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US export controls on AI chips will cost AMD $1.5B in 2025

Advanced Micro Devices announced that new US export controls on AI chips will reduce its 2025 revenue by $1.5 billion due to licensing restrictions for sales to China.
These controls build on earlier US efforts to limit China's advanced AI capabilities, requiring licenses to ship chips like AMD's MI308 accelerators, with China generating about a quarter of AMD's revenue.
Despite the headwinds, AMD reported first-quarter 2025 revenue growth of 36% to $7.44 billion, driven by a 57% increase in data center sales and strong demand across key product lines.
CEO Lisa Su acknowledged challenges posed by the situation but expressed confidence that these obstacles are manageable in light of the company’s other ongoing efforts, signaling a positive outlook for future sales.
AMD expects most impact in the second and third quarters but projects growth in AI chip revenues and anticipates improved prospects in the second half despite export restrictions.

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