[新聞] AMD宣稱新的中國出口限制將損失8億美金

股票

20122

原文標題：

AMD flags $800 million hit from new US curbs on chip exports to China

原文連結：

https://tinyurl.com/4xfv5am4

發布時間：

April 16, 202510:06 PM GMT+8

記者署名：

Arsheeya Bajwa

原文內容：

Advanced Micro Devices (AMD.O), opens new tab expects charges of up to $800
million due to the latest curbs by the Trump administration on exports of
advanced processors to China, the company said on Wednesday.

蘇嬤表示，最近川普對中國新版出口限制將對AMD產生8M USD的損失

Larger rival Nvidia (NVDA.O), opens new tab said on Tuesday it would take
$5.5 billion in charges as the export restrictions further shackle
chipmakers' ability to service one of their largest markets, at a time when
tit-for-tat tariffs have clouded the outlook for the sector.

競爭對手老黃更早就說要認列5.5B的一次性損失

出口限制的中國為最大的市場之一，同時關稅政策也對晶片製造商對未來不確定性更高

Shares of both AMD and Nvidia slumped more than 5% as the restrictions
battered global tech stocks.

蘇嬤老黃股價都因為這些限制出口政策崩了5%

AMD confirmed on Wednesday that the export control applies to its MI308
products. A U.S. Commerce Department spokesperson said late on Tuesday that
it was issuing new licensing requirements for exports of chips including
Nvidia's H20, AMD's MI308 and their equivalents.

蘇嬤證實MI308是在新版限制範圍內，美國商務部發言人表示正在針對包括 Nvidia 的 H20、AMD 的 MI308 及其同類晶片在內的晶片出口發布新的許
可要求。

China was AMD's second-largest market in 2024, generating about $6.23 billion
in revenue and accounting for more than 24% of total sales.
The $800 million charges relate to inventory, purchase commitments and
reserves, AMD said in a filing.

中國是蘇嬤2024的第二大市場，6.23B的營收佔24%

$800M的損失反應庫存、交易承諾和預定

AMD "expects to apply for licenses but there is no assurance that licenses
will be granted," it said.
No licenses for graphics processor unit shipments into China have ever been
granted by the U.S., Jefferies analysts said in a note on Tuesday.

蘇嬤將會遞交許可申請，但完全不能保證

美國從來沒有發過出口到中國的圖形處理器許可

心得/評論：

相較老黃直接認列5.5B的損失，蘇嬤這個800M真的客氣了

不過一下損失了大量市場，不管是老黃還是蘇嬤股價都跌了不少

有趣的八卦是

老黃和蘇嬤這一次被掃到其實是Elizabeth Warren捅的刀

https://tinyurl.com/5n86z3u