GLOBALFOUNDRIES Inc.GFS
Other · Supplies
“we rely primarily on GLOBALFOUNDRIES Inc. (GF) for wafers for microprocessor and GPU products manufactured at process nodes larger than 7 nm.”
SEC 10-K 0000002488-26-000018Valuation →
EvidInvest Supply Chain Intelligence
Advanced Micro Devices
AMD · Chip Designers · cpu_gpu_designer
$494.95
Price
$807.1B
Market cap
35
Mapped relationships
34
Cited with sources
Suppliers
Companies that supply Advanced Micro Devices, from incoming 'supplies' edges and disclosed customer-of relationships.
cited
King Yuan Electronics Company (KYEC)
Other · Supplies
“The ATMP JVs, Siliconware Precision Industries Ltd. (SPIL) and King Yuan Electronics Company (KYEC) provide ATMP services for our products.”
SEC 10-K 0000002488-26-000018
Micron TechnologyMU
Memory · Supplies
“Micron supplies AMD HBM”
Monolithic Power SystemsMPWR
Chip Designers · Supplies
“Power-management ICs for AI accelerator power delivery (industry research, Jun 2026)”
industry reportValuation →
Samsung ElectronicsKRX:005930
Memory · Supplies
“we utilize TSMC, United Microelectronics Corporation (UMC) and Samsung Electronics Co., Ltd. for the production of our ICs in the form of programmable logic devices.”
SEC 10-K 0000002488-26-000018
Samsung ElectronicsKRX:005930
Memory · Supplies
“Samsung supplies AMD HBM3e”
Sanmina CorporationSANM
Other · Supplies
“Sanmina will also be our preferred partner for manufacturing capabilities in building complex AI solutions... The Company also entered into a Manufacturing Services Agreement with Sanmina with an initial term of five years.”
SEC 10-K 0000002488-26-000018Valuation →
Sanmina CorporationSANM
Other · Supplier
“The Company also entered into a Manufacturing Services Agreement with ZT Systems on October 27, 2025 with an initial term of five years.”
SEC 10-K 0000897723-25-000042Valuation →
Siliconware Precision Industries Ltd. (SPIL)
Other · Supplies
“The ATMP JVs, Siliconware Precision Industries Ltd. (SPIL) and King Yuan Electronics Company (KYEC) provide ATMP services for our products.”
SEC 10-K 0000002488-26-000018
SK HynixKRX:000660
Memory · Supplies
“SK Hynix supplies AMD HBM”
Taiwan Semiconductor ManufacturingTSM
Foundry · Supplies
“We rely on Taiwan Semiconductor Manufacturing Company Limited (TSMC) for the production of all wafers for microprocessor and GPU products at 7 nanometer (nm) or smaller nodes.”
SEC 10-K 0000002488-26-000018Valuation →
Tongfu Microelectronics Co., Ltd.002156.SZ
Other · Supplies
“We are party to two ATMP joint ventures (collectively, the ATMP JVs) with Tongfu Microelectronics Co., Ltd... The Company's purchases from the ATMP JV were $2.0 billion and $1.7 billion in 2025 and 2024, respectively.”
SEC 10-K 0000002488-26-000018
United Microelectronics Corporation (UMC)UMC
Other · Supplies
“we utilize TSMC, United Microelectronics Corporation (UMC) and Samsung Electronics Co., Ltd. for the production of our ICs in the form of programmable logic devices.”
SEC 10-K 0000002488-26-000018Valuation →
Customers
Companies that buy from Advanced Micro Devices, from outgoing 'supplies' edges and disclosed customer-of relationships.
ASUS
Other · Customer of
“we introduced the Ryzen Z2 Series, bringing higher efficiency and improved graphics performance for portable gaming devices including the new Asus ROG Xbox Ally.”
SEC 10-K 0000002488-26-000018
Dell TechnologiesDELL
System OEM · Customer of
“Dell partner for MI300X”
GLOBALFOUNDRIES Inc.GFS
Other · Supplied by
“GF was established in 2009 when a wholly-owned subsidiary of Mubadala, acquired Advanced Micro Devices, Inc.'s ('AMD') manufacturing operations in Dresden, Germany, as well as their fab project site in Malta, New York.”
SEC 20-F 0001709048-26-000022Valuation →
Hewlett Packard EnterpriseHPE
System OEM · Customer of
“HPE partner for MI300X”
Hewlett Packard EnterpriseHPE
System OEM · Supplied by
“Intel and AMD as suppliers of certain x86 processors”
SEC 10-K 0001645590-25-000130Valuation →
HP Inc.HPQ
Other · Supplied by
“Our platforms incorporate processors from Intel, and AMD, including integrated AI acceleration, as well as NVIDIA GPUs for advanced graphics and compute workloads.”
SEC 10-K 0000047217-25-000071Valuation →
LenovoHKG:992
System OEM · Customer of
“Lenovo partner for MI300X”
Meta PlatformsMETA
Hyperscalers / Cloud · Customer of
“MI300X adopted by Meta”
Microsoft CorporationMSFT
Hyperscalers / Cloud · Customer of
“MI300X adopted by Microsoft Azure”
Microsoft CorporationMSFT
Hyperscalers / Cloud · Customer of
“AMD semi-custom SoC products power the Sony PlayStation 5, the Microsoft Xbox Series S and X game consoles... Our ability to innovate beyond the x86 instruction set controlled by Intel depends partially on Microsoft designing and developing its operating systems to run on or support our x86-based microprocessor products.”
SEC 10-K 0000002488-26-000018Valuation →
OpenAI
Enterprise / AI Labs · Customer of
“OpenAI MI350/MI400 deployment”
OpenAI OpCo, LLC
Other · Customer of
“In October 2025, we entered into a product purchase agreement with OpenAI OpCo, LLC, (OpenAI) to deploy 6 gigawatts of AMD GPUs, with the deployment of the first gigawatt of capacity powered by our AMD Instinct MI450 series products.”
SEC 10-K 0000002488-26-000018
OracleORCL
Hyperscalers / Cloud · Customer of
“Oracle launch partner for 50k MI450 GPUs Q3 2026”
Sanmina CorporationSANM
Other · Supplied by
“we acquired the data center infrastructure manufacturing business, excluding certain research and development functions, of ZT Group Int'l, Inc. ('ZT Systems'), from AMD Design, LLC, a wholly owned subsidiary of Advanced Micro Devices, Inc.”
SEC 10-K 0000897723-25-000042Valuation →
Sony Interactive EntertainmentSONY
Other · Customer of
“AMD semi-custom SoC products power the Sony PlayStation 5, the Microsoft Xbox Series S and X game consoles, as well as the recently revealed Valve Steam Machine PC.”
SEC 10-K 0000002488-26-000018Valuation →
SpaceXSPCX
Other · Supplied by
“Broad adoption of AMD Versal across multiple aerospace customers, including SpaceX whose latest generation broadband satellites are powered by Versal AI Core adaptive SoCs.”
Super Micro ComputerSMCI
System OEM · Supplied by
“AMD EPYC 9005 Series CPUs and AMD Instinct MI350/355 Series GPUs”
SEC 10-K 0001375365-25-000027Valuation →
Unnamed top customer (Top Customer One)
Other · Customer of
“One customer accounted for approximately 11% and another customer accounted for 24% of the total consolidated accounts receivable balance as of December 27, 2025 and December 28, 2024, respectively.”
SEC 10-K 0000002488-26-000018
Valve
Other · Customer of
“AMD semi-custom SoC products power... the recently revealed Valve Steam Machine PC.”
SEC 10-K 0000002488-26-000018
Other relationships
Partnerships, IP licensing, competition, investments, and manufacturing relationships.
Arm HoldingsARM
IP / Architecture · Licenses IP from
“AMD Arm-based products”
NVIDIA CorporationNVDA
Chip Designers · Competes with
“AMD MI350 challenges NVDA dominance”
Taiwan Semiconductor ManufacturingTSM
Foundry · Fabs at
“~7% of TSMC revenue”