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NVDA AMD to pay 15% of revenue from China chip sales to US gov
Posted on 8/10/25 at 5:18 pm
Posted on 8/10/25 at 5:18 pm
… wonder if this will be good for their stock prices.
LINK https://www.investors.com/news/technology/nvidia-amd-give-15-china-chip-revenue-u-s-government/
LINK https://www.investors.com/news/technology/nvidia-amd-give-15-china-chip-revenue-u-s-government/
6
Posted on 8/10/25 at 5:21 pm to LChama
Interesting. I am assuming this means higher prices in China for these chips? A 15% excise tax is massive. Unless the margins on these chips were really high
Posted on 8/10/25 at 7:42 pm to LChama
Not good news right before NVDA earnings
Posted on 8/10/25 at 8:03 pm to LChama
quote:
wonder if this will be good for their stock prices.
I guess it provides some certainty that they won't be blocked from exporting to China... However the administration has shown to change these deals on a whim in the court of public opinion.
Looks to be a definite negative for both
Posted on 8/10/25 at 8:54 pm to Double Oh
Clarity will make things better in the long run.
Posted on 8/11/25 at 8:05 am to HailHailtoMichigan!
Kinda puzzled about this. Why? Either they can sell chips or not. Seems like another revenue drain for the industry.
Posted on 8/11/25 at 8:42 am to LChama
quote:Today 15%.
NVDA AMD to pay 15% of revenue from China chip sales to US gov
Tomorrow 30%.
Or....0%.
Stay tuned.
Posted on 8/11/25 at 10:06 am to LSURussian
quote:LINK
“From an investor perspective, it’s still a net positive, 85% of the revenue is better than zero,” Ben Barringer, global technology analyst at Quilter Cheviot, told CNBC.
“The question will be whether Nvidia and AMD adjust their prices by 15% to account for the levy, but ultimately it’s better that they can sell into the market rather than hand the market over entirely to Huawei.”
Huawei is Nvidia and AMD’s closest Chinese rival.
Uncertainty nevertheless still looms for both U.S. companies over the longer term.
“In the short term, the deal gives both companies some certainties for their exports to China. For the long term, we don’t know if the U.S. government may want to take a bigger cut from their China business especially if their sales to China keep growing,” George Chen, partner and co-chair of the digital practice at The Asia Group, told CNBC.
Read more CNBC tech news
Basicall 85% beats 0%
Posted on 8/11/25 at 12:52 pm to bigjoe1
Interesting. I didn't think it was legal for the US to do this but as the previous poster said
quote:
Basically 85% beats 0%
Posted on 8/11/25 at 2:33 pm to Sterling Archer
quote:
Interesting. I didn't think it was legal for the US to do this but as the previous poster said
This has been going on for a couple of years now, but historically has only pertained to the highest tier Nvidia cards: LINK
Posted on 8/11/25 at 3:55 pm to Joshjrn
quote:
This has been going on for a couple of years now, but historically has only pertained to the highest tier Nvidia cards: LINK
I didn't see where in that link it mentioned Nvidia paying a percentage of revenue to the US. Link the right article?
Posted on 8/11/25 at 8:53 pm to Sterling Archer
quote:
I didn't see where in that link it mentioned Nvidia paying a percentage of revenue to the US. Link the right article?
I linked the correct article, but that's not what I was trying to convey. I was giving context to the back and forth of the US progressively restricting chip sales to China over the last couple of years.
Posted on 8/12/25 at 9:10 am to LChama
This seems unconstitutional. Backdoor export tax
Posted on 8/12/25 at 1:56 pm to LChama
quote:Looks like there is work to do on this deal. CNBC
Trump said the export licenses for AMD and Nvidia were a done deal. But lawyers and experts who follow trade have warned that Trump’s deal may be complicated because of existing laws that regulate how the government can charge fees for export licenses.
The Commerce Department didn’t immediately return a request for comment.
Posted on 8/13/25 at 5:58 am to SPAGHETTI PLATE
How is this even close to possible legally - President negotiating 1-off tax rates with individual corporations?
This post was edited on 8/13/25 at 6:00 am
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