AMDAMD
AMD designs chips but builds none: its cost flows to TSMC for fabrication and to the HBM memory makers for AI accelerators.
Where the cash goes~$26B / yr · FY2025
Cost of goods (suppliers)$14B
R&D$7B
Buybacks$5B
Money flows left → right · hover a node · click to open the stock.FoundryMemory
Most exposed to AMD's spend
- TSMCTSMCurated
Fabricates all AMD CPUs/GPUs incl. advanced packaging.
Foundry - SK hynixprivateCurated
Leading HBM supplier for MI-series accelerators.
Memory - MicronMUCurated
HBM and memory for accelerators.
Memory
Relationships are hand-curated and sourced from filings, announcements, and public reporting — a map for generating ideas, not a complete supply chain, and not investment advice. Exposure weights are relative, for sizing only. Spot something missing? Contributions welcome on GitHub.