Shares of Advanced Micro Devices (AMD.US) surged over 7% at Tuesday's market open, trading at $156.65, while Nvidia (NVDA.US) climbed more than 4% to $170.88. This upward momentum followed Nvidia CEO Jensen Huang's confirmation that the company will recommence sales of its H20 artificial intelligence chips to the Chinese market. The revived H20 shipments are primarily expected to draw from existing inventory, with the new B-series processors specifically designed for Chinese customers anticipated to launch before year-end. Simultaneously, AMD disclosed plans to resume exports of its MI308 chips to China after securing necessary authorization from U.S. regulators. The dual announcements signal a strategic pivot for both semiconductor giants as they navigate evolving trade policies while capitalizing on renewed access to a critical market.
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