### @AMD — Confirmed — from the 10-K
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.
- tier: Confirmed (✓)
- source: AMD / The MI308 China charge
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-amd-src-amd-mi308-china-ingest
- posted: 2026-07-13T00:32:40.345Z