AMD rakes in $390m from AI chip sales to China but warns of uncertainty

Company sees $100m more revenue from China as Beijing weighs rules on Nvidia, other foreign chips

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Sales of an AI chip to China brought AMD a nearly $400 million windfall in the fourth quarter of 2025. © Reuters

YIFAN YU

February 4, 2026 08:45 JST

PALO ALTO, California -- AMD reported a surprising boost from sales to China in its October-December results out Tuesday but cautioned that its future in the market is far from certain as American chip companies led by Nvidia remain caught up in the Washington-Beijing spat.

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