Real MenHave Fabs
Research edition 01Fixed dataset · 2026-07-12 UTCNot live data

Company file

AMD

A smaller balance-sheet case for studying unconditional commitments, ecosystem investment, and regulation-sensitive inventory risk.

ClassificationFabless designer
Current verdict

Structured snapshot available; the disclosed commitment category includes manufacturing and non-manufacturing items.

Structured snapshot

Reported exposure

2025-12-27
Commitments$12.166B

Unconditional commitments, primarily wafers/substrates, cloud, software and technology

Near-term amount$8.5B

Due in fiscal 2026

Annual CapEx$1B

FY2025 approximate purchases of PP&E

Commitment intensity35.1%

Ending commitment stock ÷ annual revenue

Evidence. Verified records · Grade A · S05 · last verified 2026-07-12 UTC dataset.

Comparability. Commitment category includes non-manufacturing items. Do not characterize the entire balance as wafer capacity.

Governed evidence

Claims in the registry

4 records
C013 Registry state: Verified

AMD disclosed approximately $12.166 billion of unconditional commitments at December 27, 2025.

Claim period
At 2025-12-27
Source date
2026
Source quality
A
Last verified

Caveat. Commitments include wafers/substrates and non-manufacturing items.

Open source
S05 U.S. SEC / AMD
C014 Registry state: Verified

AMD disclosed that $8.5 billion of its unconditional commitments was due in fiscal 2026.

Claim period
Fiscal 2026
Source date
2026
Source quality
A
Last verified

Caveat. Use fiscal wording.

Open source
S05 U.S. SEC / AMD
C015 Registry state: Corroborated

AMD announced more than $10 billion of investment across Taiwan’s AI ecosystem in May 2026.

Claim period
Announced 2026-05
Source date
2026-05-21
Source quality
C
Last verified

Registry exception. The supplied registry labels this claim Corroborated but provides one source. Independent corroboration remains pending; the original state is preserved rather than silently rewritten.

Caveat. Do not describe as a single TSMC capacity reservation.

Open source
S06 Reuters
C016 Registry state: Verified

AMD recorded a $440 million net inventory and related charge associated with MI308 export restrictions.

Claim period
Fiscal 2025
Source date
2026
Source quality
A
Last verified

Caveat. Use company filing.

Open source
S05 U.S. SEC / AMD

Capacity-control audit

Ten factors, deliberately not scored.

The supplied pack contains no canonical company scores. Each factor remains “not rated” until an evidence record and scoring rationale are published.

  1. Owned critical capacityNot rated
  2. Contract duration and firmnessNot rated
  3. Supplier diversificationNot rated
  4. Second-source readinessNot rated
  5. Packaging and memory controlNot rated
  6. Geographic resilienceNot rated
  7. Customer matchingNot rated
  8. Downside absorptionNot rated
  9. Process or product co-optimizationNot rated
  10. Disclosure qualityNot rated