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AMD, China and NVIDIA

AMD's revenue likely to see upside in 2025 as MI308X chip set to resume sales in China: Evercore
Evercore sees potential upside to 2025 estimates for Advanced Micro Devices' (NASDAQ:AMD) after the company said that it will resume shipments of its MI308X chips to China after receiving U.S. approval.
Nvidia and AMD Shares Jump With Sales Set to Resume to China. Is It Too Late to Buy the Stocks?
Key Points Nvidia and AMD are both set to benefit from easing export restrictions to China. Nvidia remains the GPU leader, and this news should add billions in sales for the company. AMD has a big opportunity in inference,
Nvidia, AMD to resume AI chip sales to China after U.S. Reversal
Nvidia Corp. and Advanced Micro Devices Inc. plan to resume sales of some AI chips in China after securing Washington’s assurances that such shipments would get approved, a dramatic reversal from the Trump administration’s earlier stance on measures designed to limit Beijing’s AI ambitions.
AMD stock climbs as China chip sales resume, analysts hike targets
AMD stock jumps over 25% in a month as AI chip sales to China resume and analysts raise price targets. Here's what’s driving the rally today.
Nvidia, AMD to resume AI chip exports to China
Nvidia’s scaled-down chip is called the H20. Introduced in 2023, it’s a slower version of the company’s H100 chip, which was at one point its fastest data center AI accelerator. AMD’s scaled-down chip is known as the MI308.
Top Republican on China panel objects to resumption of Nvidia H20 chip shipments
The head of a House of Representatives panel on China told U.S. Commerce Secretary Howard Lutnick that resuming sales of Nvidia's H20 chips to China threatens to advance Beijing's AI capability, stepping up his criticism of the decision and saying the original ban was "the right call.
Nvidia wins US approval to resume H20 chip sales in China
For the US, Nvidia’s continued presence in China may serve as a strategic lever to maintain its dominance in AI. Experts told CNBC that keeping Chinese firms reliant on US-designed chips and software,
Nvidia H20 revival in China
Nvidia CEO Jensen Huang announced that the company is preparing to resume shipments of its H20 AI GPU to China, following reassurances from the US government that export licenses will be granted. The H20,
Nvidia Confronts Supply Constraints for H20 AI Chip in China – The Information
Nvidia Corp. (NASDAQ:NVDA) has informed clients in China that it currently has only a limited inventory of its H20 artificial intelligence chip, and that production will not be resuming in the near term,
U.S. Lawmaker Slams Nvidia H20 Chip Sales to China, Citing National Security Risks
U.S. Representative John Moolenaar, chair of the House China Committee, has criticized the Commerce Departments decision to allow Nvidia (NASDAQ: NVDA) to resume sales of its H20 AI chips to China. In a letter to
AMD Stock Continues Surging as Exports to China Set to Resume—Watch These Key Price Levels
AMD shares climbed again Wednesday amid optimism about the company's plans to restart exports of its MI308 chips to China.
AMD Doesn't Have A Presence In China, Yet
Advanced Micro Devices, Inc. gains momentum with China expansion, AI adoption, and OpenAI ties. Click for my updated look at ...
Why AMD Stock Is Surging Today
While there's still significant risk on the geopolitical front, allowing the sale of capable AI processors to China suggests ...
AMD Set for Growth as US-China Trade Eases and AI Investment Surges—Time to Buy?
AMD stock surged on the back of strong financial results in 2025 and growing momentum in the AI and data centre markets, ...
Nvidia: Back In China? This Could Be The Final Big Hurrah
Nvidia's AI chip sales in China boost near-term outlook, but geopolitical risks cast doubts on long-term growth. Click to ...
AMD Says It Will Restart MI308 Sales to China After US Review
Advanced Micro Devices Inc. said that it plans to restart shipments of its MI308 chips to China after the US said it would ...
AMD to resume MI308 AI chip exports to China
The U.S. Commerce Department told AMD that it will resume reviewing license applications required to send its MI308 products ...