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Tight supply enables Nvidia to pass much of the 15% dent to customers, keeping margin erosion to a minimum while keeping China in its customer base. Nevertheless, the risks remain, especially if ...
After being a laggard to start the year, Advanced Micro Devices ( AMD 0.17%) has rallied strongly during the summer. However, its shares took a dip following the announcement of its second-quarter ...
Nvidia and AMD may well be willing to accept a 15 per cent kickback as the cost of doing business in Trump’s Washington. But as American companies that generate the plurality of their revenue in the ...