突发！AMD重启对华出口AI芯片！

Core Viewpoint - AMD plans to resume sales of its MI308 chips to China while agreeing to pay a 15% tax to the U.S. government, reflecting a strategic compromise to access the Chinese market despite regulatory challenges [3][4]. Group 1: AMD's Strategy and Market Context - AMD's CEO, Lisa Su, confirmed the company's intention to restart MI308 chip sales to China, which will incur a 15% tax payment to the U.S. government [3]. - The U.S. government previously halted sales of these chips to China but began reviewing applications again this summer, allowing AMD and NVIDIA to export certain chips under the new tax agreement [3]. - The MI308 chip is designed to meet AI computing needs, featuring a cooling technology and optimized memory architecture, making it suitable for applications like real-time video analysis and autonomous driving data processing [3]. Group 2: Market Implications and Competitive Landscape - The Chinese generative AI market is projected to exceed $30 billion by 2028, with high-performance AI chips being essential for this growth [4]. - Despite facing similar tax pressures, NVIDIA has already captured a portion of the Chinese market due to its earlier strategic positioning, putting AMD at a disadvantage [4]. - To avoid missing out on the Chinese market, AMD is willing to accept the tax as a trade-off for market access [4].