AMD—Took $800M charge on halted China AI chip shipments due to export controls
AMD reported an $800 million charge tied to halted shipments of AI chips to China. The company's MI308 accelerator, designed with export compliance in mind, was blocked by U.S. export restrictions. AMD had to write down inventory and cut China from its revenue forecast. Gross margin sank to 43% from 54%.
Scoring Impact
| Topic | Direction | Relevance | Contribution |
|---|---|---|---|
| Authoritarian Compliance | -against | primary | +1.00 |
| Overall incident score = | +0.147 | ||
Score = avg(topic contributions) × significance (medium ×1) × confidence (0.59)× agency (compelled ×0.25)
Evidence (1 signal)
Took $800M charge on halted China AI chip shipments due to export controls
AMD reported an $800 million charge tied to halted shipments of AI chips to China. The company's MI308 accelerator, designed with export compliance in mind, was blocked by U.S. export restrictions. AMD had to write down inventory and cut China from its revenue forecast. Gross margin sank to 43% from 54%.