Nvidia (NVDA)·AMD Lobby Over Semiconductor Export Regulations..."If Exports to China Are Blocked, Everyone Dies"

▲ Nvidia (NVDA), AMD/AI generated image

The two major U.S. semiconductor companies, Nvidia and AMD, have launched an all-out lobbying effort against the Trump administration to prevent the expansion of semiconductor export regulations to China.

According to the financial media outlet Benzinga on September 29 (local time), Nvidia (NVIDIA Corporation, NVDA) and AMD (Advanced Micro Devices, Inc., AMD) have significantly intensified their contact with high-ranking officials at the White House and the Department of Commerce in recent weeks to deter additional semiconductor export control measures targeting China. Both companies are intensively requesting that the administration persuade Congress to prevent the inclusion of provisions restricting the export of artificial intelligence (AI) chips to China in the annual National Defense Authorization Act (NDAA).

Blocking the Congress-led export control bill is considered a key objective of this lobbying effort. Analysts say that the sense of crisis among major semiconductor manufacturers has reached its peak as the U.S. Congress, with bipartisan support, seeks to add restrictions on the sale of advanced semiconductors to China in the annual defense policy bill.

Direct, behind-the-scenes diplomacy by executives has also been observed. Nvidia CEO Jensen Huang and AMD CEO Lisa Su sat at the head table during a state dinner hosted by U.S. President Donald Trump last week to welcome Chinese President Xi Jinping, showcasing their close ties. Executives from both companies are actively explaining to working-level officials at the White House and the Department of Commerce that additional regulations could harm the competitiveness and profitability of the U.S. semiconductor ecosystem.

Experts predict that with strong opposition from China hawks in Congress, the Trump administration's final policy decision will be the biggest variable determining the direction of the global semiconductor market. Nvidia, AMD, and the White House did not immediately respond to official inquiries regarding this lobbying effort.

[Article Key Summary]

-Nvidia and AMD have launched a lobbying effort with the administration to prevent the inclusion of semiconductor export control provisions to China in the annual National Defense Authorization Act.

-Jensen Huang and Lisa Su are utilizing all high-level communication channels, including attending the White House state dinner head table.

-A tug-of-war has begun between the industry, which fears damage to semiconductor profitability and the ecosystem, and Congress, in response to the push for a bipartisan regulatory bill.

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