AMD(US:AMD) Di Yi Cai Jing·2025-05-07 08:05Group 1 - AMD expects a loss of $700 million in the current quarter due to new U.S. chip export restrictions, which will also reduce annual revenue by $1.5 billion [1][3] - AMD's CEO Lisa Su stated that the majority of the impact from the export restrictions will be felt in Q2 and Q3 of this year, requiring the company to obtain licenses to export advanced AI chips to China [3] - AMD's AI chip revenue in the data center business is projected to achieve strong double-digit growth this year, despite the challenges posed by tariffs and export restrictions [3] Group 2 - The Chinese market accounts for approximately 25% of AMD's revenue, similar to NVIDIA's market share in China [1][3] - NVIDIA's CEO Jensen Huang discussed the impact of U.S. export restrictions on China, emphasizing that China has a significant number of AI researchers and experts [4] - Other semiconductor companies, such as Marvell Technology and Supermicro, have reported financial difficulties and lowered revenue forecasts due to economic uncertainty and tariffs [4]