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China remains crucial for U.S. chipmakers amid rising tensions between the world's top two economies
Data from S&P Global shows that many U.S. chip giants generate a larger share of revenue from China compared with the U.S. despite increasing trade barriers.
Intel has reportedly continued to sell hundreds of millions of dollars worth of laptop processor chips to U.S.-sanctioned Chinese telecoms company Huawei, thanks to an export license issued by the Donald Trump administration. However, Phelix Lee, equity analyst at Morningstar, said it does not expect "an overhaul of the supply chain" even as Chinese firms could be innovating legacy chips found in everything from household appliances to medical equipment. According to Brady Wang, associate director at Counterpoint Research, in the AI GPU market segment, American companies such as Nvidia and Intel are estimated to have a technological lead of about three to five years over Chinese competitors.
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