By Anusuya Lahiri
Publication Date: 2026-05-15 14:23:00
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NVIDIA-China Expectations Fade After Summit
Although Washington authorized Nvidia to export H200 chips to China, Beijing has not formally approved shipments.
Danni Hewson, AJ Bell head of financial analysis, told the Wall Street Journal on Friday that investors had hoped the summit would yield positive developments that could further boost Nvidia’s sales momentum.
However, U.S. Trade Representative Jamieson Greer later said Nvidia and semiconductor issues were not a primary focus during the summit discussions.
Global Chip Stocks Slide On Trade Uncertainty
The lack of progress triggered broad selling across semiconductor stocks globally.
The pullback interrupted a strong rally that had recently pushed AI-linked semiconductor stocks higher as investors poured money into companies tied to data-center infrastructure and artificial intelligence demand.
Export Controls Continue To Pressure AI Chip Trade
Washington…