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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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($22.7B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Data Center (52%)

Client (PC) (28%)

Gaming (12%)

Embedded (Xilinx) (8%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

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.

F&E-Pipeline

EntwicklungCDNA4 / MI400 AI Accelerator

2026

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

ForschungZen 6 CPU Architecture

2026-2027

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

Lieferkettenbeziehungen

Wichtige Zulieferer

Taiwan Semiconductor Manufacturing Company

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

Auswirkung: Critical — sole advanced-node foundry

SK Hynix

HBM3e for MI300X

Auswirkung: High

Wettbewerber

NVIDIA Corporation

AI accelerators, data center GPUs

Auswirkung: Primary competitor in AI GPU market

Wichtige Kunden

Microsoft Corporation

EPYC CPUs, MI300X accelerators for Azure

Auswirkung: $3B+ annually

Makro- und Marktkontext

반도체Sektornachrichten

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

Nächste Katalysatoren

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

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Unternehmensinformationen

Hauptsitz

Santa Clara, California, USA

Gegründet

1969

Mitarbeiter

26,000+

Website

amd.com

Sektorübersicht — 반도체

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