AMD · Earnings call · 2026Q3T · Full report

Advanced Packaging Capacity

ADVANCED MICRO DEVICES INC · 2026-11-03 · Importance 50 · Surprise 24

AMD said customer demand across data center CPUs and AI products currently exceeds available supply and that it is working with supply-chain partners to increase capacity. Management identified wafers, substrates, advanced packaging, memory, and other components as resources planned with customers and suppliers to support deployment schedules. The company also reported securing more supply for 2027 and increasing inventory and capacity investment, including back-end capacity dedicated to data center demand.