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Advanced Micro Devices (AMD) is a fabless semiconductor company designing high-performance CPUs (Ryzen, EPYC), GPUs (Radeon, Instinct MI-series), and adaptive computing devices (FPGAs via Xilinx).
Source: SEC Financial Statement Data Sets, quarterly period, tagged by the issuer. Segment names are the company’s own labels and are not comparable with another filer’s. Shares are of consolidated revenue and need not sum to 100%: overlapping cuts are reported, and segment×geography cross-tabs are dropped rather than counted twice.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 supplier. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
AMD FY2025 10-K (filed 2025-12-27), Manufacturing Arrangements section: 'We utilize Taiwan Semiconductor Manufacturing Company Limited (TSMC) for the production of wafers for our HPC, FPGA and adaptive SoC products.' GLOBALFOUNDRIES is separately named for 12nm/14nm nodes. No wafer-volume or spend percentage disclosed.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
2 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 995 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
AT&S's Kulim, Malaysia IC-substrate plant serial production caters almost exclusively to AMD's data-centre processors; a 2026 EUR1.5-2.0bn expansion of Kulim and Chongqing is anchored by an agreement with AMD plus an unnamed second technology customer (per AT&S press release; The Edge Malaysia, theedgemalaysia.com/node/699074, quotes AT&S calling AMD \"a very important client\" for Kulim substrates).
Wafer Supply Agreement; GF's spin-off parent. The amended WSA gave AMD full flexibility to buy at 7nm or beyond from any foundry, with committed pricing/volume at 12nm through 2019-2021 — a named customer whose lock-in was contractually loosened.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇺🇸 US accounts for 73% of severity-weighted pressure.