Nvidia Vs. AMD: Who Gets Hit Harder By The 15% China Revenue Tax?
1. AMD and NVIDIA to pay 15% of AI chip revenue from China. 2. AMD's revenue exposure to China is 24%, significantly higher than NVIDIA's 13%. 3. This new tax structure could compress AMD's profit margins. 4. AMD may need to rethink pricing or diversify aggressively due to risks. 5. Regulatory uncertainties may impact future tech sales in the market.