Susquehanna analyst, Christopher Rolland lowered his price target for Advanced Micro Devices Inc. (NASDAQ: AMD) and Nvidia Corporation (NASDAQ: NVDA) as specialized cryptocurrency mining chips will be released this year.

Rolland reduced his rating to negative from neutral and lowered his price target from $13 to $7.50 for AMD due to incoming competition from Bitmain. He reduced his price target for Nvidia from $215 to $200 but maintained his neutral rating.

Many cryptocurrency miners used AMD and Nvidia’s graphic processor chips to mine for coins because specialized chips were not heavily abundant previously. Now, the emergence of chips solely meant for mining are appearing on the markets, which is more appealing to miners.

Susquehanna confirmed last week that Bitmain has begun development of an ASIC or application-specific integrated circuit for mining Ethereum. The firm confirmed that the products are ready for shipment in the second quarter of 2018.

Bitmain’s ASIC chips are significantly more efficient at mining cryptocurrency than AMD and Nvidia’s chips, which has led analysts from Bernstein to say that Bitmain may have made as much as Nvidia last year.

Rolland says that Bitmain isn’t the only company developing chips specifically made to mine Ethereum, but the influx of competitors can impact AMD’s total revenue by approximately 20 percent.

Rolland says Nvidia’s total revenue will be impacted by approximately 10 percent. He says Nvidia’s revenue will be offset by the company’s strong and durable gaming franchise.

AMD shares fell by 3.7 percent late afternoon while Nvidia shares rose by 2.3 percent.