TSE:6146Semiconductor
Disco (TSE:6146) Is Up 16.9% After US Eases Nvidia AI Chip Export Curbs to China
Earlier today, US President Donald Trump approved exports of Nvidia’s H200 AI semiconductors to China and eased related regulatory restrictions, a shift that investors interpreted as reducing supply-chain uncertainty for chipmakers.
For Disco, a key supplier of semiconductor manufacturing equipment, the move has been read as an indirect boost to potential demand visibility across the broader hardware ecosystem.
We’ll now examine how the easing of US export curbs to China may shape Disco’s...