Who AMD buys from and sells to
Designs x86 CPUs, Instinct GPUs and FPGAs, and semi-custom console chips; all made by TSMC.
Buys from 5
Sells to 6
- MicrosoftMSFTan accelerator second source and EPYC for Azure
- MetaMETAInstinct GPUs and EPYC servers
- OpenAImulti-gigawatt Instinct GPU deployment from 2026
- OracleORCLOCI capacity
- DellDELLservers, workstations and PCs
- SonySONYsemi-custom SoC inside the PlayStation 5
Where the chain could break
- All CPU and GPU die come from TSMC, mostly in Taiwan
- Instinct ramps depend on HBM allocation from Samsung and Micron
- US export rules cut off MI308 sales to China in 2025
Competes with
- NVIDIANVDAthe incumbent it is trying to take share from
- IntelINTCthe x86 server and PC socket
- BroadcomAVGOcustom accelerators hyperscalers build instead
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.