Advanced Micro Devices Inc
MIL:AMD
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Advanced Micro Devices Inc
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Advanced Micro Devices Inc
Advanced Micro Devices entwickelt und verkauft Computerchips. Die Hauptprodukte sind Prozessoren für PCs und Server, Grafikchips für Gaming und professionelle Anwendungen sowie spezialisierte Chips und Software-Tools für Rechenzentren und Embedded-Systeme. AMD stellt in der Regel keine Endprodukte her; das Unternehmen verkauft die Chiplösungen, die andere Firmen in Computer, Server, Spielkonsolen und andere Geräte integrieren. Zu den Kunden gehören Computerhersteller, Cloud-Anbieter, Unternehmen mit Rechenzentren, Partner im Gaming-Hardware-Bereich und andere Gerätehersteller. AMD erzielt seine Umsätze hauptsächlich durch den Verkauf von Chips und zugehöriger Technologie über diese Kunden und Channel-Partner. In der Praxis verdient das Unternehmen eine Gebühr jedes Mal, wenn ein PC-, Server- oder Gerätehersteller sich für AMD-Komponenten entscheidet, statt selbst zu fertigen oder bei einem anderen Chiplieferanten einzukaufen. Was das Geschäftsmodell von AMD leicht verständlich macht, ist, dass das Unternehmen im Zentrum zweier wichtiger Märkte sitzt: Personal Computing und Hochleistungsrechnen. Es konkurriert in Bezug auf Geschwindigkeit, Energieverbrauch und Preis und gewinnt häufig, indem es Chips anbietet, die besser auf einen spezifischen Anwendungsfall zugeschnitten sind als ein Einheitsdesign. Dadurch ist AMD eher ein zentraler Zulieferer in der Halbleiterlieferkette als eine Konsumentenmarke.
Advanced Micro Devices entwickelt und verkauft Computerchips. Die Hauptprodukte sind Prozessoren für PCs und Server, Grafikchips für Gaming und professionelle Anwendungen sowie spezialisierte Chips und Software-Tools für Rechenzentren und Embedded-Systeme. AMD stellt in der Regel keine Endprodukte her; das Unternehmen verkauft die Chiplösungen, die andere Firmen in Computer, Server, Spielkonsolen und andere Geräte integrieren.
Zu den Kunden gehören Computerhersteller, Cloud-Anbieter, Unternehmen mit Rechenzentren, Partner im Gaming-Hardware-Bereich und andere Gerätehersteller. AMD erzielt seine Umsätze hauptsächlich durch den Verkauf von Chips und zugehöriger Technologie über diese Kunden und Channel-Partner. In der Praxis verdient das Unternehmen eine Gebühr jedes Mal, wenn ein PC-, Server- oder Gerätehersteller sich für AMD-Komponenten entscheidet, statt selbst zu fertigen oder bei einem anderen Chiplieferanten einzukaufen.
Was das Geschäftsmodell von AMD leicht verständlich macht, ist, dass das Unternehmen im Zentrum zweier wichtiger Märkte sitzt: Personal Computing und Hochleistungsrechnen. Es konkurriert in Bezug auf Geschwindigkeit, Energieverbrauch und Preis und gewinnt häufig, indem es Chips anbietet, die besser auf einen spezifischen Anwendungsfall zugeschnitten sind als ein Einheitsdesign. Dadurch ist AMD eher ein zentraler Zulieferer in der Halbleiterlieferkette als eine Konsumentenmarke.
Strong start: AMD said Q1 revenue rose 38% year over year to $10.3 billion, above the high end of guidance, with earnings growing more than 40% and free cash flow tripling to a record $2.6 billion.
Data center inflects: Data Center revenue grew 57% to a record $5.8 billion, led by EPYC CPUs and Instinct GPUs, and management said data center is now the main driver of revenue and earnings growth.
AI demand accelerates: Lisa Su said AI adoption is lifting demand for both accelerators and server CPUs, and AMD now sees the server CPU market growing much faster than previously thought.
Big AI wins: AMD highlighted expanded partnerships with Meta and OpenAI, and said MI450 and Helios demand is running ahead of initial plans with shipments expected to start in the second half.
Outlook raised: Q2 revenue guidance is $11.2 billion, plus or minus $300 million, implying 46% year-over-year growth at the midpoint, with gross margin expected to reach 56%.
Near-term pressure: Management warned that higher memory and component costs could weigh on second-half PC and gaming demand, with gaming revenue expected to decline more than 20% in the second half versus the first half.
Geschäftsleitung
Dr. Lisa T. Su is a prominent business executive and electrical engineer, currently serving as the Chair, President, and CEO of Advanced Micro Devices, Inc. (AMD). She was born on November 7, 1969, in Tainan, Taiwan, and moved to the United States in her childhood. Dr. Su earned her bachelor's, master's, and doctoral degrees in electrical engineering from the Massachusetts Institute of Technology (MIT). Throughout her career, she has been recognized for her technical acumen and leadership skills. Before joining AMD, she worked at various technology companies, including Texas Instruments, IBM, and Freescale Semiconductor. Since joining AMD in 2012 as Senior Vice President and General Manager, Dr. Su has played a crucial role in reviving the company by focusing on high-performance products. She became the President and CEO in 2014 and is credited with leading AMD through a period of significant growth and transformation. Her leadership has helped AMD develop and release competitive products in the CPU and GPU markets, challenging industry leaders and significantly increasing the company's revenue and market share. Dr. Su's contributions have earned her numerous accolades, including being named one of the "World’s Greatest Leaders" by Fortune magazine and one of the "Most Powerful Women in Business." She is also a fellow of the Institute of Electrical and Electronics Engineers (IEEE) and a member of the National Academy of Engineering. Her strategic foresight and commitment to innovation continue to shape AMD's future as a leader in technology.
Dr. Su earned her bachelor's, master's, and doctoral degrees in electrical engineering from the Massachusetts Institute of Technology (MIT). Throughout her career, she has been recognized for her technical acumen and leadership skills. Before joining AMD, she worked at various technology companies, including Texas Instruments, IBM, and Freescale Semiconductor.
Since joining AMD in 2012 as Senior Vice President and General Manager, Dr. Su has played a crucial role in reviving the company by focusing on high-performance products. She became the President and CEO in 2014 and is credited with leading AMD through a period of significant growth and transformation. Her leadership has helped AMD develop and release competitive products in the CPU and GPU markets, challenging industry leaders and significantly increasing the company's revenue and market share.
Dr. Su's contributions have earned her numerous accolades, including being named one of the "World’s Greatest Leaders" by Fortune magazine and one of the "Most Powerful Women in Business." She is also a fellow of the Institute of Electrical and Electronics Engineers (IEEE) and a member of the National Academy of Engineering. Her strategic foresight and commitment to innovation continue to shape AMD's future as a leader in technology.
Jean X. Hu, Ph.D., is a prominent figure in the technology and semiconductor industry, currently serving as the Chief Financial Officer (CFO) of Advanced Micro Devices, Inc. (AMD). She joined AMD in 2023, bringing with her extensive experience in financial management and strategic planning within the tech sector. Before her role at AMD, Dr. Hu was the CFO of Marvell Technology, where she played a crucial role in driving the company’s financial strategy and contributing to its growth. Her leadership in finance extends over two decades, with significant tenures at other prominent technology firms such as QLogic, where she also held the position of CFO and served as interim CEO. Dr. Jean Hu holds a Ph.D. in Economics from Claremont Graduate University, showcasing her strong academic background, which underpins her analytical and strategic approach to finance and corporate management. At AMD, she is integral in overseeing the company’s financial initiatives, supporting its long-term growth objectives, and enhancing shareholder value. Her expertise is particularly valuable as AMD continues to expand its influence in the semiconductor industry through innovation and strategic acquisitions.
Before her role at AMD, Dr. Hu was the CFO of Marvell Technology, where she played a crucial role in driving the company’s financial strategy and contributing to its growth. Her leadership in finance extends over two decades, with significant tenures at other prominent technology firms such as QLogic, where she also held the position of CFO and served as interim CEO.
Dr. Jean Hu holds a Ph.D. in Economics from Claremont Graduate University, showcasing her strong academic background, which underpins her analytical and strategic approach to finance and corporate management. At AMD, she is integral in overseeing the company’s financial initiatives, supporting its long-term growth objectives, and enhancing shareholder value. Her expertise is particularly valuable as AMD continues to expand its influence in the semiconductor industry through innovation and strategic acquisitions.
Forrest E. Norrod is a prominent executive in the semiconductor industry, currently serving as Senior Vice President and General Manager of the Data Center Solutions Group at Advanced Micro Devices, Inc. (AMD). In this role, he oversees the company’s data center products, which include the EPYC line of processors aimed at enterprise and cloud computing applications, as well as the development of next-generation server and data center solutions. Norrod joined AMD in 2014 and has played a critical role in expanding AMD's presence and competitiveness in the data center market, which has been traditionally dominated by other industry giants. His leadership has been instrumental in driving the architecture and strategy of AMD’s server technologies, focusing on performance, power efficiency, and total cost of ownership to meet the demands of modern data centers. Before joining AMD, Norrod had an extensive career at Dell, where he held several leadership positions. Most notably, he served as Vice President and General Manager of Dell’s Server Solutions, where he was responsible for directing the business and engineering operations for its server products. This experience provided him with a deep understanding of the server market and has significantly contributed to his success at AMD. Norrod's educational background includes a Bachelor’s degree in Electrical Engineering from Virginia Tech and a Master’s degree in Electrical Engineering from Stanford University. His strong technical expertise and strategic vision have significantly influenced the innovations and growth of AMD's data center business.
Norrod joined AMD in 2014 and has played a critical role in expanding AMD's presence and competitiveness in the data center market, which has been traditionally dominated by other industry giants. His leadership has been instrumental in driving the architecture and strategy of AMD’s server technologies, focusing on performance, power efficiency, and total cost of ownership to meet the demands of modern data centers.
Before joining AMD, Norrod had an extensive career at Dell, where he held several leadership positions. Most notably, he served as Vice President and General Manager of Dell’s Server Solutions, where he was responsible for directing the business and engineering operations for its server products. This experience provided him with a deep understanding of the server market and has significantly contributed to his success at AMD.
Norrod's educational background includes a Bachelor’s degree in Electrical Engineering from Virginia Tech and a Master’s degree in Electrical Engineering from Stanford University. His strong technical expertise and strategic vision have significantly influenced the innovations and growth of AMD's data center business.
Philip Guido is the Executive Vice President and Chief Commercial Officer at Advanced Micro Devices, Inc. (AMD). In his role, he is responsible for developing and executing the company’s commercial strategies and ensuring alignment with its overall business objectives. He oversees the global sales organization, customer and channel partnerships, and drives initiatives that enhance customer engagement and experience. Prior to joining AMD, Guido had a distinguished career at IBM, where he operated in various senior positions and played a significant role in transforming IBM’s business units and advancing innovative solutions. His extensive experience in technology sales, business development, and executive leadership makes him a key asset to AMD's executive team. Guido holds a degree in mechanical engineering and management from Rensselaer Polytechnic Institute. His career is marked by a commitment to strategic growth, team cultivation, and a customer-centric approach, further cementing his reputation as a leader in the technology industry.
Prior to joining AMD, Guido had a distinguished career at IBM, where he operated in various senior positions and played a significant role in transforming IBM’s business units and advancing innovative solutions. His extensive experience in technology sales, business development, and executive leadership makes him a key asset to AMD's executive team.
Guido holds a degree in mechanical engineering and management from Rensselaer Polytechnic Institute. His career is marked by a commitment to strategic growth, team cultivation, and a customer-centric approach, further cementing his reputation as a leader in the technology industry.
Keivan Keshvari is a prominent figure in the technology industry, particularly known for his role at Advanced Micro Devices, Inc. (AMD). At AMD, he serves as the Senior Vice President of Global Operations. In this capacity, Keshvari oversees the company’s global manufacturing and supply chain operations, ensuring seamless execution and delivery of AMD’s innovative products to the market. His leadership plays a crucial role in maintaining AMD’s competitive edge in the semiconductor industry. Keshvari brings a wealth of experience to his role, with a strong background in operations, manufacturing, and supply chain management. His strategic vision and operational expertise have been instrumental in optimizing AMD's production capabilities, enhancing efficiency, and supporting the company's growth objectives.
Philip Matthew Carter is an executive at Advanced Micro Devices Inc. (AMD), a leading global semiconductor company known for developing computer processors and related technologies for both consumer and enterprise markets. At AMD, he has held various significant leadership roles where he contributed to driving the company's strategic initiatives and growth. Carter has been instrumental in leading teams that focus on innovation, product development, and enhancing AMD's position in the highly competitive semiconductor industry. His leadership skills and experience in technology development and business strategy have played a crucial role in expanding AMD's product portfolio and market reach. Throughout his career, Carter has been known for his focus on fostering a culture of collaboration and innovation, ensuring that AMD remains at the forefront of technological advancements. His work not only helps in developing cutting-edge products but also in establishing strategic partnerships and alliances that align with the company's long-term goals. Philip Matthew Carter's contributions are recognized within the industry, highlighting his expertise in driving transformational changes and delivering value to stakeholders.
Carter has been instrumental in leading teams that focus on innovation, product development, and enhancing AMD's position in the highly competitive semiconductor industry. His leadership skills and experience in technology development and business strategy have played a crucial role in expanding AMD's product portfolio and market reach.
Throughout his career, Carter has been known for his focus on fostering a culture of collaboration and innovation, ensuring that AMD remains at the forefront of technological advancements. His work not only helps in developing cutting-edge products but also in establishing strategic partnerships and alliances that align with the company's long-term goals.
Philip Matthew Carter's contributions are recognized within the industry, highlighting his expertise in driving transformational changes and delivering value to stakeholders.
Mark D. Papermaster is an accomplished technology executive known for his role at Advanced Micro Devices, Inc. (AMD), where he serves as the Chief Technology Officer and Executive Vice President. At AMD, Papermaster is responsible for overseeing the company’s engineering, research and development, and technology strategy. His leadership focuses on driving innovation and advancing AMD's semiconductor technologies, which play a critical role in the company's competitiveness in the CPUs, graphics, and adaptive computing fields. Before joining AMD in 2011, Mark Papermaster held significant positions at several other leading technology companies. He worked at Cisco Systems, where he was a Vice President and spearheaded the company's silicon engineering group. Earlier in his career, Papermaster spent over two decades at IBM, where he contributed to the development of numerous pioneering products and eventually served as Vice President of the blade server division. Papermaster also had a notable tenure as a Senior Vice President of Devices Hardware Engineering at Apple Inc., where he was involved in the development of the iPhone and iPod hardware engineering teams. With a Bachelor’s degree in Electrical Engineering from the University of Texas at Austin and a Master’s degree in Electrical Engineering from the University of Vermont, Papermaster has a solid academic background complementing his extensive industry experience. His visionary approach and technical expertise have been instrumental in pushing forward AMD's growth and innovation in the semiconductor industry.
Before joining AMD in 2011, Mark Papermaster held significant positions at several other leading technology companies. He worked at Cisco Systems, where he was a Vice President and spearheaded the company's silicon engineering group. Earlier in his career, Papermaster spent over two decades at IBM, where he contributed to the development of numerous pioneering products and eventually served as Vice President of the blade server division.
Papermaster also had a notable tenure as a Senior Vice President of Devices Hardware Engineering at Apple Inc., where he was involved in the development of the iPhone and iPod hardware engineering teams.
With a Bachelor’s degree in Electrical Engineering from the University of Texas at Austin and a Master’s degree in Electrical Engineering from the University of Vermont, Papermaster has a solid academic background complementing his extensive industry experience. His visionary approach and technical expertise have been instrumental in pushing forward AMD's growth and innovation in the semiconductor industry.
Mitchell J. Haws is the Vice President of Investor Relations at Advanced Micro Devices, Inc. (AMD), a position in which he plays a crucial role in communicating the company's financial strategies and performance to investors, analysts, and other stakeholders. With extensive experience in finance, Haws is responsible for managing AMD's interactions with the investment community and providing insights to support the company's growth initiatives. His leadership is pivotal in ensuring transparent and effective communication between AMD and its shareholders, contributing to the company's reputation in the financial markets. Prior to his role at AMD, Haws accrued valuable experience in investor relations and corporate finance, further enhancing his ability to drive AMD's strategic financial objectives.
Ava M. Hahn, J.D., is an accomplished executive at Advanced Micro Devices, Inc. (AMD), serving in the role of Senior Vice President, General Counsel, and Corporate Secretary. In her capacity as General Counsel, she oversees the company’s global legal matters, including corporate governance, compliance, intellectual property, and securities. Possessing a strong background in law, Ms. Hahn provides strategic guidance on various legal and business issues aligned with AMD's operations and growth objectives. Before joining AMD, she held significant legal positions at several major companies, enhancing her extensive expertise in corporate law and governance. Her educational background includes a Juris Doctor degree, which has been foundational in her ability to navigate complex legal landscapes and contribute to AMD’s leadership team effectively. Ms. Hahn's role at AMD highlights her capability in managing legal challenges and supporting the company’s innovative initiatives, demonstrating her influence and leadership in the technology sector.
Before joining AMD, she held significant legal positions at several major companies, enhancing her extensive expertise in corporate law and governance. Her educational background includes a Juris Doctor degree, which has been foundational in her ability to navigate complex legal landscapes and contribute to AMD’s leadership team effectively.
Ms. Hahn's role at AMD highlights her capability in managing legal challenges and supporting the company’s innovative initiatives, demonstrating her influence and leadership in the technology sector.
