19 Sources
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Chipmaker AMD forecasts third-quarter revenue above estimates
Aug 5 (Reuters) - Advanced Micro Devices (AMD.O), opens new tab forecast third-quarter revenue above Wall Street estimates on Tuesday, betting on upbeat demand for its artificial intelligence chips from businesses rushing to expand infrastructure to dominate the latest technology. Shares of the
[2]
AMD reports weaker-than-expected earnings even as revenue tops estimates
Advanced Micro Devices reported quarter earnings on Tuesday that missed estimates. The stock slid about 5% in extended trading. Here's how the chipmaker did versus LSEG expectations for the quarter ended June: For the current quarter, AMD expects sales of $8.7 billion, plus or minus $300 million,
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AMD stock slumps 5% on earnings miss, China AI chip concerns
The Santa Clara, California-based company reported adjusted earnings of 48 cents per share, falling short of the 49 cents per share expected by analysts polled by LSEG. CEO Lisa Su singled out the hit from U.S. controls on artificial intelligence chips in a call with analysts. "AI business
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AMD takes $800 million hit tied to U.S. export restrictions
Designing a world-class AI chip? Hard. Getting it out of the country? Harder. AMD posted solid numbers this quarter -- revenue climbed 32% to $7.69 billion, driven by strong growth in client and gaming chips. But that momentum collided head-on with a new kind of obstacle: the regulatory kind. The
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AMD hits record Q2 revenue despite AI chip curb to China
US export restrictions of advanced tech to China came as the country loosened them on Saudi Arabia. US semiconductor giant Advanced Micro Devices (AMD) reported a higher than expected Q2 revenue at a record $7.7bn, despite losing out $800m from US export restrictions on its AI chips to
[6]
Chipmaker AMD's Revenue, Outlook Top Expectations
A former Senior Publishing Editor on the Dow Jones Newswires team at The Wall Street Journal, Aaron earned a Bachelor's degree in Economics from the University of Michigan and a Master's in Journalism from Columbia University. Advanced Micro Devices (AMD) reported second-quarter revenue and issued
[7]
Why AMD Stock Is Tumbling Despite Better-Than-Expected Results
Analysts at Bank of America and Wedbush see potential upside from chip sales to China in the second half, assuming tensions between the U.S. and China don't flare up amid trade negotiations. Better-than-expected sales and guidance weren't enough to lift Advanced Micro Devices (AMD) stock over the
[8]
AMD stock tumbles after flat Q2 profit miss as revenue beat rings hollow -- but explosive AI momentum fuels blockbuster Q3 forecast
AMD Q2 2025 earnings showed a mixed performance -- while profits stayed flat, revenue beat expectations thanks to booming AI chip demand. AMD reported $7.7 billion in revenue and projected a strong Q3 forecast of $8.7 billion, driven by growing sales of its MI300 and upcoming MI400 AI accelerators.
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AMD's restricted access to China's AI chip market may heavily dent revenue despite a strong Q3 forecast; here's why
Advanced Micro Devices (AMD) forecast third-quarter revenue above Wall Street estimates on Tuesday (August 5, 2025) but warned that its access to the China market remains uncertain due to the pending review of its license applications to export its MI308 chips to the East Asian country. AMD, the
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AMD stocks price target: Advanced Micro Devices Inc share price prediction after China chip sale development
Nvidia and AMD agreed to the financial arrangement as a condition for obtaining export license to resume sales to China, according to reports. Advanced Micro Devices Inc stocks or AMD share price were up by 0.34 per cent to $173.44. This comes as Nvidia and AMD agreed to share 15 per cent of their
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AMD Tops Revenue, Misses EPS, Eyes AI-Driven Growth - Advanced Micro Devices (NASDAQ:AMD)
Advanced Micro Devices Inc AMD reported financial results for the second quarter after the market close on Tuesday. Here's a look at the key details from the chipmaker's report. Q2 Earnings: AMD reported second-quarter revenue of $7.69 billion, beating analyst estimates of $7.41 billion, according
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AMD Stock Has A Lot 'To Be Encouraged And Excited About': Analysts Are Cautious But Bullish - Advanced Micro Devices (NASDAQ:AMD)
Advanced Micro Devices AMD analysts break down the Q2 financial results and highlight what could happen in the second half of the fiscal year. The AMD Analysts: Goldman Sachs analyst James Schneider maintained a Neutral rating on AMD and raised the price target from $140 to $150. KeyBanc analyst
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Why Is AMD Stock Gaining Monday? - Advanced Micro Devices (NASDAQ:AMD)
Advanced Micro Devices AMD shares climbed Monday after the chipmaker agreed to pay 15% of its China AI chip sales revenue to the U.S. government in exchange for export licenses for its MI308 processors. The Trump administration imposed the condition amid security concerns over potential Chinese
[14]
AMD Stock Declines as Earnings Drop 30% on Government Restricting Advanced AI Chip Sales to China | The Motley Fool
The stock's drop can probably be largely attributed to AMD's earnings per share (EPS) "only" meeting Wall Street's consensus estimate. Higher profit expectations were likely built into the stock price, as it had surged 44% in 2025 through Tuesday's regular trading session. On the plus side, the
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Should You Buy Advanced Micro Devices (AMD) Stock While It's Under $200? | The Motley Fool
However, AMD's biggest opportunity right now is in the data center. The company is planning to launch a new lineup of graphics processing units (GPUs) for AI development in 2026, which could blow the competition -- including Nvidia (NVDA 1.05%) -- out of the water. AMD stock is up 34% in 2025
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AMD Shares Sink Despite Strong Growth. Is It Time to Buy the Dip? | The Motley Fool
Growth was solid despite the temporary headwind from the Chinese export ban. After being a laggard to start the year, Advanced Micro Devices (AMD 0.17%) has rallied strongly during the summer. However, its shares took a dip following the announcement of its second-quarter results, after earnings
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Why Advanced Micro Devices Rallied Over 24% in July | The Motley Fool
AMD had a great month, as its toned-down artificial intelligence graphics processing units (AI GPUs) were approved for sale into China, just as rival Nvidia (NVDA -1.47%) was cleared to recommence sales of its H20 chip. AMD then got an end-of-month boost when a South Korean news outlet reported
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Veteran trader has strong opinions on AMD earnings report after stock runup
Sure, Advanced Micro Devices (AMD) was reporting its quarterly results, but the world's second-largest economy loomed large after the chipmaker's earnings fell short of expectations and raised concerns about the timing of a restart of shipments to China. Don't miss the move: Subscribe to
[19]
AMD Stock Slides After $800 Million Loss from AI Chip Ban to China
AMD Stock Drops 6% After Q2 Earnings Miss Amid China AI Chip Ban: What Investors Need to Know! A significant blow to AMD came in the form of the $800 million write-off of inventory. It was related to US government export restrictions on . The restrictions specifically impacted AMD's Instinct MI308
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AMD's Q2 2025 earnings report shows record revenue and strong growth, but faces challenges due to US export restrictions on AI chips to China, impacting its MI308 sales and future outlook.
Advanced Micro Devices (AMD) reported a strong second quarter for 2025, with revenue climbing 32% to $7.69 billion
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. This performance was driven by robust growth in client and gaming chips, as well as record server processor sales5
. The company's data center segment generated $3.2 billion in revenue, up 14% year-over-year, while the client and gaming segment saw a significant 69% increase2
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Source: ET
Despite the overall positive results, AMD faced a significant challenge due to US export restrictions on AI chips to China. The company reported an $800 million charge tied to halted shipments of its MI308 AI accelerator to China
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. This regulatory hurdle led to inventory write-downs, purchase cancellations, and the exclusion of China from AMD's revenue forecast4
.CEO Lisa Su acknowledged the impact, stating, "AI business revenue declined year over year as U.S. export restrictions effectively eliminated MI308 sales to China, and we began transitioning to our next generation"
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. The company now estimates a $1.5-$1.8 billion revenue hit for 2025 due to these restrictions, concentrated in the second and third quarters4
.Despite these challenges, AMD remains optimistic about its future in the AI market. The company forecasts third-quarter revenue of approximately $8.7 billion, above analysts' expectations of $8.3 billion
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. This guidance does not include any potential revenue from MI308 sales to China, as license applications are currently under review by the US government1
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Source: Motley Fool
AMD is focusing on its MI350 chip, which entered volume production earlier this year and is now central to its AI strategy
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. Looking ahead to 2026, the company plans to launch its MI400 accelerator and a Helios rack-scale AI platform aimed at hyperscale customers4
.While facing restrictions in China, AMD is exploring new opportunities in other markets. The company recently announced plans to ship AI chips to Saudi Arabia through a deal with Humain, a subsidiary of the Kingdom's Public Investment Fund
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. This move comes as the US loosened restrictions on advanced tech exports to Saudi Arabia while tightening them for China5
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Despite the strong overall performance, AMD's stock initially slumped about 5% in extended trading following the earnings report
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. Investors expressed concern about the earnings miss and the ongoing uncertainty surrounding AI chip exports to China3
. However, AMD's stock remains up over 30% year-to-date, reflecting continued investor confidence in the company's long-term prospects4
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Source: Analytics Insight
AMD's experience highlights the growing importance of regulatory considerations in the AI chip market. The licensing process for AI chip exports has become a critical factor, potentially impacting companies' ability to compete globally
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. This situation underscores the delicate balance between technological advancement, economic interests, and national security concerns in the rapidly evolving AI industry.Summarized by
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