristinaParts

2026.05.14 15:42

Jefferies on $NVDA in China: hopes for more chip sales could disappoint. China's priority is making its own chips and to do that they need U.S. wafer fab equipment, a bigger bottleneck than the chips. Trump could use that leverage, requiring China to buy U.S. chips to access WFE.