Advanced Micro Devices Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Advanced Micro Devices has 10 disclosed suppliers and 9 disclosed customers in SEC filings.
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Expected move
Inputs8Q avg ±8.8%·×0.67·cheap
straddle ±7.5%
spot 504.80exp Nov 4ATM strike 505ATM straddle 44.57IV 94%
−7.04%
vs ±7.1% implied · ×0.99
shaded = implied · ▲▼ = realized
Advanced Micro Devices Inc
497.45
−68.97 · −12.18%
post 508.50 +2.22%
Linked news
SentenceIn January 2025, we entered into a strategic collaboration with Advanced Micro Devices, Inc. (AMD) with a goal to optimize the performance of AMD Instinct TM accelerators and ROCm TM software to support our AI drug creation, including our de novo antibody design models.
SentenceIn 2025, we entered into multiple strategic partnerships, including with Laravel, which is using DigitalOcean for its Laravel VPS offering, fal, a leading multimodal AI platform for generative media, and an expanded partnership with AMD, which launched a DigitalOcean-powered developer cloud in 2025.
SentenceWe 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. (GF) for wafers for microprocessor and GPU products manufactured at process nodes larger than 7 nm.
SentenceLeading semiconductor and electronic system companies, such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.
SentenceWe 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. (GF) for wafers for microprocessor and GPU products manufactured at process nodes larger than 7 nm.
SentenceWe also utilize TSMC, United Microelectronics Corporation (UMC) and Samsung Electronics Co., Ltd. for our integrated circuits (IC) in the form of programmable logic devices.
AMD 10-Kaccession 0000002488-26-000018
SentenceWe are party to two ATMP joint ventures (collectively, the ATMP JVs) with affiliates of Tongfu Microelectronics Co., Ltd.
AMD 10-Kaccession 0000002488-26-000018
SentenceIn 2025, we released a range of new AI products and platform capabilities, including Gradient® AI GPUs from AMD and NVIDIA, and major enhancements to the Gradient® AI Platform such as VPC support, image and video models, and the Agent Development Kit ("ADK").
SentenceSome 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.
SentenceWe maintain relationships with semiconductor manufacturers, original equipment manufacturers ("OEMs"), original design manufacturers ("ODMs"), and other infrastructure suppliers, including NVIDIA, AMD, Dell Technologies, Lenovo, Supermicro, Gigabyte and leading storage and networking providers.
SentenceThe success of our semi-custom SoC products in our Client and Gaming segment is dependent on securing customers for our semi-custom design pipeline and consumer market conditions, including the success of game console systems and next generation consoles for Sony and Microsoft.
SentenceIn October 2025, we entered into a product purchase agreement with OpenAI OpCo, LLC, (OpenAI) to deploy 6 gigawatts of AMD GPUs, with the deployment of the first gigawatt of capacity powered by our AMD Instinct MI450 series products.
AMD 10-Kaccession 0000002488-26-000018