AMD · 10-K · 2025A · Full report

Commitments and Purchase Obligations

ADVANCED MICRO DEVICES INC · 2026-02-04 · Importance 56 · Surprise 24

As of December 27, 2025, AMD had unconditional commitments of approximately $12.2 billion, of which $8.5 billion are scheduled for fiscal year 2026. These commitments primarily relate to wafer and substrate purchase obligations, multi-year cloud service provider arrangements and certain software and technology licenses. AMD also disclosed lease commitments of approximately $940 million for commenced leases and $1.3 billion for leases not yet commenced. The company manages supplier timing for payments and deliveries in response to business conditions.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
liabilitynegativecommitted-9.4%As of December 27, 2025, AMD had unconditional commitments of approximately $12.2 billion, of which $8.5 billion are in fiscal year 2026.
liabilitynegativecommitted-4.1%As of December 27, 2025, AMD had unconditional commitments of approximately $12.2 billion, of which $8.5 billion are in fiscal year 2026.
liabilitynegativecommitted-1.4%AMD had commitments for leases that have commenced of approximately $940 million and leases that have not yet commenced of $1.3 billion as…
liabilitynegativerealized-1.2%AMD had commitments for leases that have commenced of approximately $940 million and leases that have not yet commenced of $1.3 billion as…