NVIDIA / AMD China-compliance AI chips · United States / China
H20/MI308 licensing risk: compliant chips can be restricted again
U.S. licensing changes for AI chips designed for the China market show that a 'compliant product' is not a stable safe harbour.
Facts
Firms relying on a generation of compliant parameters should plan for further rule changes, inventory restrictions, and customer-delivery disruption.
Compliance lessons
Contracts should include export-licence cooperation, rule-change termination rights, substitute products, and sanctions/force majeure clauses.
Legal issues
- 许可变更 / licensing changes
- 产品重设计 / product redesign
- 客户交付 / customer delivery
Sources
- U.S. BIS export controlsregulator
- NVIDIA SEC filingscompany