The new license arrangements of the US to the semiconductor sector have the potential to seriously influence the artificial intelligence chip manufacturer AMD. The company has to get a license for the sale of AI chip to China and other countries. If this license cannot be obtained, AMD may face a financial load of approximately $ 800 million. The burden consists of stocks, order commitments and reserves separated.
AMD, this new situation in the document submitted to the US Securities and Stock Exchange Commission detailed. It is clear that the company’s MI308 GPU units are directly affected by these restrictions. In the evaluation dated April 15, 2025, sales for the countries in the category of China, Hong Kong, Makao and D: 5 will be subject to permission. These countries are among the places where the US imposes strict control in terms of exports.
AMD says there is no guarantee that he will receive approval even if he applied for a license.
The company plans to apply to the necessary licenses in order to export. However, there is no assurance that these licenses will be granted. This uncertainty directly affects the company’s operational plans and financial expectations. Particularly considering the high global demand for artificial intelligence chips, AMD’s failure to sell products may cause serious loss of income.
In addition, this development led to a harsh decline in AMD shares. Early on the morning of April 17, the company’s shares lost about 6 percent. Investors believe that uncertainty will adversely affect the performance of the company in the short term. This decrease in shares also shows how sensitive the market is approaching the issue.
On the other hand, AMD is not alone in this process. Nvidia also faces similar license barriers. The company foresees to write a $ 5.5 billion damage for the first quarter to end on April 27th. This damage reveals how large -scale effects of undergraduate restrictions in the sector.
Intel was reported to be similarly affected. According to Reuters, the company’s Gaudi hardware series was included in the scope of undergraduate control. However, Intel’s central processors (CPU) are not affected by this regulation. This shows that the company’s main income items can be protected.
In addition, it is stated that the US administration has taken these steps not only for commercial, but for strategic reasons. In artificial intelligence technologies, the power of Chinese -based companies gaining strength is considered as a threat to the US national security. For this reason, the US Department of Commerce stressed that the undergraduate practice was implemented in line with the instructions of US President Donald Trump. The statement said that priority is to protect economic and national security.