AMD expects $800 million strike from U.S. chip restrictions on China

Stocks of Complicated Micro Gadgets slid greater than 5% on Wednesday upcoming the corporate mentioned it might incur fees of as much as $800 million for exporting its MI308 merchandise to China and alternative nations.

“The Company expects to apply for licenses but there is no assurance that licenses will be granted,” AMD mentioned within the submitting with the Securities and Change Fee.

The untouched U.S. license requirement, which applies to exports of positive semiconductor merchandise, would strike stock, acquire loyalty and matching reserves, AMD mentioned within the filing.

AMD is among the corporations that builds the {hardware} in the back of the synthetic prudence growth. The corporate claims its AMD Intuition MI300 Line accelerators are “uniquely well-suited to power even the most demanding AI and HPC workloads,” in step with its site.

It generated a “record” earnings of $25.8 billion in 2025, in step with its February income shed, however the untouched export restrictions may gradual enlargement.

Nvidia, an AMD competitor, exempted a alike disclosure on Tuesday. The corporate mentioned it is going to whip a quarterly price of about $5.5 billion for exporting H20 graphics processing devices.

China is Nvidia’s fourth-largest patch through gross sales, upcoming the U.S., Singapore, and Taiwan, in step with the corporate’s annual record. Greater than part of its gross sales going to U.S. corporations in its fiscal pace that resulted in January.

–CNBC’s Kif Leswing and Jordan Novet contributed to this record.