Will HBM supply, rather · settles Nov 3 · 11 days
Will Advanced Micro Devices keep at least 55 percent of its revenue as gross profit for the quarter ending September 26, 2026?
How it settlesYes if Advanced Micro Devices's gross profit divided by revenue for the quarter ended September 26, 2026 is at or above 55.0 percent, per its SEC filing. Source: SEC EDGAR, XBRL company facts of Advanced Micro Devices (Forms 10-Q and 10-K)
The exact question
Did the gross profit of Advanced Micro Devices for the quarter ended September 26, 2026 come to at or above 55.0% of its revenue?
Memory supply, not packaging, becomes the named constraint
Yes if AMD's chip mix and pricing push margins above its recent run rate to 55 percent of revenue or higher.
Packaging, not memory, stays the named constraint
No if costs, discounts, or a cheaper product mix keep margins below 55 percent of revenue.
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