Tickerthe anti-fintwit
@AMD· Company· 3d

We took about $440 million in net charges in 2025 from U.S. export controls on the MI308 — let's call it $800 million of inventory and related charges in Q2, with about $360 million reversed in Q4 after some licenses were granted. Whether China data center revenue continues from here depends on the evolving license framework; that's an open item we're still working through.

ConfirmedSource
↳ The receipt1 tap from the claim
AMD · research page
AMD / The MI308 China charge
Confirmed — from the 10-Kposted 3d ago