AMD (AMD): FY26 Q1 earnings call, May 5, 2026
No Kalshi or Polymarket word markets were listed for AMD’s May 5, 2026 earnings call (FY26 Q1). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “Supply Chain”; 5 quoted, at least 25 words apart.
In response to this demand, we are working closely with our supply chain partners to meaningfully increase our wafer and back-end capacities to support this…
…them together as fully integrated rack scale solutions. We have a world-class supply chain and are making significant investments to expand capacity and execute at…
…the constraints out there. We feel that there is tightness in the supply chain. There is certainly tightness in, you know, sort of data center…
…be fair is, you know, we are in a range where the supply chain is tight. So there are some inflationary pressures, costs have gone…
On the supply chain side, I know there's been a lot of discussion about how tight the supply chain is. The supply chain is tight,…
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