Lisa Su meets China's vice premier during China visit

AMD CEO Lisa Su met with Chinese Vice Premier He Lifeng during her visit to Beijing, signaling an intent to expand the company's operations and investment in China. The meeting followed President Trum... Read original →

Lisa Su’s meeting with China’s Vice Premier is less about market expansion and more a survival maneuver amid escalating tech decoupling. While AMD ships its downgraded MI308—constrained by FP16 compute and HBM3E bandwidth—it exploits a narrow regulatory window that NVIDIA’s H200 has missed due to U.S. export delays and Chinese procurement caution. This exposes NVIDIA’s overexposure to China and pressures Qualcomm and Tesla to accelerate localized AI chip partnerships. Within 12–18 months, parallel AI chip ecosystems will likely solidify: one anchored in EUV and advanced packaging for raw performance, the other built on mature nodes and software co-optimization. AMD’s current lead hinges on securing licenses for next-gen MI325X; without it, its foothold in China evaporates as domestic players like Biren scale rapidly with state-backed capital.