AMD CEO Lisa Su confirmed: The Instinct MI308 AI chip has been approved for export to China.

Tech 11.06.25

AMD CEO Lisa Su confirmed during the Q3 earnings call that the company has obtained export licenses for its Instinct MI308 AI chip.

Similar to Nvidia, AMD has also expressed dissatisfaction with the US export restrictions. It is estimated that these controls could result in approximately $800 million in quarterly losses for the company in terms of inventory, purchase commitments, and related reserves. Following the news of the resumption of Instinct MI308 supply, AMD's stock price, like Nvidia's, saw a significant increase.

Currently, official specifications for the Instinct MI308 have not been released. Industry speculation suggests that, to comply with US export control requirements, its performance specifications will likely be similar to Nvidia's H20 accelerator.

Despite obtaining export licenses, significant market uncertainties remain. Against the backdrop of China's accelerated development of domestic AI solutions, both AMD and Nvidia face increasing operational pressure, and significant breakthroughs are not expected in the short term.

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11.06.25 0

AMD CEO Lisa Su confirmed: The Instinct MI308 AI chip has been approved for export to China.

AMD CEO Lisa Su confirmed during the Q3 earnings call that the company has obtained export licenses for its Instinct MI308 AI chip. Similar to Nvidia, AMD ha

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