Company research
AMDPeriod ended 2026-06-27 · quarter
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Designs or supplies processors and accelerators for AI computing.
Sources may describe historical activity or future plans. Source publication dates do not confirm current deliveries. ✓ Verified means one of the two companies confirmed the relationship in its own filing, investor-relations release or official announcement, and the source link was checked on the review date.
Semiconductor manufacturing
Documented — status as described by source
GlobalFoundries supplies AMD.
Product / business: Semiconductor manufacturing
12/14nm HPC wafer manufacturing, not advanced-node GPU fabrication
Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.
Source published: 2026-02-04
HBM3E / Instinct MI350
Documented — status as described by source
Micron Technology supplies AMD.
Product / business: HBM3E / Instinct MI350
HBM3E design integration in Instinct MI350
Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.
Source published: Unknown
Semiconductor manufacturing
Documented — status as described by source
TSMC supplies AMD.
Product / business: Semiconductor manufacturing
Wafer manufacturing
Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.
Source published: 2026-02-04
Chip packaging and testing
Documented — status as described by source
Tongfu Microelectronics supplies AMD.
Product / business: Chip packaging and testing
Tongfu disclosed its AMD packaging and testing relationship through its joint-venture and cooperation model
Subsidiary operations mapped to Tongfu parent; do not interpret its disclosed product share as AMD total spending.
Source published: 2026-04-28
MI355X / MI450
Documented — status as described by source
Anthropic integrates technology from AMD.
Product / business: MI355X
MI355X use described in partnership release
Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.
Source published: 2026-07-22
Announced / planned — delivery not confirmed
Anthropic plans to integrate technology from AMD.
Product / business: MI450
MI450 capacity roadmap; first 1GW expected 1H2027
Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.
Source published: 2026-07-22
See the source description for the specific product or business
Announced / planned — delivery not confirmed
OpenAI plans to adopt technology from AMD.
Product / business: See the source description for the specific product or business
6GW agreement, first 1GW expected 2H2026
Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.
Source published: 2025-10-06
See the source description for the specific product or business
Documented — status as described by source
AMD and Arista Networks have a documented ecosystem integration or collaboration.
Product / business: See the source description for the specific product or business
Arista reports working with AMD on next-generation compute silicon and NICs for scale-out AI fabrics.
Evidence identifies the stated technology or collaboration only; no exclusivity or purchase volume inferred.
Source published: Unknown
x86
Documented — status as described by source
AMD and Intel have a documented ecosystem integration or collaboration.
Product / business: x86
Jointly founded x86 advisory group; no procurement implied
Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.
Source published: 2024-10-15
Listing data synced 2026-04-16.
Period ended 2026-06-27 · Published 2026-08-05
Sources checked 2026-09-13
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Estimated market cap
1.03T USD
As of 2026-10-02
Latest cached closing price × SEC reported shares outstanding.
Share count as of 2026-07-29
Filed 2026-08-05 ↗Annual report for the year ended 2025-12-27. These are reported annual figures, not trailing twelve-month estimates.
AMD drives innovation in high performance and AI computing to solve the world’s most important challenges. AMD technology powers billions of experiences across cloud and AI infrastructure, embedded systems, AI PCs and gaming. With a broad portfolio of AI-optimized CPUs, GPUs, networking and software, AMD delivers full-stack solutions that help customers turn data into breakthroughs, with the speed and scale needed for a new era of intelligent computing. Our high-performance product portfolios provide differentiated solutions, including semi-custom System-on-Chip (SoCs), adaptive SoCs and accelerated processing units (APUs).
Excerpt from Item 1 — Business; filed 2026-02-04. May be shortened.
Source: SEC Company Facts. Checked 2026-10-04. Data is refreshed in the background. Missing or ambiguous figures are left unavailable.
