Following Nvidia, Advanced Micro Devices (AMD) has announced it will resume exports of its MI308 AI accelerator to China. The announcement comes after the U.S. Commerce Department confirmed it would restart reviewing export license applications for these chips. AMD plans to restart shipments once licenses are approved, aligning with Nvidia’s resumption of H20 chip shipments
🚀 4 Strategic Impacts
1️⃣ Revenue recovery begins
AMD previously estimated that the MI308 export restrictions caused about $800 million in lost revenue. Export resumption means AMD can start reclaiming these sales in one of the world’s largest AI chip markets
2️⃣ Stock market boost
AMD shares surged 6–7% on the news. Nvidia also saw a 4–5% bump, highlighting investor confidence in the reversal of export restrictions and renewed China market access
3️⃣ Broader U.S. policy shift
This move follows Nvidia’s license clearance and aligns with a wider adjustment in U.S.–China trade negotiations—part of a strategic easing of chip export controls tied to rare earth and AI diplomacy
4️⃣ Market positioning
AMD’s MI308 joins Nvidia’s H20 in the Chinese market, enabling direct competition and allowing Chinese tech firms like ByteDance and Tencent to resume ordering these chipsets
🔭 What to Watch Next
- License roll-out timing: The speed and volume of export approvals from the Commerce Department will determine how quickly shipments resume.
- China demand trends: Will Chinese enterprises ramp up purchases, or remain cautious amid geopolitical uncertainty?
- U.S. policy stability: Ongoing trade talks and political pressures in Washington could reshape export terms again.
✅ Bottom Line
AMD’s decision to resume MI308 chip sales to China, following Nvidia’s H20 approval, marks a significant policy pivot. This opens the door for revenue recovery, investor optimism, and strategic competition in AI hardware—even as trade and export dynamics remain unsettled.
