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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제품 및 매출

제품별 매출 비중

매출 구성 ($22.7B)

정적 데이터 (실시간 재무 로딩 중…)

Data Center (52%)

Client (PC) (28%)

Gaming (12%)

Embedded (Xilinx) (8%)

부문별 구성 및 주요 고객사

제품 상세 설명

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 파이프라인

개발CDNA4 / MI400 AI Accelerator

2026

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

연구Zen 6 CPU Architecture

2026-2027

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

공급망 관계

주요 공급업체

Taiwan Semiconductor Manufacturing Company

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

영향: Critical — sole advanced-node foundry

SK Hynix

HBM3e for MI300X

영향: High

경쟁사

NVIDIA Corporation

AI accelerators, data center GPUs

영향: Primary competitor in AI GPU market

주요 고객사

Microsoft Corporation

EPYC CPUs, MI300X accelerators for Azure

영향: $3B+ annually

매크로 & 시장 현황

반도체섹터 뉴스

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

다음 주요 이벤트

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

AI 분석

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기업 정보

본사

Santa Clara, California, USA

설립

1969

직원 수

26,000+

웹사이트

amd.com

섹터 현황 — 반도체

섹터 뉴스