NVIDIA is in the middle of President Trump's trade battle with China. The company recently scored a big win when Trump let it keep selling H20 GPUs to Chinese customers without restrictions.
UBS analyst Timothy Arcuri sees good news for NVIDIA in Taiwan's export numbers. Taiwan shipped $12.03 billion worth of data processing equipment in March 2025, up 20.6% from February. This followed Taiwan's strongest February exports in over ten years. If April follows normal patterns, Taiwan might see 58% growth compared to last quarter. This could mean NVIDIA's data center sales grow about 18% to $42 billion this quarter.
Some caution exists as Citi just cut its forecast for NVIDIA's GPU sales—down 3% for 2025 and 5% for 2026. They worry about Microsoft spending less and businesses hesitating because of trade war uncertainty. But Lynx Equity thinks NVIDIA has cleverly arranged its supply chain to dodge most US tariffs. They believe China probably won't hit NVIDIA with tariffs either since Chinese companies still need NVIDIA products badly. Lynx expects NVIDIA stock to bounce back to recent highs soon.
UBS analyst Timothy Arcuri sees good news for NVIDIA in Taiwan's export numbers. Taiwan shipped $12.03 billion worth of data processing equipment in March 2025, up 20.6% from February. This followed Taiwan's strongest February exports in over ten years. If April follows normal patterns, Taiwan might see 58% growth compared to last quarter. This could mean NVIDIA's data center sales grow about 18% to $42 billion this quarter.
Some caution exists as Citi just cut its forecast for NVIDIA's GPU sales—down 3% for 2025 and 5% for 2026. They worry about Microsoft spending less and businesses hesitating because of trade war uncertainty. But Lynx Equity thinks NVIDIA has cleverly arranged its supply chain to dodge most US tariffs. They believe China probably won't hit NVIDIA with tariffs either since Chinese companies still need NVIDIA products badly. Lynx expects NVIDIA stock to bounce back to recent highs soon.
