The AI chip race narrative used to be about U.S. national security, but apparently now it’s about tariffs: Nvidia and AMD have agreed to pay the U.S. government 15% of the revenue they make from sales of high-end AI chips to China in exchange for licenses to sell to those chips in the country, the Financial Times reported, citing anonymous sources. According to the FT’s government source, Nvidia will share revenues from sales of its H20 AI chips in China, and AMD would share a cut of MI308 chip sales. The g ...

Shares of Nvidia and AMD fell in premarket trading early on Monday. Here's why: https://t.co/t88h6JOmZ7 https://t.co/eiHYOrvV2V ...

1.8月11日(周一)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.29%，标普500指数期货涨0.14%，纳指期货涨0.05%。 | ■ US 30 | 44,302.50 | 44,314.00 | 44,196.50 | +126.40 | +0.29% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,398.50 | 6,405.70 | 6,384.80 | +9.00 | +0.14% | | ■ US Tech 100 | 23,622.90 | 23,668.50 | 23,563.90 | +11.60 | +0.05% | 2.截至发稿，德国DAX指数跌0.42%，英国富时100指数涨0.27%，法国CAC40指数跌0.42%，欧洲斯托克50指数跌0.28%。 美银最新调查：创纪录比例基金经理认定美股已"太贵"!根据美国银行最新发布的月度基金经理调查，随着美股自4月低点大幅反弹，认 为美股估值过高的投资者比例创下历史记录。数据显示，约91%的受访者认为当前美股估值偏高，这一比例刷新了自2001年以来的最高 纪录。尽管投 ...

Big tech stocks in focus this morning. Reports say that Nvidia and AMD are going to pay 15% of China chip sales revenue to the US government in exchange for export licenses. Uh joining us right now is Ray Wang.He's Constellation Research founder and chairman. Good morning to you. You call this a payoff, a tax, a bribe.I don't there's a lot lot of lot of words that are being uh put out there. What is this. >> Use the eword.You want to >> What's the e word. >> Extortion. Oh, extortion.I didn't say it. Joe sai ...

编者荐语： 3 以下文章来源于芯东西 ，作者ZeR0 芯东西 . 芯东西专注报道芯片、半导体产业创新，尤其是以芯片设计创新引领的计算新革命和国产替代浪潮；我们是一群追"芯"人，带你一起遨游"芯"辰大海。 来源 | 芯东西 芯东西8月11日消息，据外媒报道，作为获得芯片对华出口许可的条件，英伟达、AMD预计将向美国支付其向中国出售AI芯片收入的 15% 。 这将影响英伟达H20和AMD MI308芯片在华销售，美国上周已向这两家公司发放这两款芯片的出口许可证。 这种"互惠互利"的安排史无前例。 美国出口管制专家称，从未有美国公司同意支付部分收入来获得出口许可证。而 同意给美国政府15%的分 成，实际上促使美国政府成为了英伟达、AMD的在华合作伙伴。 此事随即引起轩然大波，美国特朗普政府被质疑打着"国家安全"的幌子，利用出口许可证牟利。 中国对英伟达和AMD来说都是一个重要的市场。英伟达在截至1月26日的财年中，来自中国的收入为170亿美元，占其总销售额的13%。AMD公 布2024年在华收入为62亿美元，占其总收入的24%。 据伯恩斯坦研究机构的数据，预计到今年年底，英伟达将向中国出售价值超过150万片H20芯 ...

story though, because I'm still working through it. Today's top corporate story. Reports say Nvidia and AMD have agreed to give the US government 15% of the revenue that they generate from exporting AI chips to China.In return, the companies will receive export licenses to sell chips in China. The news followed follows a report that meeting between Nvidia CEO Jensen Huang and President Trump at the white House last week, 15% of Nvidia's revenue from selling H20 chips to China could amount to billions of dol ...

How is this going to work. 15% of sales, 15% of the revenues that they make from those sales into the China market. Of the 20 when it comes to NVIDIA or AMD's equivalent.Once they start shipping those, they will get the export license. According to this report, if they pay that 15% into the US Treasury, that apparently is how it's going to work. There are legal questions around this. If this is categorized as an export tax, potentially there are legal challenges to this.But according to our reporting, this ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源 ：内容来自半导体芯闻综合 。 英伟达发言人肯·布朗表示，该公司遵守美国政府的海外销售规定。 「虽然我们已经好几个月没有 向中国供应H20芯片了，但我们希望出口管制规则能让美国企业在中国和全球保持竞争力，」他 说。 英伟达与超威半导体(AMD)预计将把对华人工智能芯片销售额的15%支付给美国政府，这是与川 普政府达成的极不寻常的财务协议的一部分。 据三名知情人士透露，该协议在英伟达获准向中国销售人工智能芯片简化版一个月后达成的。由于 他们无权公开讨论此事，这三人要求不具名。 尽管川普政府一个月前公开宣布批准英伟达向中国销售名为H20的人工智能芯片，但并没有实际发 放销售许可。 知情人士表示，英伟达首席执行官黄仁勋上周三在白宫会见川普总统时，同意向联邦政府支付15% 的收入分成，这实质上使得联邦政府成为英伟达在华业务的合作伙伴。这些人士表示，两天后，商 务部开始发放人工智能芯片销售许可证。 尽管黄仁勋一直主导与白宫的谈判，但英伟达并非唯一向中国销售人工智能芯片的公司。 AMD也 在销售一款名为MI308的人工智能芯片，同样于今年4月被川普政府禁止向中国销售。 美国商 ...

证券研究报告 | 行业深度报告 2025 年 08 月 11 日 国内设备/算力/代工等板块业绩增长向好，关注存储/模拟等复苏态势 | | | 占比% | | --- | --- | --- | | 股票家数（只） | 507 | 9.9 | | 总市值（十亿元） | 10138.5 | 10.6 | | 流通市值（十亿元） | 8673.4 | 10.0 | 行业指数 半导体行业深度跟踪 TMT 及中小盘/电子 海外 CSP 云厂商纷纷上修资本支出，台积电上修 2025 年收入增速指引，整体 算力景气度有望延续，国内海光等亦持续释放业绩；海外半导体设备公司 25Q2 表现符合预期，国内设备公司签单和业绩表现向好；海外存储原厂受益于 HBM 等需求，国内存储模组和利基存储芯片公司将继续受益于涨价和库存改善等， 整体收入和盈利能力预计均保持边际复苏态势；海外 TI 表示大部分终端市场复 苏，国内模拟公司 25Q2 营收多数同环比改善。建议关注自主可控加速叠加业 绩向好的设备/算力/代工/等板块、景气周期边际复苏的存储/模拟等板块，同时 建议关注各科创指数和半导体指数核心成分股。 2、库存端：手机链 DOI 环比 ...

ToplineShares of Nvidia and AMD fell in premarket trading early on Monday, after reports said both companies have agreed to pay 15% of the revenue generated on AI chip sales to China to the U.S. government, as part of an unconventional deal with the Trump administration to secure export licenses.Nvidia has reportedly agreed to pay the U.S. government 15% of the revenue its generates from H20 AI chip sales to China.VCG via Getty ImagesKey FactsAccording to the Financial Times, which first reported on the mat ...