Robust demand for artificial-intelligence chips makes for attractive buying opportunities in several semiconductor stocks headed into earnings season, according to J.P. Morgan.

Congress has approved billions to incentivize the Taiwan-based company to build factories in the U.S.

Nvidia announced this week that it has applied for licenses to sell its H200 chips in China and has assurances from the Trump administration that they will be granted. Estimates suggest that these sales could be nearly $10 billion per quarter, which would be a significant boost for Nvidia.

The U.S. is reportedly holding up the deal due to concerns that AI chips could be smuggled to China from the UAE.

Nvidia stock hits record highs as U.S. export licenses unlock access to China’s $50B AI market. Click here to read an analysis of NVDA stock now.

Nvidia said overnight that it had been given assurances that it could sell its H20 artificial-intelligence chips in China again.

In the decade since the discovery of Rowhammer, GPUhammer is the first variant to flip bits inside discrete GPUs and the first to attack GDDR6 GPU memory modules. All attacks prior to GPUhammer targeted CPU memory chips such as DDR3/4 or LPDDR3/4.