U.S. Review of AI Chip Exports to China Sparks Market Uncertainty, Impacts Chipmakers Stocks
ByAinvest
Wednesday, Feb 4, 2026 3:51 pm ET1min read
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Several stocks, including Amtech, Vishay Intertechnology, Lam Research, Micron, and Western Digital, fell due to uncertainty over high-end AI chip sales to China. The US government extended its review of export licenses, causing some Chinese customers to postpone orders. This weighed on the stocks of major exporters, highlighting ongoing geopolitical tensions impacting the semiconductor industry's global supply chain.
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