Advanced Micro Devices Inc (BUE:AMD)
ARS 74,725 -1,400 (-1.84%) Market Cap: 1,144.18 Tn Enterprise Value: 1,131.00 Tn PE Ratio: 120.71 PB Ratio: 11.59 GF Score: 70/100

Advanced Micro Devices Inc at KeyBanc Capital Markets Technology Leadership Forum Transcript

Aug 11, 2026 / 03:30PM GMT
John Vinh
Keybanc Capital Markets Inc - Analyst

Great. Good morning, everybody. I'm John Vinh with KeyBanc Capital Markets. I cover semis here. We're pleased to have AMD with us this morning and pleased to have Matt Ramsay, Corporate Vice President of Financial Strategy and Investor Relations. Welcome, Matt.

Matthew Ramsay
Advanced Micro Devices Inc - Corporate Vice President, Financial Strategy and Investor Relations

Thank you, John, and thank you for all your colleagues at KeyBanc hosting us. And I think we got -- I live in Atlanta, so we got a little bit of warm weather here too, but humidity is, I think, a factor of six below where I'm used to. So this is great. So thank you guys for having us.

John Vinh
Keybanc Capital Markets Inc - Analyst

Great. Maybe where we could start off our conversation, Matt, is server CPU sounds like it's on fire for you guys. I think you talked about 80% growth in the second half, 70% revenue growth next year. And you talked about having secured enough capacity to support that

Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
7-Day Free Trial · Cancel Anytime
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot