China is trying to make its own computer chips instead of buying them from other countries. They want to be strong in making different types of chips, like the ones used in smartphones and electric cars. The U.S. tried to stop China by not letting some companies sell their best chip-making tools to China, but China is still working hard to make good chips on its own. Read from source...

1. The title is misleading and sensationalist, implying that China is lost market for Nvidia and AMD when the reality is more nuanced and complex.
2. The article relies on a single anecdote of Huawei's phone processor to support its claim, which is insufficient and cherry-picking evidence.
3. The article ignores the fact that China still imports Nvidia and AMD products for some applications, such as gaming, data centers, and cloud computing, despite the US restrictions.
4. The article fails to acknowledge the role of Chinese government support and investment in developing domestic chipmaking capabilities, which may offset the impact of US sanctions in the long run.

Bearish on Nvidia and AMD