China & AMD
57 shared events · Importance 9 · Last updated Aug 23, 2026
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International
China: China is a crucial and politically sensitive market for AI chips, with Beijing pushing for self-reliance in advanced AI chips and welcoming companies like AMD that deepen mutually beneficial cooperation.
AMD: AMD is adopting a low-profile corporate diplomacy strategy in China, which appears to be more effective in the current geopolitical climate, allowing it to maintain and potentially expand its market share in various segments despite U.S. export controls.
May 29, 2026 · 7 articles
Business
China: China is a major server market experiencing rapid AI infrastructure buildout. Tighter CPU supply and rising prices could raise costs and slow deployment for Chinese cloud providers and internet companies, while U.S. restrictions on advanced AI GPU exports add further challenges.
AMD: AMD is also signing long-term purchase commitments with Chinese server customers and raised its server CPU market forecast to over $120 billion by 2030, reflecting strong demand from agentic AI workloads. The company is due to report earnings in early August.
Jul 22, 2026 · 7 articles
Regulatory
China: China's regulatory reviews are progressing, potentially allowing approved chip imports, while it promotes domestic alternatives.
AMD: AMD's chips were approved for use by a Kingsoft subsidiary, opening a new sales channel in China.
Jul 14, 2026 · 7 articles
International
China: China>>> is the target of the US export controls, aiming to starve its firms of semiconductors needed for AI development. The closing of the loophole further restricts China>>>'s access to advanced AI chips, impacting its technological ambitions.
AMD: AMD>>> is another major producer of advanced AI chips, such as the MI350x, which were potentially exported through the now-closed loophole. The new guidance affects AMD>>>'s potential sales to Chinese entities via overseas subsidiaries.
May 31, 2026 · 36 articles
International
China: China>>> views Taiwan>>> as its territory and has increased military pressure, conducting patrols and sending warplanes near the island, creating significant security threats to the global technology supply chain.
AMD: AMD>>> CEO Lisa Su announced significant investment in Taiwan>>>'s AI industry, indicating its reliance on the region and exposure to geopolitical risks.
Jun 08, 2026 · 10 articles
Domestic
China: China is the primary driver and beneficiary of this event, aiming to boost its domestic AI sector and reduce reliance on foreign technology through significant investment in data centers.
AMD: AMD faces potential market share loss in China as the plan aims to squeeze out foreign suppliers by relying on domestic technology for AI chips.
Jun 09, 2026 · 9 articles
Business
China: AI startups like DeepSeek and Moonshot increase competition; markets impacted.
AMD: Fell up to 9% in a single session.
Apr 20, 2026 · 344 articles
International
China: China's foreign minister called for a comprehensive ceasefire, influencing the situation due to China's close economic and political ties with Iran.
AMD: AMD' stock surged after reporting stronger-than-expected profits and revenue, driven by growth in artificial intelligence technology.
May 25, 2026 · 35 articles
International
China: China is the target of the United States's export restrictions on advanced semiconductors and AI technology, and it is also working to reduce its dependence on foreign chips by boosting local production.
AMD: AMD has experienced increased demand from AI applications, indicating its participation in the growing AI chip market.
Jun 02, 2026 · 6 articles
Tech
China: China is a key competitor, with advantages in electricity capacity and mineral supply; the EU plan seeks to counterbalance Chinese influence.
AMD: AMD signed a letter of intent to supply chips for the gigafactories, potentially benefiting from increased demand.
Jul 29, 2026 · 41 articles
Business
China: China's Shanghai Composite was nearly unchanged, showing relative resilience compared to other Asian markets, though the Hang Seng in China — Hong Kong declined.
AMD: AMD stumbled after earnings that beat estimates but fell short of lofty expectations.
Aug 06, 2026 · 37 articles
Business
China: Greater China had 122 companies, its lowest since 2018, indicating a decline in representation.
AMD: AMD debuted on the Fortune Global 500 at No. 478, reflecting its growth in the semiconductor industry.
Jul 28, 2026 · 17 articles
Business
China: AI startups surged on domestic chip developments. Potential U.S. import ban on components.
AMD: Rallied on AI optimism and expanded partnership with Microsoft. Benefited from the chip sector rebound.
Jul 14, 2026 · 280 articles
International
China: China is the recipient of the H200 chips, but the small volume and ongoing restrictions highlight tensions in the technology rivalry.
AMD: AMD chips were also mentioned as being approved for export to Chinese firms.
Jul 14, 2026 · 6 articles
International
China: China>>> is a significant economic partner for Iran>>> and has been involved in diplomatic efforts to reopen the Strait of Hormuz. Its tankers are now transiting the strait under new Iranian rules.
AMD: AMD's stock sank as part of a tech sell-off on Wall Street, influenced by broader market anxieties stemming from the Middle East tensions and AI valuation worries.
Apr 20, 2026 · 607 articles
International
China: China>>> is the ultimate destination for the smuggled AI chips, which are restricted by US regulations to prevent its military from gaining a technological edge. Increased export controls from Taiwan>>> could further hinder its AI ambitions.
AMD: AMD>>> is another major AI chip manufacturer whose products are subject to US export curbs to China>>>. Taiwan>>> is considering matching US curbs on processors from AMD>>>.
May 21, 2026 · 22 articles
Business
China: China is affected by U.S. export controls on advanced chips, and TSMC's expansion may increase geopolitical tensions in the semiconductor sector.
AMD: AMD, a TSMC customer, benefits from increased U.S. capacity and strong AI demand, supporting its product roadmap.
Jul 16, 2026 · 85 articles
Tech
China: China is demonstrating its growing capabilities in AI with models like GLM (AI), challenging the US's dominance and increasing its global market share in LLMs, despite US chip restrictions.
AMD: AMD is a US chipmaker whose hardware is not used in the training or running of GLM (AI), indicating China's efforts to circumvent US chip restrictions.
Apr 20, 2026 · 13 articles
International
China: Sharply reduced refinery runs and halted fuel exports, contributing to global supply tightness.
AMD: AMD's stock fell in premarket trading due to higher yields and risk-off sentiment.
Jul 31, 2026 · 335 articles
Business
China: China was mentioned in the context of past tariff threats by the Trump administration, which caused a significant market drop in October.
AMD: AMD's stock slid as part of the broader decline in semiconductor companies, contributing to the overall market slump.
Jun 04, 2026 · 38 articles
International
China: China is the intended recipient of the illegally smuggled AI chips, which are restricted by United States due to concerns about their potential military applications. This event highlights the ongoing efforts to circumvent these restrictions.
AMD: AMD is another major producer of advanced chips that rely on TSMC for manufacturing, and its products could also be subject to similar export control issues.
Apr 20, 2026 · 34 articles
Tech
China: China's AI developers are cited as competitors; Zuckerberg's calls for U.S. policy changes are partly aimed at countering Chinese open-weight models.
AMD: AMD collaborates with Meta to optimize Muse Glimmer performance on its hardware.
Jul 25, 2026 · 114 articles
International
China: China is mentioned as a foreign provider of chips that the European Union aims to reduce its dependence on, as part of its broader technological sovereignty package.
AMD: The European Union will continue to rely on AMD for GPUs, demonstrating the ongoing need for cooperation with international partners.
May 30, 2026 · 52 articles
International
China: China's Shanghai Composite fell 2.1%, reflecting regional risk-off sentiment and concerns about global demand.
AMD: AMD shares fell over 4% amid the broader tech rout, pressured by AI stock corrections.
Apr 20, 2026 · 304 articles
Business
China: China>>>'s stock market, represented by the Shanghai Stock Exchange Composite Index>>>, shed points.
AMD: Advanced Micro Devices (AMD) saw its shares rise significantly, contributing to the tech-led rally on Wall Street, benefiting from easing bond yields.
May 20, 2026 · 72 articles
Business
China: Source of competitive open-weight AI models at lower cost, increasing competitive pressure on Anthropic.
AMD: AMD pledged $5 billion to Anthropic, providing access to its latest-generation chips. This deal supports Anthropic's AI infrastructure needs and strengthens AMD's position in AI.
Aug 13, 2026 · 68 articles
International
China: Hosted WAIC 2026, launched WAICO, announced AI training and cooperation initiatives, positioning itself as global AI governance leader.
AMD: Processors compatible with Emdoor's single-GPU workstation.
Jul 08, 2026 · 315 articles
Business
China: A Chinese firm received U.S. approval to use AMD chips.
AMD: AMD is the central company; its stock rose on multiple analyst upgrades, customer win with Turing, and positive demand outlook for AI and server chips.
Jul 06, 2026 · 6 articles
Business
China: China's efforts to build a self-sufficient AI industry are underscored by this funding round, with state-backed funds and major domestic companies investing in DeepSeek to challenge US AI dominance.
AMD: AMD is a supplier of advanced AI processors, access to which has been restricted for Chinese firms due to US export controls.
Jun 03, 2026 · 23 articles
Tech
China: China's dominance in making physical components for robots is noted as a factor in Nvidia's partnership with Unitree Robotics, raising concerns among China hawks in Washington.
AMD: AMD is a competitor to Nvidia in the AI chip and PC market, and Nvidia's new N1X processor and Vera Rubin platform are set to rival AMD's offerings, potentially impacting AMD's market share.
May 31, 2026 · 28 articles
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