AMD · Earnings call · 2026Q2T · Full report

Embedded market demand

ADVANCED MICRO DEVICES INC · 2026-08-04 · Importance 36 · Surprise 40

Embedded revenue increased 19% year-over-year, with broad-based strength across networking, aerospace and defense, test, measurement and emulation, and communications customers. Embedded x86 grew significantly as hyperscalers and networking customers adopted AMD CPUs for critical data-center networking and control-plane functions. AMD said its embedded portfolio is outgrowing the market and gaining share, while embedded semi-custom engagements and design-win momentum continue to expand. The company is tracking toward more than $18 billion of new design wins, led by networking, data center, communications, test, and aerospace and defense customers.