The US administration revised its criteria for selling high-performance AI chips to China. The new policy shifts the review process from presuming denial to evaluating export applications on a case-by-case basis.
This regulation establishes licensing requirements for chipmakers. AMD, for instance, reportedly seeks clearance to sell its MI325X chip in the country.
Key stipulations for approval focus on domestic supply protection. Companies must certify there is no shortage of processors in the US. Furthermore, production for Chinese customers cannot displace capacity reserved for domestic buyers.
Shipments to China face a strict cap. They must not exceed 50% of the total products manufactured for the US market. This measure directly impacts the sales strategy and potential revenue for major chipmakers.