AMD is set to restart shipments of its MI308 data center GPUs to China. The US Department of Commerce confirmed that export license applications will move forward for approval.
The MI308 is a custom version of AMD’s MI300 series designed to meet US regulatory limits. AMD told Tom’s Hardware it will ship the GPUs as soon as licenses clear.
This follows NVIDIA’s similar announcement to resume sales of its H20 AI chips in China. Both firms had been blocked by previous US export rules targeting high-end AI hardware. 
AMD estimated the restrictions could cost it about $800 million in inventory and commitments. That’s significant but less than NVIDIA’s $5.5 billion hit. China remains a huge market, and both companies designed chips specifically to comply with US rules—efforts that aren’t easy to repurpose elsewhere.
Investors liked the news. AMD shares rose nearly 5% in pre-market trading. The move signals a softer US stance and opens doors for US tech firms after China’s AI labs lost access to top-tier silicon.
AMD spokesperson commented:
"We applaud the progress made by the Trump Administration in advancing trade negotiations and its commitment to US AI leadership."
