US EditionIntel May Be Next in Line for a Targeted Trade Deal. Should You Buy INTC Now?
The US government requires Nvidia and Advanced Micro Devices to pay 15% of revenue from specific chip sales to China as part of broader export controls amid strategic tech competition.
7 Articles
7 Articles
Intel May Be Next in Line for a Targeted Trade Deal. Should You Buy INTC Now?
Key Points in This Article: Nvidia and Advanced Micro Devices secured export licenses to China, but have to surrender 15% of any chip sales revenue. Intel (INTC) may follow with its own trade deal, as signaled by a Trump Truth Social post yesterday. China’s pushback on foreign chips could impact Intel, though its lower profile may help. Nvidia made early investors rich, but there is a new class of ‘Next Nvidia Stocks’ that could be even bett…
The US government has allowed Nvidia and AMD to export semiconductors to China – in exchange, the two giants will transfer 15 percent of the revenue to the state treasury. The “little deal” not only overrides the previous security argument, but also sets a precedent: it now seems that national security risks can also be priced.
Stephen Olson quoted by The Straits Times: “Trump bid for cut of Nvidia, AMD chip revenue risks ‘dangerous world’”
This article was published on 12 August 2025. Stephen Olson is Visiting Senior Fellow with ISEAS – Yusof Ishak Institute. To read the article, visit The post Stephen Olson quoted by The Straits Times: “Trump bid for cut of Nvidia, AMD chip revenue risks ‘dangerous world’” appeared first on ISEAS-Yusof Ishak Institute.
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