Advanced Micro Devices, Inc. (AMD)

Advanced Micro Devices' stock has experienced significant positive momentum in the past six months, with a 179.79% increase. Between October 28, 2024, and October 24, 2025, the share price increased by 58.15%, driven by AI partnerships and developments. A landmark AI chip supply deal with OpenAI triggered a 34% single-day jump in AMD's stock. An order for GPUs from Oracle Cloud further added to the stock's momentum. An IBM quantum computing breakthrough utilizing AMD chips pushed shares higher. AMD announced a $1 billion partnership with the U.S. Department of Energy to develop two supercomputers. AMD completed the sale of ZT Systems' U.S.-based data center infrastructure manufacturing business to Sanmina Corp. Following these deals, several analysts raised their price targets for AMD.

Demand for AMD's products and services exhibits some seasonality. The first quarter typically sees a slight downturn due to normal seasonality. The company anticipated favorable PC seasonality in the near term as of July 2024, with expectations for significant momentum in the latter half of 2024 and into 2025, driven by new product launches in CPUs and AI. While the Data Center and Client segments are expected to show continued strength, the Gaming segment has experienced revenue declines due to lower semi-custom sales, and the Embedded segment faced reduced revenue from customer inventory reductions, with soft demand predicted for the first half of 2024.

Advanced Micro Devices, Inc. (AMD) is a global semiconductor company specializing in high-performance computing, graphics, and visualization technologies. AMD designs and develops CPUs, GPUs, FPGAs, SoCs, and high-performance computer solutions, serving markets like gaming, data centers, AI, and embedded systems. Key product brands include Ryzen, EPYC, Radeon, and Instinct. AMD is a fabless company, outsourcing manufacturing to partners like TSMC.

AMD operates worldwide, serving a global market. While headquartered in Santa Clara, California, its manufacturing and supply chain partners have a global presence. For example, Sanmina, a manufacturing partner, has facilities in New Jersey, Texas, and the Netherlands, complementing its U.S. and global manufacturing footprint. AMD's products reach customers across various continents through strategic partnerships and an extensive supply chain.

In the past year, AMD has maintained a strong brand reputation, particularly with its Ryzen processors. The company has also established itself as a significant player in the data center and AI computing markets. AMD emphasizes corporate responsibility and environmental sustainability. The company's adoption of substantial, multi-year stock-based compensation packages for employees is a strategy to enhance employee retention. No specific negative events significantly impacted AMD's brand reputation were highlighted in the past year.

Advanced Micro Devices' ownership is a mix of institutional, retail, and individual investors. Major institutional owners include Vanguard Group Inc., BlackRock Inc., and State Street Corp. As of June 30, 2025, institutional ownership was approximately 65.45%. Top individual insider shareholders include Lisa T. Su (Chair and CEO), Mark D. Papermaster (CTO), and Forrest Norrod.