TLDR
- AMD CEO Lisa Su visited Lenovo’s Beijing headquarters during discussions of eased U.S. chip export restrictions.
- Su toured Lenovo’s robotics and AI technologies alongside senior AMD executives and Lenovo leadership.
- This visit builds on AMD’s earlier China engagements, including AI server partnerships with Lenovo and Alibaba.
- China generated $6.2 billion in AMD revenue in 2024, making it the company’s largest market outside the U.S.
- The visit follows U.S. signals to allow limited chip shipments, including AMD and Nvidia GPUs, under new conditions.
Advanced Micro Devices CEO Lisa Su has visited Lenovo’s Beijing headquarters during a critical shift in U.S. chip export policy. Her visit follows recent U.S. statements signaling a potential easing of restrictions on AI chip shipments to China. Su, accompanied by senior AMD executives, held meetings with Lenovo leadership and toured its latest innovations, including humanoid robotics.
High-Level Engagement Amid Regulatory Recalibration
According to a report by SCMP, Lisa Su led a senior AMD team to Lenovo’s offices, where digital displays welcomed the delegation. Social media posts from Lenovo employees confirmed the visit, with Lenovo’s RedNote account responding to one photo with “You’re pretty fast.” During the tour, Lenovo’s managers presented a range of technology, including robotics and hardware designed for AI applications.
According to reports from Chinese financial media, Su viewed Lenovo’s humanoid robots and posed for photos with Liu Jun, president of Lenovo China. The trip was not publicly announced in advance, and AMD did not provide details about the full agenda. However, the company has a history of collaborating with Lenovo on servers optimized for AI model training.
In March, Su also started a China visit with a stop at Lenovo, where AMD-powered AI servers were announced. During that visit, she highlighted compatibility with DeepSeek’s AI models and Alibaba’s Qwen series. This visit continues AMD’s strategy of aligning with key Chinese tech firms while navigating shifting U.S. policy. Though tighter restrictions have impacted chip sales, AMD continues to engage partners in China.
U.S. Policy Shifts and China’s Role in AMD’s Revenue
The visit comes just days after President Trump said the U.S. may allow Nvidia to ship H200 GPUs to approved Chinese customers. He noted that 25 percent of the value would go to the U.S. government, with similar rules applying to AMD and Intel. This move signals a potential softening of restrictions that have limited chip access for Chinese firms.
China, including Hong Kong, contributed $6.2 billion to AMD’s revenue in 2024, about 24 percent of total earnings. This makes China AMD’s largest market outside the United States. Even with ongoing export controls, the country remains a major source of business for U.S. chipmakers.
In November, Reuters reported that China barred foreign AI chips in state-backed data centers. This restriction included AMD, Nvidia, and Intel products, affecting procurement and server deployment. Su’s visit shows AMD’s intent to remain active in China despite an evolving regulatory environment.
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