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    {
      "slug": "amd-china-export-controls",
      "title": "US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X",
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      "role": "AMD’s CFO quantified the expected 2025 revenue impact from the MI308 license requirement and later described China GPU revenue as not material.",
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      "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",
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        "Lisa Su",
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        "MI308",
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          "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."
        }
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    {
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      "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",
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        {
          "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."
        }
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      "timeline": "amd-china-export-controls",
      "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.",
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        {
          "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."
        },
        {
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          "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."
        }
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      "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.",
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          "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."
        },
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          "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."
        }
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