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Transcripts For BBCNEWS Asia 20240703

however slower demand and trade restrictions on chip making technology have put businesses under pressure. those restrictions only apply of course to high end chips currently. for more on the industry i spoke to stacy raskin, a senior semiconductor analyst. these export controls were fairly targeted. the only things that were actually impacted were high end artificial intelligence chips, chips for supercomputers and equipment that was capable of manufacturing high end logic and memory. in terms of actual revenue impact the only ones that really saw was the equipment vendors. the reason is from the high end chips it was nvidia they were able to backfill with other products that came in below the control thresholds that were legal to sell in china. the customers bought lot of those in backfill and did not see any revenue hit. the equipment vendors did see a hit. again limited in their abilities to sell tools for advanced logic and advance memory and it was several billion dolla

Transcripts For BBCNEWS Asia 20240703

by domestic heavyweight tsmc. however, slower demand and trade restrictions on chip making technology have put businesses under pressure. those restrictions only apply to high end chips currently. for more on the industry i spoke to stacy rasgon, a senior semiconductor analyst. these export controls were fairly targeted. the only things that were actually impacted were high end artificial intelligence chips, chips for supercomputers and equipment that was capable of manufacturing high end logic and memory. in terms of actual revenue impact, the only ones that really saw, was the equipment vendors. the reason is from the high end chips, it was nvidia exposed, they were able to backfill with other products that came in below the control thresholds that were legal to sell in china. the chinese customers bought lot of those in backfill and did not see any revenue hit. the equipment vendors did see a hit. again limited in their abilities to sell tools for advanced logic and advanc

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