StocksMedium•28 September 2026•
1 min read
Chinese Chip Stocks Fall on Reports Beijing May Allow Nvidia Purchases
Key Facts
1Chinese chipmaking stocks declined following reports that Beijing may allow local firms to purchase Nvidia chips.
Chinese chipmaking stocks declined following reports that Beijing may allow local firms to purchase Nvidia chips. Investing.com reported that the potential easing of restrictions could enable major domestic tech firms, including Alibaba and ByteDance, to acquire high-end Nvidia AI chips, reducing the immediate necessity and competitive advantage for local Chinese alternatives.
NVDA closed at $225.07 on September 25, 2026, while TSM recorded a close of $450.61 on the same date. In the broader semiconductor market, AMD closed at $630.63 and INTC closed at $123 on September 25, 2026, as the sector reacts to these shifting geopolitical dynamics.