Customers, suppliers, stakes and mentions ›
Only what filings state. Anonymous customers stay anonymous.
Largest customers (AMD annual report)
Customer A18% not named · FY2023 · share of total revenue
“One Client and Gaming segment customer accounted for 18% of consolidated net revenue in fiscal year 2023.”
10-K · 0000002488-26-000018 · filed Feb 4, 2026 · basis: filing text, verified verbatim
Suppliers named by AMD
TSMC“Manufacturing Arrangements and Assembly and Test Facilities Third-Party Wafer Foundry Facilities We utilize Taiwan Semiconductor Manufacturing Company Limited (TSMC) for the production of wafers for our HPC, FPGA and adaptive SoC products and GLOBALFOUNDRIES Inc.”
GlobalFoundries“Manufacturing Arrangements and Assembly and Test Facilities Third-Party Wafer Foundry Facilities We utilize Taiwan Semiconductor Manufacturing Company Limited (TSMC) for the production of wafers for our HPC, FPGA and adaptive SoC products and GLOBALFOUNDRIES Inc.”
TSMC“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, and we rely primarily on GLOBALFOUNDRIES Inc.”
Microsoft“If we lose Microsoft Corporation’s support for our products or other software vendors do not design and develop software to run on our products, our ability to sell our products could be materially adversely affected.”
Microsoft“If Microsoft did not certify a driver, or if we otherwise fail to retain the support of Microsoft or other software vendors, our ability to market our x86 products would be materially adversely affected.”
AMD holds stakes in
Cerebras0.7% calculated
SpaceX0.0% calculated
Others name AMD
4 competitor mentions (e.g. Cerebras, HPE, Intel, NVIDIA) · 2 other mentions (e.g. CoreWeave, Meta) · 1 supplier mention (e.g. Fortinet) in covered companies’ filings. Mentions, not confirmed relationships.