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Advanced Micro Devices Inc AMD

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Company coverage

Research snapshot 2026-08-31

Research activity

AMD 40 trade records · 0 option records · 2025-01-06 → 2026-07-07

Moat

Moderate

Gained significant CPU market share (25.4% in PC, 27.8% in server as of Q3 2025) through competitive product design. The x86 instruction set (shared with Intel) provides a legacy software moat — decades of applications built on x86 create ongoing de…

Physical assets

Minimal

Fabless semiconductor company outsourcing entirely to TSMC. Owns minimal physical manufacturing infrastructure. Design centers and R&D facilities are not uniquely defensible. Complete dependence on TSMC for advanced node access creates geopolitical…

Software / hardware

Software40%
Hardware60%

Growth. MI350 GPU and CDNA 4 architecture capture enterprise AI inference market while Xilinx FPGA integration expands adaptive compute TAM across edge and embedded applications. Primary assets. x86 CPU license, GPU/CPU designs (MI350, EPYC, Ryzen),…

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  6. manual · sw-hw

    Growth. MI350 GPU and CDNA 4 architecture capture enterprise AI inference market while Xilinx FPGA integration expands adaptive compute TAM across edge and embedded applications. Primary assets. x86 CPU license, GPU/CPU designs (…

  7. manual · physical-assets

    Fabless semiconductor company outsourcing entirely to TSMC. Owns minimal physical manufacturing infrastructure. Design centers and R&D facilities are not uniquely defensible. Complete dependence on TSMC for advanced node access c…

  8. manual · moat

    Gained significant CPU market share (25.4% in PC, 27.8% in server as of Q3 2025) through competitive product design. The x86 instruction set (shared with Intel) provides a legacy software moat — decades of applications built on x…

Trade feed Recent records
Date Action Type Relative size
2026-07-07 SELL Equity +100%
2026-07-01 SELL Equity +96%
2026-01-09 BUY Equity +1%
2026-01-09 BUY Equity +1%
2026-01-08 BUY Equity +2%
2026-01-07 BUY Equity +0%
2026-01-02 BUY Equity +0%
2026-01-02 BUY Equity +1%
2026-01-02 BUY Equity +1%
2025-12-08 BUY Equity +0%
2025-04-24 BUY Equity +3%
2025-04-24 BUY Equity +1%
2025-04-14 BUY Equity +1%
2025-04-10 BUY Equity +1%
2025-04-10 BUY Equity +1%
2025-04-09 BUY Equity +4%
2025-04-03 BUY Equity +1%
2025-04-03 BUY Equity +1%
2025-03-31 BUY Equity +1%
2025-03-31 BUY Equity +2%
2025-03-27 BUY Equity +1%
2025-03-27 BUY Equity +1%
2025-03-24 BUY Equity +3%
2025-03-24 BUY Equity +4%

Notes

Full portfolio moat / asset analysis

Gained significant CPU market share (25.4% in PC, 27.8% in server as of Q3 2025) through competitive product design. The x86 instruction set (shared with Intel) provides a legacy software moat — decades of applications built on x86 create ongoing demand. However, AMD's ROCm software platform lags significantly behind NVIDIA's CUDA ecosystem (6M developers,…

Full portfolio moat / asset analysis

Fabless semiconductor company outsourcing entirely to TSMC. Owns minimal physical manufacturing infrastructure. Design centers and R&D facilities are not uniquely defensible. Complete dependence on TSMC for advanced node access creates geopolitical vulnerability.

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