CMBI published a report, covering NVIDIA (NVDA.US)      , which had confirmed receiving assurance from the U.S. government to resume sales of H20 chips to China and announced the launch of a fully compliant China-specific version of the RTX PRO GPU. Additionally, AMD (AMD.US)      is reportedly preparing to resume shipments of MI308 to China.

Although some in the market projected the resumption of H20 sales following NVIDIA CEO Jensen Huang's visit to the White House last week and his trip to Beijing this week, the removal of restrictions by the U.S. came earlier than anticipated, CMBI opined.

Related NewsJPM: Nvidia (NVDA.US) Resumes H20 Sales to CN, Beneficial for AI Data Center Hosting Firms
Therefore, the broker believed that this will boost sentiment in the Chinese server supply chain in the short term, benefiting AI server brands/ ODMs/ component manufacturers including BYD ELECTRONIC (00285.HK)  -0.250 (-0.746%)    Short selling $32.96M; Ratio 14.147%   , LUXSHARE PRECISION (002475.SZ)  -0.740 (-1.878%)   , FOXCONN INDUSTRIAL INTERNET (601138.SH)  -0.400 (-1.455%)   , HUAQIN TECHNOLOGY (603296.SH)  -3.550 (-3.918%)   , and LENOVO GROUP (00992.HK)  +0.020 (+0.197%)    Short selling $51.39M; Ratio 22.042%   .
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