AMD’s China Concerns Overshadow Upbeat Sales Forecast for AI

Advanced Micro Devices Inc., the second largest manufacturer of artificial intelligence processors, warned that the return to the important Chinese market remained an ongoing work and that an optimistic prediction remained in overshadowed for AI business.

As part of the three -month earning report on Tuesday, AMD refused to estimate the sales of MI308, a AI processor designed for the Asian country.

The Trump administration prevented the sending of such plugs to China in April, but last month reversed the lesson and increased the hopes that AMD and rival Nvidia Corp. could soon sell. China is the largest market for semiconductors, and restrictions threatened to delete billions of dollars in total revenues from both companies.

“We appreciate the focus of the Trump administration to ensure that US technology remains at the center of the global AI infrastructure, and we expect to continue MI308 posts as the licenses are approved by the customer demand and supply chain ready,” he said. “Since our licenses are still reviewed, we do not include any MI308 income in our third quarter guidance.”

Water was optimistic about the general market for AI information processing. “When we look forward, we see a clear way to scale our AI business for tens of billions of dollars in annual income,” he said. The company also said it increases the new MI350 series.

Amd shares fell more than 5% in expanded transactions on Chinese concern before separating losses during the conference call. They gained 44% in 2025 and made AMD the best performance in the semiconductor industry.

The company said the third quarter sales would be about $ 8.7 billion and the average analyst estimated 8.37 billion dollars.

AMD’s second quarter sales increased by 32% to $ 7.7 billion compared to the average estimation of $ 7.43 billion. The profit was about 48 cents, minus certain items. Analysts foresee 49 cents.

Data center sales won 14 to 3.2 billion dollars in the period. On average, analysts predicted $ 3.25 billion. Personal sales -related personal sales increased by 67% to $ 2.5 billion. The average estimate was $ 2.56 billion.

Three months ago, AMD said it received $ 800 million in Writedowns on export restrictions and warned that pavements would cost $ 1.5 billion this year. Wall Street awaits an reviewed look in the light of changing policy.

In the last decade since SU’s top in AMD, the company has become an important technology provider in the information industry. The ability to offer competitive products – for a long time, Nemesis Intel Corp.

AMD’s market value is now about 200 billion dollars higher than Intel’s. Nevertheless, no company dominated AI accelerators, Nvidia, who made it the most valuable job in the world, has matched the illegal success of Nvidia.

AMD is the second largest graphic chips provider to form the basis of AI accelerators working in data centers. Meanwhile, go head -to -head with Intel products in markets for microprocessors, PCs and servers.

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