Nvidia's Forecast Assumes No Data Center Chip Sales to China. The Sept. 24 U.S.-China Summit Could Change That.
Published . Updated .
Key PointsNvidia's $108.0 billion revenue forecast for its fiscal third quarter assumes no data center compute revenue from China.
Directly affected
- NVDA Nvidia
Named in this report.
Indirectly affected
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
- AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
Key PointsNvidia's $108.0 billion revenue forecast for its fiscal third quarter assumes no data center compute revenue from China.
Source: Nasdaq Markets
How far Nvidia (NVDA) has moved since 22 Sep 2026
Since the first closing price after “Nvidia's Forecast Assumes No Data Center Chip Sales to China. The Sept. 24 U.S.-China Summit Could Change That.,” Nvidia (NVDA) is -3.78%. The S&P 500 fund (SPY) is -0.17% over the same days, a -3.61% difference versus the market.
Disclosure records for Nvidia (NVDA) within two months of 22 Sep 2026
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 6 days after publication, inside 30 days. The filing is listed beside the story “Nvidia's Forecast Assumes No Data Center Chip Sales to China. The Sept. 24 U.S.-China Summit Could Change That..”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 1 days after publication, inside 30 days. The filing is listed beside the story “Nvidia's Forecast Assumes No Data Center Chip Sales to China. The Sept. 24 U.S.-China Summit Could Change That..”
- Rohit Khanna buy Nvidia (NVDA) ($1,001 - $15,000). That is 1 days after publication, inside 30 days. The filing is listed beside the story “Nvidia's Forecast Assumes No Data Center Chip Sales to China. The Sept. 24 U.S.-China Summit Could Change That..”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). The transaction date is the publication date. The filing is listed beside the story “Nvidia's Forecast Assumes No Data Center Chip Sales to China. The Sept. 24 U.S.-China Summit Could Change That..”
- Rohit Khanna sell Nvidia (NVDA) ($1,001 - $15,000). That is 18 days before publication, inside 30 days. The filing is listed beside the story “Nvidia's Forecast Assumes No Data Center Chip Sales to China. The Sept. 24 U.S.-China Summit Could Change That..”
- Daniel Meuser sell Nvidia (NVDA) ($1,001 - $15,000). That is 22 days before publication, inside 30 days. The filing is listed beside the story “Nvidia's Forecast Assumes No Data Center Chip Sales to China. The Sept. 24 U.S.-China Summit Could Change That..”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 28 days before publication, inside 30 days. The filing is listed beside the story “Nvidia's Forecast Assumes No Data Center Chip Sales to China. The Sept. 24 U.S.-China Summit Could Change That..”
- Gilbert Cisneros sell Nvidia (NVDA) ($1,001 - $15,000). That is 35 days before publication, inside 60 days. The filing is listed beside the story “Nvidia's Forecast Assumes No Data Center Chip Sales to China. The Sept. 24 U.S.-China Summit Could Change That..”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Nvidia (NVDA)
Companies mentioned with this story
- NVDA Nvidia
For “Nvidia's Forecast Assumes No Data Center Chip Sales to China. The Sept. 24 U.S.-China Summit Could Change That.,” Nvidia (NVDA) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names NVIDIA CORPORATION in the headline; GA resolved that company to NVDA
- AOSL Alpha & Omega Semiconductor
In “Nvidia's Forecast Assumes No Data Center Chip Sales to China. The Sept. 24 U.S.-China Summit Could Change That.,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- GCTS GCT Semiconductor Holding
In “Nvidia's Forecast Assumes No Data Center Chip Sales to China. The Sept. 24 U.S.-China Summit Could Change That.,” GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- NVTS Navitas Semiconductor
In “Nvidia's Forecast Assumes No Data Center Chip Sales to China. The Sept. 24 U.S.-China Summit Could Change That.,” Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ON On Semiconductor
In “Nvidia's Forecast Assumes No Data Center Chip Sales to China. The Sept. 24 U.S.-China Summit Could Change That.,” On Semiconductor (ON) is linked, with no stored direction, medium confidence. Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSEM Tower Semiconductor
Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence in the 22 Sep 2026 story “Nvidia's Forecast Assumes No Data Center Chip Sales to China. The Sept. 24 U.S.-China Summit Could Change That..” Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSM Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence in the 22 Sep 2026 story “Nvidia's Forecast Assumes No Data Center Chip Sales to China. The Sept. 24 U.S.-China Summit Could Change That..” Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Nvidia (NVDA)
On 22 Sep 2026, “Nvidia's Forecast Assumes No Data Center Chip Sales to China. The Sept. 24 U.S.-China Summit Could Change That.” is the story that connects Nvidia (NVDA) to this story.
Nvidia (NVDA) is on the page because The reported development directly names NVIDIA CORPORATION in the headline; GA resolved that company to NVDA
Alpha & Omega Semiconductor (AOSL) is here too. Its reason reads: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates in the story, and the Nvidia (NVDA) price range
AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. GCTS traded between 1.51 and 2.26 across 20 sessions. The latest close on file is 1.51. NVDA traded between 212.87 and 243.34 across 20 sessions. The latest close on file is 217.09.
What the saved facts support for Nvidia (NVDA)
46 out of 100
“Nvidia's Forecast Assumes No Data Center Chip Sales to China. The Sept. 24 U.S.-China Summit Could Change That.” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.