- AMD, Nvidia, and Intel are navigating the AI market, relying on Taiwanese partners and seeking leadership alongside Nvidia.
- Nvidia chief discussed US export control impacts on market access in Taipei.
- Nvidia targets the Chinese market, benefiting from government ties and holding events in Taipei.
- The US government approved AI chip sales to China, allowing Nvidia and AMD to ship chips.
Nvidia and AMD Seek Chinese Market Access Amid US Chip Controls
What happened
Jensen Huang and Lisa Su, the leaders of Nvidia and AMD, attended a White House state dinner during Chinese President Xi Jinping's visit. While the companies sought to restore access to the Chinese market, the progress made remains unclear. Official readouts from Beijing and Washington indicated that US semiconductor chip export controls were not a major topic of debate during the talks.
From scmp.com
Why it matters
The discussions relate to the high-stakes competition between Nvidia and AMD in the global advanced semiconductor market. The status of US export controls directly impacts the ability of these companies to sell advanced chips in China.
The US government recently approved AI chip sales to China, allowing Nvidia and AMD to ship chips.
From scmp.com
Who's involved
- AMDAmerican semiconductor company seeking Chinese market access
- NvidiaAmerican technology company seeking Chinese market access
- Donald TrumpPresident of the United States whose political stance influences US chip export controls
Who could feel it
Possible knock-on effectsThese are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.
- HuaweiSpeculative
Huawei might face continued restrictions on global market access due to US export controls.
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The entities involved
Related events
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- Inspur funnels technology to China's military, while Alice Huang funnels information to Beijing.
- U.S. export rules blocked top data center chips, while Nvidia shipped chips to support generative AI.
- The event covers Nvidia/OpenAI data center negotiations in Ohio, alongside state-backed computing projects in China.
- TSMC is building new AI chips for Nvidia, while industry leaders like Lutnick and Intel are also in the news.