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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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Sản phẩm & Doanh thu

Tỷ trọng doanh thu sản phẩm

Cơ cấu doanh thu ($22.7B)

Dữ liệu tĩnh (đang tải tài chính trực tiếp…)

Data Center (52%)
Client (PC) (28%)
Gaming (12%)
Embedded (Xilinx) (8%)

Cấu trúc phân khúc và khách hàng chính

Chi tiết sản phẩm

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.

Lộ trình R&D

Phát triểnCDNA4 / MI400 AI Accelerator
2026

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

Nghiên cứuZen 6 CPU Architecture
2026-2027

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

Quan hệ chuỗi cung ứng

Nhà cung cấp chính

Taiwan Semiconductor Manufacturing Company

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

Tác động: Critical — sole advanced-node foundry

SK Hynix

HBM3e for MI300X

Tác động: High

Đối thủ cạnh tranh

NVIDIA Corporation

AI accelerators, data center GPUs

Tác động: Primary competitor in AI GPU market

Khách hàng chính

Microsoft Corporation

EPYC CPUs, MI300X accelerators for Azure

Tác động: $3B+ annually

Bối cảnh vĩ mô và thị trường

반도체Tin tức ngành

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

Xúc tác sắp tới

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

Tín hiệu tổ chức

Tổ chứcHành độngGiá trịQuýNgày nộp hồ sơ
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↑

Tin tức mới nhất

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Thông tin công ty

Trụ sở chính

Santa Clara, California, USA

Thành lập

1969

Nhân viên

26,000+

Trang web

amd.com

Tổng quan ngành — 반도체

Tin tức ngành

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

Chủ đề chính

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

Xúc tác sắp tới

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