AMD China Market Strategy

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Nvidia, AMD to pay 15% of China chip sales

Why Nvidia and AMD’s China pay-to-play deal with Trump could backfire

Why Nvidia’s and AMD’s China deal with Trump could backfire. The companies making the most money from the AI boom are the ones selling the processors, such as Nvidia and AMD.

Seeking Alpha on MSN · 17h

Nvidia, AMD's China AI chip sales deal with US a bullish sign for AI related tech stocks: Wedbush

Wedbush said the U.S. deal to allow Nvidia (NVDA) and AMD (AMD) to secure export licenses to sell their AI chips in China "takes down a key barrier of growth in the AI Revolution."

24/7 Wall St. · 2d

Chance for Nvidia, AMD China Rebound Hit by Domestic Chip Drive

A Fragile Foothold in China Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) recently secured U.S. approval to resume sales of their lower-end AI chips, the H20 and MI308, respectively, to China,

AMD CEO Lisa Su Says China Strategy Rebounding As MI308 AI Chips Await US License: 'Better Position Than We Were Ninety Days Ago'

AMD CEO Lisa Su said the company is making headway with U.S. regulators on export licenses for its MI308 AI chips to China.

2don MSN

Veteran analyst drops blunt 7-word take on AMD’s China deal

Tight supply enables Nvidia to pass much of the 15% dent to customers, keeping margin erosion to a minimum while keeping China in its customer base. Nevertheless, the risks remain, especially if ...

Outlook Business3d

Paying the Chip Toll: Why Nvidia, AMD Are Ready to Pay Heavy Price for Chinese Market

The chips in question are Nvidia's H20 and AMD's MI308. Both are advanced graphics processing units (GPUs) specifically developed to comply with export controls put in place by successive US ...

Nvidia and AMD shares dip, and other movers

Here are some of the stocks making notable moves in Monday's premarket action: Nvidia shares are down more than 1% and ...

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