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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)

Static data (loading live financials…)

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)

Institutional Signals

InstitutionActionValueQuarterFiling Date
BlackRockaccumulating$530M2024.062024-08-13↑
BlackRockaccumulating$229M2024.062024-08-13↑
BlackRockaccumulating$275M2024.062024-08-13↑
BlackRockaccumulating$16M2024.062024-08-13↑
BlackRockaccumulating$39M2024.062024-08-13↑
BlackRockaccumulating$626M2024.062024-08-13↑
BlackRockaccumulating$273M2024.062024-08-13↑
BlackRockaccumulating$8.2B2024.062024-08-13↑
BlackRockaccumulating$5.6B2024.062024-08-13↑
BlackRockaccumulating$451M2024.062024-08-13↑
BlackRockaccumulating$747M2024.062024-08-13↑
BlackRockaccumulating$285M2024.062024-08-13↑
BlackRockaccumulating$601M2024.062024-08-13↑
BlackRockreducing$2M2024.062024-08-13↓
BlackRockaccumulating$2.2B2024.062024-08-13↑
BlackRockaccumulating$70M2024.062024-08-13↑
BlackRockaccumulating$80M2024.062024-08-13↑
BlackRockaccumulating$336M2024.062024-08-13↑
BlackRockaccumulating$54M2024.062024-08-13↑
BlackRockreducing$13M2024.062024-08-13↓
BlackRockreducing$318K2024.062024-08-13↓
BlackRockaccumulating$396M2024.062024-08-13↑
BlackRockreducing$1M2024.062024-08-13↓
BlackRockreducing$568K2024.062024-08-13↓
BlackRockreducing$292K2024.062024-08-13↓
BlackRockreducing$81K2024.062024-08-13↓
BlackRockreducing$65K2024.062024-08-13↓
BlackRockreducing$7M2024.062024-08-13↓
BlackRockreducing$2M2024.062024-08-13↓
BlackRockaccumulating$37M2024.062024-08-13↑
BlackRockreducing$10M2024.062024-08-13↓
BlackRockreducing$3M2024.062024-08-13↓
BlackRockreducing$714K2024.062024-08-13↓
BlackRockreducing$1M2024.062024-08-13↓
BlackRockreducing$616K2024.062024-08-13↓
BlackRockreducing$211K2024.062024-08-13↓
BlackRockreducing$49K2024.062024-08-13↓
BlackRockaccumulating$22M2024.062024-08-13↑
BlackRockreducing$6M2024.062024-08-13↓
Vanguard Groupreducing$1M2025.122026-01-29↓
Vanguard Groupaccumulating$164M2025.122026-01-29↑
Vanguard Groupreducing$6K2025.122026-01-29↓
Vanguard Groupaccumulating$561M2025.122026-01-29↑
Vanguard Groupaccumulating$760M2025.122026-01-29↑
Vanguard Groupaccumulating$30.5B2025.122026-01-29↑
Vanguard Groupaccumulating$2.0B2025.122026-01-29↑
State Streetaccumulating$16.0B2025.122026-02-13↑
Wellington Managementaccumulating$1.6B2025.122026-02-17↑
Wellington Managementreducing$288K2025.122026-02-17↓
Wellington Managementreducing$49M2025.122026-02-17↓
Wellington Managementreducing$37M2025.122026-02-17↓
Wellington Managementreducing$50M2025.122026-02-17↓
Wellington Managementreducing$15M2025.122026-02-17↓
Wellington Managementreducing$28M2025.122026-02-17↓
Wellington Managementaccumulating$54M2025.122026-02-17↑
Wellington Managementreducing$34K2025.122026-02-17↓
Wellington Managementreducing$802K2025.122026-02-17↓
Wellington Managementaccumulating$68M2025.122026-02-17↑
Wellington Managementreducing$11K2025.122026-02-17↓
Viking Global Investorsreducing$801M2025.122026-02-17↓
FMR (Fidelity)accumulating$1.8B2025.122026-02-17↑
FMR (Fidelity)accumulating$368M2025.122026-02-17↑
FMR (Fidelity)accumulating$618M2025.122026-02-17↑
FMR (Fidelity)accumulating$30M2025.122026-02-17↑
FMR (Fidelity)accumulating$239M2025.122026-02-17↑
FMR (Fidelity)accumulating$8M2025.122026-02-17↑

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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

Sector Overview — 반도체

Sector 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

Key Themes

  • •AI 가속기(H100/B200) 수요 공급 불균형 지속
  • •Gate-All-Around 공정 전환 → 장비 교체 사이클
  • •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성

Upcoming Catalysts

  • ◆TSMC Q2 실적 (2026.04.17)
  • ◆NVIDIA GB300 양산 착수 발표