
President Trump’s approval for Nvidia’s H200 sales to China, with a 25% U.S. government share per chip, intensifies competition with AMD’s MI308 export tax move.
AMD CEO Lisa Su announced a 15% export tax on MI308 chip sales to China, a policy decision coinciding with President Donald Trump’s Dec. 8 confirmation that Nvidia can sell H200 AI chips to China. The U.S. government will collect a 25% fee from each H200 chip exported, marking a significant shift in advanced semiconductor trade policy. These developments highlight growing rivalry between AMD and Nvidia in the AI-focused chip market, with direct implications for U.S.-China trade relations.