Export-restricted hardware with 40 – 52 weeks lead times readily available in China (almost).
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AMD denies any wrongdoing and says it investigates suspected diversion cases to determine whether any violation of law occurred, although it did not explicitly confirm that it had opened an investigation into this particular case.
"AMD is committed to full compliance with all U.S. and global export regulations and has a clear policy requiring our distributors, resellers, and customers to do the same," a spokesperson for AMD told Tom's Hardware . "Any shipment into restricted regions is a direct violation of our policy. This recent instance is unrelated to any direct AMD sales or shipments. We investigate all suspected diversion cases and if we find any violation of law, we will report it to relevant authorities and cease all business with the company." AMD told Patel the same, according to another X post he made as a follow-up on the matter.
AMD's Zynq UltraScale+ XCZU47DR RFSoCs pack four general-purpose Arm cores, two Cortex-R5F real-time cores, an FPGA with 930,000 gates, DSP engines with 4,272 DSP slices, as well as eight 14-bit analog-to-digital converters (ADC) capable of up to 5 GSPS and eight 14-bit digital-to-analog converters (DAC) operating at up to 9.85 GSPS to receive, process, and generate RF signals in real time without relying on separate data converters. Devices based on Zynq UltraScale+ RFSoCs are used for software-defined radios, radar and phased-array systems, wireless and satellite communications, electronic test equipment, and other applications that require high-bandwidth, low-latency signal processing. Puzhi Electric officially positions its upcoming systems based on the Zynq UltraScale+ RFSoCs for 'professional engineers' and 'advanced researchers in universities,' though such systems can be used for completely different applications. AMD's Zynq UltraScale+ XC-series RFSoCs are designed for commercial and industrial applications, but AMD also offers separate XQ-series defense-grade RFSoCs for aerospace and defense applications, although there the XCZU47DR does not have a direct XQZU47DR counterpart. Yet, the closely related ZU48DR is available in both XC and XQ versions. The latter adds defense-oriented qualification, ruggedization, and support rather than fundamentally different processing capabilities.
Investigative report details how export-restricted Nvidia AI chips reach China
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/leading-semiconductor-analyst-accuses-amd-of-treason-over-restricted-chips-availability-in-china-amd-blames-diversion-of-export-controlled-rfsoc-usd36-000-radar-silicon-allegedly-quoted-at-usd1-000-for-crowdfunding-project#main
- https://www.tomshardware.com/membership
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Informational only. No financial advice. Do your own research.