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Leading semiconductor analyst says AMD should be investigated for 'treason' over availability of restricted chips in China, AMD blames diversion of export-controlled RFSoC

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Leading semiconductor analyst says AMD should be investigated for 'treason' over availability of restricted chips in China, AMD blames diversion of export-controlled RFSoC

Dylan Patel, the head of SemiAnalysis, a top semiconductor analysis company, has discovered that China-based Puzhi Electronic Technology is crowdfunding development of a system that is based on AMD's Zync UltraScale+ XCZU47DR RFSoC, which is a U.S. export-controlled dual-use component. Dylan Patel called on the government to investigate AMD for treason, whereas, in a statement to Tom's Hardware, AMD denied selling or shipping the chips directly into the restricted region and said it investigates suspected cases of illegal diversion.

"AMD found a business opportunity in dumping U.S. military chips for 1/4 of the cost in China," Patel wrote in an X post. "U.S. list price is $36K for this chip, with $4K – 5K to U.S. companies at volume, but it is getting quoted $1K in China to crowdfunding campaigns. AMD needs to be investigated for treason. It is not just export violations, but it is literally selling military end use components to an adversary for less than your home country."

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.

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.



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