Trump's decision to permit Nvidia and AMD to export AI processors to China for a share of their sales signifies a notable shift in U.S. export control policies. The global semiconductor supply chain, encompassing non-U.S. companies, presents an opportunity for others to engage with China as well. This action may lead countries and companies to reassess their strategies, potentially leading them away from U.S. export controls. Experts indicate that national security concerns may not have been the primary motivation behind previous limitations on exports.
Trump's decision to allow Nvidia and AMD to export AI processors to China in exchange for a cut of their sales signifies a departure from strict export controls, suggesting that U.S. national security has never been the core issue behind these regulations.
The semiconductor supply chain is interconnected globally, involving numerous non-U.S. companies that may now consider selling to China following Trump's Nvidia deal, thereby creating potential shifts in the current agreements.
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