Truth Social post of December 8, 2025

PostExport controlPublished 25/12/08Open the original

Summary

President Trump says he has agreed with China's Xi Jinping to allow NVIDIA to ship its H200 chips to approved customers in China, with the U.S. receiving 25%, and that the same approach will apply to AMD and Intel.

By industry

Semiconductors & CHIPS Act1 trading day+1.8%p15 stocks5 trading days−0.5%p15 stocks20 trading days+10.1%p15 stocks

Day by day after the announcement

Semiconductors & CHIPS Act stocks and the S&P 500 after the announcement, cumulative %
Day	Semiconductors & CHIPS Act stocks	S&P 500
25/12/05	0.0%	0.0%
25/12/08	+1.6%	−0.2%
25/12/09	+1.6%	−0.5%
25/12/10	+3.3%	+0.1%
25/12/11	+3.1%	+0.5%
25/12/12	−1.0%	−0.6%
25/12/15	−1.2%	−0.7%
25/12/16	−2.5%	−1.1%
25/12/17	−5.3%	−1.9%
25/12/18	−3.4%	−1.5%
25/12/19	−0.8%	−0.7%
25/12/22	+0.5%	−0.1%
25/12/23	+0.4%	+0.2%
25/12/24	+0.7%	+0.6%
25/12/26	+0.7%	+0.6%
25/12/29	+0.4%	+0.3%
25/12/30	+0.2%	+0.1%
25/12/31	−1.2%	−0.6%
26/01/02	+3.6%	−0.4%
26/01/05	+6.0%	+0.2%
26/01/06	+11.0%	+0.9%

Stocks it names

Korean stocks in these industries

Samsung Electronics 005930
SK hynix 000660
SKC 011790

Trades in these industries around the announcement

Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.

Nancy PelosiRepresentative · Democrat · CA
Partial saleNvidia
Partial sale
Nvidia
NVDA
$1M–$5M
Spouse
$1M–$5M
Reported 01/23
Traded 25/12/24
Mark A. StevensDirector
SellNvidia
Sell
Nvidia
NVDA
$63.6M
350,000 sh
$63.6M
Filed 25/12/09
Traded 25/12/05
Harvey C. JonesDirector
SellNvidia
Sell
Nvidia
NVDA
$44.3M
250,000 sh
$44.3M
Filed 25/12/17
Traded 25/12/15
Mark A. StevensDirector
SellNvidia
Sell
Nvidia
NVDA
$40.1M
222,500 sh
$40.1M
Filed 25/12/22
Traded 25/12/19
Lisa T. SuChair, President & CEO
Sell10b5-1 planAdvanced Micro Devices
Sell10b5-1 plan
Advanced Micro Devices
AMD
$6.2M
29,101 sh
$6.2M
Filed 25/12/12
Traded 25/12/11
Douglas R. BettingerCFO & EVP
SellLam Research
Sell
Lam Research
LRCX
$6M
40,080 sh
$6M
Filed 25/11/17
Traded 25/11/14
Lisa T. SuChair, President & CEO
Sell10b5-1 planAdvanced Micro Devices
Sell10b5-1 plan
Advanced Micro Devices
AMD
$4.9M
23,205 sh
$4.9M
Filed 25/12/12
Traded 25/12/11
Lisa T. SuChair, President & CEO
Sell10b5-1 planAdvanced Micro Devices
Sell10b5-1 plan
Advanced Micro Devices
AMD
$3.5M
15,991 sh
$3.5M
Filed 25/12/12
Traded 25/12/11
Lisa T. SuChair, President & CEO
Sell10b5-1 planAdvanced Micro Devices
Sell10b5-1 plan
Advanced Micro Devices
AMD
$3.2M
14,892 sh
$3.2M
Filed 25/12/12
Traded 25/12/11
Lisa T. SuChair, President & CEO
Sell10b5-1 planAdvanced Micro Devices
Sell10b5-1 plan
Advanced Micro Devices
AMD
$2.6M
12,019 sh
$2.6M
Filed 25/12/12
Traded 25/12/11
Timothy ArcherPresident and CEO
Sell10b5-1 planLam Research
Sell10b5-1 plan
Lam Research
LRCX
$18.6M
113,300 sh
$18.6M
Filed 25/12/18
Traded 25/12/17
Lisa T. SuChair, President & CEO
Sell10b5-1 planAdvanced Micro Devices
Sell10b5-1 plan
Advanced Micro Devices
AMD
$1.8M
8,201 sh
$1.8M
Filed 25/12/12
Traded 25/12/11
Nancy PelosiRepresentative · Democrat · CA
BuyNvidia
Buy
Nvidia
NVDA
$100K–$250K
Spouse
$100K–$250K
Reported 01/23
Traded 25/12/30
Lisa T. SuChair, President & CEO
Sell10b5-1 planAdvanced Micro Devices
Sell10b5-1 plan
Advanced Micro Devices
AMD
$1.5M
6,877 sh
$1.5M
Filed 25/12/12
Traded 25/12/11
Lisa T. SuChair, President & CEO
Sell10b5-1 planAdvanced Micro Devices
Sell10b5-1 plan
Advanced Micro Devices
AMD
$1.4M
6,700 sh
$1.4M
Filed 25/12/12
Traded 25/12/11
Lisa T. SuChair, President & CEO
Sell10b5-1 planAdvanced Micro Devices
Sell10b5-1 plan
Advanced Micro Devices
AMD
$853.6K
3,901 sh
$853.6K
Filed 25/12/12
Traded 25/12/11
Timothy ArcherPresident and CEO
Sell10b5-1 planLam Research
Sell10b5-1 plan
Lam Research
LRCX
$8.2M
50,000 sh
$8.2M
Filed 25/12/18
Traded 25/12/17
Ajay K. PuriEVP, Worldwide Field Ops
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$24.2M
128,793 sh
$24.2M
Filed 01/09
Traded 01/07
A. Brooke SeawellDirector
SellNvidia
Sell
Nvidia
NVDA
$2.3M
12,728 sh
$2.3M
Filed 25/12/04
Traded 25/12/02
Colette KressEVP & CFO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$1.6M
8,858 sh
$1.6M
Filed 25/12/12
Traded 25/12/12