Advanced Micro Devices Inc (NASDAQ: AMD) |
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Advanced Micro Devices Inc's Suppliers Performance
AMD's Supply Chain
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AMD Costs vs Sales of Suppliers Growth |
Advanced Micro Devices Inc's Suppliers recorded an increase in sales by 2.8 % year on year in Q1 2025, sequentially sales grew by 1.01 %, Advanced Micro Devices Inc recorded an increase in cost of sales by 28.62 % year on year, relative to one quarter ago cost of sales fell by -2.07 % in Q1.
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Advanced Micro Devices Inc's Suppliers recorded an increase in sales by 2.8 % year on year in Q1 2025, sequentially sales grew by 1.01 %, Advanced Micro Devices Inc recorded increase in cost of sales by 28.62 % year on year, compare to one quarter ago cost of sales fell by -2.07 % in Q1.
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Advanced Micro Devices Inc's Comment on Supply Chain
We rely on third-party wafer foundries to fabricate the silicon wafers for all
of our products. We also rely on third-party providers to assemble, test, mark
and pack certain of our products. It is important to have reliable relationships
with all of these third-party manufacturing suppliers to ensure adequate product
supply to respond to customer demand.
We cannot assure you that these manufacturers or our other third-party manufacturing
suppliers will be able to meet our near-term or long-term manufacturing requirements.
If we experience supply constraints from our third-party manufacturing suppliers,
we may be required to allocate the affected products amongst our customers,
which could have a material adverse effect on our relationships with these customers
and on our financial condition. In addition, if we are unable to meet customer
demand due to fluctuating or late supply from our manufacturing suppliers, it
could result in lost sales and have a material adverse effect on our business.
We do not have long-term commitment contracts with some of our third-party
manufacturing suppliers. We obtain some of these manufacturing services on a
purchase order basis and these manufacturers are not required to provide us
with any specified minimum quantity of product beyond the quantities in an existing
purchase order. Accordingly, we depend on these suppliers to allocate to us
a portion of their manufacturing capacity sufficient to meet our needs, to produce
products of acceptable quality and at acceptable manufacturing yields and to
deliver those products to us on a timely basis and at acceptable prices. The
manufacturers we use also fabricate wafers and assemble, test and package products
for other companies, including certain of our competitors. They could choose
to prioritize capacity for other users, increase the prices that they charge
us on short notice or reduce or eliminate deliveries to us, which could have
a material adverse effect on our business.
Other risks associated with our dependence on third-party manufacturers include
limited control over delivery schedules and quality assurance, lack of capacity
in periods of excess demand, misappropriation of our intellectual property,
dependence on several small undercapitalized subcontractors and limited ability
to manage inventory and parts. Moreover, if any of our third-party manufacturing
suppliers suffer any damage to facilities, lose benefits under material agreements,
experience power outages, lack sufficient capacity to manufacture our products,
encounter financial difficulties, are unable to secure necessary raw materials
from their suppliers or suffer any other disruption or reduction in efficiency,
we may encounter supply delays or disruptions. If we are unable to secure sufficient
or reliable supplies of products, our ability to meet customer demand may be
adversely affected and this could materially affect our business.
Advanced Micro Devices Inc's Comment on Supply Chain
We rely on third-party wafer foundries to fabricate the silicon wafers for all
of our products. We also rely on third-party providers to assemble, test, mark
and pack certain of our products. It is important to have reliable relationships
with all of these third-party manufacturing suppliers to ensure adequate product
supply to respond to customer demand.
We cannot assure you that these manufacturers or our other third-party manufacturing
suppliers will be able to meet our near-term or long-term manufacturing requirements.
If we experience supply constraints from our third-party manufacturing suppliers,
we may be required to allocate the affected products amongst our customers,
which could have a material adverse effect on our relationships with these customers
and on our financial condition. In addition, if we are unable to meet customer
demand due to fluctuating or late supply from our manufacturing suppliers, it
could result in lost sales and have a material adverse effect on our business.
We do not have long-term commitment contracts with some of our third-party
manufacturing suppliers. We obtain some of these manufacturing services on a
purchase order basis and these manufacturers are not required to provide us
with any specified minimum quantity of product beyond the quantities in an existing
purchase order. Accordingly, we depend on these suppliers to allocate to us
a portion of their manufacturing capacity sufficient to meet our needs, to produce
products of acceptable quality and at acceptable manufacturing yields and to
deliver those products to us on a timely basis and at acceptable prices. The
manufacturers we use also fabricate wafers and assemble, test and package products
for other companies, including certain of our competitors. They could choose
to prioritize capacity for other users, increase the prices that they charge
us on short notice or reduce or eliminate deliveries to us, which could have
a material adverse effect on our business.
Other risks associated with our dependence on third-party manufacturers include
limited control over delivery schedules and quality assurance, lack of capacity
in periods of excess demand, misappropriation of our intellectual property,
dependence on several small undercapitalized subcontractors and limited ability
to manage inventory and parts. Moreover, if any of our third-party manufacturing
suppliers suffer any damage to facilities, lose benefits under material agreements,
experience power outages, lack sufficient capacity to manufacture our products,
encounter financial difficulties, are unable to secure necessary raw materials
from their suppliers or suffer any other disruption or reduction in efficiency,
we may encounter supply delays or disruptions. If we are unable to secure sufficient
or reliable supplies of products, our ability to meet customer demand may be
adversely affected and this could materially affect our business.
AMD's Suppliers Net profit fell by |
AMD's Suppliers Net margin fell in Q1 to |
-45.1 % |
3.09 % |
AMD's Suppliers Net profit fell by -45.1 % |
AMD's Suppliers Net margin fell in Q1 to 3.09 % |
AMD's vs. Suppliers, Data
(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)
COMPANY NAME |
MARKET CAP |
REVENUES |
INCOME |
EMPLOYEES |
Advanced Micro Devices Inc
|
206,160.54 |
26,783.00 |
2,227.00 |
26,000 |
Bel Fuse Inc
|
188.57 |
558.10 |
51.64 |
8,955 |
A negative correlation coefficient of -0.032 implies that the revenue of Bel Fuse Inc does not correlate significantly with that of Advanced Micro Devices Inc. |
Dow Inc
|
20,146.65 |
42,630.00 |
373.00 |
35,900 |
|
P10 Inc
|
1,075.36 |
290.73 |
19.12 |
0 |
P10 Inc 's revenue correlates notably with that of Advanced Micro Devices Inc. The correlation coefficient is 0.628 |
Sealed Air Corp
|
4,471.53 |
5,335.50 |
296.20 |
10,800 |
A negative correlation coefficient of -0.382 implies that the revenue of Sealed Air Corp does not correlate significantly with that of Advanced Micro Devices Inc. |
3m Company
|
78,052.73 |
24,513.00 |
4,377.00 |
85,000 |
|
Agilent Technologies inc
|
32,923.20 |
6,614.00 |
1,403.00 |
17,900 |
The factor of 0.309 indicates a mild correlation between Agilent Technologies inc 's revenue and those of Advanced Micro Devices Inc. |
Aehr Test Systems
|
342.23 |
62.23 |
22.85 |
74 |
A negative correlation coefficient of -0.135 implies that the revenue of Aehr Test Systems does not correlate significantly with that of Advanced Micro Devices Inc. |
Applied Materials Inc
|
140,346.08 |
28,089.00 |
6,758.00 |
35,700 |
Among Advanced Micro Devices Inc suppliers, the revenue of Applied Materials Inc has shown a strong correlation over the past 2 years. The correlation coefficient is 0.949 |
Amkor Technology Inc
|
5,046.12 |
6,273.15 |
317.60 |
28,700 |
The revenue of Amkor Technology Inc does not correlate significantly with that of Advanced Micro Devices Inc. The correlation coefficient is 0.102 |
Asml Holding Nv
|
299,781.50 |
31,654.04 |
8,480.19 |
39,000 |
The revenue of Asml Holding Nv does not correlate significantly with that of Advanced Micro Devices Inc. The correlation coefficient is 0.098 |
Ase Technology Holding Co Ltd
|
46,275.38 |
19,004.39 |
1,218.42 |
25,000 |
The revenue of Ase Technology Holding Co Ltd does not correlate significantly with that of Advanced Micro Devices Inc. The correlation coefficient is 0.041 |
Atomera Incorporated
|
153.03 |
0.12 |
-18.82 |
20 |
A negative correlation coefficient of -0.069 implies that the revenue of Atomera Incorporated does not correlate significantly with that of Advanced Micro Devices Inc. |
Astronics Corporation
|
1,228.38 |
817.00 |
-3.51 |
2,500 |
Among Advanced Micro Devices Inc suppliers, the revenue of Astronics Corporation has shown a strong correlation over the past 2 years. The correlation coefficient is 0.764 |
Globalfoundries Inc
|
20,644.28 |
7,392.00 |
1,018.00 |
17,000 |
The revenue of Globalfoundries Inc does not correlate significantly with that of Advanced Micro Devices Inc. The correlation coefficient is 0.057 |
Kulicke And Soffa Industries Inc
|
1,814.71 |
691.08 |
21.50 |
2,681 |
|
Lam Research Corporation
|
118,814.34 |
17,135.45 |
4,658.41 |
17,450 |
Among Advanced Micro Devices Inc suppliers, the revenue of Lam Research Corporation has shown a strong correlation over the past 2 years. The correlation coefficient is 0.894 |
Model N Inc
|
1,176.75 |
254.35 |
0.26 |
500 |
Model N Inc 's revenue correlates notably with that of Advanced Micro Devices Inc. The correlation coefficient is 0.585 |
Samsung Electronics Co Ltd
|
0.00 |
213,600.00 |
0.00 |
0 |
Samsung Electronics Co Ltd's revenue correlates notably with that of Advanced Micro Devices Inc. The correlation coefficient is 0.531 |
Sifco Industries Inc
|
22.15 |
71.02 |
-4.08 |
304 |
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Skywater Technology Inc
|
424.38 |
323.93 |
-4.10 |
702 |
A negative correlation coefficient of -0.174 implies that the revenue of Skywater Technology Inc does not correlate significantly with that of Advanced Micro Devices Inc. |
Teradyne Inc
|
13,973.77 |
2,801.83 |
513.15 |
6,500 |
Among Advanced Micro Devices Inc suppliers, the revenue of Teradyne Inc has shown a strong correlation over the past 2 years. The correlation coefficient is 0.751 |
Transcat Inc
|
749.70 |
278.42 |
14.52 |
976 |
Transcat Inc's revenue correlates notably with that of Advanced Micro Devices Inc. The correlation coefficient is 0.531 |
Tower Semiconductor Ltd
|
4,480.24 |
1,436.12 |
207.22 |
3,140 |
The revenue of Tower Semiconductor Ltd does not correlate significantly with that of Advanced Micro Devices Inc. The correlation coefficient is 0.092 |
Taiwan Semiconductor Manufacturing Company Limited
|
1,110,060.33 |
70,598.80 |
27,793.20 |
50,000 |
The revenue of Taiwan Semiconductor Manufacturing Company Limited does not correlate significantly with that of Advanced Micro Devices Inc. The correlation coefficient is 0.074 |
Wolfspeed Inc
|
134.38 |
759.50 |
-1,512.90 |
5,013 |
|
Alpine 4 Holdings Inc
|
0.02 |
103.73 |
-56.75 |
120 |
The factor of 0.420 indicates a mild correlation between Alpine 4 Holdings Inc 's revenue and those of Advanced Micro Devices Inc. |
Amplitech Group Inc
|
21.03 |
9.51 |
-11.24 |
27 |
|
Air Products And Chemicals Inc
|
61,354.66 |
12,020.70 |
1,572.20 |
19,000 |
A negative correlation coefficient of -0.223 implies that the revenue of Air Products And Chemicals Inc does not correlate significantly with that of Advanced Micro Devices Inc. |
Barnes Group Inc
|
1,084.03 |
1,616.21 |
-39.80 |
6,500 |
Barnes Group Inc's revenue correlates notably with that of Advanced Micro Devices Inc. The correlation coefficient is 0.521 |
Lumentum Holdings Inc
|
6,130.28 |
1,387.30 |
-151.70 |
1,500 |
Lumentum Holdings Inc 's revenue correlates notably with that of Advanced Micro Devices Inc. The correlation coefficient is 0.581 |
Lsb Industries Inc
|
710.12 |
527.63 |
-26.62 |
586 |
A negative correlation coefficient of -0.238 implies that the revenue of Lsb Industries Inc does not correlate significantly with that of Advanced Micro Devices Inc. |
Maxlinear Inc
|
1,117.90 |
360.35 |
-222.60 |
941 |
|
Pentair Plc
|
16,121.12 |
4,084.40 |
648.20 |
10,500 |
The revenue of Pentair Plc does not correlate significantly with that of Advanced Micro Devices Inc. The correlation coefficient is 0.132 |
Ptc Inc
|
20,130.65 |
2,353.59 |
445.37 |
7,501 |
Ptc Inc 's revenue correlates notably with that of Advanced Micro Devices Inc. The correlation coefficient is 0.498 |
Surge Components Inc
|
12.49 |
31.21 |
0.83 |
44 |
|
Taitron Components Inc
|
13.02 |
3.92 |
0.06 |
15 |
|
SUBTOTAL |
2,009,153.95 |
503,681.79 |
58,054.44 |
440,959 |
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