AMD and Nvidia to Resume AI Chip Shipments to China Amid Export License Reviews

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White House Signals Easing of Restrictions

Advanced Micro Devices (AMD) confirmed on Tuesday that it will resume shipments of its MI308 artificial intelligence (AI) chips to China following an announcement from the U.S. Commerce Department that it will restart reviewing export licenses. The move signals a softening of recent U.S. export controls that had restricted the flow of advanced semiconductors to China.

AMD’s decision follows White House assurances that restrictions would be eased, with CEO Lisa Su previously describing China as a “large opportunity” for the semiconductor sector. Earlier this year, AMD had estimated a potential revenue loss of $800 million due to the export ban on its MI308 chips, which had been tailored for the Chinese market under the existing rules.

Nvidia CEO Jensen Huang also revealed on Tuesday that the company will soon resume sales of its H20 AI chips to China. The announcements from both tech giants reflect a broader effort to retain access to China’s rapidly growing AI and semiconductor market, even amid geopolitical headwinds.

Market Rebounds as China Demand Reopens

Shares of major chipmakers rallied on the news. AMD stock jumped 6.41 percent, while Nvidia surged 4.04 percent. Other semiconductor firms such as Arm Holdings and Broadcom posted smaller gains, and the iShares Semiconductor ETF closed 1 percent higher on Tuesday.

Analysts described the license review resumption as a clear positive for the global AI chip supply chain. It benefits not only U.S. chipmakers, but also Chinese platforms building out AI capabilities.

However, the competitive landscape is shifting. China’s Huawei has reportedly achieved performance parity with Nvidia’s H20 chips through its upcoming Ascend 920 processor, which is set for mass production later this year.

Experts caution that while U.S. policy aims to slow China’s tech rise, it may inadvertently accelerate Beijing’s drive for self-reliance in semiconductors—creating both risks and new dynamics for global chipmakers seeking long-term growth.