AMD to Resume AI Chip Exports to China After U.S. Policy Shift – MI308 Shipments Back on Track!

July 15, 2025 | Washington, D.C. —
Advanced Micro Devices (AMD) has announced it will soon restart exports of its powerful MI308 artificial intelligence (AI) chips to China, marking a major development in ongoing U.S.-China tech trade tensions. Following the announcement, AMD stock surged over 6% on Tuesday.

This move comes after the U.S. Commerce Department signaled it would resume reviewing export license applications, giving AMD and other chipmakers the green light to continue business with the world's second-largest economy.

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💼 What Triggered the Turnaround?

An AMD spokesperson, speaking to CNBC, said:

“We applaud the progress made by the Trump administration in advancing trade negotiations and its commitment to U.S. AI leadership.”

The Trump administration, which previously introduced strict export restrictions on AI chips citing national security concerns, is now easing those restrictions to encourage U.S. tech dominance in AI innovation.

🤝 Industry Pressure Plays a Role

Just last week, Nvidia CEO Jensen Huang met with President Trump to urge loosening export controls. On the same day as AMD’s announcement, Nvidia also confirmed it will soon resume shipments of its H20 AI chips to China.

This shift comes as leading chipmakers warned of massive revenue losses due to the earlier restrictions:

• AMD forecasted up to $800 million in potential losses.

• Nvidia expected to lose up to $5.5 billion from halted H20 sales.

🚀 What Are MI308 Chips?

AMD’s MI308 AI chips are high-performance processors tailored for machine learning and artificial intelligence workloads. They were specially designed to comply with U.S. export rules while serving the booming Chinese AI market.

Earlier, both MI308 and Nvidia’s H20 chips were developed in response to tighter U.S. controls, aiming to keep innovation alive without breaching policy.

🧠 What’s Changing in U.S. AI Export Policy?

The Trump administration recently reversed the Biden-era "AI diffusion rule," which created a complicated tiered system for export approvals.

Instead, the administration announced a simpler framework for chip exports — though full details are still pending. The goal: streamline AI innovation while safeguarding national interests.

🔮 What’s Next?

AMD confirmed it plans to begin MI308 shipments as soon as licenses are approved, signaling an imminent return to business as usual — albeit with eyes wide open amid evolving U.S.-China tech diplomacy.

Meanwhile, AMD CEO Lisa Su is expected to join President Trump at a major AI policy summit in Washington next week, where future chip policy and innovation strategies will be discussed.

📌 Final Thoughts

The decision to ease restrictions reflects a pragmatic shift in U.S. policy — balancing national security with economic competitiveness in the AI race. As tensions thaw and licenses resume, AMD, Nvidia, and others may regain ground in the lucrative Chinese market.