AMD faces potential ~$800M charge from US export control on MI308 products to China

ADVANCED MICRO DEVICES INC

On April 15, 2025, AMD completed initial assessment of US export license requirement for MI308 products to China and D:5 countries.
AMD will apply for licenses but cannot guarantee approval; expects charges up to ~$800M for inventory, purchase commitments, and reserves.
Scope applies to sales to entities headquartered or with ultimate parent in China, Hong Kong, Macau, and D:5 countries.

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