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Trump Has Put Nvidia, AMD, China in a Jam — How It Plays Out for Markets

Lately, I’ve been watching the tech market like a hawk. Not just because of the normal ups and downs, but because one big political move has thrown some of the biggest names in semiconductors—like Nvidia and AMD—right into the middle of a high-stakes game. And of course, China is part of that game too.

This isn’t just another headline about tariffs or regulations. What’s unfolding now has real consequences for the global economy, the stock market, and possibly even the devices in your pocket right now. We’re talking about chips—the kind that power AI, smartphones, gaming, and just about every modern technology you use.

So, what exactly happened? Recently, former President Donald Trump, who’s no stranger to making bold economic moves, pushed for new restrictions that impact U.S. semiconductor exports to China. The goal is clear: protect U.S. tech dominance and limit how much cutting-edge tech China can access. But the ripple effects are huge.