From CNBC: 2025-05-07 12:28:00

Advanced Micro Devices CEO Lisa Su sees China as a key market for the semiconductor and artificial intelligence industries despite export controls. Su emphasizes the importance of balancing national security with technology adoption to benefit U.S. jobs and the economy. AMD reported strong earnings but expects a $1.5 billion hit from China export controls.

The U.S. government’s restrictions on chip shipments to China have impacted companies like AMD, with up to $800 million in costs incurred. President Donald Trump’s tariff policies have added uncertainty, but Su remains optimistic and plans to move manufacturing to the U.S. Other AI chip CEOs, like Nvidia’s Jensen Huang, also express concerns about being pushed out of the Chinese market.

Su stresses the need for agility in response to semiconductor supply chain disruptions and evolving trade policies. Despite challenges, AMD remains focused on growth opportunities and ensuring a balance between restrictions and access to chips. Huang echoes the sentiment, highlighting the potential loss of not being part of the booming Chinese AI market.



Read more at CNBC:: AMD CEO Lisa Su warns against strict U.S. chip controls