"NVIDIA·AMD to Give 15% of China AI Chip Sales Revenue to U.S. Government"… 'Unprecedented Move'

Korea Economic Daily

Summary

The Financial Times reported that NVIDIA and AMD have agreed to provide 15% of their revenue from chip sales in China to the U.S. government.
This revenue sharing agreement applies to NVIDIA's H20 chip and AMD's MI308 chip and was described as an unprecedented measure.
NVIDIA stated that it complies with U.S. government regulations, and the agreement was noted to align with the Trump administration's pattern of incentivizing global corporate investment.

Financial Times Report

According to a report by the Financial Times (FT) on the 10th (local time), NVIDIA and AMD have agreed to provide 15% of their revenue from chip sales in China to the U.S. government as part of an agreement to secure semiconductor export licenses.

FT, citing sources, stated, "The revenue sharing applies to NVIDIA's H20 chip and AMD's MI308 chip, and the Trump administration has not yet decided how that money will be used."

FT reported that chip manufacturers agreed to these terms as a condition for being granted export licenses to the Chinese market last week.

FT described it as an "unprecedented agreement." Nonetheless, FT pointed out, "This agreement is in line with the Trump administration's (negotiation) pattern of using tariffs as leverage to incentivize global companies to invest in the U.S. in terms of job creation and revenue generation."

AMD did not respond to FT's request for comment, but NVIDIA did not deny the agreement. NVIDIA stated, "We comply with the rules set by the U.S. government to participate in the global market."

Soojin Choi, Hankyung.com Reporter naive@hankyung.com