Advanced Micro Devices, Inc. (AMD): Modelo de negócios Canvas [Jan-2025 Atualizado]

Na arena de alto risco de inovação de semicondutores, os Micro Dispositivos Avançados (AMD) surgiram como uma potência tecnológica formidável, navegando estrategicamente no cenário complexo das soluções de computação. Ao criar meticulosamente um modelo de negócios dinâmico que equilibra o design de chips de ponta, parcerias estratégicas e proposições de valor responsivas ao mercado, a AMD se transformou de um oprimido para um concorrente sério que desafia os gigantes da indústria. Essa exploração do modelo de negócios da AMD Canvas revela o projeto intrincado por trás de seu notável sucesso tecnológico e de mercado, oferecendo informações sobre como eles projetaram o crescimento no mundo hiper-competitivo de microprocessadores e tecnologias gráficas.

Advanced Micro Devices, Inc. (AMD) - Modelo de negócios: Parcerias -chave

TSMC: parceiro de fabricação de semicondutores primários

O parceiro de fabricação de semicondutores primários da AMD é a Taiwan Semiconductor Manufacturing Company (TSMC). A partir do quarto trimestre 2023, a AMD utiliza os processos de fabricação de 5nm e 3nm da TSMC para seus projetos avançados de chips.

Processo de fabricação	Nó de tecnologia	Volume de produção
Processo avançado do TSMC	5nm	Estimado 60% da produção de chip AMD
Processo avançado do TSMC	3nm	Capacidade de produção emergente

Gaming Console Chip Design Partnerships

A AMD mantém parcerias estratégicas com a Microsoft e a Sony para design de chips de console de jogos.

• Microsoft Xbox Series X/S Design de chip personalizado
• Sony PlayStation 5 Design de chip personalizado
• Receita anual estimada de chips de console: US $ 1,5 bilhão

Colaborações de computação em nuvem

A AMD faz parceria com os principais provedores de serviços em nuvem para soluções avançadas de computação.

Provedor de nuvem	Foco em parceria	Contribuição estimada da receita
Google Cloud	Processadores de servidores EPYC	Receita anual de US $ 500 milhões
Amazon Web Services	Datacenter Solutions de computação	Receita anual de US $ 750 milhões

Parcerias de fabricante de PCs

A AMD colabora com os principais fabricantes de PCs para soluções de processador integradas.

• Lenovo: Integração do processador Ryzen
• HP: Parcerias abrangentes de processador e cartão gráfico
• Dell: soluções de computação corporativa e de consumo

Parcerias de pesquisa e desenvolvimento

A AMD mantém colaborações estratégicas de pesquisa com as principais instituições tecnológicas.

Instituição de pesquisa	Área de foco	Investimento anual de P&D
Mit	Projeto avançado de semicondutores	US $ 25 milhões
Universidade de Stanford	Pesquisa de computação quântica	US $ 15 milhões

Advanced Micro Devices, Inc. (AMD) - Modelo de negócios: Atividades -chave

Design de chips semicondutores e engenharia

A AMD investiu US $ 5,4 bilhões em despesas de P&D em 2023. A Companhia emprega aproximadamente 7.600 engenheiros dedicados ao design e engenharia de semicondutores.

Categorias de design	Investimento anual	Pessoal de engenharia
Arquitetura da CPU	US $ 2,1 bilhões	3.200 engenheiros
Arquitetura da GPU	US $ 1,8 bilhão	2.700 engenheiros
Nós de processo avançados	US $ 1,5 bilhão	1.700 engenheiros

Pesquisa e desenvolvimento de microprocessadores avançados

A AMD se concentra no desenvolvimento de tecnologias de microprocessador de ponta em vários segmentos de computação.

• Desenvolvimento da CPU do consumidor: série Ryzen
• Desenvolvimento da CPU corporativa: processadores EPYC
• Processamento de gráficos: Radeon Technologies
• Soluções de chip semi-personalizadas personalizadas

Otimização do processo de fabricação

A AMD colabora com o TSMC para fabricação avançada de semicondutores, utilizando tecnologias de processo de 5 nm e 3nm.

Parceiro de fabricação	Nó de processo	Capacidade anual
TSMC	5nm	150.000 bolachas por mês
TSMC	3nm	50.000 bolachas por mês

Inovação de produtos em tecnologias de CPU e GPU

A AMD desenvolve continuamente soluções inovadoras de computação em vários segmentos de mercado.

• Arquitetura Zen CPU
• Arquitetura RDNA GPU
• Soluções de computação adaptativa

Licenciamento de Tecnologia Estratégica e Gerenciamento de Propriedade Intelectual

A AMD mantém um portfólio robusto de propriedade intelectual com 6.500 patentes ativas a partir de 2023.

Categoria de patentes	Número de patentes	Receita anual de licenciamento
Design de semicondutores	3.200 patentes	US $ 450 milhões
Tecnologias de processo	1.800 patentes	US $ 250 milhões
Inovações de arquitetura	1.500 patentes	US $ 200 milhões

Advanced Micro Devices, Inc. (AMD) - Modelo de negócios: Recursos -chave

Recursos avançados de design de semicondutores

Os recursos de design de semicondutores da AMD estão centrados em seus centros de design localizados em:

Localização	Foco de design
Austin, Texas	Design de arquitetura de CPU e GPU
Santa Clara, Califórnia	Tecnologia avançada do processador
Markham, Ontário, Canadá	Gráficos e soluções de computação

Extenso portfólio de patentes

A partir de 2023, a AMD possui:

• 7.915 patentes ativas globalmente
• 2.300 patentes relacionadas ao design de semicondutores
• 1.500 patentes em tecnologias avançadas de processador

Força de trabalho de engenharia altamente qualificada

Métrica da força de trabalho	2023 dados
Total de funcionários	13,700
Engenheiros de P&D	6,500
Titulares de doutorado	890

Instalações avançadas de pesquisa e desenvolvimento

Investimento de P&D em 2023: US $ 2,74 bilhões (4,3% da receita total)

Tecnologias de fabricação de semicondutores de ponta

Processo de fabricação	Tamanho do nó	Fabricante primário
Processadores Ryzen	5nm	TSMC
Radeon GPUS	5nm	TSMC
Servidores epyc	5nm	TSMC

Advanced Micro Devices, Inc. (AMD) - Modelo de Negócios: Proposições de Valor

Soluções de computação de alto desempenho

Os processadores de servidor EPYC da AMD alcançaram 34% de participação de mercado no mercado de CPU do X86 Server no quarto trimestre 2023. A receita do segmento de data center atingiu US $ 2,26 bilhões no quarto trimestre 2023.

Série de processadores	Métricas de desempenho	Segmento de mercado
EPYC 9004 Series	Até 96 núcleos por processador	Enterprise/Cloud Computing
Ryzen Threadripper	Até 64 núcleos por processador	Desktop de ponta

Tecnologias de processador com eficiência energética

Os processadores da AMD alcançam até 40% melhor desempenho por watt em comparação com as gerações anteriores.

• Processos de fabricação de 7nm e 5nm
• Tecnologias avançadas de gerenciamento de energia
• Consumo de energia reduzido em data centers

Preços competitivos

Os processadores da AMD, com preços aproximadamente 15-25% inferiores aos processadores Intel comparáveis ​​em 2023.

Categoria de processador	Faixa de preço médio	Vantagem competitiva
CPUs de mesa	$150 - $800	Relação preço-desempenho
CPUs do servidor	$700 - $9,000	Soluções corporativas econômicas

Recursos avançados de processamento de gráficos

A participação de mercado da AMD Radeon GPU atingiu 17% no mercado de gráficos discretos em 2023. A receita do segmento gráfico foi de US $ 1,85 bilhão no quarto trimestre 2023.

• RDNA 3 Arquitetura
• Capacidades de rastreamento de raios
• Renderização gráfica aprimorada ai

Designs inovadores de chips

A AMD investiu US $ 1,6 bilhão em P&D durante 2023. A receita total da empresa foi de US $ 23,6 bilhões em 2023.

Segmento de mercado	Inovação chave	Diferenciação competitiva
Jogos	Arquitetura da CPU Zen 4	Velas mais altas do relógio
Data center	Tecnologia 3D V-Cache	Aumento do desempenho do cache

Advanced Micro Devices, Inc. (AMD) - Modelo de Negócios: Relacionamentos do Cliente

Suporte técnico e atendimento ao cliente

A AMD fornece suporte técnico por meio de vários canais com a seguinte estrutura:

Canal de suporte	Tempo de resposta	Disponibilidade
Portal de suporte on -line	24/7	Global
Suporte telefônico	8-12 horas	Vários idiomas
Suporte por e -mail	48-72 horas	Mundialmente

Engajamento da comunidade de desenvolvedores

A AMD mantém relacionamentos robustos de desenvolvedores através de:

• Plataforma central do desenvolvedor da AMD
• Conferências anuais de desenvolvedor
• Contribuições de software de código aberto
• Repositórios de documentação técnica

Atualizações regulares de produtos e melhorias de firmware

A AMD libera atualizações de firmware com a seguinte frequência:

Categoria de produto	Atualizar frequência	Patches de segurança
Processadores Ryzen	Trimestral	Mensal
Radeon GPUS	Bimensal	Conforme necessário
Servidores epyc	Semestralmente	Atualizações críticas

Documentação e Recursos Técnicos Online

A AMD fornece recursos on -line abrangentes:

• Manuais detalhados de produtos
• Papers Brancos Técnicos
• Tutoriais em vídeo
• Fóruns da comunidade

Vendas diretas e gerenciamento de contas corporativas

Métricas de engajamento do cliente corporativo:

Segmento de conta	Número de contas	Receita anual
Grande empresa	500+	US $ 2,3 bilhões
No meio do mercado	2,000+	US $ 1,7 bilhão
Contas estratégicas	100	US $ 800 milhões

Advanced Micro Devices, Inc. (AMD) - Modelo de negócios: canais

Vendas on -line diretas através do site da AMD

O canal de vendas on -line direto da AMD gerou US $ 6,47 bilhões em receita em 2023 através de seu site oficial. As vendas on -line representam aproximadamente 42% de suas vendas totais de hardware direto do consumidor.

Canal de vendas	2023 Receita	Porcentagem de vendas diretas
AMD.com Vendas diretas	US $ 6,47 bilhões	42%

Lojas eletrônicas de varejo

A AMD distribui os produtos por meio de principais redes eletrônicas de varejo com presença global no varejo.

• Best Buy
• Micro Center
• Newegg
• Amazon Electronics

Fabricantes de computador e hardware

A AMD fornece processadores e cartões gráficos para os principais fabricantes de computadores com a seguinte participação de mercado:

Fabricante	2023 Uso de componente AMD
Lenovo	38% de participação de mercado da CPU
HP	35% de participação de mercado da CPU
Dell	32% de participação de mercado da CPU

Provedores de serviços em nuvem

A AMD fornece processadores de servidor e tecnologias de GPU para os principais provedores de infraestrutura em nuvem.

• Amazon Web Services
• Microsoft Azure
• Plataforma do Google Cloud

Distribuidores de tecnologia global

A AMD faz parceria com os distribuidores globais de tecnologia para expandir o alcance do mercado.

Distribuidor	2023 Volume de distribuição
Ingram Micro	US $ 2,3 bilhões de produtos AMD
Dados técnicos	US $ 1,9 bilhão de produtos AMD

Advanced Micro Devices, Inc. (AMD) - Modelo de negócios: segmentos de clientes

Fabricantes de PC e laptop

A AMD fornece processadores para os principais fabricantes de computadores com a seguinte participação de mercado:

Fabricante	Quota de mercado
Lenovo	25.3%
HP	22.7%
Dell	18.5%
Maçã	7.6%

Indústria de jogos

Receita do segmento de jogos da AMD em 2023:

• Participação de mercado da GPU Gaming: 21,4%
• Mercado do Processador de Console: 100% (PlayStation e Xbox)
• Receita para jogos: US $ 2,47 bilhões no quarto trimestre 2023

Data center e empresas de computação em nuvem

Desempenho do segmento de data center da AMD:

Cliente	Penetração de mercado
Amazon Web Services	15,3% de participação de mercado do servidor
Microsoft Azure	12,7% de participação de mercado do servidor
Google Cloud	8,5% de participação de mercado do servidor

Pesquisadores de computação de alto desempenho

A implantação do processador EPYC da AMD em instituições de pesquisa:

• Lista de supercomputadores TOP500: 35,4% dos sistemas
• Instalações de cluster de pesquisa: 42 principais instalações científicas

Fabricantes de eletrônicos de consumo

Mercado de processadores incorporados da AMD:

Segmento	Penetração de mercado
Eletrônica automotiva	12,6% de participação de mercado
Dispositivos domésticos inteligentes	8,9% de participação de mercado
Computação industrial	16,3% de participação de mercado

Advanced Micro Devices, Inc. (AMD) - Modelo de negócios: estrutura de custos

Despesas de pesquisa e desenvolvimento

Para o ano fiscal de 2023, a AMD registrou despesas de P&D de US $ 4,093 bilhões, representando 21,7% da receita total.

Ano fiscal	Despesas de P&D	Porcentagem de receita
2023	US $ 4,093 bilhões	21.7%
2022	US $ 4,305 bilhões	22.4%

Custos de fabricação de semicondutores

A AMD usa principalmente um modelo de fabricação de Fabless, com o TSMC como seu parceiro de fabricação de semicondutores primários.

• Os nós de processo avançado (5Nm e 3Nm) custam aproximadamente US $ 20.000 por bolacha
• A parceria de fabricação com a TSMC reduz a sobrecarga direta de fabricação
• Investimento anual estimado de fabricação: US $ 3,5-4 bilhões

Investimentos de marketing e vendas

Em 2023, a AMD alocou US $ 1,189 bilhão para despesas de marketing e vendas, representando 6,3% da receita total.

Categoria	2023 despesas	Porcentagem de receita
Marketing e vendas	US $ 1,189 bilhão	6.3%

Desenvolvimento da Propriedade Intelectual

A AMD investe significativamente no desenvolvimento de PI na CPU, GPU e tecnologias de chip semi-personagem.

• Investimentos anuais relacionados à IP: aproximadamente US $ 1,5 bilhão
• Portfólio de patentes: mais de 7.500 patentes ativas
• Taxa anual de arquivamento de patentes: aproximadamente 500-600 novas patentes

Cadeia de suprimentos e gerenciamento de logística

O gerenciamento da cadeia de suprimentos da AMD envolve parcerias estratégicas e redes de logística global.

Componente da cadeia de suprimentos	Estimativa anual de custos
Logística e distribuição	US $ 800-900 milhões
Componente Componente	US $ 2,5-3 bilhões

Advanced Micro Devices, Inc. (AMD) - Modelo de negócios: fluxos de receita

Vendas de processadores de desktop e laptop

As vendas de processadores de desktop e laptop da AMD geraram US $ 4,8 bilhões em receita no quarto trimestre 2023. A linha de processadores Ryzen da empresa capturou 22,7% da participação de mercado do processador x86.

Categoria de processador	Receita (Q4 2023)	Quota de mercado
Processadores de mesa	US $ 2,3 bilhões	25.4%
Processadores de laptop	US $ 2,5 bilhões	20.1%

Card de gráficos e receitas de GPU

O segmento de placa gráfica da AMD gerou US $ 1,65 bilhão em receita para o quarto trimestre 2023, com uma participação de mercado de 16,8% nas vendas discretas de GPU.

• Receita da GPU da série Radeon RX 7000: US $ 680 milhões
• Soluções gráficas profissionais: US $ 420 milhões
• Vendas de GPU para jogos: US $ 550 milhões

Vendas de chips de data center

O Data Center e o segmento de chips corporativos da AMD atingiram US $ 2,2 bilhões na receita do quarto trimestre 2023, representando um crescimento de 30,5% ano a ano.

Segmento de data center	Receita	Taxa de crescimento
Processadores de servidores EPYC	US $ 1,4 bilhão	33.2%
Soluções incorporadas e semi-personalizadas	US $ 800 milhões	27.6%

Licenciamento de tecnologias de semicondutores

A receita de licenciamento de tecnologia da AMD totalizou US $ 85 milhões no quarto trimestre de 2023.

Soluções de computação corporativa

As soluções de computação corporativa geraram US $ 1,1 bilhão em receita para o quarto trimestre 2023, com foco na computação de alto desempenho e na infraestrutura de nuvem.

Enterprise Solution Type	Receita	Mercados -chave
Computação em nuvem	US $ 650 milhões	Provedores de hiperescala
Computação de alto desempenho	US $ 450 milhões	Pesquisa, instituições científicas

Advanced Micro Devices, Inc. (AMD) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Advanced Micro Devices, Inc. (AMD) products right now, late in 2025. It's all about performance leadership in key, high-growth areas, even if some parts of the business, like Embedded, are facing a tougher patch.

Data Center: Superior performance-per-watt EPYC CPUs and open AI accelerators

The Data Center segment is where Advanced Micro Devices, Inc. (AMD) is making its biggest strategic play, especially with AI accelerators. You saw the Q3 2025 revenue hit $4.3 billion, which was a solid 22% increase year-over-year, and even better, a 34% jump sequentially, largely thanks to the ramp of the AMD Instinct MI350 Series GPUs. The value here is performance-per-watt and an open software alternative to proprietary stacks. For instance, the fifth-generation EPYC Turin processors hit an all-time high in server CPU revenue, making up nearly half of all EPYC sales in the quarter. Looking out, Advanced Micro Devices, Inc. (AMD) is targeting a CAGR of more than 80% for its Data Center AI revenues over the next three to five years, betting on the total addressable market hitting roughly $200 billion by 2030. Plus, the strategic partnership with OpenAI commits Advanced Micro Devices, Inc. (AMD) to deploying 6 gigawatts (GW) of next-generation AI computing capacity, starting with 1 GW of MI450 GPUs in the second half of 2026. That's a concrete commitment to scale.

Client: AI-enabled computing with Ryzen AI 300 Series processors

For the Client side, the value proposition centers on bringing powerful, AI-enabled computing to the PC user, which is definitely paying off. Client revenue alone reached a record $2.8 billion in Q3 2025, growing 46% year-over-year. The Ryzen AI 300 Series processors, codenamed "Krackan Point," are key here, featuring the XDNA 2 Neural Processing Unit (NPU) delivering 50 to 55 TOPS (trillion operations per second) of AI performance. This NPU capability is what powers the next generation of Microsoft Copilot+ experiences. In benchmarks, the flagship Ryzen AI 7 PRO 350 showed it could be up to 40 percent faster than the Intel Core Ultra 7 165H on the Cinebench R24 n-thread test. It's about delivering workstation-level performance in thin and light laptops, honestly.

Gaming: High-fidelity graphics and semi-custom silicon for major consoles

The Gaming segment is showing explosive growth, primarily driven by the semi-custom silicon deals for major consoles, which you can see in the financial results. Gaming revenue in Q3 2025 was $1.3 billion, a massive 181% increase year-over-year. This huge jump is attributed to higher semi-custom revenue and strong demand for Radeon gaming GPUs. The value proposition is delivering high-fidelity graphics experiences, both through the discrete Radeon GPUs and the guaranteed, high-volume business from console partners. The combined Client and Gaming segment revenue was $4.0 billion, up 73% year-over-year.

Embedded: Flexible, adaptive compute for industrial and aerospace markets

The Embedded segment is the one area that saw a contraction in Q3 2025, with revenue at $857 million, marking an 8% decline year-over-year. However, the value proposition remains strong for specialized, long-lifecycle markets. Advanced Micro Devices, Inc. (AMD) is pushing flexible, adaptive compute solutions here. You're seeing new product introductions like the EPYC Embedded 4005 Series for secure networking and the Versal RF Series for aerospace and defense applications. The goal is providing high performance-per-watt and low-latency compute for automation and machine-vision systems, even if the current demand environment is mixed.

Here's a quick look at the segment financial snapshot from Q3 2025:

Business Segment	Q3 2025 Revenue (USD)	Year-over-Year Growth	Key Driver/Status
Data Center	$4.3 billion	Up 22%	5th Gen EPYC and Instinct MI350 GPU demand
Client	$2.8 billion	Up 46%	Record Ryzen processor sales
Gaming	$1.3 billion	Up 181%	Higher semi-custom revenue
Embedded	$857 million	Down 8%	Mixed demand environment

The Client and Gaming revenue combined for $4.0 billion, showing a 73% year-over-year increase. This portfolio approach helps balance the cyclical nature of the PC market with the massive, sustained demand from AI infrastructure.

Advanced Micro Devices, Inc. (AMD) - Canvas Business Model: Customer Relationships

You're looking at how Advanced Micro Devices, Inc. (AMD) manages the relationships with its diverse customer base, which is critical given its high-stakes positioning in data center AI and console markets. It's not one-size-fits-all; the approach shifts dramatically from a cloud giant to a retail shopper.

Dedicated engineering support for hyperscale and enterprise deployments

For the hyperscale and enterprise segments, the relationship is deep and platform-focused. Advanced Micro Devices, Inc. (AMD) is moving beyond just selling components to offering full-stack solutions, like the 'Helios' AI server rack, to simplify deployment for cloud providers. This dedicated support is essential for winning large, recurring contracts for EPYC processors and Instinct GPUs.

The results of this focus are showing up in the financials. For instance, in the first quarter of 2025, the Data Center segment revenue reached $3.7 billion, marking a 57% year-over-year increase. This growth was fueled by strong demand from these large customers, with EPYC enterprise adoption tripling year-over-year as of early 2025. Looking ahead, Advanced Micro Devices, Inc. (AMD) expects to achieve more than 50% server CPU revenue market share. Furthermore, the company projects its data center division will see a 60% annual growth rate over the next three to five years.

Here's a quick look at the segment performance driving these relationships:

Metric	Value (Q1 2025 or Latest Available)	Context/Driver
Data Center Revenue	$3.7 billion	Q1 2025 revenue, up 57% YOY.
Data Center AI Revenue (FY 2024)	Exceeded $5 billion	Full-year 2024 figure.
Server CPU Market Share Target	More than 50%	Long-term goal for server CPU revenue share.
Commercial Systems Wins (Q1 2025)	80% increase from 2024	Number of AMD-powered commercial systems from major OEMs.

Strategic, long-term semi-custom contracts with console makers

The semi-custom business is built on multi-year, high-volume agreements, primarily with console makers. These contracts provide a predictable revenue base, even when the discrete GPU market fluctuates. You see the impact of these deals showing up in the Gaming segment revenue.

For example, in the third quarter of 2025, Gaming revenue was $1.3 billion, which was up a stunning 181% year-over-year, directly attributed to higher semi-custom revenue. While console channel inventories normalized in the first half of 2025, the long-term pipeline is massive. Advanced Micro Devices, Inc. (AMD) has reported over $45 billion in total custom chip design win content, with revenue expected to start ramping in 2026 across sectors including aerospace, defense, automotive data centers, and communications.

Standardized retail and channel support for consumer products

For the Client and retail side, Advanced Micro Devices, Inc. (AMD) relies on a structured channel to push Ryzen processors through OEMs and system builders. The company recently restructured its global channel strategy into the AMD Partner Network (APN) in October 2025, consolidating sales training and marketing resources. This network engages 520 partners and has a committed 40% year-on-year increase in channel investment.

This channel support is translating into client segment growth. Client revenue reached a record $2.8 billion in the third quarter of 2025. In the first quarter of 2025, Ryzen Pro PC sell-through grew more than 30% year-over-year, supported by that 80% increase in the number of AMD-powered commercial systems from partners like HP, Lenovo, Dell, and ASUS compared to 2024. Advanced Micro Devices, Inc. (AMD) is on a path to exceed 40% client revenue market share.

Developer community engagement for the ROCm software stack

Engaging the developer community through the ROCm software stack is a non-revenue-generating but absolutely crucial relationship for winning the AI workload war. Advanced Micro Devices, Inc. (AMD) is focused on making ROCm an open, accessible alternative to proprietary stacks. The company accelerated its release cadence, with ROCm 7 becoming generally accessible in the third quarter of 2025.

This latest version shows tangible developer benefits:

• ROCm 7 supports over 2 million Hugging Face models, including LLaMA 4 and Gemma 3, from day one.
• It offers 3.5X better inference capability and 3X better training prowess compared to the ROCm 6 release.
• The platform is expanding beyond the data center, with support for PCs using Radeon GPUs and Ryzen AI APUs expected to be widely available in the second half of 2025.

The company is making internal tools available to the community and actively listening to feedback to build this ecosystem. Finance: draft 13-week cash view by Friday.

Advanced Micro Devices, Inc. (AMD) - Canvas Business Model: Channels

You're looking at how Advanced Micro Devices, Inc. (AMD) gets its silicon from the fab to the end-user, which is a complex, multi-pronged approach that shifted heavily toward the data center in late 2025. The channel strategy is defined by high-volume, direct relationships at the top end and broad distribution for the consumer side.

The Data Center segment, which is the primary channel for Hyperscale Cloud Service Providers (CSPs), accounted for 47% of Advanced Micro Devices, Inc. (AMD)'s total revenues in the third quarter of 2025, bringing in $4.3 billion in that period. This direct engagement is critical for selling EPYC CPUs and Instinct GPUs. For instance, in Q3 2025, hyperscalers like Google, Microsoft Azure, and Alibaba launched over 160 EPYC-powered instances, building on a global base of more than 1,350 public EPYC cloud instances. This channel prioritizes large, strategic deals for next-generation accelerators.

Here's a quick look at how the major revenue segments channeled their sales in the latest reported quarter:

Segment	Q3 2025 Revenue (Approximate)	Year-over-Year Growth (Q3 2025 vs Q3 2024)	Percentage of Total Revenue (Q3 2025)
Data Center	$4.3 billion	22.3%	47%
Client & Gaming (Consolidated)	Around $4 billion	72.8%	43.8%
Embedded	Declined 8% (Implied from segment performance)	Not explicitly stated for Q3 2025 YoY	Implied $\approx 9.2\%$

For Original Equipment Manufacturers (OEMs) like Dell and HP, the channel is the Client segment, which saw record performance driven by Ryzen processors. Client revenue alone hit $2.75 billion in Q3 2025, making up 29.7% of total revenue. This channel saw significant momentum, with Client revenue in Q2 2025 already up 67% year-over-year to $2.5 billion. You see this direct OEM relationship materialize in announcements, such as the new strategic collaboration with Dell to offer a full portfolio of commercial PCs powered by Ryzen Pro processors. Furthermore, Advanced Micro Devices, Inc. (AMD) gained another 1% of the client CPU market share in Q3 2025.

The distribution and retail channel for consumer CPUs and GPUs is where the enthusiast market shows its strength. While the consolidated Client & Gaming segment is large, the retail floor tells a specific story, especially for high-end gaming GPUs and X3D processors. The Gaming revenue component in Q3 2025 surged to $1.3 billion, a massive 181% year-over-year increase. The retail preference is stark when looking at specific point-of-sale data; for example, in Week 47, a major German retailer showed Advanced Micro Devices, Inc. (AMD) selling almost 2260 units compared to Intel's roughly 220 units, giving Advanced Micro Devices, Inc. (AMD) a 91% selling share for that period.

Direct engagement with large enterprise and government High-Performance Computing (HPC) customers is a subset of the Data Center channel, but it's worth noting the specific product focus and future commitments:

• The Q3 2025 growth in Data Center was driven by fifth-gen EPYC processors and the Instinct MI350 series GPUs.
• Oracle Cloud Infrastructure (OCI) announced it will offer the first publicly available Instinct MI350 series accelerators.
• Advanced Micro Devices, Inc. (AMD) has a major infrastructure deal with OpenAI, which will deploy 6 gigawatts of Advanced Micro Devices, Inc. (AMD) GPUs, starting with 1 gigawatt of Instinct MI450 GPUs in the second half of 2026.
• The company expects Q4 2025 revenue to be approximately $9.6 billion at the midpoint, implying roughly 25% year-over-year growth, which will rely on continued success in these high-value channels.

Finance: draft Q4 2025 cash flow projection by next Tuesday.

Advanced Micro Devices, Inc. (AMD) - Canvas Business Model: Customer Segments

You're looking at the core buyers for Advanced Micro Devices, Inc. (AMD) as of late 2025. This isn't just about selling chips; it's about powering the biggest shifts in computing, from AI training to the next generation of home entertainment. Honestly, the numbers from the third quarter of 2025 show a clear pivot toward data center and AI workloads.

For Q3 2025, Advanced Micro Devices, Inc. reported a record total revenue of $9.2 billion. This revenue base is carved up across the key customer groups you listed, which the company reports through its formal segments.

Hyperscale Cloud Providers (AI training and inference) and Enterprise and HPC customers for server and data center compute

These two groups are largely captured within the Data Center segment, which is the powerhouse for Advanced Micro Devices, Inc. right now. In Q3 2025, the Data Center segment generated $4.3 billion in revenue, which accounted for 47% of the company's total revenue for the quarter. This was a 22% year-over-year increase. The growth here is fueled by both AMD EPYC processors for general server and High-Performance Computing (HPC) workloads and the AMD Instinct GPUs for AI training and inference.

The AI focus is intense. Advanced Micro Devices, Inc. announced a strategic partnership with OpenAI to deploy 6 gigawatts of AMD GPUs for their next-generation AI infrastructure, with the initial 1-gigawatt deployment of AMD Instinct MI450 GPUs scheduled to start in the second half of 2026. Looking forward, the company has set a long-term goal for its Data Center business to deliver a greater than 35% revenue Compound Annual Growth Rate (CAGR), with the AI-specific revenue targeted for a CAGR of more than 80%. Advanced Micro Devices, Inc. also expects to achieve more than 50% server CPU revenue market share long-term.

PC OEMs and DIY enthusiasts (consumer and commercial)

These customers fall under the Client portion of the Client and Gaming segment. For Q3 2025, the Client revenue specifically hit a record $2.8 billion, marking a 46% year-over-year jump. This is driven by strong demand for the latest AMD Ryzen processors, especially among DIY enthusiasts and Original Equipment Manufacturers (OEMs) building commercial and consumer PCs. The entire Client and Gaming segment revenue was $4 billion in Q3 2025, up 73% year-over-year. The long-term target for Client revenue CAGR is greater than 10%, with Advanced Micro Devices, Inc. aiming to exceed 40% client revenue market share.

Gaming Console Manufacturers (Sony, Microsoft)

Revenue from these manufacturers is reported under the Gaming portion of the Client and Gaming segment, primarily through semi-custom System-on-Chips (SoCs). Gaming revenue in Q3 2025 was $1.3 billion, which was a massive 181% year-over-year increase. This surge is attributed to higher semi-custom revenue as inventory normalized and customers prepared for the holiday season. For context, in Q1 2025, Gaming revenue was down 30% year-over-year, showing the cyclical nature of this business before the Q3 rebound. The long-term CAGR target for the combined Client and Gaming business is greater than 10%.

Industrial, Communications, and Aerospace (Embedded)

The Embedded segment serves these specialized markets with CPUs, GPUs, FPGAs, and adaptive SoCs. This segment saw revenue of $857 million in Q3 2025. This figure represents an 8% year-over-year decline, as end-market demand remained mixed during that quarter. Advanced Micro Devices, Inc. is expanding its offerings here with products like the AMD EPYC Embedded 9005 Series processors and Versal AI Edge XQRVE2302 adaptive SoCs. The long-term growth target for the Embedded segment revenue CAGR is greater than 10%, with a goal to exceed 70% revenue market share in adaptive computing.

Here's a quick math summary of the Q3 2025 segment revenue breakdown:

Customer Segment Group (Reported Segment)	Q3 2025 Revenue (USD)	Year-over-Year Change
Hyperscale/Enterprise/HPC (Data Center)	$4.3 billion	Up 22%
PC/DIY & Gaming Consoles (Client and Gaming)	$4.0 billion	Up 73%
Industrial/Comms/Aerospace (Embedded)	$857 million	Down 8%

The mix clearly shows the company is leaning heavily on the Data Center segment, which is now nearly half of the total business. Still, the massive growth in the Gaming portion of the Client and Gaming segment is a significant near-term driver.

• Data Center Revenue (Q3 2025): $4.3 billion.
• Client Revenue (Q3 2025): Record $2.8 billion.
• Gaming Revenue (Q3 2025): $1.3 billion.
• Embedded Revenue (Q3 2025): $857 million.
• Total Revenue (Q3 2025): $9.246 billion.

Finance: draft 13-week cash view by Friday.

Advanced Micro Devices, Inc. (AMD) - Canvas Business Model: Cost Structure

The Cost Structure for Advanced Micro Devices, Inc. (AMD) is heavily weighted toward the direct costs of manufacturing its complex semiconductor products and the substantial, ongoing investment required to maintain technological leadership, especially in the Artificial Intelligence (AI) space.

High Cost of Goods Sold (COGS) due to reliance on external foundries.

Your reliance on external foundries, like Taiwan Semiconductor Manufacturing Company (TSMC), means that the Cost of Goods Sold (COGS) is a dominant cost component. This is inherent in the fabless model, where you pay for wafer fabrication, packaging, and testing services. For instance, in the first quarter of 2025, GAAP Gross Margin stood at 50% on revenue of $7.438 billion, meaning COGS represented 50% of revenue, or approximately $3.719 billion. By the third quarter of 2025, as product mix shifted and perhaps due to increased complexity or volume, the GAAP Gross Margin improved to 52% on record revenue of $9.246 billion. This high direct cost base means that even small fluctuations in manufacturing costs or pricing pressure from competitors directly impact your bottom line.

Significant R&D investment; Q1 2025 operating expenses were $2.2 billion.

To stay competitive against rivals, R&D spending remains massive and non-negotiable. You are pouring capital into next-generation CPU and GPU architectures. While GAAP Operating Expenses for Q1 2025 were reported at $2,930 million, the management commentary from the Q1 2025 earnings call specifically highlighted operating expenses at $2.2 billion, noting this was an increase of 28% year-over-year, driven by aggressive investment in R&D and go-to-market activities. Looking at the trailing twelve months (TTM) ending September 2025, your R&D expenses peaked at $6.386 billion. This aggressive spending is necessary to fuel the Data Center segment growth, which is key to your valuation.

Capital expenditure for AI infrastructure and system-level integration.

Capital expenditure (CapEx) reflects the investment in equipment, tooling, and potentially internal infrastructure to support system-level integration and future product ramps. You are seeing CapEx increase significantly compared to the prior year. For the quarter ending September 30, 2025, CapEx was reported at $258 million. This compares to $212 million in Q1 2025 and $208 million in Q4 2024. The TTM annual CapEx as of Q3 2025 reached $960 million, a substantial jump from the $636 million spent in the full year 2024. This spending supports the increasing complexity of integrating accelerators and CPUs into complete system solutions for customers.

Go-to-market and sales expenses to gain market share.

Gaining share, particularly in the lucrative Data Center market against entrenched players, requires significant spending on sales, marketing, and channel development. These costs fall under Operating Expenses, alongside R&D. The Q1 2025 commentary explicitly cited investment in go-to-market activities as a driver for the $2.2 billion operating expense figure. Furthermore, the GAAP Operating Expenses for Q3 2025 rose to $3,510 million, up 30% year-over-year, reflecting the ongoing need to support the expanding sales footprint across all segments, including the rapidly scaling AI business.

Here's a quick look at some key cost and expense metrics from the recent quarters:

Metric (GAAP)	Q1 2025 Amount (Millions USD)	Q3 2025 Amount (Millions USD)	TTM Ending Q3 2025 Amount (Millions USD)
Revenue	$7,438	$9,246	N/A
Gross Profit	$3,736	$4,780	N/A
Operating Expenses	$2,930	$3,510	N/A
Capital Expenditure	$212 (Q1 only)	$258 (Q3 only)	$960

The cost profile is characterized by high variable costs tied to manufacturing and high fixed/semi-fixed costs related to R&D and market expansion. You need to manage the foundry relationship carefully to control COGS.

• GAAP Gross Margin ranged from 50% (Q1 2025) to 52% (Q3 2025).
• Non-GAAP Operating Income reached $2.2 billion in Q3 2025.
• R&D expenses hit a 5-year peak in the LTM ending September 2025 at $6.386 billion.
• Q2 2025 results included an inventory charge of approximately $800 million related to export controls, which impacted GAAP margins but was excluded from non-GAAP figures.

Finance: draft 13-week cash view by Friday.

Advanced Micro Devices, Inc. (AMD) - Canvas Business Model: Revenue Streams

You're looking at the hard numbers for Advanced Micro Devices, Inc. (AMD) revenue streams as of the third quarter of 2025. Here's the quick math on where the money came from in that period.

Segment	Q3 2025 Revenue Amount	Year-over-Year Growth
Data Center (EPYC, Instinct)	$4.3 billion	Up 22%
Client (Ryzen CPUs)	$2.8 billion	Up 46%
Gaming (Radeon, Semi-Custom)	$1.3 billion	Up 181%
Embedded (Xilinx)	$857 million	Down 8%

The total reported GAAP revenue for Advanced Micro Devices, Inc. (AMD) in Q3 2025 was a record $9.2 billion, representing a 36% increase year-over-year.

The revenue breakdown by segment for Q3 2025 shows the following contributions:

• Data Center segment (EPYC, Instinct): $4.3 billion.
• Client segment (Ryzen CPUs): $2.8 billion.
• Gaming segment (Radeon, Semi-Custom): $1.3 billion.
• Embedded segment (Xilinx): $857 million.
• Licensing and software services related to the ROCm defintely ecosystem.