AMD · competitors named by the company
Who are AMD’s competitors?
AMD names 8 companies we cover as competitors calc.
Named by AMD in its 10-K filed Feb 4, 2026. This is AMD’s own statement, not a ranking and not a dependency.
- Analog Devices ADI
- Broadcom AVGO
- Intel INTC
- Marvell MRVL
- NVIDIA NVDA
- NXP NXPI
- Qualcomm QCOM
- Texas Instruments TXN
The filing’s own words (4 sentences) ›
“Competition in Embedded Segment We expect continued competition from our primary FPGA competitors such as Altera, Lattice Semiconductor Corporation and Microsemi Corporation, and from ASSP vendors such as Broadcom Corporation, Marvell Technology Group, Ltd., Analog Devices, Texas Instruments Incorporated, NXP Semiconductors N.V., Qualcomm Incorporated and NVIDIA.”
Names Analog Devices, Broadcom, Marvell, NXP, Qualcomm, Texas Instruments · 10-K · filed Feb 4, 2026
“Competition in Data Center Segment In the Data Center segment, we compete primarily against Intel Corporation (Intel) and Nvidia Corporation (Nvidia with our CPU, GPU DPU and AI NIC server products.”
Names Intel, NVIDIA · 10-K · filed Feb 4, 2026
“A variety of companies provide or have developed Arm-based microprocessors and platforms which could lead to further adoption of Arm-based PC solutions. 9 Table of Conten t s Our principal competitor in the supply of discrete graphics is Nvidia, who is the discrete GPU market share leader, and Intel, who manufactures and sells integrated graphics processors and gaming-focused discrete GPUs.”
Names NVIDIA · 10-K · filed Feb 4, 2026
“Competition in Client and Gaming Segment Our primary competitor in the supply of CPUs and APUs is Intel.”
Names Intel · 10-K · filed Feb 4, 2026
Method and sources
Companies among the 100 we cover that AMD names as competitors in its latest annual report (10-K or 20-F), counted by Hollsteen. A company counts only when the quoted sentence itself names it and speaks of competition; hedged sentences (“some of which are competitors”) and quarterly reports are left out.
Competitors outside our coverage are not listed, so the list is not complete. Sentences are quoted exactly as filed.
SEC filings only. No price or market data.