The Santa Clara-based semiconductor giant reported a $390 million revenue increase in the fourth quarter, driven by the release of inventory to Chinese clients. This surge followed specific trade restrictions initiated by the Trump administration, which had previously locked up certain exports. For the current first quarter, AMD anticipates an additional $100 million in sales from the region.

A Strategic Buffer

Despite these immediate gains, management is excluding China-related revenue from its broader financial forecasts. During a call with investors, Lisa Su noted that the trade environment remains too unpredictable for stable planning. The company is currently seeking regulatory approval to ship its MI325 chips, a move that highlights the ongoing friction between high-tech demand and national security protocols.

AMD is actively working with its regional partners to gauge underlying demand while complying with evolving export controls. "We've submitted licenses for the MI325 and we're continuing to work with customers," Su stated, signaling that while the company remains engaged in the market, it is bracing for potential shifts in policy that could disrupt future shipments to China.