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AMD must give U.S. 15% of China chip sales

Nvidia and AMD will give US 15% of China sales. But Chinese state media warns about their chips

Nvidia and AMD have agreed to pay the US government 15% of their revenues from semiconductor sales to China in exchange for export licenses, an unprecedented quid pro quo arrangement aimed at solidifying America’s AI business dominance while maintaining trade ties with China.

· 2d · on MSN

Why Nvidia and AMD’s China pay-to-play deal with Trump could backfire

· 5d · on MSN

Nvidia, AMD to pay 15% of China chip sale revenue to US government

· 1d

Nvidia’s Trump tax of little worry to investors eyeing AI riches

President Donald Trump’s move to extract a 15% sales tax from Nvidia Corp. on certain semiconductors sold in China did nothing to damp investor enthusiasm for the world’s most valuable company.

· 22h

Nvidia, AMD Price Targets Raised As AI Demand Keeps Roaring

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China is Pushing Back Against Biggest Firms Using Nvidia Chips Despite Trump Clearing H20 AI Chips for Export

3don MSN

Veteran analyst drops blunt 7-word take on AMD’s China deal

Tight supply enables Nvidia to pass much of the 15% dent to customers, keeping margin erosion to a minimum while keeping China in its customer base. Nevertheless, the risks remain, especially if Beijing discourages approved chip purchases, undercutting demand.

2hon MSN

Trump’s unprecedented, potentially unconstitutional deal with Nvidia and AMD, explained: Alexander Hamilton would approve

Nvidia and AMD agreeing to give 15% of their China chips revenue back to the U.S. doesn't recall any deal ever struck by the U.S. government.