If Nvidia and AMD are given special treatment…why shouldn't other companies be doing the same?” says one expert.

While everyone else has been talking about Nvidia’s GPUs, Lisa Su has discreetly turned AMD into a chipmaking phenom. And as the US-China tech war rages, she’s at the center of it all.

Nvidia and AMD are expected to pay the US government 15% of their China chip sales revenues.

Even in an administration that has repeatedly pushed the legal limits of using economic statecraft to reshape the global business landscape, a new deal with two tech giants is raising alarm bells among trade experts.