It's not simply Nvidia that's seeking to money in on these loosening US/China chip export restrictions, as AMD additionally appears near resuming AI GPU shipments
Amongst all of the hubbub surrounding Nvidia’s announcement that it was submitting purposes to promote H20 GPUs to China as soon as extra, it might be simple to neglect that it isn’t the one firm making fascinating high-end AI {hardware}. It seems like AMD desires to get in on the Chinese language summer season AI GPU bonanza, too.
That is in line with revered business analyst Patrick Moorhead, who’s posted an announcement from AMD confirming that its personal license utility to export MI308 merchandise to China will likely be “transferring ahead for overview.”
Seems to be like $AMD MI308 for 🇨🇳is a go as effectively. Assertion from @AMD under: pic.twitter.com/mesdbvWyw9July 15, 2025
Bloomberg additionally confirms that AMD’s MI308 chips could quickly be winging their means eastwards, as a part of the Trump administration’s obvious loosening of restrictions relating to the export of high-powered US chips to China.
The deal is claimed to be a part of a newly minted commerce settlement between the international locations involving uncommon earth metals and magnets, and comes as one thing of a shock given the US authorities’s current place on China.
Studies earlier this 12 months steered that President Trump was eager on tightening export controls on semiconductors and high-end US chips crossing the border, whereas in April, his administration hit China with stonkingly excessive tariffs on quite a lot of commerce items.
Nonetheless, the restrictions look like easing (no less than with the proper license), so it is no shock that AMD desires to seize the chance with each arms. Its Intuition MI300 Collection AI accelerators have been pretty well-received, and the MI308 was developed particularly to adjust to earlier export controls.
Nonetheless, very similar to the gaming market, it is estimated that Nvidia holds the overwhelming majority of the AI GPU market share, as much as 92% by some calculations. The opening up of the commerce border represents a possibility to make headway in a market that was in any other case inaccessible, although, so I would think about AMD will likely be eager to hit the bottom working as quickly as these licenses are cleared.
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