Advanced Micro Devices (AMD) reported embedded segment revenues of $823 million in Q1 2025, reflecting a 2.7% year-over-year decline and 10.8% sequential drop. This decline was attributed to slow demand recovery in markets like test and measurement and communications, alongside high customer inventory levels, particularly in the industrial sector.
AMD’s acquisition of Xilinx has enabled advancements in emulation devices; the new VP1902 adaptive SoC features 18.5 million logic cells, doubling the capabilities of its predecessor. Additionally, AMD partnered with AWS to launch FPGA-accelerated instances using its EPYC processors and Xilinx Virtex FPGAs, targeting data-intensive applications.
AMD’s shares have risen 6.1% year-to-date, though they lag behind the Zacks Computer – Integrated Systems industry’s 20.9% increase. Analysts estimate Q2 2025 earnings at 54 cents per share, marking a 14.2% decrease over the last month and a 21.74% year-over-year decline.
