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Lisa Su Says AMD Will Pay Trump's 15% Fee To Resume China AI Chip Sales Despite Beijing's Partial Block On Foreign Silicon

Benzinga•December 05, 2025 at 2:33 AM•Full Content

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Advanced Micro Devices, Inc.

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NVIDIA Corporation

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Gist

AMD CEO Lisa Su confirms AMD will pay a 15% U.S. fee to resume AI chip exports to China, despite Beijing's restrictions, citing China's importance and a $100B AI growth opportunity.

LLM Summary

AMD plans to restart shipments of its MI308 AI chips to China after securing U.S. export licenses, agreeing to pay a 15% fee as part of a Trump-era agreement. This follows China's tightening of AI chip regulations and AMD's strong Q3 earnings, with long-term revenue potential from its OpenAI partnership. The company views China as a key market despite ongoing export controls.

Full Article Content

On Thursday, Advanced Micro Devices, Inc. (NASDAQ: AMD) CEO Lisa Su said that the company is prepared to restart shipments of its MI308 artificial intelligence chips to China after securing U.S. export licenses.

AMD Says It Will Pay 15% Fee To Resume China Shipments

Speaking at a Wired conference with senior writer Lauren Goode, Su was pressed on whether AMD would resume selling chips to China.

In response, Su said the company will comply with the Trump administration's 15% fee on MI308 exports.

The U.S. previously halted MI308 sales to China and later began reviewing applications again over the summer. AMD earlier warned that losing access to China for the export-compliant chip could reduce its revenue by roughly $800 million.

In August, President Trump said his administration struck an agreement with Nvidia Corp (NASDAQ: NVDA) and AMD, allowing them to restart limited chip exports to China if they paid a 15% fee.

China Tightens AI Chip Restrictions Amid US Controls

Su's comments come as China moves to reduce reliance on American technology. Last month, Beijing reportedly ordered state-funded data centers to stop using foreign AI chips in new projects, requiring them to adopt domestic alternatives.

During the company's second-quarter earnings call, Su said, "China is an important market for us."

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Strong Earnings And A $100 Billion AI Opportunity

The remarks follow AMD's stronger-than-expected third-quarter results. The company reported $9.25 billion in revenue and forecasted fourth-quarter sales of about $9.6 billion, excluding any China sales.

AMD is also leaning on long-term growth from its multiyear partnership with OpenAI, which could generate more than $100 billion in revenue over the next several years as AMD begins supplying next-generation Instinct GPUs starting in 2026.

Price Action: AMD shares are up 79.04% year-to-date. During Thursday's regular session, the stock was down 0.74% but in the after-hours trading, it gained slightly and reached $216.20, according to Benzinga Pro.

On Thursday, **Advanced Micro Devices, Inc.** (NASDAQ: AMD) CEO **Lisa Su** said that the company is prepared to restart shipments of its **MI308** artificial intelligence chips to China after securing U.S. export licenses.

## AMD Says It Will Pay 15% Fee To Resume China Shipments
Speaking at a Wired [conference](https://www.wired.com/story/big-interview-event-lisa-su-amd/?_sp=615f4c63-8d9d-4af3-87af-1a2ceefe6c08.1764899145717) with senior writer **Lauren Goode**, Su was pressed on whether AMD would resume selling chips to China.

In response, Su said the company will comply with the Trump administration's 15% fee on MI308 exports.

In August, President Trump said his administration struck an agreement with **Nvidia Corp** (NASDAQ: NVDA) and AMD, allowing them to restart limited chip exports to China if they paid a 15% fee.

## China Tightens AI Chip Restrictions Amid US Controls
Su's comments come as China moves to reduce reliance on American technology. Last month, Beijing reportedly ordered state-funded data centers to stop using foreign AI chips in new projects, requiring them to adopt domestic alternatives.

During the company's second-quarter earnings call, Su said, "China is an important market for us."

_Subscribe to the_ [_Benzinga Tech Trends newsletter_](https://bztechtrends.beehiiv.com/subscribe) _to get all the latest tech developments delivered to your inbox._

## Strong Earnings And A $100 Billion AI Opportunity
The remarks follow AMD's stronger-than-expected third-quarter results. The company reported $9.25 billion in revenue and forecasted fourth-quarter sales of about $9.6 billion, excluding any China sales.

AMD is also leaning on long-term growth from its multiyear partnership with **OpenAI**, which could generate more than $100 billion in revenue over the next several years as AMD begins supplying next-generation Instinct GPUs starting in 2026.

**Price Action:** AMD shares are up 79.04% year-to-date. During Thursday's regular session, the stock was down 0.74% but in the after-hours trading, it gained slightly and reached $216.20, according to Benzinga Pro.

<p>On Thursday, <strong>Advanced Micro Devices, Inc.</strong> <a href="https://www.benzinga.com/quote/AMD" target="_blank" class="ticker-link" data-ticker="AMD" data-exchange="NASDAQ" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/AMD">AMD</a>)</a> CEO <strong>Lisa Su</strong> said that the company is prepared to restart shipments of its <strong>MI308</strong> artificial intelligence chips to China after securing U.S. export licenses.</p>



<h2 class="wp-block-heading"><strong>AMD Says It Will Pay 15% Fee To Resume China Shipments</strong></h2>



<p>Speaking at a Wired <a href="https://www.wired.com/story/big-interview-event-lisa-su-amd/?_sp=615f4c63-8d9d-4af3-87af-1a2ceefe6c08.1764899145717">conference</a> with senior writer <strong>Lauren Goode</strong>, Su was pressed on whether AMD would resume selling chips to China.</p>



<p>In response, Su said the company will comply with the Trump administration's 15% fee on MI308 exports.</p>



<p>The U.S. previously halted MI308 sales to China and later <a href="https://www.benzinga.com/markets/tech/25/08/46885469/amd-ceo-lisa-su-says-china-strategy-rebounding-as-mi308-ai-chips-await-us-license-better-position-than-we-were-ninety-days-ago">began reviewing applications again</a> over the summer. AMD earlier warned that losing access to China for the export-compliant chip could reduce its revenue by roughly $800 million.</p>



<p>In August, President Trump said <a href="https://www.benzinga.com/markets/tech/25/08/47022803/nvidia-and-amd-reportedly-agree-to-pay-15-of-china-chip-revenues-to-trump-administration-for-export-licenses-beijing-must-be-gloating">his administration struck an agreement</a> with <strong>Nvidia Corp </strong><a class="ticker-link" data-ticker="NVDA" data-exchange="NASDAQ" href="https://www.benzinga.com/quote/NVDA" target="_blank" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/NVDA">NVDA</a>)</a> and AMD, allowing them to restart limited chip exports to China if they paid a 15% fee.</p>



<p><strong>See Also:&nbsp;<a href="https://www.benzinga.com/markets/tech/25/12/49200174/jensen-huang-was-mistakenly-sent-to-a-kentucky-reform-school-where-he-cleaned-bathrooms-while-his-brother-worked-on-tobacco-farms" target="_blank" rel="noreferrer noopener">Jensen Huang Was Mistakenly Sent To A Kentucky Reform School, Where He Cleaned Bathrooms While His Brother Worked On Tobacco Farms</a></strong></p>



<h2 class="wp-block-heading"><strong>China Tightens AI Chip Restrictions Amid US Controls</strong></h2>



<p>Su's comments come as <a href="https://www.benzinga.com/markets/tech/25/11/48649638/china-reportedly-bans-foreign-ai-chips-in-state-funded-data-centers-in-a-blow-to-nvidia-amd">China moves to reduce reliance</a> on American technology. Last month, Beijing reportedly ordered state-funded data centers to stop using foreign AI chips in new projects, requiring them to adopt domestic alternatives.</p>



<p>During the company's <a href="https://www.benzinga.com/markets/earnings/25/08/46872731/amd-q2-earnings-revenue-beat-eps-miss-robust-ai-product-demand-positions-company-for-significant-growth-in-back-half-of-year">second-quarter earnings</a> call, Su said, "China is an important market for us."</p>



<p><em>Subscribe to the&nbsp;</em><a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener"><em>Benzinga Tech Trends newsletter</em></a><em>&nbsp;to get all the latest tech developments delivered to your inbox.</em></p>



<h2 class="wp-block-heading"><strong>Strong Earnings And A $100 Billion AI Opportunity</strong></h2>



<p>The remarks follow AMD's <a href="https://www.benzinga.com/markets/earnings/25/11/48638967/amd-q3-earnings-revenue-eps-top-estimates-as-ai-data-center-business-drives-growth">stronger-than-expected third-quarter</a> results. The company reported $9.25 billion in revenue and forecasted fourth-quarter sales of about $9.6 billion, excluding any China sales.</p>



<p>AMD is also leaning on long-term growth from its multiyear partnership with<strong> OpenAI</strong>, which could generate <a href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/10/48080528/amds-100-billion-openai-deal-could-supercharge-ai-chip-growth-analyst-says-projecting-massive-earnings-boost-by-2030">more than $100 billion in revenue</a> over the next several years as AMD begins supplying next-generation Instinct GPUs starting in 2026.</p>



<p><strong>Price Action:</strong> AMD shares are up 79.04% year-to-date. <span style="box-sizing: border-box; margin: 0px; padding: 0px;">During Thursday's regular session, the stock was down 0.74% but in the after</span>-hours trading, it gained slightly and reached $216.20, according to Benzinga Pro.</p>



<p><strong>Benzinga's Edge Stock Rankings</strong> indicate that AMD maintains a strong medium and long-term trend, though its short-term performance remains under pressure. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-3/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it compares with its peers</a>.</p>



<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-3/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/12/04211607/Screenshot-2025-12-05-at-7.33.40%E2%80%AFAM.png" alt="" class="wp-image-1198492"/></a></figure>



<p><em>Check out more of Benzinga's Consumer Tech coverage by&nbsp;</em><a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener"><em>following this link</em></a><em>.</em></p>



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<p><em>Photo Courtesy: jamesonwu1972 on Shutterstock.com</em></p>



<p><strong><em>Disclaimer</em>:</strong><em>&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>

Metadata

Author:

Ananya Gairola

Image URL:

https://cdn.benzinga.com/files/imagecache/1024x768xUP/images/story/2025/12/04/Lisa-Su---Amd-Chairman-And-Ceo-Hold-Spea.jpeg

Tickers:

AMD, NVDA

Updated At:

December 04, 2025 at 10:33 PM

Benzinga Channels:

News

Benzinga Tags:

AI Chips, China, Lisa Su, MI308

Teaser:

AMD CEO Lisa Su said the company will resume MI308 chip shipments to China under a new 15% U.S. export fee despite Beijing's tightening restrictions, as AMD posts strong earnings and eyes long-term AI growth.

Benzinga Stocks:

AMD (NASDAQ), NVDA (NASDAQ)

Benzinga Article ID:

49224336