Nvidia Warns New China Restrictions May Hurt Sales

The US has imposed restrictions on companies like NVIDIA and AMD, requiring approval for sales to China due to potential military use of high-end GPUs. This is part of ongoing US efforts to curb China's technological advancements, which began during the Trump administration. The US has also restricted China's access to advanced chip-making equipment from ASML. These geopolitical tensions coincide with the US midterms, where being tough on China is seen as beneficial. Meanwhile, the semiconductor market faces mixed supply issues, with some companies struggling to meet demand while others report weak outlooks.

In what ways might the geopolitical tensions affect the semiconductor supply chain?

What is the current situation regarding the supply of semiconductors and inventory buildup?