{"id":43482,"date":"2025-09-15T11:34:58","date_gmt":"2025-09-15T11:34:58","guid":{"rendered":"https:\/\/quickassetsmarket.com\/index.php\/2025\/09\/15\/chinas-samr-says-nvidia-violated-anti-monopoly-law-shares-fall\/"},"modified":"2025-09-15T11:34:58","modified_gmt":"2025-09-15T11:34:58","slug":"chinas-samr-says-nvidia-violated-anti-monopoly-law-shares-fall","status":"publish","type":"post","link":"https:\/\/quickassetsmarket.com\/index.php\/2025\/09\/15\/chinas-samr-says-nvidia-violated-anti-monopoly-law-shares-fall\/","title":{"rendered":"China\u2019s SAMR says Nvidia violated anti-monopoly law; shares fall"},"content":{"rendered":"
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US chip giant Nvidia is facing a fresh round of antitrust scrutiny in China, deepening its troubles in a critical market as Washington and Beijing spar over technology access.<\/p>\n

On Monday, the State Administration for Market Regulation (SAMR) said preliminary investigations showed Nvidia had violated China\u2019s anti-monopoly law. <\/p>\n

The regulator suggested the company may have breached commitments it made in 2020 when China approved its $7 billion acquisition of Israeli chip designer Mellanox Technologies.<\/p>\n

SAMR did not provide details of the alleged violations or outline possible penalties but confirmed that it would continue its probe. <\/p>\n

The announcement weighed on investor sentiment, with Nvidia shares falling 2.5% in premarket trading in New York.<\/p>\n

Commitments under the Mellanox deal come into focus<\/h2>\n

Nvidia\u2019s 2020 acquisition of Mellanox was cleared by Chinese regulators on the condition that the US firm guarantee supplies of its chips to the Chinese market. <\/p>\n

That approval came before Washington imposed sweeping restrictions on the sale of advanced semiconductors to China.<\/p>\n

According to SAMR, the company may have failed to uphold aspects of those commitments. <\/p>\n

The regulator opened a formal investigation into Nvidia in December, and Monday\u2019s update suggests the probe is advancing toward a more formal stage.<\/p>\n

The scrutiny reflects growing sensitivity in Beijing about reliance on US technology. <\/p>\n

While Mellanox\u2019s networking products underpin many global data centres, including in China, Washington\u2019s export bans have limited how much of Nvidia\u2019s cutting-edge AI hardware can reach Chinese customers.<\/p>\n

Trade talks clouded by chip tensions<\/h2>\n

The announcement coincided with the latest round of trade negotiations between senior US and Chinese officials in Madrid, which began Sunday. <\/p>\n

The timing underscored how technology remains a flashpoint in the broader economic relationship between the two powers.<\/p>\n

Over the weekend, Beijing launched two separate probes into semiconductors: an anti-dumping investigation into some chips imported from the US and a review of American export restrictions that Chinese officials say discriminate against its domestic industry.<\/p>\n

Analysts said the antitrust move against Nvidia may be part of a broader strategy to counter US measures limiting China\u2019s access to advanced processors. <\/p>\n

\u201cChips remain at the centre of the geopolitical rivalry, and Beijing is signalling it will use regulatory tools as leverage,\u201d said one Asia-based trade analyst.<\/p>\n

Nvidia\u2019s fraught position in China<\/h2>\n

Nvidia has had an uneasy relationship with the Chinese market in recent years, navigating both US restrictions and Beijing\u2019s regulatory demands. <\/p>\n

Earlier this year, Chinese authorities blocked shipments of its H20 chip, a product designed specifically to comply with US export controls.<\/p>\n

Last month, the company struck an agreement with Washington to resume some sales of semiconductors to China, in exchange for handing over 15% of related revenue to the US government. <\/p>\n

Chief executive Jensen Huang has warned that barring US chipmakers from China risks ceding the world\u2019s largest AI market to local rivals such as Huawei. <\/p>\n

He estimates the Chinese AI market could reach $50 billion within three years.<\/p>\n

Chinese regulators have also pressed companies, including Tencent and ByteDance, to explain purchases of the H20 chip, raising concerns about data security.<\/p>\n

Nvidia itself was summoned by China\u2019s cyberspace regulator last month to answer questions on whether its products contained backdoor risks.<\/p>\n

Outlook for Nvidia<\/h2>\n

The latest probe underscores the precarious position of Nvidia, the world\u2019s leading AI chip supplier, as it sits at the heart of the US-China technology standoff. <\/p>\n

The company\u2019s meteoric growth has made it a target for both Washington\u2019s export curbs and Beijing\u2019s regulatory pressure.<\/p>\n

While 60 out of 66 brokerages still rate the stock a \u201cbuy\u201d or higher, with a median price target of $210, Nvidia faces mounting uncertainty in one of its most important overseas markets.<\/p>\n

As trade talks continue in Madrid, the scope of Nvidia\u2019s ability to sell into China will remain a central test of how far the two governments are prepared to push their rivalry in technology.<\/p>\n

The post China\u2019s SAMR says Nvidia violated anti-monopoly law; shares fall<\/a> appeared first on Invezz<\/a><\/p>\n

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US chip giant Nvidia is facing a fresh round of antitrust scrutiny in China, deepening its troubles in a critical market as Washington and Beijing spar over technology access. On Monday, the State Administration for Market Regulation (SAMR) said preliminary investigations showed Nvidia had violated China\u2019s anti-monopoly law. The regulator suggested the company may have <\/p>\n","protected":false},"author":1,"featured_media":43483,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":{"0":"post-43482","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investing"},"_links":{"self":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/43482","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/comments?post=43482"}],"version-history":[{"count":0,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/43482\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media\/43483"}],"wp:attachment":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media?parent=43482"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/categories?post=43482"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/tags?post=43482"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}