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Despite the trade war between the United States and China, US firms still view the Asian giant as a pivotal market in the realms of semiconductors and Artificial Intelligence. Lisa Su, CEO of AMD, recognizes this and thus refers to the country as a “great opportunity” for these industries.
In an interview with CNBC, the executive highlighted China’s role in the digital economy and the importance of maintaining export controls to this nation without compromising on political issues, such as national security.
“There should be a balance between export controls for national security and ensuring the wider adoption of our technology, which benefits employment in the US economy,” she stated after the financial results presentation.
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The executive’s statement is in response to various measures implemented by the White House to prevent US-origin companies from exporting essential technology for AI functioning to China, under the pretext that it could be used in military applications.
According to AMD’s figures, the company reported solid earnings, yet the impact of US restrictions is tangible. Last month, the company mentioned it would incur up to $800 million in costs due to the shipment of its MI308 chips to China.
Moreover, for this year, it indicated that it would take a $1.5 billion hit, as it will not be able to sell its most advanced components in the Asian territory, where some AI companies, like DeepSeek, are gaining significance.
Last month, Nvidia achieved a significant victory for its business by obtaining permission from President Trump’s administration to sell its AI chip, H20, in China.
Prior to this decision, Nvidia’s chips were expected to face additional restrictions for export controls to China; however, the company promised Trump new investments in data centers within the country to regain sales in the Asian giant.
Following a dinner between Trump and Nvidia’s CEO, Jensen Huang, at Mar-A-Lago, the president reconsidered the restrictions on the Californian company, which represents a considerable benefit for the corporation since China hosts major clients such as Tencent, Alibaba ByteDance, and even DeepSeek among others.
This shift in stance is significant as US lawmakers have pressured the president to impose stricter controls on cutting-edge technology in the AI field, with the aim of preventing China from catching up in the sector.
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Additionally, a concern highlighted by AMD’s CEO relates to tariffs on China, as these changing policies have added more turbulence to the sector and are even prompting considerations to move chip manufacturing to the US.
“We have learned to be very agile through everything that has happened in the semiconductor supply chain and we will continue to monitor all these trends closely and ensure we react appropriately in the future,” she remarked in the interview.
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Lucas Monroe tracks the latest trends in mobile and 5G innovation. His work spans hardware analysis, telecom breakthroughs, and ecosystem development in next-gen connectivity.