AI Chip China Access Tax Has Pros and Cons
The U.S. Government says NVIDIA and AMD can be licensed to sell dumbed-down chips in China in return for a 15% cut of the revenues. But where that cut will come from is a question
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US Commerce Department closes loophole that allowed Nvidia AI chip exports to Chinese overseas subsidiaries
Surprise move suggests US chips may have been making their way to the subsidiaries of Chinese firms based in places such as Malaysia.

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The unexpected guidance suggests that the U.S.'s best AI chips may have been making their way to the subsidiaries of Chinese AI firms for al
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Taiwan considers stricter AI chip export controls to China in alignment with U.S. regulations
The move would mark an effort to address semiconductor smuggling but risks drawing a rebuke from Beijing.

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