作者zzahoward (Cheshire Cat)
看板Stock
标题[新闻] 苏妈:准备好15%税金换取出口中国
时间Sat Dec 6 06:35:08 2025
原文标题:
AMD chief says company ready to pay 15% tax on AI chip shipments to China
原文连结:
https://tinyurl.com/3vppx38n
发布时间:
December 5, 20254:42 PM GMT+8
记者署名:
By Stephen Nellis and Che Pan
原文内容:
Advanced Micro Devices (AMD.O), opens new tab CEO Lisa Su on Thursday said
the company has licenses to ship some of its MI 308 chips to China and is
prepared to pay a 15% tax to the U.S. government if it ships them.
AMD CEO 苏妈周四的时候宣布已经拿到出口许可将部分MI 308晶片出口到中国
而且已经准备好进贡15%税金给美国政府
Su made the remarks at a conference held by technology publication Wired in
San Francisco.
苏妈是在一场会议上说的
U.S. President Donald Trump in August said his administration had reached a
deal with Nvidia (NVDA.O), opens new tab and AMD under which they could
resume shipping some chips to China in exchange for paying a 15% fee, a move
some legal experts argued could violate the U.S. Constitution's ban on taxing
exports.
川宝表示他在八月已经和老黄达成一个"Deal"
根据该协议AMD也能恢复出口部分晶片至中国,但需要支付15%的税金
一些美国法律专家认为该税金可能违反了美国宪法对出口商品禁止课税的条文
In response to the latest U.S. move, China's foreign ministry on Friday urged
the American side to take concrete actions to maintain the stability and
smooth operation of the world's supply chains.
针对美国的最新举动,中国外交部周五敦促美方采取具体行动
维护世界供应链的稳定和顺畅运作
AMD's MI308 AI accelerator is a downgraded version of its Instinct MI300X
series, designed to comply with U.S. export controls for sale to China. The
chip was placed under export restrictions alongside Nvidia's H20 in April.
The Chinese government has issued guidance requiring new data centre projects
that have received state funds to only use homemade artificial intelligence
chips, a move that is likely to affect U.S. firms Nvidia, AMD and Intel.
AMD的MI308 AI晶片是Instinct MI300X系列的阉割版本,为了符合对中国出口管制规定。
该晶片与英伟达的H20晶片於今年4月一同被列入出口限制名单。
中国政府已发布指导,要求接受国家资金的新资料中心专案只能使用国产AI晶片
此举可能会影响美国公司老黄、苏妈和Z5 (Intel)
心得/评论:
跟在老黄後面,苏妈也准备好分红给川宝了
中国对於晶片的需求依然存在,毕竟杀头生意有人做,赔钱生意没人做
本土晶片光是制程工艺就落後一大截,成本也高许多
苏妈准备好了
手上的钻石不知道会变成两颗还是变成一颗更大的
--
※ 发信站: 批踢踢实业坊(ptt.cc), 来自: 1.163.109.5 (台湾)
※ 文章网址: https://webptt.com/cn.aspx?n=bbs/Stock/M.1764974114.A.AF8.html
1F:推 solomonABC : 苏妈啥时要买下非洲之星 12/06 06:38
2F:→ eemail : 网友该痛批一下 成本转嫁消费者@@ 12/06 08:43
3F:推 facebookig : 反正一直都有地下走私,根本不怕。 12/06 09:00
4F:推 chrischiu : 中国会买吗? 12/06 09:08
5F:推 CAFEHu : 小苏家:是税金,我加了税金 12/06 09:43
6F:推 poeoe : 中国市场太香了 恭喜苏妈 12/06 10:22
7F:推 spa41260 : 加税金也是转嫁给中国消费者,要不是美国商务部部 12/06 10:25
8F:→ spa41260 : 长乱讲话,辉达早就把产品卖到中国了 12/06 10:25
9F:推 Toge : 鲁蛇尼克那话一讲,应该中国什麽晶片都不会再买了 12/06 11:07
10F:推 aegis43210 : 中国现在只会买走私晶片,除非可以一次买很多H200 12/06 11:27