AMD · Earnings call · 2026Q3T · Full report

Embedded Market Demand

ADVANCED MICRO DEVICES INC · 2026-11-03 · Importance 32 · Surprise 24

AMD reported strong embedded demand across aerospace and defense, automotive, communications, and industrial customers. Data center build-outs also increased demand for embedded CPUs and adaptive SoCs used in control-plane and optical-networking applications. Management said adaptive design wins have risen every year since the Xilinx acquisition, while embedded x86 and semi-custom wins are growing even faster.

Key facts

• AMD said data center build-outs were driving higher demand for embedded CPUs and adaptive SoCs in control-plane and optical-networking applications.
• AMD said embedded demand was very strong across aerospace and defense, automotive, communications, and industrial customers.