Information Technology stock comparison
| Company fact | AMD | SMCI |
|---|---|---|
| Company | Advanced Micro Devices, Inc. | Super Micro Computer, Inc. |
| Exchange | NASDAQ | NASDAQ |
| Headquarters | Santa Clara, California | Not recorded |
| Founded | 1969 | Not recorded |
| SEC industry | Semiconductors & Related Devices | Electronic Computers |
| Fiscal year-end | December 26 | June 30 |
| Latest annual filing | 10-K/A · 2026-02-04 | 10-K · 2025-08-28 |
AMD designs CPUs and GPUs for PCs, servers, and gaming consoles, positioning itself as the primary challenger to both Intel and NVIDIA. Its data-center accelerators are central to its ambitions in the AI compute market.
Super Micro Computer builds high-performance servers and storage systems tailored for AI and data-center workloads.
The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. AMD is classified by the SEC as Semiconductors & Related Devices, while SMCI is classified as Electronic Computers. The different industry codes are a warning against treating sector membership as proof of identical economics.
Use the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.AMD's fiscal year ends December 26, while SMCI's ends June 30. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House Clerk snapshot contains 3matched transaction rows for AMDand 0 for SMCI. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
Advanced Micro Devices, Inc. and Super Micro Computer, Inc. sit in the same Information Technology sector but have different SEC industry classifications. The comparison is most useful for portfolio role and sector exposure, not as a claim that every product competes directly.
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
No. Yield Theory does not republish unlicensed real-time market data. Use a regulated broker or licensed quote provider for current prices, then use the primary filings here to test the business thesis.
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-08-10. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-08-10. Independent educational research; not investment advice.
Yield Theory connects filings, capital flows, catalysts, and risks into an investable research process.
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