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AMD
New York Post
9 days

Nvidia, AMD to pay 15% of China chip sale revenues to US: report

1. AMD agrees to share 15% revenue from MI308 chip sales to China. 2. Nvidia has received export licenses for its H20 chips to China. 3. Revenue share agreements were conditions for obtaining export licenses. 4. These agreements signal regulatory compliance for both companies in China. 5. The US government has reversed previous bans on certain chip sales.

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FAQ

Why Bullish?

The revenue sharing indicates AMD's access to a vital market. Similar historical compliance led to market gains for AMD when navigating chip exports.

How important is it?

The arrangement highlights AMD's strategic compliance and market access, potentially influencing investor sentiment positively.

Why Short Term?

Licenses and revenue sharing provide immediate access to Chinese market revenues. The market will likely respond quickly to this news.

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