AMD’s Radeon & Instinct GPUs, including the RX 7900 XTX, 7900
After NVIDIA’s RTX 4090, it’s time for AMD’s flagship product to also be banned in China: Radeon RX 7900 XTX, 7900 XT, PRO W7900 among the list
We’ve seen export restrictions to China continue to increase for U.S.-based companies, particularly those that make high-end chips that can be used to gain $1 leverage. military and strategic point of view. NVIDIA designed a performance measurement criteria that any chip or GPU exceeding a metric of 4800 TPP should be subject to restrictions and countries that still want access to the chip would have to apply for eligibility under the NEC, which we explain here in more detail.
In its sales advisory report, Dell highlights a range of AMD products whose sale is now banned in China and 23 other countries.
Products that have been banned include Instinct accelerators offered by its ISG (Infrastructure Solutions Group) and Radeon GPUs offered by its CSG (Client Solutions Group). Banned Dell “AMD ISG” products include the Instinct MI210, MI250, MI250X, and even the upcoming MI300 family.
For the client side, the AMD Radeon RX 7900 XTX, RX 7900 XT and Radeon PRO W7900 have been included, but it is worth remembering that these three products fall under “NEC” eligibility as they are not solely data center products. It is therefore very possible that retailers who manage to obtain NEC eligibility can continue to sell said cards in restricted regions, such as the GeForce RTX 4090 and the banned “NVIDIA CSG” RTX products. However, the eligibility process will take days and would mean that stocks could run out very quickly, leading to shortages and higher prices on GPUs.
We have already seen AMD Radeon RX 7900 XTX GPUs being affected by the NVIDIA GeForce RTX 4090 ban in China. The card has seen a price hike as it is now considered the only alternative, high-end 24GB solution on the market, while the RTX 4090 is being sold at insane prices, despite having good enough stock at several distributors and sellers. throughout the China region. Everyone is simply taking advantage of the situation, but consumers are paying dearly. In fact, prices for the NVIDIA GeForce RTX 4090 are by no means very good in the US either, where they have reached over US$2,000 and are currently in short supply.
For those wondering why the AMD Radeon RX 7900 series had to face a ban, the fact is that the card is listed with even higher half-precision measurements than the RTX 4090 at 122.8 TF versus 82, 58 TF, it is therefore a simple way for the American authorities to set these import/export restrictions to evaluate the performance of the TPP.
During its latest earnings conference call, NVIDIA highlighted that China accounts for 25-30% of its AI-based revenue, which is sure to take a toll on the current quarter. However, the Green Team also believes that the market is wide open. in regions outside China and there is strong demand for its GPUs, which is why it set a revenue target of $20 billion for the fourth quarter. AMD and Intel will also look to invest in regions outside of China, but all three companies will certainly offer products that will also be manufactured according to US policies for Chinese customers, as we have already seen.