Advanced Micro Devices, Inc. (AMD) Competitors & Peers
The 5 largest companies in the same industry as Advanced Micro Devices, Inc., by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| NVDA | Competitor | $219.64 | P/E 27.7RSI 52Cap 5.30 T |
| TSM | Supplier | $430.06 | P/E 32.0RSI 55Cap 2.23 T |
| AVGO | Peer | $354.79 | P/E 45.2RSI 44Cap 1.69 T |
| MU | Supplier | $988.57 | P/E 22.3RSI 55Cap 1.12 T |
| INTC | Competitor | $106.81 | RSI 59Cap 564.6 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- AVTSupplier
Avnet is an authorized global distributor for AMD's microprocessors, graphics processors, and adaptive computing products, including FPGAs from the acquired Xilinx portfolio.
Confirmed — SEC filing / public disclosuresec.gov ↗ - TSMManufacturer
TSMC is AMD's primary foundry partner for leading-edge CPUs and GPUs (7nm and smaller process nodes).
Confirmed — SEC filing / public disclosuresec.gov ↗ - GFSManufacturer
GlobalFoundries manufactures mature nodes and specialized I/O chips under strategic agreements for AMD.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- XLNXPartner
Xilinx now Adaptive Computing Group within AMD (acquired 2022).
Model-inferred, unverified — treat as a lead, not evidence - NVDACompetitor
NVIDIA + AMD compete in AI accelerators.
Model-inferred, unverified — treat as a lead, not evidence - TSMSupplier
TSMC fabricates AMD CPU/GPU/DPU silicon.
Model-inferred, unverified — treat as a lead, not evidence - GROQCompetitor
AMD (with its MI300 series) is a major competitor fighting for market share in the AI inference hardware space alongside Groq.
Model-inferred, unverified — treat as a lead, not evidence - IBMPartner
IBM and AMD partner to deploy AMD Instinct MI300X AI accelerators as a service on IBM Cloud Virtual Servers and Red Hat OpenShift, enhancing choice for enterprise LLM workloads.
Model-inferred, unverified — treat as a lead, not evidence - DELLSupplier
Dell PowerEdge AMD EPYC + Instinct.
Model-inferred, unverified — treat as a lead, not evidence - MSFTSupplier
Azure deploys AMD MI300X for OpenAI workloads.
Model-inferred, unverified — treat as a lead, not evidence - HPESupplier
HPE Cray uses AMD EPYC + Instinct.
Model-inferred, unverified — treat as a lead, not evidence - ORCLSupplier
OCI offers AMD MI300X bare-metal instances.
Model-inferred, unverified — treat as a lead, not evidence - HPQSupplier
AMD Ryzen processors power a meaningful share of HP consumer and commercial notebooks.
Model-inferred, unverified — treat as a lead, not evidence - 000660.KSSupplier
SK Hynix supplies HBM3/HBM3E for AMD MI300/MI325/MI350.
Model-inferred, unverified — treat as a lead, not evidence - METASupplier
Meta deploys AMD MI300X for inference workloads.
Model-inferred, unverified — treat as a lead, not evidence - SMCISupplier
Supermicro builds AMD MI300/MI325 server platforms.
Model-inferred, unverified — treat as a lead, not evidence - MUSupplier
Micron HBM3E qualified into AMD MI350.
Model-inferred, unverified — treat as a lead, not evidence - ORCLSupplier
Oracle Cloud Infrastructure offers AMD MI300X.
Model-inferred, unverified — treat as a lead, not evidence - HPESupplier
HPE Cray EX systems use AMD EPYC + Instinct.
Model-inferred, unverified — treat as a lead, not evidence - DELLSupplier
Dell PowerEdge AMD EPYC + Instinct systems.
Model-inferred, unverified — treat as a lead, not evidence - MPWRSupplier
Monolithic Power supplies power-stage modules for AMD MI300/MI325 accelerators and EPYC server platforms.
Model-inferred, unverified — treat as a lead, not evidence - MPWRSupplier
MPWR supplies power-stage modules for AMD MI300/MI325 + EPYC.
Model-inferred, unverified — treat as a lead, not evidence - ALABSupplier
Astera Labs PCIe retimers integrate with AMD platforms.
Model-inferred, unverified — treat as a lead, not evidence - SONYSupplier
AMD is the exclusive designer of the custom semi-custom APU (CPU/GPU combo) that acts as the computational heart of Sony's PlayStation 5 console ecosystem.
Model-inferred, unverified — treat as a lead, not evidence - INTCCompetitor
AMD fiercely competes against Intel across every single consumer computing vertical, from enthusiast gaming CPUs to massive enterprise data center processors.
Model-inferred, unverified — treat as a lead, not evidence