Key Points
- Advanced Micro Devices (NASDAQ: AMD) is set for a potential revenue boost in 2026 as new regulations permit the sale of advanced AI chips to Chinese customers, previously restricted since April 2025.
- In 2025, AMD is projected to generate $34 billion in revenue, a 31% increase over 2024, but lost nearly $6.2 billion due to U.S. export controls affecting the Chinese market.
- Analysts expect AMD’s earnings to rise to $6.46 per share in 2026, suggesting significant upside potential as the company could exceed $51 billion in revenue if it regains its Chinese market share.
Overall, with the changes in export regulations announced by the Trump administration, AMD’s stock could experience a substantial increase, particularly if market conditions align favorably for its advanced technology offerings.
