AMD is planning to resume shipments of its Instinct MI308 chips to China after the Department of Commerce confirmed it would begin reviewing export licenses for the products.
The news follows a similar move by Nvidia, which said on July 14 that it would shortly start shipping its H20 chips to China, having also received assurances from the US government that it will be granted the necessary licenses.
In a statement originally circulated online and confirmed to DCD, AMD said it planned to resume shipments as licenses are approved, adding: “We applaud the progress made by the Trump administration in advancing trade negotiations and its commitment to US AI leadership.”
Like Nvidia’s H20 chips, AMD’s MI308 products were specifically restricted by the Trump administration following the roll-back of the Biden-era AI Diffusion Rule, which was set to restrict access to AI chips and AI model weights by countries, determined by a tiered system decided by the US government.
The regulation attracted widespread criticism from companies when it was first introduced, with Nvidia publicly calling the rule “misguided” and saying it threatened to “derail innovation and economic growth worldwide.” It was formally rescinded by the Department of Commerce on May 15.
During AMD’s Q2 2025 earnings call, CEO Lisa Su said the company was facing some “headwinds from the dynamic macro and regulatory environment,” including the export controls that had been placed on shipments of its MI308 chips to China. However, at the time, Su said the chipmaker was confident said uncertainties would be “more than offset by the powerful tailwinds from our leadership product portfolio.”
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