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AMD Navigates China Export Rules as Lisa Su Confirms 15% Tax Readiness

AMD Navigates China Export Rules as Lisa Su Confirms 15% Tax Readiness

Author:

Global Cryptocurrency

Published:

2025-12-05 12:04:02

19

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BTCCSquare news:

AMD CEO Lisa Su confirmed the company has secured licenses to ship its MI308 AI chips to China despite escalating trade tensions. The semiconductor firm is prepared to pay a 15% export fee imposed under a contested August agreement between the TRUMP administration and chipmakers.

Legal challenges loom over the arrangement, which allows limited shipments to Chinese clients. AMD notably excluded projected revenue from these exports in its Q4 2025 guidance, reflecting regulatory uncertainty as bipartisan senators advance new restrictions on advanced chip sales to China.

The geopolitical standoff accelerates China's push for domestic semiconductor alternatives. State-funded projects now increasingly favor local chips over U.S. suppliers like AMD and Nvidia, reshaping global supply chain dynamics.

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