Advanced Micro Devices, Inc. (AMD): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el campo de alto riesgo de la innovación de semiconductores, Advanced Micro Devices (AMD) se ha convertido en una potencia tecnológica formidable, navegando estratégicamente el complejo panorama de las soluciones informáticas. Al crear meticulosamente un modelo de negocio dinámico que equilibra el diseño de chips de vanguardia, las asociaciones estratégicas y las proposiciones de valor sensibles al mercado, AMD se ha transformado de un desvalido a un competidor serio que desafía a los gigantes de la industria. Esta exploración del lienzo de modelo de negocio de AMD revela el intrincado plan detrás de su notable éxito tecnológico y del mercado, ofreciendo información sobre cómo han diseñado el crecimiento en el mundo hipercompetitivo de microprocesadores y tecnologías gráficas.

Advanced Micro Devices, Inc. (AMD) - Modelo de negocio: asociaciones clave

TSMC: socio de fabricación de semiconductores primarios

El principal socio de fabricación de semiconductores de AMD es Taiwan Semiconductor Manufacturing Company (TSMC). A partir del cuarto trimestre de 2023, AMD utiliza los procesos de fabricación de 5 NM y 3NM de TSMC para sus diseños de chips avanzados.

Proceso de fabricación	Nodo tecnológico	Volumen de producción
Proceso avanzado de TSMC	5 nm	Estimado del 60% de la producción de chips AMD
Proceso avanzado de TSMC	3 nm	Capacidad de producción emergente

Asociaciones de diseño de chip de consola de juegos

AMD mantiene asociaciones estratégicas con Microsoft y Sony para el diseño de chips de consola de juegos.

• Diseño de chips personalizado de Microsoft Xbox Series X/S
• Diseño de chips personalizados de Sony PlayStation 5
• Ingresos estimados de chip de consola anual: $ 1.5 mil millones

Colaboraciones de computación en la nube

AMD se asocia con los principales proveedores de servicios en la nube para soluciones informáticas avanzadas.

Proveedor de nubes	Enfoque de asociación	Contribución de ingresos estimada
Google Cloud	Procesadores de servidor EPYC	$ 500 millones de ingresos anuales
Servicios web de Amazon	Soluciones informáticas del centro de datos	$ 750 millones de ingresos anuales

Asociaciones del fabricante de PC

AMD colabora con los principales fabricantes de PC para soluciones integradas de procesadores.

• Lenovo: Integración del procesador Ryzen
• HP: asociaciones integrales de procesador y tarjeta gráfica
• Dell: soluciones de computación empresarial y de consumo

Asociaciones de investigación y desarrollo

AMD mantiene colaboraciones de investigación estratégica con instituciones tecnológicas líderes.

Institución de investigación	Área de enfoque	Inversión anual de I + D
MIT	Diseño avanzado de semiconductores	$ 25 millones
Universidad de Stanford	Investigación de computación cuántica	$ 15 millones

Advanced Micro Devices, Inc. (AMD) - Modelo de negocio: actividades clave

Diseño e ingeniería de chips de semiconductores

AMD invirtió $ 5.4 mil millones en gastos de I + D en 2023. La compañía emplea a aproximadamente 7,600 ingenieros dedicados al diseño e ingeniería de semiconductores.

Categorías de diseño	Inversión anual	Personal de ingeniería
Arquitectura de la CPU	$ 2.1 mil millones	3.200 ingenieros
Arquitectura de GPU	$ 1.8 mil millones	2.700 ingenieros
Nodos de proceso avanzados	$ 1.5 mil millones	1.700 ingenieros

Investigación y desarrollo de microprocesadores avanzados

AMD se centra en desarrollar tecnologías de microprocesadores de vanguardia en múltiples segmentos informáticos.

• Desarrollo de la CPU del consumidor: serie Ryzen
• Desarrollo empresarial de la CPU: procesadores EPYC
• Procesamiento de gráficos: Radeon Technologies
• Soluciones de chips semi-customadas personalizadas

Optimización del proceso de fabricación

AMD colabora con TSMC para la fabricación avanzada de semiconductores, utilizando tecnologías de procesos de 5 nm y 3nm.

Socio de fabricación	Nodo de proceso	Capacidad anual
TSMC	5 nm	150,000 obleas por mes
TSMC	3 nm	50,000 obleas por mes

Innovación de productos en CPU y tecnologías de GPU

AMD desarrolla continuamente soluciones informáticas innovadoras en múltiples segmentos de mercado.

• Arquitectura de cpu zen
• Arquitectura de GPU de RDNA
• Soluciones informáticas adaptativas

Licencias de tecnología estratégica y gestión de propiedad intelectual

AMD mantiene una sólida cartera de propiedades intelectuales con 6.500 patentes activas a partir de 2023.

Categoría de patente	Número de patentes	Ingresos anuales de licencia
Diseño de semiconductores	3.200 patentes	$ 450 millones
Tecnologías de proceso	1.800 patentes	$ 250 millones
Innovaciones de arquitectura	1.500 patentes	$ 200 millones

Advanced Micro Devices, Inc. (AMD) - Modelo de negocio: recursos clave

Capacidades avanzadas de diseño de semiconductores

Las capacidades de diseño de semiconductores de AMD se centran en sus centros de diseño ubicados en:

Ubicación	Enfoque de diseño
Austin, Texas	Diseño de arquitectura de CPU y GPU
Santa Clara, California	Tecnología de procesadores avanzados
Markham, Ontario, Canadá	Gráficos y soluciones informáticas

Cartera de patentes extensa

A partir de 2023, AMD tiene:

• 7,915 patentes activas a nivel mundial
• 2.300 patentes relacionadas con el diseño de semiconductores
• 1.500 patentes en tecnologías avanzadas de procesadores

Fuerza laboral de ingeniería altamente calificada

Métrica de la fuerza laboral	2023 datos
Total de empleados	13,700
Ingenieros de I + D	6,500
Titulares de doctorado	890

Investigaciones avanzadas y instalaciones de desarrollo

Inversión en I + D en 2023: $ 2.74 mil millones (4.3% de los ingresos totales)

Tecnologías de fabricación de semiconductores de vanguardia

Proceso de fabricación	Tamaño del nodo	Fabricante principal
Procesadores ryzen	5 nm	TSMC
GPU de Radeon	5 nm	TSMC
Servidores EPYC	5 nm	TSMC

Advanced Micro Devices, Inc. (AMD) - Modelo de negocio: propuestas de valor

Soluciones informáticas de alto rendimiento

Los procesadores EPYC del servidor de AMD lograron una participación de mercado del 34% en el mercado de CPU del servidor X86 en el cuarto trimestre de 2023. Los ingresos del segmento del centro de datos alcanzaron $ 2.26 mil millones en el cuarto trimestre de 2023.

Serie de procesadores	Métricas de rendimiento	Segmento de mercado
Serie EPYC 9004	Hasta 96 núcleos por procesador	Enterprise/Cloud Computing
Ryzen Threadripper	Hasta 64 núcleos por procesador	Escritorio de alta gama

Tecnologías de procesador de eficiencia energética

Los procesadores AMD logran un rendimiento de hasta un 40% mejor por vatio en comparación con las generaciones anteriores.

• Procesos de fabricación de 7 nm y 5 nm
• Tecnologías avanzadas de gestión de energía
• Reducción del consumo de energía en los centros de datos

Fijación de precios competitivos

Los procesadores AMD tienen un precio de aproximadamente 15-25% más bajo que los procesadores Intel comparables en 2023.

Categoría de procesador	Rango de precios promedio	Ventaja competitiva
CPU de escritorio	$150 - $800	Relación precio-rendimiento
CPU del servidor	$700 - $9,000	Soluciones empresariales rentables

Capacidades avanzadas de procesamiento de gráficos

La cuota de mercado de GPU de AMD Radeon alcanzó el 17% en el mercado de gráficos discretos en 2023. Los ingresos del segmento de gráficos fueron de $ 1.85 mil millones en el cuarto trimestre de 2023.

• Arquitectura rDNA 3
• Capacidades de trazado de rayos
• Representación gráfica mejorada con AI

Diseños de chips innovadores

AMD invirtió $ 1.6 mil millones en I + D durante 2023. Los ingresos totales de la compañía fueron de $ 23.6 mil millones en 2023.

Segmento de mercado	Innovación clave	Diferenciación competitiva
Juego de azar	Arquitectura Zen 4 CPU	Velocidades de reloj más altas
Centro de datos	Tecnología 3D V-Cache	Aumento del rendimiento del caché

Advanced Micro Devices, Inc. (AMD) - Modelo de negocio: relaciones con los clientes

Soporte técnico y servicio al cliente

AMD proporciona soporte técnico a través de múltiples canales con la siguiente estructura:

Canal de soporte	Tiempo de respuesta	Disponibilidad
Portal de soporte en línea	24/7	Global
Soporte telefónico	8-12 horas	Múltiples idiomas
Soporte por correo electrónico	48-72 horas	Mundial

Desarrollador de compromiso comunitario

AMD mantiene relaciones sólidas para desarrolladores a través de:

• Plataforma central de desarrollador de AMD
• Conferencias anuales de desarrolladores
• Contribuciones de software de código abierto
• Repositorios de documentación técnica

Actualizaciones regulares de productos y mejoras de firmware

AMD libera actualizaciones de firmware con la siguiente frecuencia:

Categoría de productos	Actualización de frecuencia	Parches de seguridad
Procesadores ryzen	Trimestral	Mensual
GPU de Radeon	Bimensual	Según sea necesario
Servidores EPYC	Semestralmente	Actualizaciones críticas

Documentación técnica en línea y recursos

AMD proporciona recursos en línea completos:

• Manuales de productos detallados
• Documentos blancos técnicos
• Tutoriales de video
• Foros de la comunidad

Ventas directas y gestión de cuentas empresariales

Métricas empresariales de participación del cliente:

Segmento de cuenta	Número de cuentas	Ingresos anuales
Gran empresa	500+	$ 2.3 mil millones
Mercado medio	2,000+	$ 1.7 mil millones
Cuentas estratégicas	100	$ 800 millones

Advanced Micro Devices, Inc. (AMD) - Modelo de negocio: canales

Ventas directas en línea a través del sitio web de AMD

El canal de ventas en línea directo de AMD generó $ 6.47 mil millones en ingresos en 2023 a través de su sitio web oficial. Las ventas en línea representan aproximadamente el 42% de sus ventas totales de hardware del consumidor directo.

Canal de ventas	2023 ingresos	Porcentaje de ventas directas
AMD.com Ventas directas	$ 6.47 mil millones	42%

Tiendas de electrónica minorista

AMD distribuye productos a través de las principales cadenas de electrónica minorista con una presencia minorista global.

• Best Buy
• Micro centro
• Nuevo
• Amazon Electronics

Fabricantes de computadora y hardware

AMD suministra procesadores y tarjetas gráficas a los principales fabricantes de computadoras con la siguiente cuota de mercado:

Fabricante	Uso de componentes 2023 AMD
Lenovo	Cuota de mercado de CPU del 38%
HP	Cuota de mercado de CPU del 35%
Dar a luz	Cuota de mercado de CPU del 32%

Proveedores de servicios en la nube

AMD proporciona procesadores de servidores y tecnologías de GPU a los principales proveedores de infraestructura en la nube.

• Servicios web de Amazon
• Microsoft Azure
• Plataforma en la nube de Google

Distribuidores de tecnología global

AMD se asocia con los distribuidores de tecnología global para expandir el alcance del mercado.

Distribuidor	Volumen de distribución 2023
Ingram micro	$ 2.3 mil millones de productos AMD
Datos tecnológicos	$ 1.9 mil millones de productos AMD

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

Fabricantes de PC y portátiles

AMD suministra procesadores a los principales fabricantes de computadoras con la siguiente participación de mercado:

Fabricante	Cuota de mercado
Lenovo	25.3%
HP	22.7%
Dar a luz	18.5%
Manzana	7.6%

Industria del juego

Ingresos del segmento de juegos de AMD en 2023:

• Cuota de mercado de GPU de juegos: 21.4%
• Mercado de procesadores de consola: 100% (PlayStation y Xbox)
• Ingresos para juegos: $ 2.47 mil millones en el cuarto trimestre 2023

Centro de datos y empresas de computación en la nube

Rendimiento del segmento del centro de datos de AMD:

Cliente	Penetración del mercado
Servicios web de Amazon	15.3% de participación en el mercado del servidor
Microsoft Azure	12.7% de participación en el mercado del servidor
Google Cloud	Cuota de mercado del servidor 8.5%

Investigadores informáticos de alto rendimiento

Implementación del procesador EPYC de AMD en instituciones de investigación:

• Lista de supercomputador TOP500: 35.4% de los sistemas
• Instalaciones de clúster de investigación: 42 Instalaciones científicas principales

Fabricantes de electrónica de consumo

Mercado de procesadores integrados de AMD:

Segmento	Penetración del mercado
Electrónica automotriz	Cuota de mercado del 12,6%
Dispositivos para el hogar inteligente	8.9% de participación de mercado
Informática industrial	Participación de mercado del 16,3%

Advanced Micro Devices, Inc. (AMD) - Modelo de negocio: Estructura de costos

Gastos de investigación y desarrollo

Para el año fiscal 2023, AMD reportó gastos de I + D de $ 4.093 mil millones, lo que representa el 21.7% de los ingresos totales.

Año fiscal	Gastos de I + D	Porcentaje de ingresos
2023	$ 4.093 mil millones	21.7%
2022	$ 4.305 mil millones	22.4%

Costos de fabricación de semiconductores

AMD utiliza principalmente un modelo de fabricación FABLESS, con TSMC como su socio de fabricación de semiconductores primario.

• Los nodos de proceso avanzados (5 nm y 3 nm) cuestan aproximadamente $ 20,000 por oblea
• La asociación de fabricación con TSMC reduce la sobrecarga de fabricación directa
• Inversión de fabricación anual estimada: $ 3.5-4 mil millones

Inversiones de marketing y ventas

En 2023, AMD asignó $ 1.189 mil millones a los gastos de marketing y ventas, lo que representa el 6.3% de los ingresos totales.

Categoría	2023 gastos	Porcentaje de ingresos
Marketing y ventas	$ 1.189 mil millones	6.3%

Desarrollo de la propiedad intelectual

AMD invierte significativamente en el desarrollo de IP en tecnologías de CPU, GPU y chips semi-custom.

• Inversiones anuales relacionadas con la IP: aproximadamente $ 1.5 mil millones
• Portafolio de patentes: más de 7,500 patentes activas
• Tasa anual de presentación de patentes: aproximadamente 500-600 nuevas patentes

Gestión de la cadena de suministro y logística

La gestión de la cadena de suministro de AMD implica asociaciones estratégicas y redes de logística global.

Componente de la cadena de suministro	Estimación de costos anual
Logística y distribución	$ 800-900 millones
Adquisición de componentes	$ 2.5-3 mil millones

Advanced Micro Devices, Inc. (AMD) - Modelo de negocio: flujos de ingresos

Ventas de procesadores de escritorio y portátiles

Las ventas del procesador de escritorio y portátil de AMD generaron ingresos de $ 4.8 mil millones en el cuarto trimestre de 2023. La alineación de procesadores Ryzen de la compañía capturó el 22.7% de la participación de mercado del procesador X86.

Categoría de procesador	Ingresos (cuarto trimestre de 2023)	Cuota de mercado
Procesadores de escritorio	$ 2.3 mil millones	25.4%
Procesadores de portátiles	$ 2.5 mil millones	20.1%

Ingresos de tarjeta gráfica e GPU

El segmento de tarjeta gráfica de AMD generó $ 1.65 mil millones en ingresos para el cuarto trimestre de 2023, con una participación de mercado del 16.8% en ventas discretas de GPU.

• Ingresos de la GPU de la serie Radeon RX 7000: $ 680 millones
• Soluciones de gráficos profesionales: $ 420 millones
• Ventas de GPU de juego: $ 550 millones

Venta de chips del centro de datos

El centro de datos de AMD y el segmento de chips empresariales alcanzaron los $ 2.2 mil millones en ingresos del cuarto trimestre de 2023, lo que representa un crecimiento año tras año del 30.5%.

Segmento de centro de datos	Ganancia	Índice de crecimiento
Procesadores de servidor EPYC	$ 1.4 mil millones	33.2%
Soluciones integradas y semi-custom	$ 800 millones	27.6%

Licencias de tecnologías de semiconductores

Los ingresos por licencia de tecnología de AMD totalizaron $ 85 millones en el cuarto trimestre de 2023.

Soluciones de computación empresarial

Enterprise Computing Solutions generó $ 1.1 mil millones en ingresos para el cuarto trimestre de 2023, con un enfoque en la informática de alto rendimiento y la infraestructura en la nube.

Tipo de solución empresarial	Ganancia	Mercados clave
Computación en la nube	$ 650 millones	Proveedores de hiperescala
Informática de alto rendimiento	$ 450 millones	Investigación, instituciones 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.