Jean Hu
Role in each timeline
- US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
AMD's CFO described the MI308 license requirement's revenue impact, related charges, reserve release, and declining China GPU revenue.
Entries that mention Jean Hu
- Q1 2026: China GPU revenue 'not material' as the MI308 orders run off Financialon US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
- Q4 2025: first MI308 revenue, about $390 million, and a $360 million reserve release Financialon US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
- Q2 2025: the $800 million MI308 charge lands; no China revenue in the outlook Financialon US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
- Q1 2025: AMD puts the MI308 hit at $1.5 billion of 2025 revenue, $700 million of it in Q2 Financialon US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X