Jing Ji Ri Bao·2025-12-05 23:37Group 1 - The U.S. Senate introduced the SAFE Act, which aims to formalize export controls on advanced semiconductors, prohibiting licenses for exports to China and Russia for at least 30 months [1] - This legislation could hinder NVIDIA's ability to export advanced AI chips to mainland China, while AMD and Google's chips will also be affected [1] - The SAFE Act is seen as a critical measure to maintain U.S. dominance in the AI sector against China, garnering bipartisan support from the Senate Foreign Relations Committee [1] Group 2 - The Trump administration is currently evaluating whether to allow NVIDIA to sell H200 chips to mainland China, which would deviate from the technology control policies established since 2022 [2] - AMD's CEO, Lisa Su, stated that part of the MI 308 chip has received export licenses to mainland China, and the company is prepared to pay a 15% tax upon shipment [2] - AMD previously estimated that U.S. government restrictions on MI 308 chip exports could result in a loss of approximately $800 million for the company [2]