AMD and Nvidia Set to Resume AI Chip Sales to China as US Eases Export Restrictions
6 Sources
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Trump lightens chip bans on China, AMD to restart MI308 AI chip sales in the country, joining Nvidia's H20 -- 'We plan to resume shipments as licenses are approved'
"We were recently informed by the Department of Commerce that license applications to export MI308 products to China will be moving forward for review" Just hours after Nvidia announced that the sale of H20 chips in China is set to be approved by Washington, AMD has now confirmed it also plans to
[2]
AMD cleared to join Nvidia in selling AI chips to China
Waiting for license approval but plans to resume shipments of the MI308 accelerator soon-ish The US government has cleared AMD to resume exporting some accelerators to China. "We were recently informed by the Department of Commerce that license applications to export MI308 products to China will
[3]
AMD to resume MI308 AI chip exports to China
Lisa Su, chair and CEO of Advanced Micro Devices Inc., during the AMD Advancing AI event in San Jose, California, on Dec. 6, 2023. Advanced Micro Devices said Tuesday that it will soon restart shipments of its MI308 artificial intelligence chips to China. The stock climbed 7% following the
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It's not just Nvidia that's looking to cash in on those loosening US/China chip export restrictions, as AMD also seems close to resuming AI GPU shipments
It's "sell your high-end AI hardware to China" season, and two major players are positioning themselves on the board. Among all the hubbub surrounding Nvidia's announcement that it was filing applications to sell H20 GPUs to China once more, it would be easy to forget that it's not the only
[5]
AMD says it will restart MI308 sales to China after US review - The Economic Times
Advanced Micro Devices, AMD, plans to resume shipping MI308 chips to China. This follows US approval after a similar decision for Nvidia. The US Commerce Department will review AMD's license applications. Earlier restrictions on MI308 chips were projected to cost AMD $800 million. Nvidia also
[6]
After NVIDIA's H20, AMD Gears Up for a Major Win as Its Instinct MI308 AI Accelerator Nears Export Approval for China
It seems that AMD is also readying itself to sell its own "China-compliant" GPU for the domestic market, as the firm is seeking export license approval. The Trump administration has apparently relaxed its stance towards American technology flowing into China. After several restrictions, it is now
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AMD and Nvidia have received approval to resume sales of their AI chips to China, marking a significant shift in US export policy. This development comes as part of ongoing trade negotiations between the US and China, potentially reshaping the global AI hardware market.
US Eases AI Chip Export Restrictions
In a significant policy shift, the US government has decided to ease restrictions on the export of AI chips to China. This move allows major tech companies like AMD and Nvidia to resume sales of certain AI accelerators to the Chinese market
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.AMD's MI308 Chip Approval
Source: Wccftech
AMD has confirmed that the US Department of Commerce will review license applications for exporting its MI308 products to China
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. The company plans to resume shipments as soon as these licenses are approved2
. This decision comes as a relief to AMD, which had previously estimated potential losses of around $800 million due to the export restrictions1
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.Nvidia's H20 Chip Clearance
The policy change also benefits Nvidia, which has received approval to sell its H20 AI chip to China
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. This development could significantly boost Nvidia's revenue, given its dominant position in the AI GPU market with an estimated 92% market share4
.Market Response and Financial Impact
The news has been well-received by investors, with AMD's stock price rising by nearly 7% and Nvidia's shares increasing by 5%
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. The ability to tap into the Chinese market again represents a substantial opportunity for both companies to expand their AI hardware sales.Background on Export Restrictions
The US government had previously blocked the sale of high-powered AI chips to China, citing national security concerns
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. In response, tech companies developed less powerful products like the MI308 and H20 specifically for the Chinese market2
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. However, in April 2025, even these moderated versions were banned from export2
.Related Stories
Shift in US-China Relations
This policy reversal comes amid ongoing trade negotiations between the US and China
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. Treasury Secretary Scott Bessent has reportedly stated that the two countries are in a "very good place" as they approach the August 12 deadline for a current tariff pause2
.Industry Perspectives
Source: CNBC
Nvidia CEO Jensen Huang has been a vocal critic of export controls, arguing that such measures could limit US influence in the AI sector and potentially drive China to develop alternative solutions
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. Huang has emphasized the importance of making the "American tech stack" the global standard to maintain US leadership in AI1
.Future Implications
Source: The Register
The decision to allow the export of modestly-specced GPUs to China could have far-reaching implications for the global AI industry. It may help US companies maintain their competitive edge while also potentially influencing the direction of AI development in China
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. As the situation continues to evolve, the tech industry will be closely watching how these policy changes impact the global AI landscape.References
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