Who are AMD’s competitors?
AMD names 11 companies as competitors in its latest annual report, on 5 fronts. 1 companies name AMD back.
Skip to the field, head to head ↓AMD company profile
Nvidia appears on more of AMD's competitive fronts than any other rival
AMD names 11 competitors, but it names them front by front. Altera and Lattice sit in FPGAs. Intel sits in data center and graphics. Most names appear once. Nvidia is the exception: it shows up among ASSP vendors, in the Data Center segment, and in discrete graphics, where the report calls it "the discrete GPU market share leader".
The gap is visible in the numbers. AMD earned $34.6 billion, grew 34%, and kept a 13% net margin. Nvidia earned $215.9 billion, grew 65%, and kept 56%. Intel, the other name that recurs, had revenue of $52.9 billion, and its own filing says "CCG's primary competitor is AMD". Intel is a rival AMD shares a front with. Nvidia is a rival that sets the pace on several fronts at once.
So the idea to repeat is this: AMD has a long list of rivals but one benchmark. On each front, the useful question is how AMD compares with Nvidia, because that comparison keeps coming back. A fast-growing 34% is real, but it is measured against a company growing faster.
Where AMD says it competes
“we compete against Altera with our FPGA and adaptive SoC server products”
“our primary FPGA competitors such as Altera, Lattice Semiconductor Corporation and Microsemi Corporation”
“ASSP vendors such as Broadcom Corporation, Marvell Technology Group, Ltd., Analog Devices, Texas Instruments Incorporated, NXP Semiconductors N.V., Qualcomm Incorporated and NVIDIA”
“In the Data Center segment, we compete primarily against Intel Corporation (Intel) and Nvidia Corporation (Nvidia with our CPU, GPU DPU and AI NIC server products.”
“Our principal competitor in the supply of discrete graphics is Nvidia, who is the discrete GPU market share leader, and Intel, who manufactures and sells integrated graphics processors and gaming-focused discrete GPUs.”
Who names AMD as a competitor
“Competition CCG's primary competitor is AMD, which like us designs processors based on the x86 architecture.”
10-K for 2025The field, from the filings
| Company | Fiscal year | Revenue | Growth | Net margin | Employees |
|---|---|---|---|---|---|
| AMD | 2025 | $34.6B | +34% | 13% | 31,000 |
| Nvidia | FY to Jan 2026 | $215.9B | +65% | 56% | 42,000 |
| Broadcom | FY to Nov 2025 | $63.9B | +24% | 36% | 33,000 |
| Intel | 2025 | $52.9B | 0% | −1% | – |
| Qualcomm | FY to Sep 2025 | $44.3B | +14% | 13% | – |
| Texas Instruments | 2025 | $17.7B | +13% | 28% | 33,000 |
| NXP Semiconductors | 2025 | $12.3B | −3% | 16% | 32,169 |
| Analog Devices | FY to Nov 2025 | $11.0B | +17% | 21% | 24,500 |
Each company’s latest fiscal year as reported to the SEC, in US dollars; fiscal years end in different months. Rivals that report outside the US or in other currencies are not shown.
How concentrated AMD’s customers are
“One Client and Gaming segment customer accounted for 18 % of consolidated net revenue in fiscal year 2023.”
What the rivals have done lately
“On April 23, 2024, we acquired certain assets related to the design, development, and manufacture of System-on-Chip operations of Seagate Technology Holdings plc for $600 million .” filing
“On January 9, 2024, NXP acquired shares in the newly founded European Semiconductor Manufacturing Company (ESMC) GmbH, in Dresden, Germany.” filing
Decisions that shaped the field
Asked about AMD’s competitors
Who are AMD's competitors?
In its annual report for fiscal 2025, AMD names 11 competitors across 5 fronts: fpga and adaptive soc rivals, primary fpga competitors, assp vendors, data center product competitors and discrete and integrated graphics rivals. 10-K for fiscal 2025
Which companies name AMD as a competitor?
1 companies in our coverage name it in their own annual reports: Intel.
How does AMD compare with its rivals?
AMD reported $34.6B in revenue in its latest fiscal year, +34% on a year, with a 13% net margin. Nvidia: $215.9B, 56% net margin; Intel: $52.9B, −1% net margin.
What are the alternatives to AMD?
The companies AMD itself names as competitors are listed above, front by front, each in its own report’s words. Which matters for a given buyer depends on the job, not the list.
How much of your revenue comes from somebody who is also trying to replace you?
Sources: AMD’s annual report for fiscal 2025; the annual reports of the companies that name it; each company’s financial data as reported to the SEC; Stratrix Decision Records. Analysis and data, not advice.
Tools to try
- Ansoff move finderFramework: Ansoff Matrix
- Business model canvas builderFramework: Business Model Canvas
- Change readiness checkFramework: Kotter's 8-Step Change Model
- Five Forces scorerFramework: Porter's Five Forces
- SMART goal builderFramework: SMART Goals
- SWOT builderFramework: SWOT Analysis
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