HIGHOutside partySupplier
TSMC
“10-K Item 1A: 'We rely on Taiwan Semiconductor Manufacturing Company Limited (TSMC) for the production of all wafers for microprocessor and GPU products at 7 nanometer (nm) or smaller nodes'”
AMD · Concentration risk · 10-K extracted
Advanced Micro Devices (AMD) concentration risks
Updated
The most significant concentration Advanced Micro Devices discloses is TSMC, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Advanced Micro Devices’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 3 disclosed concentrations
HIGH1
MEDIUM2
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMOutside partySupplier
GLOBALFOUNDRIES
“10-K Item 1A: 'we rely primarily on GLOBALFOUNDRIES Inc. (GF) for wafers for microprocessor and GPU products manufactured at process nodes larger than 7 nm'”
MEDIUMOutside partyCustomer
small number of customers
“10-K Item 1A: 'We depend on a small number of customers for a substantial portion of our business'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's concentration profile is anchored by two supply-side dependencies that together govern the company's ability to deliver its most critical products. The dominant exposure is to Taiwan Semiconductor Manufacturing Company, which is the sole producer of all wafers for microprocessor and GPU products at 7 nanometer nodes or smaller — a high-share dependency where the entire leading-edge silicon production path runs through a single foundry in a geographically sensitive location. This is a dependency in character: the relationship is not a structural feature of the industry that all competitors share equally, but rather the specific consequence of the company's technology roadmap decisions and the limited pool of fabs capable of leading-edge production. Layered alongside this is a moderate dependency on GLOBALFOUNDRIES for wafers at process nodes larger than 7 nm — covering the portion of the product portfolio that does not require the most advanced nodes. A moderate-share customer concentration also exists, with the company depending on a small number of customers for a substantial portion of its business, though no specific percentages or named customers are disclosed for that dimension. The two foundry dependencies interact with the customer concentration in a meaningful way: a disruption to TSMC production would affect the most advanced, highest-value products that are most likely to generate disproportionate revenue from the top customer accounts. The combination of a single-foundry dependency at the leading edge and customer concentration in the demand base creates a scenario where supply and demand shocks could coincide, amplifying the impact of either event alone.
For the engine’s reasoning on AMD’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Semiconductors
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ALAB | Astera Labs, Inc. | 3 | 0 | 0 | 3 |
| CRDO | Credo Technology Group Holding | 3 | 0 | 0 | 3 |
| AVGO | Broadcom Inc. | 2 | 1 | 0 | 3 |
| ADI | Analog Devices, Inc. | 2 | 0 | 0 | 2 |
| ALGM | Allegro MicroSystems, Inc. | 1 | 2 | 0 | 3 |
| AMD● | Advanced Micro Devices, Inc. | 1 | 2 | 0 | 3 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.