The article discusses the impact of tighter US trade restrictions on Nvidia’s stock price and its suppliers, Taiwan Semiconductor Manufacturing Company (TSM) and ASML. The new rules aim to limit China’s access to advanced computing chips, affecting Nvidia’s ability to sell its high-end AI chips to Chinese customers. Analysts predict a potential 10% revenue hit for Nvidia in the short term, leading to a stock price decline. However, the long-term impact remains uncertain as Nvidia explores alternative markets and the restrictions could benefit US companies by limiting competition from China. TSM and ASML, key suppliers of chips and equipment to Nvidia, may also face challenges due to the restrictions. The article highlights the ongoing tensions between the US and China in the technology sector and the potential implications for major semiconductor companies.