US Export Restrictions Impact AMD After Nvidia

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US Tightens Export Restrictions on AI Chips

The United States government has expanded its export restrictions on artificial intelligence (AI) chips, impacting AMD following similar measures against Nvidia. The new regulations now include AMD’s MI308 GPUs under the license requirement, potentially leading to a significant setback for the company.

China Ban Causes $800 Million Loss

AMD has announced that these restrictions could result in losses of approximately $800 million. This development mirrors Nvidia’s earlier disclosure of a $5.5 billion loss due to comparable restrictions. Both companies had been working to penetrate the Chinese market with AI chips that adhered to previous US limits. However, changes in April 2025 have necessitated special licenses for exporting chips like Nvidia’s H20 and AMD’s MI308.

Following the announcement, AMD shares experienced a 7 percent drop. The company intends to apply for a license to export the MI308 chips to China, though the timeline and conditions for obtaining these licenses remain uncertain. The updated rule applies not only to China but also extends to Hong Kong, Macau, and several other regions.

Indirect Shipments Raise Concerns

Despite these restrictions, there are claims that the sanctioned chips are reaching China through alternative routes. Reports suggest that countries like Malaysia, Singapore, and Vietnam are being used for indirect shipments. Although these nations have implemented measures to curb illegal chip flows, the effectiveness of these actions remains unclear.