AMD Embedded Business Transformation: Powering the Next Wave of Intelligent, Connected Systems

News Snapshot:

• The AMD Embedded business has evolved from a focused FPGA business into a multi-dimensional growth engine built on adaptive compute, x86 embedded processors, and semi-custom silicon
• AMD is uniquely positioned to power the new era of physical AI
• AMD Embedded is expanding into the semi-custom silicon business

At Financial Analyst Day 2025, we showcased the profound transformation of the AMD Embedded business since the Xilinx acquisition. The business has evolved from a leader in FPGAs to a powerhouse in embedded and semi-custom silicon solutions—positioning AMD to lead the next wave of intelligent, connected systems.

The AMD Embedded business isn’t a legacy FPGA business—it’s a comprehensive, scalable portfolio spanning adaptive FPGAs and SoCs, x86 embedded CPUs/APUs, and expanding into semi-custom solutions. We’re driving advancements to the most complete embedded portfolio and strongest product roadmap in our history—and the foundation for expanding growth in semi-custom and physical AI.

Powering the Era of Physical AI

As AI extends from the cloud into the physical world, we’re ready to lead the next frontier: physical AI—where intelligence meets the real-time demands of machines, robots, vehicles, and industrial systems.

AMD is uniquely positioned to power physical AI as the only company combining high-performance x86 CPUs/APUs, adaptive FPGAs and SoCs, GPUs, NPUs, and custom AI silicon under one portfolio.

This end-to-end portfolio of compute technologies enables the full AI pipeline:

• Perception: Hardened sensor-fusion IP supports standard sensor interfaces, while adaptive IP enables customization for specific workloads.
• Decision: Run smaller AI workloads directly on FPGAs or as workloads increase, access the NPU within Ryzen AI PCs or the GPU within Ryzen Embedded APUs for higher performance.
• Action: x86 Embedded processors or FPGA adaptive computing handle deterministic control loops and functional safety, driving actuator response the instant a decision is made.

By combining these capabilities, we can mix and match IP blocks to create purpose-built, single-chip solutions for each application. While many competitors focus solely on inference and rely on multi-chip designs, only AMD optimizes the entire AI pipeline—from perception to action, on a single embedded platform, reducing latency and improving efficiency.

From robot controllers and digital twins to LiDAR, predictive maintenance, and smart cameras, AMD solutions are powering the new generation of intelligent edge devices.

AMD Embedded Semi-Custom Business

A major driver of our embedded business evolution is the expanding semi-custom silicon business. We’re working with strategic customers on high-value co-development programs that align with their most advanced design goals. These customers choose AMD for our deep application expertise, broad IP portfolio, and proven execution, collaborating with us to create custom silicon that delivers precisely what their systems demand.

Semi-custom is one of the clearest examples of how we have transformed from a focused FPGA company into a broader compute platform that’s driving entirely new growth.

Building on AMD Strength for the Future

With an extensive IP portfolio, advanced packaging, and cutting-edge process technologies, we continue to offer leading performance, reliability, and scalability. Supported by the company’s long-term financial strength and commitment to longevity, AMD Embedded is well-positioned for sustained leadership in a world increasingly defined by intelligent systems.

The result is a clear path from acquisition to acceleration—and a future where AMD powers the intelligent, adaptive technologies shaping our physical world.

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CAUTIONARY STATEMENT

This blog contains forward-looking statements concerning Advanced Micro Devices, Inc. (AMD) such as the features, functionality, performance, availability, timing and expected benefits of AMD products; AMD being uniquely positioned to power the new era of physical AI; AMD’s embedded business ability to drive growth; AMD’s long-term financial strength and commitment to longevity; and AMD’s embedded business being well-positioned for sustained leadership, which are made pursuant to the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are commonly identified by words such as "would," "may," "expects," "believes," "plans," "intends," "projects" and other terms with similar meaning. Investors are cautioned that the forward-looking statements in this presentation are based on current beliefs, assumptions and expectations, speak only as of the date of this presentation and involve risks and uncertainties that could cause actual results to differ materially from current expectations. Such statements are subject to certain known and unknown risks and uncertainties, many of which are difficult to predict and generally beyond AMD's control, that could cause actual results and other future events to differ materially from those expressed in, or implied or projected by, the forward-looking information and statements. Investors are urged to review in detail the risks and uncertainties in AMD’s Securities and Exchange Commission filings, including but not limited to AMD’s most recent reports on Forms 10-K and 10-Q. 

AMD does not assume, and hereby disclaims, any obligation to update forward-looking statements made in this presentation, except as may be required by law.