
Nvidia Vs. AMD: Who Gets Hit Harder By The 15% China Revenue Tax?

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Nvidia and AMD will pay a 15% tax on AI chip revenue from China, with AMD facing greater exposure (24% of revenue) compared to Nvidia (13%). This tax not only impacts profits but also introduces uncertainty in global tech sales regulations. Nvidia may have a slight advantage due to lower dependence on China, while AMD may need to adjust pricing strategies or diversify. Investors should consider these factors when evaluating the companies' ability to manage geopolitical and regulatory risks.
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