Dylan Patel, founder of semiconductor analysis firm SemiAnalysis, posted on social media accusing AMD of selling U.S. military-grade chips to China at extremely low prices and calling on the government to investigate AMD for 'treason.' The incident arose after a Chinese company was crowdfunding to develop a system based on AMD's Zynq UltraScale+ XCZU47DR RFSoC chip. This chip integrates multiple general-purpose cores, an FPGA, DSP slices, and high-speed ADC/DAC, enabling real-time reception, processing, and generation of radio frequency signals. It is widely used in software-defined radio, radar, wireless, and satellite communications. The chip is classified as a dual-use component on the U.S. export control list, requiring a BIS export license for export to non-allied countries like China—licenses that are almost invariably denied in practice. Patel revealed that the chip's official U.S. price is $36,000, with bulk supply prices to U.S. companies around $4,000 to $5,000, while the Chinese crowdfunding project received a quote of just approximately $1,000. In response, AMD denied directly selling or shipping the chip to restricted regions, emphasizing its clear compliance policies requiring distributors, resellers, and customers to adhere to the same standards. AMD pledged to investigate all suspected diversion cases, report violations to authorities, and terminate all business with involved companies if laws are broken. However, AMD did not explicitly confirm whether an investigation into this matter has been initiated. Additionally, some argue that the XCZU47DR is not a military chip; it may meet 'military specifications,' but such components are often identical to non-military versions, with price premiums stemming from certification costs rather than the chip itself. Furthermore, as FPGAs pass through numerous distributors and intermediaries, price discrepancies cannot be simply attributed to AMD.
