AMD · 10-Q · 2026Q2 · Full report

Embedded demand trends

ADVANCED MICRO DEVICES INC · 2026-08-05 · Importance 48 · Surprise 40

Embedded net revenue increased 19% year over year to $977 million in the second quarter of 2026 and increased 12% to $1.9 billion for the first six months. The company attributed the increases to strengthening demand across end markets. Embedded operating income also increased, supported primarily by higher revenue.