AMD · 10-Q · 2026Q3 · Full report
Supply Chain And Inventory
ADVANCED MICRO DEVICES INC · 2026-11-04 · Importance 56 · Surprise 24 · Matches filing data
Inventory increased $3.5 billion during the nine months, primarily to support the continued ramp of Data Center products using advanced process technology nodes. AMD’s operating commitments include purchases of wafers, substrates, memory, other components, and assembly, test, marking, and packaging services. The filing also identifies prepayments of supply agreements as a driver of a $2.1 billion increase in prepaid expenses and other assets.
Key facts
- For the nine months ended September 26, 2026, inventory increased $3.5 billion primarily to support the continued ramp of Data Center products in advanced process technology nodes. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| assets | positive | realized | +3.7% | For the nine months ended September 26, 2026, inventory increased $3.5 billion primarily to support the continued ramp of Data Center… |