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AMDAMD

Chips & accelerators · NASDAQ · USA

$620.68
Down 3.9% todayClose

Up 201.6% this year and +19.0% since June 26, ahead of the AI sector at +7.5%. AMD supplies 6 mapped companies and buys from 4.

Market cap
$1T
This year
+201.6%
1 year
+205.4%
P/E
156.9
P/S
24.4
P/B
15.0

Price vs the AI sector

since Jun 26AMDAI sector, equal weight
AMD (AMD) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. AMD: +19.0% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%−10%0%+10%+20%Jun 26AugSepOct 8AMD +19.0%Sector +7.5% AMD (AMD) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. AMD: +19.0% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%0%+20%Jun 26AugSepOct 8AMD+19.0%Sector+7.5%

Supply chain

4 suppliers · 6 customers
SUPPLIERS →→ CUSTOMERSSynopsys (SNPS)SNPSSynopsys−1.0%Cadence Design Systems (CDNS)CDNSCadence Design Syst…−2.0%Monolithic Power (MPWR)MPWRMonolithic Power−3.9%Micron (MU)MUMicron−4.8%Microsoft (MSFT)MSFTMicrosoft−1.3%Meta Platforms (META)METAMeta Platforms−0.1%Oracle (ORCL)ORCLOracle−5.5%Dell Technologies (DELL)DELLDell Technologies−0.8%Amazon (AMZN)AMZNAmazon−2.3%Alphabet (GOOGL)GOOGLAlphabet−0.6%AMDAMD

Suppliers 4

Customers 6

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About AMD

The MI series is the closest thing Nvidia has to a direct rival in AI GPUs. AMD also ships EPYC processors for servers and Ryzen for PCs.

Theme exposure

AI hardwareData center exposureAI accelerators (MI series)Server CPUsAlternative to Nvidia

Products

  • MI300/MI400 AI accelerators
  • EPYC server CPUs
  • Ryzen CPUs

Competitors

Risks

  • Software ecosystem behind CUDA
  • Dependent on TSMC's capacity

Same segment: Chips & accelerators

Designs and builds the processors, accelerators and memory that train and run AI. Segment 1 of 8 in the AI & digital infrastructure value chain.

NvidiaNVDA−2.9%BroadcomAVGO−4.3%MicronMU−4.8%IntelINTC−5.3%Arm HoldingsARM−6.5%Texas InstrumentsTXN−0.3%MarvellMRVL−3.5%Analog DevicesADI−1.0%

Compare AMD

Side by side with the largest companies in the same segment.

AMD vs NVDAAMD vs AVGOAMD vs MUAMD vs INTCAMD vs ARMAMD vs TXN

See where AMD sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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