AMD 1Q26
- Revenue flat q/q and up +38% y/y to $10.25B at Non-GAAP GM 55%- AMD overtakes Qualcomm in semi revenue in 1QC26; from here the gap will widen- Server CPU TAM updated to 35% CAGR (vs prior18%); $120B+ by 2030- 1Q26 China revenue not material (vs $100M guided)- QJun guide $11.2B (+9% q/q) at 56% GM; all end markets expected to grow q/q in 2QSource: Sravan Kundojjala
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