Implications of China's Ban on U.S. Chips for Intel, AMD, and Microsoft

Monday, 25 March 2024, 10:49
The Financial Times revealed that China has issued guidelines to eliminate U.S. chips from its companies and intends to substitute Windows and foreign-made database software with domestic alternatives. This development poses a significant threat to Intel and AMD's earnings as China accounted for 27% and 15% of their revenue in 2023, respectively. Microsoft, also affected, is facing potential revenue impact without a specified share from China.
https://store.livarava.com/e64e02db-eae0-11ee-aeb3-63fd8ea994ba.jpg
Implications of China's Ban on U.S. Chips for Intel, AMD, and Microsoft

China's Move Against U.S. Chips

The Financial Times reported that China is phasing out U.S. chips from its companies and looking to replace Microsoft's Windows and foreign-made database software.

Impact on Intel and AMD

The latest move could significantly affect Intel and AMD's earnings, given that China represented a substantial portion of their revenue in 2023.

  • China accounted for 27% of Intel's revenue.
  • AMD drew about 15% of its sales from China.

Microsoft, though not breaking down its revenue, may face challenges following China's ban on U.S. technology.

Do you want to advertise here? Contact us

Related posts

Do you want to advertise here? Contact us
Do you want to advertise here? Contact us
Newsletter

We carefully select news from the world of finance and publish it for our users. We understand the importance of reliable and up-to-date information for people in the financial world. Do you want to receive news in a convenient format and always have it at hand — subscribe to our newsletter and make your analytical work more effective.

Subscribe