原文标题：
AMD flags $800 million hit from new US curbs on chip exports to China
原文连结：
https://tinyurl.com/4xfv5am4
发布时间：
April 16, 202510:06 PM GMT+8
记者署名：
Arsheeya Bajwa
原文内容：
Advanced Micro Devices (AMD.O), opens new tab expects charges of up to $800
million due to the latest curbs by the Trump administration on exports of
advanced processors to China, the company said on Wednesday.
苏嬷表示，最近川普对中国新版出口限制将对AMD产生8M USD的损失
Larger rival Nvidia (NVDA.O), opens new tab said on Tuesday it would take
$5.5 billion in charges as the export restrictions further shackle
chipmakers' ability to service one of their largest markets, at a time when
tit-for-tat tariffs have clouded the outlook for the sector.
竞争对手老黄更早就说要认列5.5B的一次性损失
出口限制的中国为最大的市场之一，同时关税政策也对芯片制造商对未来不确定性更高
Shares of both AMD and Nvidia slumped more than 5% as the restrictions
battered global tech stocks.
苏嬷老黄股价都因为这些限制出口政策崩了5%
AMD confirmed on Wednesday that the export control applies to its MI308
products. A U.S. Commerce Department spokesperson said late on Tuesday that
it was issuing new licensing requirements for exports of chips including
Nvidia's H20, AMD's MI308 and their equivalents.
苏嬷证实MI308是在新版限制范围内，美国商务部发言人表示正在针对包括 Nvidia 的 H20、AMD 的 MI308 及其同类芯片在内的芯片出口发布新的许
可要求。
China was AMD's second-largest market in 2024, generating about $6.23 billion
in revenue and accounting for more than 24% of total sales.
The $800 million charges relate to inventory, purchase commitments and
reserves, AMD said in a filing.
中国是苏嬷2024的第二大市场，6.23B的营收占24%
$800M的损失反应库存、交易承诺和预定
AMD "expects to apply for licenses but there is no assurance that licenses
will be granted," it said.
No licenses for graphics processor unit shipments into China have ever been
granted by the U.S., Jefferies analysts said in a note on Tuesday.
苏嬷将会递交许可申请，但完全不能保证
美国从来没有发过出口到中国的图形处理器许可
心得/评论：
相较老黄直接认列5.5B的损失，苏嬷这个800M真的客气了
不过一下损失了大量市场，不管是老黄还是苏嬷股价都跌了不少
有趣的八卦是
老黄和苏嬷这一次被扫到其实是Elizabeth Warren捅的刀
https://tinyurl.com/5n86z3u
Elizabeth Warren是民主党那边，争议性极大的人物
她就是那种一辈子的政治人物、学界以及教书匠的样貌
有情报显示原本H20要被轻轻放下了，结果反而是民主党给了老黄一棍
苏嬷算是附带伤害，有点衰
a90还不赶快出来舅舅AMD

nv就是典型吃里扒外