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AMD Targets $450 Billion in Custom Chip Design Revenue by 2026, Q4 Revenue Exceeds Expectations

The semiconductor company is capitalizing on the growing demand for AI computing infrastructure,...
Key Metrics

12.52

Heat Index
  • Impact Level
    Medium
  • Scope Level
    Global
  • Last Update
    2025-11-11
Key Impacts
Positive Impacts (7)
Taiwan Semiconductor Manufacturing Company (TSMC)
Advanced Micro Devices (AMD)
Semiconductor Capital Equipment (e.g., ASML, Applied Materials, Lam Research)
High-Bandwidth Memory (HBM) Suppliers (e.g., SK Hynix, Micron Technology)
U.S. Data Center REITs (e.g., Equinix, Digital Realty)
Networking Equipment Makers (e.g., Broadcom, Arista Networks, Cisco)
Negative Impacts (2)
NVIDIA Corporation (NVDA)
Intel Corporation
Total impacts: 10 | Positive: 7 | Negative: 2
Event Overview

The semiconductor company is capitalizing on the growing demand for AI computing infrastructure, with a focus on custom chip design. This strategy is bolstered by robust data center market projections and significant investments from key players, driving positive financial forecasts.

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AMD Aims for $450 Billion in Custom Chip Design Revenue by 2026
2025-11-12 02:21

During AMD's Analyst Day on November 11th, the CEO announced that AMD aims to achieve $450 billion in custom chip design revenue by 2026, driven by continuous demand for AI computing infrastructure. The company noted that AI investments are still growing, with inference business outpacing training. The AI accelerator market is not slowing down CPU demand. By 2030, the total data center market is expected to reach $1 trillion, with AMD targeting new markets in CPUs, accelerators, and networking. The company forecasts a 35% annual revenue growth over the next 3-5 years, with data center business growing at a CAGR of over 60%, and data center-specific growth at over 80%. Data center revenue is projected to reach 'tens of billions' by 2027, focusing on AI chips. AMD also expects to capture over 50% of the server CPU market and over 40% of the PC CPU market.

AMD's Q4 Revenue Guidance Exceeds Market Expectations
2025-11-05 05:25

AMD has projected its Q4 revenue to be around $9.6 billion (±$300 million), surpassing the analysts' average estimate of $9.15 billion. This positive outlook is attributed to significant investments in data center infrastructure, which are expected to increase demand for AMD's AI chips. Notable investors in AMD's AI hardware include OpenAI and the US Department of Energy. AMD's stock has more than doubled this year, outpacing industry leader NVIDIA, despite NVIDIA's market cap exceeding $5 trillion.

Total records: 2
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