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Nvidia and AMD to pay 15% of China chip sales revenues to the U.S. government, FT reports

1. AMD and Nvidia agree to share revenues with the U.S. on China chip sales. 2. Both companies will pay 15% of revenues for export licenses. 3. The deal reflects ongoing U.S. tariff pressures on semiconductors. 4. AMD's MI308 chip is highlighted in the transaction. 5. Export licenses may enhance AMD's market access in China.

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FAQ

Why Bullish?

The revenue-sharing deal can stabilize AMD's sales in China, a vital market.

How important is it?

The arrangement with the U.S. government highlights AMD's strategic positioning amidst tariffs.

Why Long Term?

Long-term growth in the Chinese market can positively influence AMD's future sales.

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