The ban applies to both server and desktop solutions.
The Chinese authorities intend to prohibit government agencies from using solutions based on Intel and AMD processors. Both desktop and server processors from both companies will be banned.
Chinese government agencies are encouraged to switch from Intel and AMD processors to products from local companies. In particular, we are talking about Loongson and Phytium processors.
The migration to Chinese processors should be completed by 2027. It is expected that the refusal of Chinese government agencies from Intel and AMD processors will lead to a noticeable drop in sales of chips from these companies.
In particular, the Financial Times reports that in 2023, China accounted for 27% of Intel's sales: the company earned $54 billion in the country. AMD's revenue in China was $23 billion.
It is worth noting that we are talking about all sales of Intel and AMD chips in China. Some of the processors were purchased by ordinary residents of the country; we do not know what share of sales they generated.
As Reuters notes, Chinese authorities also plan to abandon the Windows operating system. The Chinese market generates about 1.5% of Microsoft's revenue.
This is interesting