Jing Ji Ri Bao·2025-08-13 23:24Group 1 - The U.S. government is implementing a new revenue model by extracting 15% from companies' revenues in exchange for lifting export restrictions on advanced computer chips to China, which could lead to significant financial implications for companies like NVIDIA and AMD [2][3][4] - NVIDIA could potentially generate over $20 billion in revenue from selling 1.5 million H20 chips to China, resulting in a $3 billion payment to the U.S. Treasury, while AMD may contribute around $1 billion based on its revenue from the Chinese market [2] - This model of revenue sharing could extend beyond chip manufacturers, affecting various sectors as federal agencies might adopt similar practices, leading to a shift in how companies interact with regulatory bodies [3][4] Group 2 - The 15% revenue sharing could reduce gross margins for companies like NVIDIA and AMD by 5 to 15 percentage points, impacting their financial performance and stock valuations [3] - Larger companies may be able to absorb these costs, but smaller enterprises could struggle, potentially stifling competition and innovation in the industry [4] - The precedent set by the U.S. could encourage other countries to implement similar fees, creating a global trend of protectionist measures that could further complicate international trade dynamics [5][6]