{
  "data_version": "1",
  "schema": "https://whatledto.com/data",
  "slug": "amd-china-export-controls",
  "title": "US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X",
  "url": "https://whatledto.com/events/amd-china-export-controls",
  "markdown": "https://whatledto.com/events/amd-china-export-controls.md",
  "feed": "https://whatledto.com/events/amd-china-export-controls/feed.xml",
  "vertical": "tech-industry",
  "topic": "Tech industry",
  "status": "live",
  "tags": [
    {
      "slug": "amd",
      "name": "AMD",
      "url": "https://whatledto.com/tags/amd"
    },
    {
      "slug": "export-controls",
      "name": "Export controls",
      "url": "https://whatledto.com/tags/export-controls"
    },
    {
      "slug": "us-china",
      "name": "US-China",
      "url": "https://whatledto.com/tags/us-china"
    }
  ],
  "created_at": "2026-09-06T11:39:29.775617+00:00",
  "updated_at": "2026-09-09T06:03:33.901666+00:00",
  "last_researched_at": "2026-09-06T11:54:18.092656+00:00",
  "tldr": "U.S. controls first touched AMD directly in 2019, when Commerce placed its Chinese THATIC joint-venture partners Sugon and Hygon on the Entity List. In 2022, AMD needed a license for its MI250-class accelerators, and later rules pushed it to develop the China-specific MI308. A new April 2025 license requirement halted MI308 sales, leading to an $800 million charge, but license reviews resumed and AMD recorded about $390 million of MI308 revenue late in 2025. AMD now has some licenses for the newer MI325X, but as of its August 2026 filing it still did not know whether China would permit the imports; the terms and legal basis of the expected 15 percent payment on MI308 revenue also remain unclear.",
  "hero_image": "https://images.unsplash.com/photo-1728042153273-8f9eefe78590?ixid=M3w5OTg1Nzd8MHwxfGFsbHx8fHx8fHx8fDE3ODg2OTgzNjZ8&ixlib=rb-4.1.0&w=1600&q=80&auto=format&fit=crop",
  "hero_credit": {
    "source": "unsplash",
    "photo_id": "hHg_oVpuVpo",
    "photographer": "Steve A Johnson",
    "photographer_url": "https://unsplash.com/@steve_j?utm_source=whatledto&utm_medium=referral",
    "photo_url": "https://unsplash.com/photos/a-close-up-of-a-computer-chip-in-a-dark-room-hHg_oVpuVpo?utm_source=whatledto&utm_medium=referral",
    "description": "A close up of a computer chip in a dark room",
    "license": "",
    "license_url": ""
  },
  "entities": [
    {
      "name": "AMD",
      "kind": "company",
      "role": "U.S. chipmaker whose China sales of Instinct AI accelerators have been repeatedly constrained, licensed and reassessed under U.S. controls."
    },
    {
      "name": "Alibaba",
      "kind": "company",
      "role": "Reportedly considered an order for 40,000 to 50,000 MI308 chips, though no completed purchase was disclosed."
    },
    {
      "name": "Hygon",
      "kind": "company",
      "role": "AMD-linked Chinese venture entity added to the Entity List in 2019."
    },
    {
      "name": "Intel",
      "kind": "company",
      "role": "Its Gaudi variant was cited by Lisa Su as a model for a compliant AI accelerator for Chinese customers."
    },
    {
      "name": "Nvidia",
      "kind": "company",
      "role": "A direct comparator and party to the same 15 percent China-revenue arrangement for its covered H20 sales."
    },
    {
      "name": "Sugon",
      "kind": "company",
      "role": "AMD's former THATIC partner and one of the Chinese entities added to the Entity List in 2019."
    },
    {
      "name": "Sugon and Hygon",
      "kind": "company",
      "role": "AMD's former THATIC joint-venture partners, placed on the Entity List in 2019."
    },
    {
      "name": "Charles Schumer",
      "kind": "person",
      "role": "U.S. senator who signed the letter seeking reversal of the arrangement."
    },
    {
      "name": "Chris Coons",
      "kind": "person",
      "role": "U.S. senator who signed the letter seeking reversal of the arrangement."
    },
    {
      "name": "Donald Trump",
      "kind": "person",
      "role": "President asked by senators to reverse the China chip-sales arrangement."
    },
    {
      "name": "Elizabeth Warren",
      "kind": "person",
      "role": "U.S. senator who signed the letter seeking reversal of the arrangement."
    },
    {
      "name": "He Lifeng",
      "kind": "person",
      "role": "He invited AMD and other multinationals to deepen cooperation in China during a Beijing meeting with Lisa Su."
    },
    {
      "name": "Jack Reed",
      "kind": "person",
      "role": "U.S. senator who signed the letter seeking reversal of the arrangement."
    },
    {
      "name": "Jean Hu",
      "kind": "person",
      "role": "AMD's CFO described the MI308 license requirement's revenue impact, related charges, reserve release, and declining China GPU revenue."
    },
    {
      "name": "Jeanne Shaheen",
      "kind": "person",
      "role": "U.S. senator who signed the letter seeking reversal of the arrangement."
    },
    {
      "name": "Li Lecheng",
      "kind": "person",
      "role": "The MIIT minister met Lisa Su in Beijing, where she affirmed AMD's commitment to deepen investment in China."
    },
    {
      "name": "Lisa Su",
      "kind": "person",
      "role": "AMD chief executive who has sought compliant China sales, discussed the controls publicly and made several China visits."
    },
    {
      "name": "Mark Warner",
      "kind": "person",
      "role": "U.S. senator who signed the letter seeking reversal of the arrangement."
    },
    {
      "name": "Wang Wentao",
      "kind": "person",
      "role": "Chinese Commerce Minister who met Lisa Su."
    },
    {
      "name": "Xi Jinping",
      "kind": "person",
      "role": "His May 13 to 15 summit with Trump was cited during He Lifeng's meeting with Lisa Su."
    },
    {
      "name": "Instinct MI250 and MI250X",
      "kind": "product",
      "role": "AMD accelerators brought under a U.S. China license requirement in 2022."
    },
    {
      "name": "MI250",
      "kind": "product",
      "role": "AMD's 2021 data center GPU, the first AMD accelerator to need a China export license, in August 2022."
    },
    {
      "name": "MI308",
      "kind": "product",
      "role": "AMD's China-specific data center GPU, cut down from the MI300 to fit the 2023 rules; hit by the April 2025 license requirement and shipped under licenses from late 2025."
    },
    {
      "name": "MI325X",
      "kind": "product",
      "role": "Higher-end Instinct part moved to case-by-case China licensing in January 2026; some licenses granted in February 2026, imports into China still uncertain."
    },
    {
      "name": "Bureau of Industry and Security",
      "kind": "regulator",
      "role": "Commerce Department bureau that issued the advanced-computing controls and administers AMD's export-license policy."
    },
    {
      "name": "Chinese government and regulators",
      "kind": "regulator",
      "role": "Chinese commerce and industry officials met with Su, while reported domestic-chip guidance and uncertain import treatment affect AMD's addressable market."
    },
    {
      "name": "Ministry of Commerce of the People's Republic of China",
      "kind": "regulator",
      "role": "Met with Su and discussed AMD's business development and cooperation in China."
    },
    {
      "name": "U.S. Department of Commerce",
      "kind": "regulator",
      "role": "Department responsible for the advanced-computing export-control rules and the licensing decisions affecting AMD's China shipments."
    },
    {
      "name": "White House",
      "kind": "regulator",
      "role": "Confirmed the reported arrangement under which AMD and Nvidia would give the U.S. government 15 percent of covered China-chip revenue."
    }
  ],
  "nodes": [
    {
      "id": 549,
      "url": "https://whatledto.com/events/amd-china-export-controls#n549",
      "date": "2019-06-24",
      "date_precision": "day",
      "title": "Commerce puts AMD's China joint-venture partners Sugon and Hygon on the Entity List",
      "summary": "The Bureau of Industry and Security added Sugon, the Wuxi Jiangnan Institute of Computing Technology, Higon and the two Chengdu Haiguang companies that AMD had formed with Sugon's THATIC consortium in 2016 to license Zen server-CPU technology. The listing cut the venture off from US technology a week before Trump's G20 meeting with Xi Jinping, and it marked the first time Washington's China controls landed directly on AMD's business.",
      "type": "regulatory",
      "entities": [
        "Bureau of Industry and Security",
        "AMD",
        "Sugon",
        "Hygon"
      ],
      "published_at": "2026-09-06T11:39:30.016492+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.federalregister.gov/documents/2019/06/24/2019-13245/addition-of-entities-to-the-entity-list-and-revision-of-entries-on-the-entity-list",
          "outlet": "Federal Register (Bureau of Industry and Security)",
          "published": "2019-06-24",
          "quote": "Sugon also is, as further described below, the majority owner of Higon, and Higon has ownership interests in Chengdu Haiguang Integrated Circuit and Chengdu Haiguang Microelectronics Technology."
        }
      ]
    },
    {
      "id": 550,
      "url": "https://whatledto.com/events/amd-china-export-controls#n550",
      "date": "2022-08-31",
      "date_precision": "day",
      "title": "AMD told it needs a license to ship Instinct MI250 GPUs to China",
      "summary": "Days after Nvidia disclosed a license requirement for the A100 and H100, AMD confirmed it had received a similar notice covering the Instinct MI250 and MI250X, while the older MI100 was unaffected. AMD said the impact on its data center business would be marginal, since most of its compute GPUs went into US and European supercomputers, and disclosed the requirement in its third-quarter 10-Q.",
      "type": "regulatory",
      "entities": [
        "AMD",
        "U.S. Department of Commerce",
        "Nvidia",
        "MI250"
      ],
      "published_at": "2026-09-06T11:39:30.032984+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.tomshardware.com/news/us-gpu-export-restrictions-hit-amd-chinas-tech-giants",
          "outlet": "Tom's Hardware",
          "published": "2022-09-01",
          "quote": "AMD has notified its Chinese operations that from now on, it will have to obtain an export license from the U.S. Department of Commerce to sell its Instinct MI250 and MI250X compute GPUs to Chinese clients, reports Nikkei citing two sources familiar with the matter. AMD has confirmed to Nikkei that it had received an alert from the DoC about a new export requirement for high-end compute GPUs."
        },
        {
          "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248822000170/amd-20220924.htm",
          "outlet": "AMD Form 10-Q (SEC)",
          "published": "2022-11-02",
          "quote": "Further, BIS has issued new requirements that prevent us from shipping MI250 and MI250X integrated circuits to China and Russia without a license, and BIS may possibly issue new licensing requirements in the future."
        }
      ]
    },
    {
      "id": 551,
      "url": "https://whatledto.com/events/amd-china-export-controls#n551",
      "date": "2022-10-07",
      "date_precision": "day",
      "title": "BIS publishes the October 2022 rules on advanced computing chips and chipmaking tools",
      "summary": "The Commerce Department turned the August letters into a published rule: advanced computing chips above a performance and interconnect threshold, the supercomputers they feed and the equipment to make them all needed licenses for China. The thresholds caught the MI250 class and set the ceiling under which AMD, Nvidia and Intel would design China-specific parts.",
      "type": "regulatory",
      "entities": [
        "Bureau of Industry and Security",
        "AMD",
        "Nvidia",
        "MI250"
      ],
      "published_at": "2026-09-06T11:39:30.035809+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.bis.gov/press-release/commerce-implements-new-export-controls-advanced-computing-semiconductor-manufacturing-items-peoples",
          "outlet": "Bureau of Industry and Security",
          "published": "2022-10-07",
          "quote": "The Department of Commerce's Bureau of Industry and Security (BIS) is implementing a series of targeted updates to its export controls as part of BIS's ongoing efforts to protect U.S. national security and foreign policy interests."
        }
      ]
    },
    {
      "id": 552,
      "url": "https://whatledto.com/events/amd-china-export-controls#n552",
      "date": "2023-08-01",
      "date_precision": "day",
      "title": "Lisa Su: China is an 'important' market and AMD sees room for a compliant AI chip",
      "summary": "On the second-quarter 2023 call, as AMD prepared to ramp the MI300, Su said the company would be fully compliant with US export controls but saw an opportunity to develop an accelerator specifically for Chinese customers, following Nvidia's A800 and H800 and Intel's Gaudi variant. That product became the MI308.",
      "type": "announcement",
      "entities": [
        "AMD",
        "Lisa Su",
        "Nvidia",
        "Intel",
        "MI308"
      ],
      "published_at": "2026-09-06T11:39:30.035873+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.cnbc.com/2023/08/02/amd-considers-specific-china-ai-chip-to-comply-with-us-export-curbs.html",
          "outlet": "CNBC",
          "published": "2023-08-02",
          "quote": "Lisa Su, CEO of AMD, said on an earnings call late Tuesday that China is an \"important\" market and that the semiconductor giant wants to be fully compliant with U.S. export controls."
        }
      ]
    },
    {
      "id": 553,
      "url": "https://whatledto.com/events/amd-china-export-controls#n553",
      "date": "2023-10-17",
      "date_precision": "day",
      "title": "BIS tightens the chip rules, dropping the interconnect test that the China-specific parts relied on",
      "summary": "The October 2023 update replaced the interconnect-bandwidth parameter with a total processing performance and performance density test, closing the loophole that Nvidia's A800 and H800 had used, and added a notification requirement for chips just under the line. AMD's MI300 family fell above the new threshold, so any China part would have to be cut down much further.",
      "type": "regulatory",
      "entities": [
        "Bureau of Industry and Security",
        "AMD",
        "Nvidia"
      ],
      "published_at": "2026-09-06T11:39:30.035967+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.bis.gov/press-release/commerce-strengthens-restrictions-advanced-computing-semiconductors-semiconductor-manufacturing-equipment",
          "outlet": "Bureau of Industry and Security",
          "published": "2023-10-17",
          "quote": "Based on public comments, recent technological developments, and analysis of the prior rule's national security impact, the AC/S IFR removes 'interconnect bandwidth' as a parameter for identifying restricted chips."
        }
      ]
    },
    {
      "id": 554,
      "url": "https://whatledto.com/events/amd-china-export-controls#n554",
      "date": "2024-03-05",
      "date_precision": "day",
      "title": "Bloomberg: AMD's made-for-China accelerator is still too fast and will need a license",
      "summary": "Bloomberg reported that the Commerce Department had declined to clear AMD's cut-down AI chip for sale in China because it remained too capable, meaning AMD would have to apply for a BIS license rather than ship under the notification route. The report was the first public sign that the MI308 would live or die by license decisions.",
      "type": "report",
      "entities": [
        "AMD",
        "U.S. Department of Commerce",
        "Bureau of Industry and Security",
        "MI308"
      ],
      "published_at": "2026-09-06T11:39:30.036017+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.cnbc.com/2024/03/05/amd-reportedly-hits-us-regulatory-roadblock-for-chain-tailored-chip.html",
          "outlet": "CNBC",
          "published": "2024-03-05",
          "quote": "American semiconductor company Advanced Micro Devices has failed in getting a made-for-China AI chip past U.S. regulators and will need to apply for an export license, Bloomberg reported Tuesday."
        }
      ]
    },
    {
      "id": 570,
      "url": "https://whatledto.com/events/amd-china-export-controls#n570",
      "date": "2024-03-24",
      "date_precision": "day",
      "title": "Lisa Su meets Wang Wentao in Beijing",
      "summary": "Lisa Su met Chinese Commerce Minister Wang Wentao in Beijing to discuss China-U.S. trade relations and AMD's development in China. Su said China was one of AMD's global strategic priorities and that AMD would increase investment and work with local partners.",
      "type": "other",
      "entities": [
        "AMD",
        "Lisa Su",
        "Wang Wentao",
        "Ministry of Commerce of the People's Republic of China"
      ],
      "published_at": "2026-09-06T11:55:53.114360+00:00",
      "note": "The page states that on March 24, Minister Wang Wentao met AMD Chair and CEO Lisa Su, and that they discussed China-U.S. economic and trade relations and AMD's development in China. It also says Su described China as a global strategic priority and said AMD would continue investing in China and work with local partners.",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://ca.mofcom.gov.cn/sqfb/art/2024/art_ec01040248234766b7591fb836aa1024.html",
          "outlet": "Ministry of Commerce of the People’s Republic of China",
          "published": "2024-03-25",
          "quote": "“3月24日，商务部部长王文涛会见美国AMD半导体公司董事会主席兼首席执行官苏姿丰。”"
        }
      ]
    },
    {
      "id": 555,
      "url": "https://whatledto.com/events/amd-china-export-controls#n555",
      "date": "2025-04-15",
      "date_precision": "day",
      "title": "New license requirement hits the MI308; AMD warns of up to $800 million in charges",
      "summary": "A day after Nvidia disclosed the H20 license requirement and a $5.5 billion charge, AMD filed an 8-K saying the same new rule covered exports of its MI308 to China, Hong Kong, Macau and other D:5 countries. It expected up to $800 million of inventory, purchase-commitment and reserve charges, said it would apply for licenses with no assurance of approval, and its shares fell more than 7 percent.",
      "type": "regulatory",
      "entities": [
        "AMD",
        "U.S. Department of Commerce",
        "Nvidia",
        "MI308"
      ],
      "published_at": "2026-09-06T11:39:30.036067+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248825000039/amd-20250415.htm",
          "outlet": "AMD Form 8-K (SEC)",
          "published": "2025-04-16",
          "quote": "The Export Control applies to the Company’s MI308 products. The Company expects to apply for licenses but there is no assurance that licenses will be granted. The Company expects that the Export Control may result in charges of up to approximately $800 million in inventory, purchase commitments and related reserves."
        },
        {
          "url": "https://www.cnbc.com/2025/04/16/amd-800-million-export-us-chip-restrictions-china.html",
          "outlet": "CNBC",
          "published": "2025-04-16",
          "quote": "Shares of Advanced Micro Devices closed down more than 7% on Wednesday after the company said it could incur charges of up to $800 million for exporting its MI308 products to China and other countries."
        }
      ]
    },
    {
      "id": 556,
      "url": "https://whatledto.com/events/amd-china-export-controls#n556",
      "date": "2025-05-06",
      "date_precision": "day",
      "title": "Q1 2025: AMD puts the MI308 hit at $1.5 billion of 2025 revenue, $700 million of it in Q2",
      "summary": "Reporting first-quarter results, CFO Jean Hu said the export license requirement removed an estimated $700 million from second-quarter revenue and about $1.5 billion for the year, mostly in the second and third quarters. The next morning Su told CNBC that China was a 'large opportunity' and argued for a balance between national-security controls and the widest possible adoption of US technology.",
      "type": "financial",
      "entities": [
        "AMD",
        "Lisa Su",
        "Jean Hu",
        "MI308"
      ],
      "published_at": "2026-09-06T11:39:30.036111+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
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        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.nbcnews.com/business/business-news/amd-ceo-lisa-su-calls-china-opportunity-warns-strict-us-chip-controls-rcna205412",
          "outlet": "NBC News (CNBC)",
          "published": "2025-05-07",
          "quote": "AMD topped earnings and expectations and issued strong guidance, but said it would see a $1.5 billion hit this year from China export controls. Last month, the company said it would incur up to $800 million in costs from shipping its MI308 products to China and other countries."
        },
        {
          "url": "https://d1io3yog0oux5.cloudfront.net/_3d4788b411d81106f9530fa33cefe34b/amd/db/841/9160/webcast_transcript/AMD+Q1+2025+Earnings+Call.pdf",
          "outlet": "AMD Q1 2025 earnings call transcript",
          "published": "2025-05-06",
          "quote": "This includes an estimated 700 million revenue reduction as a result of the new export license requirement."
        }
      ]
    },
    {
      "id": 557,
      "url": "https://whatledto.com/events/amd-china-export-controls#n557",
      "date": "2025-07-15",
      "date_precision": "day",
      "title": "Commerce will resume reviewing MI308 licenses; AMD says shipments will restart once approved",
      "summary": "The day after Nvidia said it had been assured H20 licenses would be granted, AMD said the Commerce Department would move forward with its MI308 license applications and that it planned to resume shipments as approvals came, praising the administration's trade negotiations. The stock rose more than 6 percent.",
      "type": "announcement",
      "entities": [
        "AMD",
        "U.S. Department of Commerce",
        "Nvidia",
        "Donald Trump",
        "MI308"
      ],
      "published_at": "2026-09-06T11:39:30.036155+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.cnbc.com/2025/07/15/amd-mi308-ai-chip-china.html",
          "outlet": "CNBC",
          "published": "2025-07-15",
          "quote": "The company said Tuesday that the U.S. Commerce Department plans to resume reviewing its license applications to send the products to the world's second-largest economy. AMD said it plans to start shipments once those are approved."
        }
      ]
    },
    {
      "id": 558,
      "url": "https://whatledto.com/events/amd-china-export-controls#n558",
      "date": "2025-08-05",
      "date_precision": "day",
      "title": "Q2 2025: the $800 million MI308 charge lands; no China revenue in the outlook",
      "summary": "AMD booked roughly $800 million of inventory and related charges for the MI308, cutting non-GAAP gross margin to 43 percent from about 54 percent otherwise. Data center revenue still grew 14 percent on EPYC demand, and the company excluded any MI308 revenue from its third-quarter guidance while the licenses were under review.",
      "type": "financial",
      "entities": [
        "AMD",
        "Lisa Su",
        "Jean Hu",
        "MI308"
      ],
      "published_at": "2026-09-06T11:39:30.036198+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248825000106/q22025991.htm",
          "outlet": "AMD Form 8-K, Exhibit 99.1 (SEC)",
          "published": "2025-08-05",
          "quote": "As previously announced, our second quarter results were impacted by the U.S. Government's export control on our AMD Instinct™ MI308 data center GPU products. For the quarter, these restrictions led to approximately $800 million in inventory and related charges."
        },
        {
          "url": "https://www.fool.com/earnings/call-transcripts/2026/01/27/amd-amd-q2-2025-earnings-call-transcript/",
          "outlet": "The Motley Fool (call transcript)",
          "published": "2026-01-27",
          "quote": "Earlier this quarter, we were notified by the Department of Commerce that it is moving forward with the review of our license applications to export MI308 to China."
        }
      ]
    },
    {
      "id": 559,
      "url": "https://whatledto.com/events/amd-china-export-controls#n559",
      "date": "2025-08-11",
      "date_precision": "day",
      "title": "White House confirms Nvidia and AMD will hand over 15 percent of China chip revenue for their licenses",
      "summary": "After the Financial Times reported the arrangement, a White House official confirmed to CBS News that Nvidia and AMD had agreed to pay the US government 15 percent of revenue from H20 and MI308 sales in China as a condition of the export licenses granted the previous week. No regulation was published, a point AMD would later flag to investors.",
      "type": "regulatory",
      "entities": [
        "AMD",
        "Nvidia",
        "Donald Trump",
        "U.S. Department of Commerce",
        "MI308"
      ],
      "published_at": "2026-09-06T11:39:30.036239+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.cbsnews.com/news/nvidia-amd-chip-sales-china-15-percent-h20-mi308/",
          "outlet": "CBS News",
          "published": "2025-08-11",
          "quote": "U.S. chipmakers Nvidia and AMD will pay the U.S. government 15% of revenue generated by sales of their AI chips in China, a White House official confirmed to CBS News."
        }
      ]
    },
    {
      "id": 572,
      "url": "https://whatledto.com/events/amd-china-export-controls#n572",
      "date": "2025-08-15",
      "date_precision": "day",
      "title": "Six senators urge Trump to reverse AMD and Nvidia China chip arrangement",
      "summary": "Six U.S. senators wrote to President Donald Trump asking him to reverse the arrangement allowing AMD and Nvidia to sell advanced AI chips to the People's Republic of China for a fee. The letter said the sales conflicted with U.S. national-security interests and questioned the fee's legal basis.",
      "type": "response",
      "entities": [
        "AMD",
        "Nvidia",
        "Donald Trump",
        "Mark Warner",
        "Charles Schumer",
        "Jack Reed",
        "Jeanne Shaheen",
        "Chris Coons",
        "Elizabeth Warren"
      ],
      "published_at": "2026-09-06T11:55:53.114360+00:00",
      "note": "The readable three-page letter is dated August 15, 2025 and is signed by six senators. It urges President Trump to reverse the AMD/Nvidia chip-sales arrangement, says it conflicts with national-security interests, and questions the fee's legality.",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.warner.senate.gov/public/_cache/files/3/a/3a2a1db4-65d2-4377-822a-5f245d53b28f/62DE3F69670AE9734557935EEC1CB6A941532F5BA23C1E543B74B4EECAD3D420.250815.trump-senate-15-percent-fee-letter.signed.pdf",
          "outlet": "U.S. Senators Mark Warner, Charles Schumer, Jack Reed, Jeanne Shaheen, Chris Coons and Elizabeth Warren",
          "published": "2025-08-15",
          "quote": "“We write to urge you to reverse your decision to allow AMD and Nvidia to sell advanced AI semiconductor chips (“covered chips”) to the People’s Republic of China (“PRC”), in exchange for a fee.”"
        }
      ]
    },
    {
      "id": 560,
      "url": "https://whatledto.com/events/amd-china-export-controls#n560",
      "date": "2025-11-04",
      "date_precision": "day",
      "title": "Q3 2025: some MI308 licenses received, but still no China revenue booked or guided",
      "summary": "AMD reported record revenue with no MI308 shipments to China in the quarter and none assumed for the fourth quarter. On the call Su said the company had received some MI308 licenses and thanked the administration, but called the situation too dynamic to forecast, with customer demand and China's own import stance still unclear.",
      "type": "financial",
      "entities": [
        "AMD",
        "Lisa Su",
        "MI308"
      ],
      "published_at": "2026-09-06T11:39:30.036281+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248825000163/q32025991.htm",
          "outlet": "AMD Form 8-K, Exhibit 99.1 (SEC)",
          "published": "2025-11-04",
          "quote": "Our third quarter results did not include any revenue from shipments of AMD Instinct™ MI308 GPU products to China."
        },
        {
          "url": "https://finance.yahoo.com/quote/AMD/earnings/AMD-Q3-2025-earnings_call-370771.html",
          "outlet": "Yahoo Finance (call transcript)",
          "published": "2025-11-04",
          "quote": "We have received some licenses for MI308, so we're appreciative of the administration supporting some licenses for MI308."
        }
      ]
    },
    {
      "id": 573,
      "url": "https://whatledto.com/events/amd-china-export-controls#n573",
      "date": "2025-11-05",
      "date_precision": "day",
      "title": "Reuters reports China guidance on domestic AI chips at state-funded centers",
      "summary": "Reuters reported that Chinese government guidance required new state-funded data-center projects to use domestically made AI chips. Reuters identified AMD as a foreign supplier of data-center chips and said the issuing regulators and nationwide scope were unclear.",
      "type": "report",
      "entities": [
        "AMD"
      ],
      "published_at": "2026-09-06T11:55:53.114360+00:00",
      "note": "The page supports the summary, including the domestic-chip guidance, AMD's status as a foreign supplier, and the uncertainty over the issuing regulators and nationwide scope. No publication or event date is visible in the readable page text, so the stated date cannot be verified from this page.",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.tradingview.com/news/reuters.com%2C2025%3Anewsml_P8N3VY0D5%3A0-china-bans-foreign-ai-chips-from-state-funded-data-centres-sources-say/",
          "outlet": "Reuters, via TradingView",
          "published": "2025-11-05",
          "quote": "“The Chinese government has issued guidance requiring new data centre projects that have received any state funds to only use domestically-made artificial intelligence chips, two sources familiar with the matter told Reuters.”"
        }
      ]
    },
    {
      "id": 561,
      "url": "https://whatledto.com/events/amd-china-export-controls#n561",
      "date": "2025-12-04",
      "date_precision": "day",
      "title": "Su: AMD holds MI308 licenses and is prepared to pay the 15 percent",
      "summary": "Speaking at a Wired conference in San Francisco, Su said AMD had licenses to ship some MI308 chips to China and would pay the 15 percent levy if it shipped them, the company's first direct public acceptance of the arrangement.",
      "type": "announcement",
      "entities": [
        "AMD",
        "Lisa Su",
        "MI308"
      ],
      "published_at": "2026-09-06T11:39:30.036323+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://finance.yahoo.com/news/amd-chief-says-company-ready-182759905.html",
          "outlet": "Reuters (via Yahoo Finance)",
          "published": "2025-12-05",
          "quote": "Advanced Micro Devices CEO Lisa Su on Thursday said the company has licenses to ship some of its MI 308 chips to China and is prepared to pay a 15% tax to the U.S. government if it ships them."
        }
      ]
    },
    {
      "id": 562,
      "url": "https://whatledto.com/events/amd-china-export-controls#n562",
      "date": "2025-12-18",
      "date_precision": "day",
      "title": "Su's Beijing trip: meetings with the industry ministry and Commerce Minister Wang Wentao",
      "summary": "Over two days in Beijing, Su met MIIT minister Li Lecheng, affirming AMD's commitment to deepening its investment in China, and then Commerce Minister Wang Wentao, whose ministry said the two sides discussed AMD's business development in China and strengthening cooperation. The visit came as MI308 shipments were about to start and as Beijing was steering buyers away from Nvidia's China parts.",
      "type": "other",
      "entities": [
        "AMD",
        "Lisa Su",
        "Wang Wentao",
        "Li Lecheng",
        "Ministry of Commerce of the People's Republic of China",
        "MI308"
      ],
      "published_at": "2026-09-06T11:39:30.037352+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://wkzo.com/2025/12/19/chinas-commerce-minister-meets-with-amd-ceo-in-beijing/",
          "outlet": "Reuters (via WKZO)",
          "published": "2025-12-19",
          "quote": "Chinese Commerce Minister Wang Wentao met with U.S. computer processor manufacturer Advanced Micro Devices’ CEO Lisa Su in Beijing on Thursday, according to a statement released by Wang’s ministry on Friday."
        },
        {
          "url": "https://www.scmp.com/tech/article/3336818/amd-chief-lisa-su-commits-deeper-china-investments-meeting-industry-minister",
          "outlet": "South China Morning Post",
          "published": "2025-12-17",
          "quote": "Lisa Su, chair and chief executive of Advanced Micro Devices (AMD), on Wednesday met the Chinese minister of industry and information technology (MIIT), where she affirmed the US chipmaker’s “commitment to deepening its investments” in China, the ministry said."
        }
      ]
    },
    {
      "id": 563,
      "url": "https://whatledto.com/events/amd-china-export-controls#n563",
      "date": "2025-12-23",
      "date_precision": "day",
      "title": "Alibaba weighs an order of 40,000 to 50,000 MI308 chips",
      "summary": "Reports citing people familiar with the talks said Alibaba was considering buying 40,000 to 50,000 MI308 accelerators, priced around $12,000 each and roughly 15 percent below Nvidia's H20, in what would be AMD's largest China AI deal since the controls began. AMD had excluded MI308 from its guidance, so any order would be upside.",
      "type": "report",
      "entities": [
        "Alibaba",
        "AMD",
        "Nvidia",
        "MI308"
      ],
      "published_at": "2026-09-06T11:39:30.037452+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://technode.com/2025/12/23/alibaba-reportedly-plans-to-order-more-than-40000-amd-mi308-chips/",
          "outlet": "TechNode",
          "published": "2025-12-23",
          "quote": "Alibaba Group is considering purchasing 40,000 to 50,000 MI308 AI accelerators from AMD, according to people familiar with the matter."
        }
      ]
    },
    {
      "id": 564,
      "url": "https://whatledto.com/events/amd-china-export-controls#n564",
      "date": "2026-01-13",
      "date_precision": "day",
      "title": "BIS moves the MI325X, alongside Nvidia's H200, to case-by-case review with security conditions",
      "summary": "Following Trump's December 8 decision to allow H200-class sales to approved Chinese customers, BIS revised its licensing policy so that applications for the H200, the AMD MI325X and similar chips are reviewed case by case rather than under a presumption of denial. Applicants must show exports will not shrink capacity available to US customers, that the buyer screens its own customers, and that the chips pass independent third-party testing in the United States.",
      "type": "regulatory",
      "entities": [
        "Bureau of Industry and Security",
        "AMD",
        "Nvidia",
        "Donald Trump",
        "MI325X"
      ],
      "published_at": "2026-09-06T11:39:30.037506+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.bis.gov/press-release/department-commerce-revises-license-review-policy-semiconductors-exported-china",
          "outlet": "Bureau of Industry and Security",
          "published": "2026-01-13",
          "quote": "BIS will now review export license applications for the Nvidia H200, AMD MI325X, and similar chips on a case-by-case basis provided certain security requirements are met."
        }
      ]
    },
    {
      "id": 567,
      "url": "https://whatledto.com/events/amd-china-export-controls#n567",
      "date": "2026-02",
      "date_precision": "month",
      "title": "AMD receives some MI325 licenses for China, with a US inspection and a 25 percent tariff on the round trip",
      "summary": "AMD's first-quarter 10-Q disclosed that in February 2026 the US government granted some licenses to ship MI325 products to certain China-based customers under the January policy. Each chip must first pass an inspection in the United States, which makes it subject to a 25 percent tariff on importation for that inspection, and AMD said it did not yet know whether China would allow the imports.",
      "type": "regulatory",
      "entities": [
        "AMD",
        "Bureau of Industry and Security",
        "MI325X"
      ],
      "published_at": "2026-09-06T11:39:30.037650+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.sec.gov/Archives/edgar/data/0000002488/000000248826000076/amd-20260328.htm",
          "outlet": "AMD Form 10-Q (SEC)",
          "published": "2026-05-06",
          "quote": "In February 2026, the U.S. government granted us some export licenses authorizing us to ship our AMD Instinct MI325 products to certain China-based customers. We do not yet know whether any imports of MI325 products will be allowed into China."
        }
      ]
    },
    {
      "id": 565,
      "url": "https://whatledto.com/events/amd-china-export-controls#n565",
      "date": "2026-02-03",
      "date_precision": "day",
      "title": "Q4 2025: first MI308 revenue, about $390 million, and a $360 million reserve release",
      "summary": "AMD's fourth quarter included roughly $390 million of MI308 sales to China that were not in its guidance, filled from orders placed early in 2025, plus the release of about $360 million of the inventory reserves booked in the second quarter. It guided to about $100 million of MI308 revenue in the first quarter of 2026 and nothing beyond, with Su calling China 'a very dynamic situation' and saying MI325 license applications had been submitted.",
      "type": "financial",
      "entities": [
        "AMD",
        "Lisa Su",
        "Jean Hu",
        "MI308",
        "MI325X"
      ],
      "published_at": "2026-09-06T11:39:30.037558+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000014/q42025991.htm",
          "outlet": "AMD Form 8-K, Exhibit 99.1 (SEC)",
          "published": "2026-02-03",
          "quote": "In the fourth quarter, AMD benefited from an approximate $360 million release of previously reserved AMD Instinct™ MI308 inventory and related charges. Fourth quarter AMD Instinct MI308 revenue to China was approximately $390 million."
        },
        {
          "url": "https://www.fool.com/earnings/call-transcripts/2026/02/03/amd-amd-q4-2025-earnings-call-transcript/",
          "outlet": "The Motley Fool (call transcript)",
          "published": "2026-02-03",
          "quote": "We are not forecasting any additional revenue from China just because it's a very dynamic situation."
        }
      ]
    },
    {
      "id": 566,
      "url": "https://whatledto.com/events/amd-china-export-controls#n566",
      "date": "2026-02-03",
      "date_precision": "day",
      "title": "10-K: the 15 percent is an 'expectation' with no regulation behind it, and could invite litigation",
      "summary": "In its annual report AMD disclosed that it had begun MI308 shipments at the end of fiscal 2025, that net export-control charges for the year came to about $440 million after the reversal, and that US officials expected 15 percent of licensed MI308 revenue although no rule establishing the requirement had been published. It warned that any such demand could subject the company to litigation and favour competitors not bound by the arrangement.",
      "type": "financial",
      "entities": [
        "AMD",
        "U.S. Department of Commerce",
        "MI308"
      ],
      "published_at": "2026-09-06T11:39:30.037603+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000018/amd-20251227.htm",
          "outlet": "AMD Form 10-K (SEC)",
          "published": "2026-02-03",
          "quote": "U.S. government officials have expressed an expectation that the U.S. government will receive 15% of the revenue generated from licensed MI308 sales to China; however, to date, the U.S. government has not published a regulation establishing such requirement."
        }
      ]
    },
    {
      "id": 568,
      "url": "https://whatledto.com/events/amd-china-export-controls#n568",
      "date": "2026-05-05",
      "date_precision": "day",
      "title": "Q1 2026: China GPU revenue 'not material' as the MI308 orders run off",
      "summary": "Data center AI revenue dipped sequentially in the first quarter, which AMD attributed to lower China revenue after the $390 million MI308 quarter, and CFO Jean Hu said China revenue in the period was not material. AMD did not forecast further China GPU sales, leaving the MI325 licenses as an option rather than a plan.",
      "type": "financial",
      "entities": [
        "AMD",
        "Lisa Su",
        "Jean Hu",
        "MI308",
        "MI325X"
      ],
      "published_at": "2026-09-06T11:39:30.044738+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.fool.com/earnings/call-transcripts/2026/05/06/amd-amd-q1-2026-earnings-call-transcript/",
          "outlet": "The Motley Fool (call transcript)",
          "published": "2026-05-06",
          "quote": "I think if you look at Q1, we did mention Data Center AI was down modest pace sequentially, primarily due to lower China revenue in the quarter."
        }
      ]
    },
    {
      "id": 569,
      "url": "https://whatledto.com/events/amd-china-export-controls#n569",
      "date": "2026-05-18",
      "date_precision": "day",
      "title": "Su meets Vice Premier He Lifeng in Beijing days after the Trump–Xi summit, pledging more investment",
      "summary": "At the Great Hall of the People, He Lifeng invited multinationals including AMD to deepen cooperation, citing the outcomes of the May 13 to 15 Xi–Trump summit, and Su said AMD would expand its operations and investment in China. Su had not been part of the executive delegation that travelled with Trump.",
      "type": "other",
      "entities": [
        "AMD",
        "Lisa Su",
        "He Lifeng",
        "Donald Trump",
        "Xi Jinping"
      ],
      "published_at": "2026-09-06T11:39:30.044890+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://finance.yahoo.com/sectors/technology/articles/lisa-su-meets-chinas-vice-100000801.html",
          "outlet": "Tom's Hardware (via Yahoo Finance)",
          "published": "2026-05-20",
          "quote": "AMD CEO Lisa Su met with Chinese Vice Premier He Lifeng at the Great Hall of the People in Beijing on Monday, pledging to expand AMD's operations and investment in the country days after President Trump's state visit to China."
        }
      ]
    },
    {
      "id": 575,
      "url": "https://whatledto.com/events/amd-china-export-controls#n575",
      "date": "2026-08-04",
      "date_precision": "day",
      "title": "Q2 2026 10-Q: six months on, AMD still does not know if China will let MI325 shipments in",
      "summary": "AMD's second-quarter 10-Q, filed August 4, repeated the February disclosure word for word: some MI325 export licenses had been granted for certain China-based customers, every unit would first have to be inspected in the United States and pay a 25 percent tariff on the way in, and the company still did not know whether China would allow the imports. No MI325 or MI308 China revenue was called out for the quarter.",
      "type": "financial",
      "entities": [
        "AMD",
        "MI325X",
        "MI308"
      ],
      "published_at": "2026-09-06T11:55:53.114360+00:00",
      "note": "Hand-checked against the Q2 2026 10-Q (amd-20260627.htm), which repeats the MI325 import uncertainty verbatim.",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000123/amd-20260627.htm",
          "outlet": "U.S. Securities and Exchange Commission / AMD Form 10-Q",
          "published": "2026-08-04",
          "quote": "We do not yet know whether any imports of MI325 products will be allowed into China."
        }
      ]
    }
  ],
  "relations": [
    {
      "from": 559,
      "to": 572,
      "kind": "responds_to",
      "note": "The senators' letter asked President Trump to reverse the arrangement allowing AMD and Nvidia to sell covered chips to the People's Republic of China in exchange for a fee."
    }
  ],
  "links": [
    {
      "from": {
        "event": "nvidia-china-export-controls",
        "id": 51,
        "date": "2025-07-14",
        "title": "Nvidia says the US has assured it H20 licenses will be granted and sales to China will resume",
        "url": "https://whatledto.com/events/nvidia-china-export-controls#n51"
      },
      "to": {
        "event": "amd-china-export-controls",
        "id": 557,
        "date": "2025-07-15",
        "title": "Commerce will resume reviewing MI308 licenses; AMD says shipments will restart once approved",
        "url": "https://whatledto.com/events/amd-china-export-controls#n557"
      },
      "kind": "causes",
      "note": "After Nvidia said the U.S. had assured it that H20 licenses would be granted, AMD said the next day that Commerce would resume reviewing MI308 license applications."
    },
    {
      "from": {
        "event": "nvidia-china-export-controls",
        "id": 58,
        "date": "2025-12-08",
        "title": "Trump allows H200 sales to approved Chinese customers with a 25 percent cut for the US",
        "url": "https://whatledto.com/events/nvidia-china-export-controls#n58"
      },
      "to": {
        "event": "amd-china-export-controls",
        "id": 564,
        "date": "2026-01-13",
        "title": "BIS moves the MI325X, alongside Nvidia's H200, to case-by-case review with security conditions",
        "url": "https://whatledto.com/events/amd-china-export-controls#n564"
      },
      "kind": "causes",
      "note": "BIS moved the MI325X to case-by-case review following Trump's December 8 decision to permit H200-class sales to approved Chinese customers."
    },
    {
      "from": {
        "event": "nvidia-china-export-controls",
        "id": 59,
        "date": "2026-01-13",
        "title": "BIS moves H200 and MI325X exports to China to case-by-case review with security conditions",
        "url": "https://whatledto.com/events/nvidia-china-export-controls#n59"
      },
      "to": {
        "event": "amd-china-export-controls",
        "id": 567,
        "date": "2026-02",
        "title": "AMD receives some MI325 licenses for China, with a US inspection and a 25 percent tariff on the round trip",
        "url": "https://whatledto.com/events/amd-china-export-controls#n567"
      },
      "kind": "causes",
      "note": "AMD said its February MI325 licenses were granted under the January policy that put MI325X exports to China under case-by-case review with U.S. inspection conditions."
    }
  ],
  "key_node_ids": [
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    550,
    553,
    555,
    557,
    559,
    564,
    565,
    566,
    567,
    568,
    575
  ],
  "catalysts": [
    {
      "date": "2026-09-08",
      "title": "AMD to participate in Citi's 2026 Global TMT Conference",
      "why": "AMD management may update investors on China sales, export licenses, import treatment or revenue sharing.",
      "source_url": "https://ir.amd.com/news-events/press-releases/detail/1289/amd-to-report-fiscal-second-quarter-2026-financial-results"
    },
    {
      "date": "2026-09-11",
      "title": "AMD to participate in Goldman Sachs Communacopia conference",
      "why": "AMD could clarify the status and financial impact of China-bound Instinct-chip shipments and approvals.",
      "source_url": "https://ir.amd.com/news-events/press-releases/detail/1289/amd-to-report-fiscal-second-quarter-2026-financial-results"
    }
  ],
  "open_questions": [
    "Whether Chinese authorities will allow imports of MI325 products licensed by the United States, and on what terms.",
    "Whether AMD will receive additional MI325 licenses or ship and recognize material MI325 revenue in China.",
    "Whether the U.S. government's expected 15 percent share of licensed MI308 revenue will be formalized in a published rule, and whether it will face litigation.",
    "Whether AMD has further MI308 demand after the early-2025 orders that generated the late-2025 shipments.",
    "Whether Alibaba placed or will place the reported 40,000-to-50,000-unit MI308 order.",
    "How broadly Chinese guidance favoring domestic AI chips applies to state-funded data centers and to AMD's potential customers."
  ],
  "metrics": [
    {
      "key": "export-charge",
      "name": "MI308 export-restriction charges",
      "unit": "$M",
      "kind": "bar",
      "points": [
        {
          "node_id": 555,
          "date": "2025-04-15",
          "value": 800,
          "quote": "The Company expects that the Export Control may result in charges of up to approximately $800 million in inventory, purchase commitments and related reserves."
        },
        {
          "node_id": 558,
          "date": "2025-08-05",
          "value": 800,
          "quote": "For the quarter, these restrictions led to approximately $800 million in inventory and related charges."
        }
      ]
    },
    {
      "key": "mi308-revenue",
      "name": "MI308 revenue from China in the quarter",
      "unit": "$M",
      "kind": "bar",
      "points": [
        {
          "node_id": 565,
          "date": "2026-02-03",
          "value": 390,
          "quote": "Fourth quarter AMD Instinct MI308 revenue to China was approximately $390 million."
        }
      ]
    }
  ],
  "related": [
    {
      "slug": "nvidia-china-export-controls",
      "url": "https://whatledto.com/events/nvidia-china-export-controls",
      "json": "https://whatledto.com/events/nvidia-china-export-controls.json"
    },
    {
      "slug": "amd-instinct-ai-gpus",
      "url": "https://whatledto.com/events/amd-instinct-ai-gpus",
      "json": "https://whatledto.com/events/amd-instinct-ai-gpus.json"
    }
  ],
  "changelog": [
    {
      "date": "2026-09-09T06:03:31.365272+00:00",
      "kind": "link",
      "summary": "Linked 3 entries with US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200.",
      "node_ids": [
        557,
        564,
        567
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    },
    {
      "date": "2026-09-07T06:14:58.507296+00:00",
      "kind": "summary",
      "summary": "Chart data refreshed: 3 point(s) across 2 metric(s).",
      "node_ids": []
    },
    {
      "date": "2026-09-07T05:26:22.890742+00:00",
      "kind": "summary",
      "summary": "Summary, key players and catalysts refreshed.",
      "node_ids": []
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    {
      "date": "2026-09-06T11:56:06.099764+00:00",
      "kind": "summary",
      "summary": "Summary, key players and catalysts refreshed.",
      "node_ids": []
    },
    {
      "date": "2026-09-06T11:55:53.147018+00:00",
      "kind": "publish",
      "summary": "Added 4 node(s): 2024-03-24 Lisa Su meets Wang Wentao in Beijing; 2025-08-15 Six senators urge Trump to reverse AMD and Nvidia China chip arrangement; 2025-11-05 Reuters reports China guidance on domestic AI chips at state-funded centers; 2026-08-04 Q2 2026 10-Q: six months on, AMD still does not know if China will let MI325 shipments in.",
      "node_ids": [
        570,
        572,
        573,
        575
      ]
    },
    {
      "date": "2026-09-06T11:55:00.880425+00:00",
      "kind": "research",
      "summary": "Research run found 3 candidate node(s).",
      "node_ids": [
        574,
        575,
        576
      ]
    },
    {
      "date": "2026-09-06T11:47:39.189829+00:00",
      "kind": "research",
      "summary": "Research run found 4 candidate node(s).",
      "node_ids": [
        570,
        571,
        572,
        573
      ]
    },
    {
      "date": "2026-09-06T11:39:30.095298+00:00",
      "kind": "seed",
      "summary": "Seeded 21 hand-verified node(s) from amd-china-export-controls.yaml.",
      "node_ids": [
        549,
        550,
        551,
        552,
        553,
        554,
        555,
        556,
        557,
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        561,
        562,
        563,
        564,
        565,
        566,
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        568,
        569
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    "holder": "What Led To",
    "terms": "https://whatledto.com/methodology#reuse",
    "summary": "Quote entries with attribution and a link to the entry; do not republish whole timelines or train models on the text."
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}