超微半导体 2026年季度报告

FORM 10-Q (Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d)OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period ended March 28, 2026 For the transition period fromto Commission File Number:001-07882 ADVANCED MICRO DEVICES, INC.(Exact name of registrant as specified in its charter) 94-1692300(I.R.S. EmployerIdentification No.) Delaware (State or other jurisdiction ofincorporation or organization) 2485 Augustine DriveSanta Clara, California 95054(Address of principal executive offices)(Zip Code) (408) 749-4000(Registrant’s telephone number, including area code) N/A(Former name, former address and former fiscal year, if changed since last report) Securities registered pursuant to Section 12(b) of the Act: The Nasdaq Global Select Market Indicate by check mark whether the registrant: (1)has filed all reports required to be filed by Section13 or 15(d) of the Securities Exchange Act of 1934(the Exchange Act) during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2)has beensubject to such filing requirements for the past 90 days.Yes☑No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 ofRegulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit suchfiles).Yes☑No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or anemerging growth company. See definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company” and “emerging growth company” inRule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any newor revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐No☑ Indicatethenumberofsharesoutstandingoftheregistrant’scommonstock,$0.01parvalue per share,asofApril29, 2026: 1,630,600,639 INDEX PartI Financial Information Item1Condensed Consolidated Financial Statements (Unaudited)Condensed Consolidated Statements of Operations3Condensed Consolidated Statements of Comprehensive Income4Condensed Consolidated Balance Sheets5Condensed Consolidated Statements of Cash Flows6Condensed Consolidated Statements of Stockholders’ Equity8Notes to Condensed Consolidated Financial Statements9Item2Management’s Discussion and Analysis of Financial Condition and Results of Operations23Item3Quantitative and Qualitative Disclosures about Market Risk30Item4Controls and Procedures30 PartII Other Information Item 1Legal Proceedings31Item1ARisk Factors31Item 2Unregistered Sales of Equity Securities and Use of Proceeds59Item 5Other Information59Item6Exhibits59Signature61 PART I. FINANCIAL INFORMATION Advanced Micro Devices, Inc.Condensed Consolidated Statements of Operations(Unaudited) Advanced Micro Devices, Inc.Condensed Consolidated Statements of Comprehensive Income(Unaudited) Advanced Micro Devices, Inc.Condensed Consolidated Balance Sheets(Unaudited) ASSETS See accompanying notes. See accompanying notes. Notes to Condensed Consolidated Financial Statements(Unaudited) NOTE 1 –The Company Advanced Micro Devices, Inc. is a global semiconductor company. References herein to AMD or the Company meanAdvancedMicro Devices,Inc.and its consolidated subsidiaries. AMD’s products include Artificial Intelligence(AI)accelerators, microprocessors (CPUs) and graphics processing units (GPUs), as standalone devices or as incorporatedinto accelerated processing units (APUs), chipsets, data center and professional GPUs, embedded processors, semi-custom System-on-Chip (SoC) products, microprocessor and SoC development services and technology, data processingunits (DPUs), Field Programmable Gate Arrays (FPGAs), System on Modules (SOMs), AI Network Interface Cards (AINICs) and Adaptive SoC products. From time to time, the Company may also sell or license portions of its intellectualproperty (IP) portfolio. NOTE 2 – Basis of Presentation and Significant Accounting Policies Basis of Presentation.The accompanying unaudited condensed consolidated financial statements of AMD have beenprepared in accordance with United States generally accepted accounting principles (U.S. GAAP) for interim financialinformation and the instructions to Form 10-Q and Article 10 of Regulation S-X. The results of operations for the threemonths ended March 28, 2026 shown in this report are not necessarily indicative of results to be expected for the full yearending December26, 2026 or any other future period. In the opinion of the Company’s management, the informationcontained herein refl