AMD Cleared to Resume MI308 AI GPU Sales in China

AMD has confirmed that it will soon restart shipments of its MI308 data center GPUs to China, following confirmation from the US Department of Commerce that its export license applications will proceed for approval. The news closely follows NVIDIA’s announcement that it, too, expects to resume sales of its H20 AI chips in China. Both companies had been restricted under previous US export rules, which targeted high-end AI hardware. AMD’s MI308, a custom version of its MI300 series, was designed specifically to meet those regulatory limits. The company told Tom’s Hardware it plans to begin shipments as soon as licenses are granted. “We applaud the progress made by the Trump Administration in advancing trade negotiations and its commitment to US AI leadership,” said an AMD spokesperson.

This shift in US policy comes as a relief for AMD, which previously estimated that the export restrictions could cost it around $800 million in inventory and related commitments. While not as large as NVIDIA’s $5.5 billion hit, it was still a significant blow. With China remaining a massive available market, AMD and NVIDIA have both developed chips tailored to meet US guidelines. However, these products are time-consuming to design and difficult to repurpose for other markets. Investors welcomed the update, with AMD shares rising nearly 5% in pre-market trading. For now, the reopening of China’s AI chip market signals a more flexible trade stance and renewed opportunities for US tech firms, especially as Chinese AI labs were deprived of high-end silicon.