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, 2026OR☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15 (d)OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period fromto 94-1692300(I.R.S. EmployerIdentification No.) Common Stock, $0.01 par value per share 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☑ PartII Other Information Item 1Legal ProceedingsItem1ARisk FactorsItem 2Unregistered Sales of Equity Securities and Use of ProceedsItem 5Other InformationItem6ExhibitsSignature Advanced Micro Devices, Inc.Condensed Consolidated Balance Sheets(Unaudited) 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 processing 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 information The Company uses a 52- or 53-week fiscal year ending on the last Saturday in December. The three months ended March28, 2026 and March 29, 2025 each consisted of 13 weeks. Useof Estimates.The preparation of consolidated financial statements in conformity with U.S.GAAP requiresmanagement to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosureof commitments and contingencies at the date of the financial statements and the reported amounts of revenues andexpenses during the reporting periods. Actual results are likely to differ from those estimates, and such differences may be Significant Accounting Policies.There have been no material changes to the Company’s significant accounting policiesin Note 2 - Basis of Presentation and Significant Accounting Policies, of the Notes to Condensed Consolidated Financial Revenue Revenue allocated to remaining performance obligations that are unsatisfied or partially unsatisfied include amountsreceived from customers and amounts that will be invoiced and recognized as revenue in future periods for developmentand engineering services, IP licensing, and product revenue. As of March 28, 2026, the aggregate transaction price Revenue recognized over time associated with custom products and development services accounted for approximately NOTE 4 – Segment Reporting Management, including the Chief Operating Decision Maker (CODM), who is the Company’s Chief Executive Officer,reviews and assesses operating performance using segment net revenue, cost of sales and operating expenses, andoperating income (loss). These performance measures include the allocation of expenses to the reportable segments The Company’s three reportable segments are: •the Data Center segment, which primarily includes Artificial Intelligence (AI) accelerators, microprocessors (CPUs)for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units(DPUs), AI Network Interface Cards (AI NICs), Field Programmable Gate Arra