It is quiet clear that the market leaders are going to get hit. It is unsure about how underdogs will fare. AMD’s Lisa Su has maintained no significant impact on their biz due to these regulations short term. Most likely because they are only catching up now. AMD CEO Lisa Su says US chip export ban won’t hurt her company in the short term | Fortune (paywall, could not find another link… will add here when I find it).
Future TAM will definitely be affected and it will need some tweaking by every CPUGPU company.
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