| Stage | AMD | % of rev | INTC | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $13.4B | 100.00% | $16.5B | 100.00% | INTC ×1.23 |
| Gross profit | $7.2B | 53.90% | $7.1B | 42.97% | AMD +10.9pp |
| Operating income | $2.8B | 21.17% | $2.5B | 15.27% | AMD +5.9pp |
| Pre-tax income | $1.9B | 13.96% | $4.0B | 24.11% | INTC +10.2pp |
| Net income | $2.4B | 18.15% | $3.5B | 21.32% | INTC +3.2pp |
| Stage | AMD | INTC | Gap · A − B |
|---|---|---|---|
| Revenue | $13.4B100.00% | $16.5B100.00% | INTC ×1.23 |
| Gross profit | 53.90%$7.2B | 42.97%$7.1B | AMD +10.9pp |
| Operating income | 21.17%$2.8B | 15.27%$2.5B | AMD +5.9pp |
| Pre-tax income | 13.96%$1.9B | 24.11%$4.0B | INTC +10.2pp |
| Net income |
| 18.15%$2.4B |
| 21.32%$3.5B |
| INTC +3.2pp |
AMD · FTNT 10-KFeb 25 '26
“Some of the components important to our business, including certain Central Processing Units ("CPUs") from Intel Corporation ("Intel") and Advanced Micro Devices, Inc. ("AMD"), network and wireless chips from Broadcom Inc. ("Broadcom"), Marvell Technology Group Ltd. ("Marvell"), Qualcomm Incorporated ("Qualcomm") and Intel and memory devices from Intel, Micron Technology ("Micron"), ADATA Technology Co., Ltd. ("ADATA"), Toshiba Corporation ("Toshiba"), Samsung Electronics Co., Ltd. ("Samsung"), and Western Digital Technologies, Inc. ("Western Digital"), are available from limited or sole sources of supply.”
INTC · FTNT 10-KFeb 25 '26
“Some of the components important to our business, including certain Central Processing Units ("CPUs") from Intel Corporation ("Intel") and Advanced Micro Devices, Inc. ("AMD"), network and wireless chips from Broadcom Inc. ("Broadcom"), Marvell Technology Group Ltd. ("Marvell"), Qualcomm Incorporated ("Qualcomm") and Intel and memory devices from Intel, Micron Technology ("Micron"), ADATA Technology Co., Ltd. ("ADATA"), Toshiba Corporation ("Toshiba"), Samsung Electronics Co., Ltd. ("Samsung"), and Western Digital Technologies, Inc. ("Western Digital"), are available from limited or sole sources of supply.”
AMD · HPQ 10-KDec 10 '25
“We also rely on Intel, AMD, and NVIDIA, or other suppliers to provide us with a sufficient supply of processors for the majority of our PCs and workstations.”
INTC · HPQ 10-KDec 10 '25
“We also rely on Intel, AMD, and NVIDIA, or other suppliers to provide us with a sufficient supply of processors for the majority of our PCs and workstations.”
AMD · MRCY 10-KAug 18 '26
“We use the latest Altera® programmable solutions, AMD FPGAs, as well as NVIDIA GPU products in our embedded high-performance processing technologies.”
INTC · MRCY 10-KAug 11 '25
“These security solutions, combined with our next-generation secure Intel® server-class product line, together with increasingly frequent mandates from the government to secure electronic systems for domestic and foreign military sales, position us well to capitalize on U.S. Department of Defense ("DoD") program protection security requirements.”
AMD · CRWV 10-KMar 2 '26
“CoreWeave clusters also use cutting edge CPUs, including AMD and Intel chips, to power compute-intensive projects and to help our customers get more out of GPU compute.”
INTC · CRWV 10-KMar 2 '26
“CoreWeave clusters also use cutting edge CPUs, including AMD and Intel chips, to power compute-intensive projects and to help our customers get more out of GPU compute.”