AMD Forecasts $1.5 Billion Revenue Hit from U.S. Export Curbs

Semiconductor giant AMD has announced that U.S. export restrictions on high-performance chips could lead to a revenue shortfall of up to $1.5 billion in 2025, raising concerns across the tech industry over tightening regulations and global supply chain disruptions.

FlipFileZone - MAY 07, 2025

AMD Forecasts $1.5 Billion Revenue Hit from U.S. Export Curbs

Image Source: AMD

In a recent earnings disclosure, Advanced Micro Devices (AMD) warned that escalating U.S. export restrictions targeting China and other regions could cost the company up to $1.5 billion in revenue in 2025. The setback stems primarily from curbs on the sale of AI-focused and high-performance computing (HPC) chips, which form a significant part of AMD’s data center business.

The export curbs, implemented to prevent sensitive technology from reaching foreign military uses, have forced AMD—and other chipmakers—to seek alternative markets or adjust product specifications to comply with regulations. CEO Dr. Lisa Su emphasized that while the company respects national security concerns, the restrictions could impact global innovation and limit market growth for U.S. firms.

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This announcement triggered a nearly 3% drop in AMD shares, with analysts warning that similar restrictions on other companies like Nvidia and Intel could follow. Industry leaders are calling for clearer guidance from regulators to avoid broader economic repercussions.

As AMD navigates this challenging landscape, the focus will remain on diversifying its markets and continuing to invest in AI, gaming, and embedded systems to offset the losses.