Who supplies AMD, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever AMD files 8-Ks, announces contracts, or beats guidance.
13 companies with a disclosed relationship to AMD · 7 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Servers & ODM (3) | ||||||||||
| SMCI | GPU server systems | customer | - | - | - | - | - | 16 | 32% exp85 | |
| DELL | EPYC and Instinct systems | customer | - | - | - | - | - | 4 | 32% exp85 | |
| HPE | Server systems | customer | - | - | - | - | - | 2 | 32% exp85 | |
| Cloud & Neocloud (3) | ||||||||||
| MSFT | Azure accelerator capacity | customer | - | - | - | - | - | 4 | 15% exp77 | |
| ORCL | OCI accelerator capacity | customer | - | - | - | - | - | 3 | 15% exp77 | |
| META | Inference fleets | customer | - | - | - | - | - | 1 | 15% exp77 | |
| Design Software (2) | ||||||||||
| CDNS | Design software and IP | supplier | - | - | - | - | - | 6 | 15% exp77 | |
| SNPS | Design software and IP | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Foundry (1) | ||||||||||
| TSM | Fabricates all CPUs and accelerators | supplier | - | - | - | - | - | 115 | 20% exp79 | |
| Networking (1) | ||||||||||
| ANET | Ethernet AI fabrics | partner | - | - | - | - | - | 11 | 15% exp77 | |
| Memory & Storage (1) | ||||||||||
| MU | HBM for Instinct accelerators | supplier | - | - | - | - | - | 2 | 15% exp77 | |
| Competitor (2) | ||||||||||
| NVDA | Accelerators | competitor | - | - | - | - | - | 81 | 20% exp79 | |
| INTC | CPUs | competitor | - | - | - | - | - | 4 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.