国芯网·2025-07-16 14:31Core Viewpoint - The article highlights the recent developments in the semiconductor industry, particularly focusing on AMD and NVIDIA's ability to export chips to China following U.S. government approvals [2][3]. Group 1: AMD Developments - AMD plans to resume exports of its MI308 chips to China after receiving approval from the U.S. government [2][3]. - Following the announcement, AMD's stock price increased by 6.41% to $155.61, with a total market capitalization of approximately $252.31 billion [3]. Group 2: NVIDIA Developments - NVIDIA has received approval from the U.S. government to sell its H20 AI chips to China, as disclosed by CEO Jensen Huang during an interview in Beijing [3]. - NVIDIA's stock price rose by 4.04% to $170.70, resulting in a total market capitalization of about $4.17 trillion [3]. Group 3: Market Reactions - The positive news regarding chip exports has led to increased order submissions from various Chinese companies to both AMD and NVIDIA [3].