Advanced Micro Devices

AMDleader

AMD designs high-performance CPUs and GPUs for data centers, PCs, and gaming. Its EPYC server CPUs have taken 35%+ x86 server market share from Intel, while its Instinct MI300 AI accelerators are a credible alternative to NVIDIA in AI inference workloads.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($22.7B)

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Data Center (52%)

Client (PC) (28%)

Gaming (12%)

Embedded (Xilinx) (8%)

Segment Breakdown & Key Customers

Product Details

EPYC Server CPUs38%

Zen 4 / Zen 5 architecture server processors commanding 35%+ of x86 server market share. Key customers: Microsoft, Amazon, Google, Meta.

Instinct MI300 AI Accelerators22%

AMD's HBM-integrated AI GPU competing with NVIDIA H100. MI300X targets LLM inference; $3.5B+ in 2024 AI accelerator revenue.

Radeon Consumer GPUs18%

RX 7000 series consumer GPUs for gaming PCs. Competes with NVIDIA GeForce in mid-to-high range segment.

Ryzen Consumer CPUs14%

Desktop and laptop processors for consumer PCs. Zen 4 / Zen 5 architecture with best-in-class performance-per-watt.

Adaptive SoCs (Xilinx)8%

FPGAs and adaptive SoCs for communications, automotive, and industrial markets acquired from Xilinx.

R&D Pipeline

DevelopmentCDNA4 / MI400 AI Accelerator

2026

Next-gen AMD AI GPU with HBM4 memory and improved transformer performance. Targets NVIDIA B200 competition.

ResearchZen 6 CPU Architecture

2026-2027

Next-generation CPU architecture for server (EPYC Turin+) and consumer (Ryzen 9000 series) with significant IPC uplift.

Supply Chain Relationships

Key Suppliers

Taiwan Semiconductor Manufacturing Company

Wafer fabrication for all AMD CPUs and GPUs (N3/N4/N5)

Impact: Critical — sole advanced-node foundry

SK Hynix

HBM3e for MI300X

Impact: High

Competitors

NVIDIA Corporation

AI accelerators, data center GPUs

Impact: Primary competitor in AI GPU market

Key Customers

Microsoft Corporation

EPYC CPUs, MI300X accelerators for Azure

Impact: $3B+ annually

Macro & Market Context

반도체Sector News

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Upcoming Catalysts

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

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AI Analysis

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Company Info

Headquarters

Santa Clara, California, USA

Founded

1969

Employees

26,000+

Website

amd.com

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