CLAIM #5475 · Advanced Micro Devices Inc (AMD) · 2025Q2 earnings call · Aug 5, 2025 · due Dec 31, 2025
“We'll ramp more in the second half of the year.”
Lisa Su · CEO
In context
“be a little bit less than seasonal just given some of the uncertainties out there. But the Client business is performing extremely well for us, and we believe we are gaining share in all the right places. So if you look at the numbers in the first quarter, and it'll show through in the second quarter as well, a lot of the uplift in revenue is in ASPs. And that is basically we're selling up the stack on the strength of our portfolio. And I think we're still quite underrepresented in the enterprise portion of the business. That is where we have increased our go-to-market resources and focus, and we're seeing nice traction there, especially with the portfolios that we have from HP and Lenovo in enterprise PCs, and now we're adding Dell as well as ramping here, started in the second quarter. We'll ramp more in the second half of the year. So I think all of those are tailwinds for our Client business beyond the second half of '25 but really into the next number of quarters as we think about the portfolio and the opportunities for us. Thomas James O'Malley: Super helpful. And then secondly, I was hopeful you could provide us a little more color on China. So the guide doesn't include MI308, but perhaps you could comment on when you get approval, if the supply chain is ready, what's currently in inventory? And maybe compare what you think the contribution will look like versus the $700 million in Q2 and the $800 million for the second half you spoke about in April. Lisa T. Su: Sure, Tom. So yes, let me answer some of the questions on China. I'm sure that there are some questions. Look, we're very pleased with the progress that”
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SEC filings for AMD ↗ · Claim quote is verbatim from the 2025Q2 earnings call.