Report
João Calado
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BiG Research Flash Note: AMD

Advanced Micro Devices produces semiconductors for global clients. The portfolio of
products offered by AMD include processors and chipsets for PCs, discrete graphics
processing units (GPU) and professional graphics (included in the Computing and
Graphics segment) and server and embedded processors, semi-custom System-on-Chip
(SoC) products, development services and technology for game consoles (included in the
Enterprise, Embedded and Semi-Custom segment). The Computing and Graphics segment
accounted for 57% of 2017Y revenues, with the remaining 43% were accounted for the
Enterprise, Embedded and Semi-Custom segment. The company processors compete
with Intel products and its GPUs compete with NVIDIA’s.

Underlying
Advanced Micro Devices Inc.

Advanced Micro Devices is a semiconductor company. The company primarily provides x86 microprocessors, as standalone devices or as incorporated into an accelerated processing unit, chipsets, graphics processing units (GPUs), data center and personnel GPUs, and development services; server and embedded processors, semi-custom System-on-Chip products, development services and technology for game consoles. The company also licenses portions of its intellectual property portfolio. The company's segments are: Computing and Graphics, which consists of desktop, notebooks, commercial, and chipsets products; and Enterprise, Embedded and Semi-Custom, which includes server processors, and embedded P\processors products.

Provider
BiG Research
BiG Research

Banco de Investimento Global, S.A. (BiG) is a privately-held, specialized financial institution, with headquarters in Lisbon, and is licensed to operate in all business areas open to the banking sector in Portugal.

BiG Research specializes in finding long term investment ideas in European and US markets.

Analysts
João Calado

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