Advanced Micro Devices and Intel have signed new agreements to supply chips to customers in China, marking a significant development in the ongoing navigation of US export restrictions.
The deals, reported by Jornal Economico, indicate that both companies are finding pathways to maintain commercial relationships with Chinese entities despite the complex regulatory environment surrounding advanced semiconductor technology.
This move comes as US semiconductor manufacturers face increasing pressure to balance geopolitical constraints with the economic reality of the Chinese market.
For AMD and Intel, securing these supply agreements represents a critical step in preserving revenue streams that have historically been vital to their growth strategies.
The agreements likely involve chips that fall within the permissible limits of current US export controls, allowing the companies to continue serving Chinese customers without violating Washington's restrictions.
The development is particularly notable given the recent trajectory of both companies.