The U.S. government blocked AMD from exporting an AI chip specifically designed for the Chinese market, intensifying enforcement of export controls initiated in October 2024 that also halted Nvidia A800 and H800 shipments. Nvidia reported a 53% sequential drop in China revenue (including Hong Kong) in its fiscal Q4; AMD declined to disclose China revenue figures. AMD has flagged additional regulatory risk: further revisions could subject its MI200 chips to export licensing requirements, potentially blocking those sales too.
294 other tracked developments touching the same claims.