Core Viewpoint - AMD's stock price increased by over 5%, reaching its highest level since July 2024, following a special agreement with the U.S. government regarding chip sales in China [1] Group 1: Company Performance - AMD's stock price rose to $184.7, marking a significant increase [1] - The stock has reached its highest level since July 2024 [1] Group 2: Industry Agreement - AMD and NVIDIA have agreed to pay 15% of their chip sales revenue in China to the U.S. government in exchange for export licenses [1] - The U.S. government indicated that this agreement may expand to include more companies in the future [1]

据央视新闻，当地时间11日，据《金融时报》披露，为了获得芯片出口许可证，美国芯片制造商英伟达公司和AMD，与特朗普政府达成了一 项特殊协议，两家企业同意将特供中国的芯片收入的15%上缴给美国政府，以换取相关产品的出口许可证。 《金融时报》报道称，据美国一名不愿意透露姓名的官员透露的消息，根据协议，英伟达将上缴其H20芯片在中国销售收入的15%，AMD也 同意上缴MI308芯片相同比例的销售收入。包括一名美国官员在内的知情人士对该报透露，为获得美国政府授予的对华出口许可证，这两家 公司同意了上述财务安排。知情人士表示，特朗普政府尚未决定如何使用这笔资金。 2025.08. 12 本文字数：496，阅读时长大约1分钟 据悉美国商务部已开始对上述企业发放面向中国市场的出口许可证。 微信编辑 | 七三 多个"新大学"首年招生分数线直超985高校，原因何在 对此，英伟达回应称，我们遵守美国政府为我们参与全球市场所制定的规则，将继续在规则范围内为尽可能多的客户提供服务。而AMD方面 尚未作出任何回应。 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。 专用邮箱： bianjibu@ ...

记者：据报道，英伟达公司与超威半导体公司已同意向美国政府上缴在华芯片销售收入的15%，以换取 对华出口许可证。中方对此有何评论？ 新京报讯据外交部消息，2025年8月11日外交部发言人林剑答记者问。 林剑：在美输华芯片问题上，中方已经多次表明了立场。 ...

Core Viewpoint - The U.S. government is delaying the agreement reached during Trump's Middle East visit regarding the sale of NVIDIA AI chips to the UAE due to concerns about advanced semiconductor technology potentially flowing to China [1][3]. Group 1: Agreement Details - The agreement involves a deal worth several billion dollars for over 1 million NVIDIA advanced chips, which was expected to be finalized quickly after Trump's endorsement [1]. - Since the signing of the agreement in May, U.S. and UAE officials have not met to advance the deal, primarily due to U.S. officials' concerns about potential Chinese access to the chips through UAE entities [1][3]. - The U.S. is considering canceling the UAE AI company G42's direct chip acquisition rights, which could lead to dissatisfaction from the UAE, as they view the agreement as crucial for their AI development [3][4]. Group 2: U.S. Officials' Perspectives - U.S. Commerce Secretary's spokesperson indicated that the implementation of the agreement would proceed on schedule, while UAE officials remain optimistic about the negotiations [3]. - Some U.S. officials express frustration over the slow progress of the deal, fearing that Chinese tech companies might exploit the situation if the U.S. does not act [4]. - David Sacks, a key U.S. official involved in the negotiations, emphasized the importance of providing technology to Gulf countries to prevent them from turning to Chinese alternatives [4][8]. Group 3: Broader Implications - The U.S. government's shift in chip export policy also includes a recent decision to allow NVIDIA to resume sales of H20 chips to China, which is seen as a strategic move to maintain competitive advantage [8]. - Sacks argued that allowing NVIDIA to sell H20 chips to China would help the U.S. retain a favorable position in international competition and prevent Chinese companies from gaining market share [8].