By Muhammad Zuhair
Publication Date: 2025-12-23 19:46:00
The China bandwagon for US chip manufacturers has started to roll once again, with NVIDIA and AMD introducing aggressive solutions in the market, but this time, the dynamics are different.
By now, the reports of NVIDIA offloading the Hopper H200 AI chips to China have become mainstream, but there’s also a breakthrough with AMD, which we’ll discuss ahead as well. During the initial quarters of 2025, American chip manufacturers faced significant challenges selling their products to China, as geopolitical tensions led to policy changes that heavily impacted firms like NVIDIA and AMD. The situation reached a point where NVIDIA’s CEO, Jensen Huang, declared that their market share in China was at ‘zero percent’, indicating that the regional business had been completely disrupted.
NVIDIA/AMD China Breakthrough: A Mix & Match of Lobbying & Architectural Adjustments
Politics has played a significant role in shaping the Chinese business landscape for AI chip manufacturers, and as a result, both NVIDIA and AMD have had to consistently work with the current US administration to ensure that their chip offerings comply with the relevant architectural regulations. We saw a breakthrough in policy restrictions back in August, when President Trump declared that the US government would be taking a 15% cut of the total shipments being sent to China by AMD and NVIDIA, which allowed the tech giants to sell chips like the Hopper H20 and Instinct MI308 AI…
