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AMD SUPPLY CHAIN TRACE

CHIP DESIGNERS🇺🇸 United States · AMD · NASDAQ

AMD is NVIDIA's primary challenger in the AI accelerator market, with its MI300X GPU gaining traction at Microsoft Azure, Meta, and Oracle as a lower-cost alternative for inference workloads. Built on TSMC's 5nm process with a chiplet architecture integrating compute dies and HBM3, the MI300X competes on memory bandwidth and capacity. AMD's ROCm software stack has historically lagged CUDA, but significant investment is closing the gap for inference — the fastest-growing segment of AI compute.

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UPSTREAM — SUPPLIERS

TSMC

World's largest contract chip manufacturer

Chokepoint🇹🇼
FOUNDRIESfabricates GPU dies for

Samsung Foundry

Second-largest advanced foundry, competing at 3nm

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FOUNDRIEShistorically fabricated RDNA1 GPU dies for (AMD moved to TSMC)

Samsung Memory

World's largest DRAM and NAND supplier, ramping HBM3

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MEMORY (HBM)supplies HBM memory to

Micron

Only US-based DRAM and HBM maker

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MEMORY (HBM)supplies HBM memory to

Ibiden

Dominant supplier of IC substrates for advanced packages

Chokepoint🇯🇵
MATERIALSsupplies FC-BGA substrates to

SK Hynix

Leading HBM3/HBM3E supplier for AI accelerators

Chokepoint🇰🇷
MEMORY (HBM)supplies HBM3E memory to

Cadence

Leading EDA software provider; IC design tools (Virtuoso, Genus, Innovus) used by every advanced chip designer; US export-controlled to Chinese entities since 2022

Chokepoint🇺🇸
EDA TOOLSprovides EDA tools to

Synopsys

Largest EDA software provider; IC design and verification tools (Design Compiler, PrimeTime, VCS) essential for all advanced chip tapeouts; US export-controlled to Chinese entities

Chokepoint🇺🇸
EDA TOOLSprovides EDA tools to

ASE Technology

World's largest OSAT; packages AI chip dies from TSMC and Samsung for NVIDIA, AMD, Apple, and Qualcomm

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OSAT / PACKAGINGprovides packaged GPU modules to

Shinko Electric

Major IC substrate and lead frame supplier

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MATERIALSsupplies IC substrates to

↓ all supply to AMD ↓

AMD

AI GPU designer challenging NVIDIA with MI300X

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
~10% AI accelerator revenue (MI300X); ~25% x86 server CPU (EPYC)
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↓ AMD supplies to ↓

Super Micro

Leading GPU server ODM for AI data centers

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SERVER ODMssupplies GPUs to server ODM

Wiwynn

Major ODM server manufacturer for hyperscalers

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SERVER ODMssupplies GPUs to server ODM

Quanta Computer

World's largest ODM by revenue; primary AI server manufacturer for Google, Meta, Amazon, and Microsoft

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SERVER ODMssupplies GPUs to server ODM

Foxconn Industrial Internet (FII)

Foxconn's AI server ODM division; assembles GPU clusters for hyperscalers and enterprise AI deployments globally

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SERVER ODMssupplies GPUs to server ODM

Dell Technologies

Major AI server vendor (PowerEdge XE9680); routes NVIDIA, AMD, and Intel Gaudi GPUs to enterprise customers; #2 AI server brand globally

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ENTERPRISEsupplies GPUs to AI server vendor

DOWNSTREAM — CUSTOMERS

About this company

QWhat is AMD's role in the AI chip supply chain?

AI GPU designer challenging NVIDIA with MI300X

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