The company has already warned the GPU MI308’s reserves on China and its $ 800 million losses due to disadvantaged contracts. This is half of AMD’s net profit for all 2024.
According to Lynx equation, the negative effect of sanctions is still underestimated by the market. Analysts believe that AMD suffers from the instability of the supply chains caused by tariffs such as Intel.
At the same time, the hopes of growth due to the demand from Deepseek in the AI field collapsed and new export requirements. Lynx reduced AMD revenue estimation to $ 29.1 billion against $ 90 against a $ 31 billion consensus until 2025 and the target price of the shares.
During the publication, the AMD article has already fell 16% since the beginning of the year. True, analysts so far admit that AMD is still increasing the liquidity of $ 5 billion and some can be achieved by selling a server business. This can soften the coup in the short term.
Source: Ferra
I am a professional journalist and content creator with extensive experience writing for news websites. I currently work as an author at Gadget Onus, where I specialize in covering hot news topics. My written pieces have been published on some of the biggest media outlets around the world, including The Guardian and BBC News.
