AMD

AMD is a major in the Design (Fabless) segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Ibiden, Unimicron, Nan Ya PCB. Its key customers include Hon Hai (Foxconn), Quanta Computer, Oracle.

x86 CPU and Instinct GPU designer; owns Xilinx FPGA franchise.

Ticker
NASDAQ: AMD
Headquarters
United States
Revenue
$34.6B (FY2025) · +34.3% YoY
Net income
$4.3B
Operating margin
10.7%
Market position
major
Value-chain segment
CPU, GPU & AI Accelerators, FPGA
Key products
EPYC, Ryzen, Instinct GPUs, Versal FPGAs

About AMD

AMD, headquartered in United States, operates in the CPU and GPU & AI Accelerators and FPGA segments of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include EPYC, Ryzen, Instinct GPUs, Versal FPGAs. wafergraph maps 77 tracked suppliers and 23 tracked customers for AMD across the value chain. It has a supply-chain criticality score of 68/100, with 235 companies downstream of it. AMD is a party to 4 tracked deals, including AMD acquires Xilinx; AMD acquires Pensando; OpenAI–AMD 6GW GPU deal + warrant.

Role in the chain

AMD is a market major in Design (Fabless) (CPU), headquartered in United States. x86 CPU and Instinct GPU designer; owns Xilinx FPGA franchise.

Diligence questions

  1. The dataset records 77 tracked suppliers for AMD. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 11 of AMD's tracked suppliers are a monopoly or leader (including Arm Holdings, ASE Technology, Cadence Design Systems, eMemory Technology). Which of those are actually single-source for the process step you care about?
  3. The dataset names 23 tracked customers for AMD. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. AMD is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  5. AMD trades as NASDAQ:AMD. What does the latest reported period say about capacity and backlog versus the graph position above?
  6. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for AMD

Key products

  • EPYC
  • Ryzen
  • Instinct GPUs
  • Versal FPGAs

Suppliers

Customers

More Design (Fabless) companies

Compare with

NVIDIA · Qualcomm · Intel · Cambricon Technologies · Hygon Information Technology · MetaX Integrated Circuits (Muxi)

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “AMD — supply chain, financials & market position”, https://wafergraph.com/company/amd (data as of 2026-09-05).

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