AMD Set to Resume AI Chip Exports to China as U.S. Reopens Licensing Path
Advanced Micro Devices (AMD) announced on Tuesday that it will soon restart shipments of its MI308 artificial intelligence chips to China, sending its stock up more than 6% following the announcement.
The company stated that the U.S. Department of Commerce has begun reviewing license applications again, allowing AMD to move forward with exports once approval is granted.
“We appreciate the administration’s progress in trade talks and its focus on maintaining U.S. leadership in AI,” an AMD representative said in a statement.
This development follows escalating trade tensions between the U.S. and China, which were intensified by tariff policies enacted during President Donald Trump’s administration. Last week, Nvidia CEO Jensen Huang held a meeting with Trump as the semiconductor industry continues to push for eased restrictions. Nvidia also indicated plans to resume shipments to China shortly.
AMD CEO Lisa Su is scheduled to join President Trump at an upcoming AI event in Washington.
The chip industry has warned of significant financial impacts due to export restrictions. Earlier this year, AMD reported a potential loss of up to $800 million, while Nvidia estimated a $5.5 billion revenue shortfall from halted exports of its H20 processors.
Both the H20 and MI308 chips were designed specifically to meet U.S. compliance requirements for the Chinese market.
The U.S. government previously tightened rules on AI chip exports, citing national security, and eliminated an earlier regulation—known as the “AI diffusion rule”—that was implemented under President Joe Biden. Officials have promised a more streamlined policy but have yet to unveil final regulations.
