Nvidia, AMD to win market share in China as US eases export curbs
South China Morning Post - TechThursday, July 17, 2025 at 12:00:15 AM
Nvidia and AMD are poised to gain more ground in China’s tech market after the U.S. loosened restrictions on exporting certain AI chips. Nvidia’s H20 processors and AMD’s MI308 chips—though not as powerful as their top-tier models—are now back on the table, giving Chinese AI firms some much-needed relief. Nvidia’s CEO even hinted at bringing more advanced chips to China down the line, despite current U.S. trade limits.
Editor’s Note: This is a big deal for China’s AI industry, which has been scrambling for high-performance chips since U.S. export controls tightened. While these chips aren’t the latest and greatest, their availability eases pressure on local companies and keeps Nvidia and AMD competitive in a massive market. It also signals a slight thaw in tech trade tensions—but don’t expect the U.S. to fully open the floodgates anytime soon.
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