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Advanced Micro Devices (AMD) | Silicon Nexus

AMD

Advanced Micro Devices

에이엠디

Price

Supply Chain Position

Fabless (Logic/AI/Mobile)

Designs x86 CPUs, GPUs, and AI accelerators (Instinct MI300/MI350) for data center, client, gaming, and embedded markets; outsources manufacturing.

Suppliers

TSMC
Samsung Electronics
ASE Technology
Amkor Technology
SK Hynix

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Advanced Micro Devices

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Customers

Microsoft
Meta Platforms
Oracle
Dell Technologies
Hewlett Packard Enterprise

Competitors

NVIDIAIntel

Recent Disclosures (14)

Aug 19, 2026low
AMD — Executive Leadership Change
AMD filed an 8-K disclosing a change in officer or director (Item 5.02), accompanied by related exhibits (Item 9.01). This likely involves an appointment, resignation, or role change at the executive or board level. Full filing body not analyzed; description inferred from form + item codes. PMs should monitor whether this affects C-suite continuity, particularly if a key technical or financial leader is involved.

Qualcomm

Broadcom

Notes

AMD is the #2 x86 CPU vendor and the primary challenger to NVIDIA in data-center AI accelerators, with the MI300X/MI350 ramping at hyperscalers including Microsoft, Meta, and Oracle. Heavily dependent on TSMC leading-edge nodes (N5/N4/N3) and CoWoS advanced packaging capacity, with HBM3E sourced from SK Hynix, Samsung, and Micron. Acquired Xilinx (2022) and Pensando, and added ZT Systems (2024) to build rack-scale AI systems capability.

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Aug 17, 2026medium

AMD — Material Agreement and New Financial Obligation Disclosed

AMD filed an 8-K reporting a material definitive agreement (Item 1.01) alongside a material direct financial obligation (Item 2.03), a pairing that typically signals a new credit facility, term loan, or debt issuance. PMs should watch for details on size, tenor, and covenants that could affect AMD's leverage profile and capital allocation flexibility. Full filing body not analyzed; description inferred from form + item codes.

Aug 5, 2026medium

AMD Files Q2 2026 10-Q — Quarterly Financials and Operational Update

AMD has filed its 10-Q for the quarter ended June 27, 2026, covering revenue, margins, segment performance (Data Center, Client, Gaming, Embedded), and updated guidance. Full filing body not analyzed; description inferred from form + item codes. PMs should watch Data Center GPU ramp, AI accelerator competitive dynamics, and any revision to full-year outlook.

Aug 4, 2026high

AMD — Q2 2026 Earnings Release with Forward Guidance

AMD filed an 8-K disclosing Q2 2026 results of operations (Item 2.02) alongside a Regulation FD disclosure (Item 7.01) that likely contains management commentary and an updated near-term revenue or earnings outlook. Full filing body not analyzed; description inferred from form + item codes. PMs should focus on revenue and EPS vs. consensus, AI/data-center GPU segment trends, and any guidance revision that could re-rate AMD relative to peers.

AMD — Officer or Director Change Reported (Item 5.02)

AMD filed an 8-K disclosing a change in executive officer or board director composition (Item 5.02), effective or announced around June 26, 2026. Full filing body not analyzed; description inferred from form + item codes. PM relevance depends on the seniority of the departing or incoming individual — a CEO/CFO transition would be material, while a non-C-suite or board rotation is typically routine.

Dec 15, 2025low

AMD — Officer/Director Change Disclosed

AMD filed an 8-K under Item 5.02 disclosing an officer or director change, with supporting exhibits under Item 9.01. Full filing body not analyzed; description inferred from form + item codes. PM relevance depends on whether the change involves the CEO/CFO or another key executive — most 5.02 disclosures are routine board-level transitions with limited near-term impact.

Jan 20, 2026low

AMD — Officer/Director Change Disclosed

AMD filed an 8-K under Item 5.02 disclosing a change in officers or directors, with Item 9.01 attaching supporting exhibits. Full filing body not analyzed; description inferred from form + item codes. PMs should check whether the change involves CEO/CFO/CTO roles — routine board turnover is low-signal, but a Lisa Su or finance-chief transition would materially affect AMD's AI accelerator execution narrative.

Feb 3, 2026high

AMD — Q4 Earnings Release with Forward Guidance

AMD filed an 8-K covering Item 2.02 (earnings results) and Item 7.01 (Reg FD), signaling a quarterly earnings release accompanied by forward outlook commentary — likely covering Data Center GPU (MI300/MI350) traction, Client/Gaming trends, and next-quarter revenue guidance. PMs should watch AI accelerator revenue run-rate and gross margin trajectory, as these set the read-across for HBM demand at SK Hynix/Samsung and TSMC's CoWoS allocation. Full filing body not analyzed; description inferred from form + item codes.

Feb 4, 2026medium

AMD — FY2025 Annual Report (10-K)

AMD filed its FY2025 10-K covering the year ended 2025-12-27. PMs should look for full-year data center/AI GPU (MI300/MI350) revenue mix, client/gaming segment trends, gross margin trajectory, FY2026 outlook commentary, and risk-factor updates on China export controls and Nvidia competition. Full filing body not analyzed; description inferred from form + item codes.

Feb 17, 2026low

AMD — Officer or Director Change Disclosed

AMD filed an 8-K under Item 5.02 indicating a change involving directors or principal officers (appointment, departure, or compensation arrangement). Full filing body not analyzed; description inferred from form + item codes. PMs should check whether the change touches the CEO/CFO or other key technical leadership before treating it as material.

Feb 24, 2026high

AMD — Material Definitive Agreement and Forward Guidance Update with Equity Issuance

Filing combines a material definitive agreement (Item 1.01), unregistered equity issuance (Item 3.02), and Regulation FD disclosure with potential forward-looking commentary (Item 7.01), suggesting a strategic transaction — possibly an acquisition, partnership, or financing — funded partly via stock. Full filing body not analyzed; description inferred from form + item codes. PMs should watch for dilution magnitude, deal counterparty, and any revised outlook embedded in the FD disclosure.

May 5, 2026high

AMD — Q1 Earnings Release with Forward Guidance

Filing pairs Item 2.02 earnings results with Item 7.01 Reg FD disclosure, signaling AMD released quarterly results alongside forward commentary or outlook — a key data point for Data Center GPU (MI-series) traction vs. Nvidia and client/server CPU share. Full filing body not analyzed; description inferred from form + item codes. PMs should cross-check guidance tone against AI accelerator demand signals and read-through to SK hynix/Samsung HBM and TSMC CoWoS allocation.

May 6, 2026medium

AMD — Q1 FY26 10-Q Quarterly Report

AMD filed its 10-Q for the quarter ended 2026-03-28, which should disclose Data Center (MI300/MI350 AI accelerator) and Client/Gaming segment revenue, gross margin trajectory, inventory levels, and any updated commentary on AI GPU supply/demand versus NVDA. Full filing body not analyzed; description inferred from form + item codes. PMs should watch DC segment growth rate, GM guidance, and any AI revenue run-rate disclosures.

May 15, 2026high

AMD — Multi-Item 8-K: New Material Agreement, Prior Deal Terminated, New Debt Obligation, Officer Changes

Full filing body not analyzed; description inferred from form + item codes. AMD disclosed a cluster of corporate actions: a new material definitive agreement (1.01), termination of a prior material agreement (1.02), a new direct financial obligation likely debt-related (2.03), and officer/director changes (5.02), alongside routine annual meeting vote results (5.07) and supporting exhibits (9.01). PMs should review for capital structure shifts, M&A or supply deals, and leadership continuity given the combination of items in a single filing.