Nvidia and AMD Adapt to US Export Curbs with New China-Market AI Chips

In response to tightening U.S. export controls on advanced semiconductor technology, industry leaders Nvidia and AMD are preparing to launch specialized AI chips tailored for the Chinese market, according to a DigiTimes report citing supply chain sources.

The New Chip Lineup

  • Nvidia’s B20 GPU: A performance-adjusted AI processor designed to comply with current restrictions
  • AMD’s Radeon AI PRO R9700: A workstation-grade GPU targeting AI workload requirements

Both companies are expected to begin sales in China as early as July 2025.

Pricing and Market Strategy

Recent Reuters reporting reveals Nvidia’s strategic pricing approach:

  • New Blackwell-based AI chip priced between \(6,500-\)8,000
  • Represents significant discount compared to H20 GPUs (\(10,000-\)12,000 range)

Financial Impact on Nvidia

The semiconductor giant disclosed significant financial consequences from the export restrictions in its Q1 earnings:

  • $4.5 billion charge from licensing requirements affecting H20 sales
  • $2.5 billion in additional H20 shipments blocked
  • Projected $8 billion revenue impact in Q2 2025

This strategic pivot highlights how major tech firms are adapting their product roadmaps to navigate complex international trade regulations while maintaining access to critical markets.

Industry analysts suggest these moves represent a growing trend of market-specific product development in the semiconductor sector as geopolitical factors increasingly influence global tech supply chains.


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