On July 15, 2025, AMD, a US-based semiconductor company, announced that it plans to resume the export of its MI308 chips to China following approval from the US government. Previously, the US had imposed export restrictions on NVIDIA's H20 chips, and AMD's MI308 chips have now received similar approval. The MI308 chip is an AI accelerator specifically designed by AMD for the Chinese market, and the export restrictions had previously caused AMD an estimated loss of approximately $800 million.

Reasons for the US Policy Shift

The US government's approval of chip exports by AMD and NVIDIA is seen as a significant policy shift. Previously, the US had maintained a restrictive stance on the export of AI hardware. Analysts believe that the progress in US-China trade negotiations, particularly regarding the export of critical minerals such as rare earths, has been a key factor in driving this policy change.

Impact of Resuming AI Chip Exports to China

For the Chinese market, AMD's resumption of AI chip exports will have multifaceted impacts. On one hand, Chinese companies will have a wider range of hardware options in the AI field, which will help promote the development and application of related technologies. On the other hand, with the return of both NVIDIA and AMD, the two major chip giants, competition in the market is expected to intensify. This may prompt relevant companies to further optimize their products and services.

For AMD, resuming the export of AI chips to China will help mitigate the losses caused by the previous export restrictions. AMD had previously estimated that its revenue for the fiscal year 2025 would be reduced by $1.5 billion due to export restrictions. The removal of export restrictions on the MI308 chip is expected to significantly reduce these revenue losses. Additionally, this move will enhance AMD's competitiveness in the AI chip market and lay the foundation for its future development.

Industry Outlook

AMD's resumption of AI chip exports to China is an important signal of easing relations in the US-China technology sector. Looking ahead, as US-China trade relations continue to improve, more policy adjustments of this nature are expected. This will create a more stable environment for the development of the global technology industry and drive the widespread application of AI technologies worldwide. At the same time, this also serves as a reminder to companies worldwide that, in the context of globalization, they should actively seek cooperation and innovation to address various uncertainties.

The resumption of AMD's AI chip exports to China is not only a significant boon for its own business development but also has a profound impact on US-China technology industry relations. As related policies are gradually adjusted, the global technology industry will face new opportunities for development as well as new challenges.

Conevo Integrated Circuit Solutions

Conevo is a leading distributor of high-quality IC chips, offering a wide range of semiconductor solutions tailored for diverse applications. We specialize in delivering reliable and high-performance chip components to support your projects. Here are some of our top-recommended IC models:

● MAX485EESA: High-speed, low-power RS-485 transceiver with enhanced ESD protection.

● TPS543B20RVFR: High-efficiency, synchronous step-down converter with wide input voltage range.

● ADM3232EARNZ: Dual-channel, RS-232 transceiver with extended operating temperature range. 

Website: www.conevoelec.com

Email: info@conevoelec.com