Advanced Micro Devices – AMD

Advanced Micro Devices – AMD

Advanced Micro Devices – AMD Jonathan Poland

Advanced Micro Devices Inc. (AMD) is an American multinational semiconductor company that designs and manufactures computer processors, graphics processing units (GPUs), and other related technologies. The company was founded in 1969 and is headquartered in Santa Clara, California. AMD is one of the leading producers of processors for personal computers, servers, and gaming consoles. Its processors are used in a variety of devices, from laptops and desktop computers to servers and data centers. AMD’s Ryzen and EPYC processors are particularly popular among gamers and data center operators.

In addition to processors, AMD is also known for its Radeon line of graphics cards, which are used for gaming, professional graphics, and machine learning applications. The company’s graphics technology is used by a range of customers, from individual gamers to major corporations. AMD competes with several other semiconductor companies, including Intel and Nvidia. However, in recent years, AMD has gained market share due to the success of its Ryzen processors and Radeon graphics cards, as well as its strategic partnerships with companies like Microsoft and Sony, which use AMD technology in their gaming consoles.

As of March 2023, it employs 25,000 people and in the United States, Canada, China, India, and Europe. It serves original equipment and design manufacturers, public cloud service providers, system integrators, independent distributors, online and brick and mortar retailers, and add-in-board manufacturers through its direct sales force, independent distributors, and sales representatives.

as of March 7, 2023

Advanced Micro is one of those companies that I have seen trade sideways and now is up north of 40x over the last 10 years. It is one of the select few that can produce at scale in the industry. It’s still growing and financially sound, $3 billion in net cash and 45% gross margins on $25 billion in sales. The $130 billion market cap seems low at this point, even after the massive run the stock has made.

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