$Advanced Micro Devices (AMD.US)$ Further information shows ...

$Advanced Micro Devices (AMD.US)$ Further information shows that the US government is discussing specific country quotas for the export of AI chips from NVIDIA and AMD. This move may impact some countries in the Middle East, Africa, and Asia, where the demand for AI technology is rising. In addition to existing bans against China, these new restrictions aim to prevent technology from being misused.
Furthermore, the approval speed for US export licenses has significantly slowed down, especially for high-demand customers in the Middle East. Under the new regulatory framework, the US government may facilitate some AI chip exports by pre-approving security commitments from specific customers and countries.
If the restrictions further expand, it could weaken market share for businesses and have a long-term impact on the US's dominant position in global AI technology. The US hopes to influence other countries' strategic decisions in technology by using AI chip exports as leverage. This includes demanding certain countries reduce their ties with China to access US technology.