AMD, $AMD, CEO Lisa Su announces that the company will pay a 15% tax on MI308 chip exports to China.

BREAKING: AMD, $AMD, CEO Lisa Su announces that the company will pay a 15% tax on MI308 chip exports to China.

Last night, reports emerged that President Trump is considering allowing Nvidia to sell their H200 chip to China.

This is beginning to sound a lot like the Nvidia and AMD deal with President Trump which was rumored on August 10th.

Under the August 10th rumored deal, Nvidia and AMD could export certain AI chips to China for a 15% tariff.

If the US AI chip market even partially reopens to China, it could be the market’s biggest catalyst of the year.

Especially as Nvidia has almost entirely written off their China business in recent guidance.

AI chip policy could change very soon.

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