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作者 zzahoward (Cheshire Cat)
標題 [新聞] AMD宣稱新的中國出口限制將損失8億美金
時間 Thu Apr 17 07:48:13 2025

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
Warren Urges Commerce Department to Block AI Chip Exports to China Amid Reports of Nvidia Backroom Deal | United States Committee on Banking, Housing, and Urban Affairs
[圖]
The Official website of The United States Committee on Banking, Housing, and Urban Affairs ...

 

Elizabeth Warren是民主黨那邊，爭議性極大的人物

她就是那種一輩子的政治人物、學界以及教書匠的樣貌

有情報顯示原本H20要被輕輕放下了，結果反而是民主黨給了老黃一棍

蘇嬤算是附帶傷害，有點衰

a90還不趕快出來舅舅AMD


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※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 136.226.240.114 (臺灣)
※ 作者: zzahoward 2025-04-17 07:48:13
※ 文章代碼(AID): #1e046_-O (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1744847295.A.F98.html
噓 deepdish: 繼續哭1F 04/17 07:49
※ 編輯: zzahoward (136.226.240.114 臺灣), 04/17/2025 07:50:21
推 zonezone: 聽說Intel也有中，某些晶片不能賣土共2F 04/17 07:50
推 sonyvaio: 99amd3F 04/17 07:54
推 blacktom: 股價又暴跌4F 04/17 07:59
→ panghsing: 說到底還是美國不夠強，夠強直接輾壓中國就行了，哪需要這麼多動作5F 04/17 07:59
推 auowentai: 要到國外搶貨了嗎7F 04/17 08:01
→ raku: 那個許可不會過的啦 做做樣子而已8F 04/17 08:06
推 wts4832: amd 現在賣去中國的，都是cpu 跟遊戲用的顯卡吧。這樣雖然佔24%還會受到影響嗎？9F 04/17 08:08
推 deann: 才 8億 有夠少 人家輝達都55億了11F 04/17 08:09
→ IBIZA: amd傷比較重吧，55億是nvda單季1/4淨利，8億卻是amd兩季淨利12F 04/17 08:14
噓 a000000000: 尼講的是gaap income  non gaap是1/2
40%  不是1/2
蘇媽gaap參考價值狠低因為一直在認列xilinx併購14F 04/17 08:17
推 w60904max: 原來這一刀不是川普捅的？這次真的可以幫人了17F 04/17 08:20
推 hellopillow: MI380其實沒賣多少 占數據中心10%營收而已
MI30818F 04/17 08:26
→ a94037501: 他可能訂單下了不能賣20F 04/17 08:35
推 joe0934: 第三國轉賣不行嗎21F 04/17 08:47
推 cagepig: 川普應該勇敢一點~~把一般電腦晶片也禁了22F 04/17 09:03
推 vindiesl2000: nv就是典型吃裏扒外23F 04/17 09:06
→ pippen2002: 這麼#!少？　我大台ＧＧ都出資２０００億了！24F 04/17 09:11
推 lc85301: 99 AMD25F 04/17 11:00

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