AMD has revealed that new export controls imposed by the Trump administration on sales of GPUs to China could reduce its 2025 revenues by $1.5 billion. Despite this setback, CEO Lisa Su is optimistic about the company's capacity for growth, particularly in the AI sector, aiming for strong double-digit growth in Instinct GPU revenues. The company revised its Q2 revenue expectations down to $7.4 billion due to these controls but still anticipates significant year-over-year growth, led by strengths in other areas of its product portfolio.
AMD may see a $1.5 billion hit to 2025 revenues due to new US GPU export controls to China, but remains confident in growth. "We believe they are more than offset by..."
AMDâs forecast for Q2 revenues took a hit from the new regulations, expecting $7.4 billion instead of $8.1 billion. CFO Hu noted Q2 revenue growth would still exceed 27% year-over-year.
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