The company recorded an $800 million inventory charge for its MI308 Data Center GPUs due to new U.S. export rules for China, resulting in a net charge of $440M after some sales were licensed. This creates pressure to optimize inventory management, find new markets, and navigate complex trade compliance.
Filing excerpt
During the second quarter of fiscal year 2025, the Company recorded approximately $800 million of inventory and related charges on AMD Instinct MI308 Data Center GPU products due to new U.S. export restrictions on certain semiconductors to China.
What this signalsFilings often name leadership changes, deals and spending plans.
Technologies
Regions named
sec-10kinventoryIssueGet every 10-K signal for AMD and the companies you sell to, in the tools you already use.
Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at AMD this week?”
The Signal API returns 10-K signals for any list of companies as JSON, for your CRM, warehouse or app.
Sign up and spend your free credits on the companies you sell to.
This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.
Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/80d8967a-25a3-4f4a-ac18-d96bed59a7ff returns this record as JSON. POST /v1/companies/enrich returns every signal for amd.com.
{
"signal_id": "80d8967a-25a3-4f4a-ac18-d96bed59a7ff",
"signal_type": "sec-10k",
"signal_subtype": "inventoryIssue",
"detected_at": "2026-02-10T07:48:40.536+00:00",
"company": {
"name": "AMD",
"domain": "amd.com"
},
"data": {
"detail": "The company recorded an $800 million inventory charge for its MI308 Data Center GPUs due to new U.S. export rules for China, resulting in a net charge of $440M after some sales were licensed. This creates pressure to optimize inventory management, find new markets, and navigate complex trade compliance.",
"metrics": {
"timeframe": "current_year",
"dollar_context": "Initial inventory and related charges on MI308 GPUs due to export restrictions",
"dollar_millions": 800
},
"summary": "AMD took an $800M inventory charge on AI GPUs due to new U.S. export restrictions to China",
"excerpts": "During the second quarter of fiscal year 2025, the Company recorded approximately $800 million of inventory and related charges on AMD Instinct MI308 Data Center GPU products due to new U.S. export restrictions on certain semiconductors to China.",
"relevance": 0.8,
"sentiment": "negative",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000021/amd-20251227.htm",
"filing_date": "2026-02-04",
"filing_year": 2026,
"fiscal_year_end": "12/27",
"sales_relevance": "Supply chain tools needed",
"signal_category": "financial",
"regions_mentioned": [
"China"
],
"technologies_mentioned": [
"AI",
"GPU"
]
}
}
curl https://signals.autobound.ai/v1/signals/80d8967a-25a3-4f4a-ac18-d96bed59a7ff \
-H "X-API-KEY: $AUTOBOUND_API_KEY"curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"amd.com","limit":20}'Long text fields are shortened on this page.
Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.