Advanced Micro Devices (AMD) has cleared a significant regulatory obstacle, with CEO Dr. Lisa Su confirming the company has obtained the necessary licenses to export its artificial intelligence (AI) semiconductors to China. This development resolves a prolonged period of uncertainty that had clouded the company’s outlook in this critical market.
A Strategic Compromise
During a recent interview, Dr. Su provided clarity on the company’s path forward. The licenses pertain specifically to the MI308, a technically modified variant of AMD’s high-performance MI300 series. This chip was engineered to comply with stringent U.S. export controls while maintaining its appeal for Chinese data center operators.
A crucial new financial detail emerged: AMD has agreed to pay a 15 percent fee to ensure compliance within the new trade framework. While this levy will pressure the gross margin on these specific units, market analysts largely view the move as a positive strategic step. It reopens access to a multi-billion dollar market where technology leaders like Alibaba, Tencent, and Baidu are actively seeking alternatives to Nvidia’s H20 chips.
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Dismissing Bubble Concerns and Market Performance
Beyond the China announcement, Dr. Su used the platform to address broader sector concerns. She pushed back against warnings of an AI bubble forming, characterizing such fears as “somewhat exaggerated.” The company, she affirmed, remains committed to its aggressive infrastructure expansion roadmap.
AMD’s shares have recently consolidated following the news, closing Friday’s session at €187.40. Despite this pause, the stock remains a standout performer in the semiconductor sector, having advanced approximately 59 percent year-to-date. The current price does reflect some recent volatility, trading below its 52-week high of around €227.
Financial Timeline and Expectations
Investor attention is now turning to the tangible financial impact. Market participants anticipate that initial revenue from MI308 shipments will begin to appear on the company’s financial statements in the first quarter of 2026. The next significant milestone for an update will be on February 2, 2026, when AMD reports its fourth-quarter earnings.
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