A

AMD

Designs chips for computers and AI systems

Principal Competitive Analysis

Full-TimeUpdated on 10/23/2026Deadline 10/14/27
No salary listed
Expert
Bachelor's, Master's
Austin, TX, USA+1 moreMore locations: San Jose, CA, USA
In PersonSan Jose, California is the ATS workplace; Austin, Texas is also listed as a preferred location.
Business & StrategyCorporate Strategy
No H1B Sponsorship

About the job

Requirements
  • Extensive experience in competitive analysis, product strategy, product management, performance engineering, or a related role in semiconductors, cloud computing, AI infrastructure, or data center systems.
  • Deep understanding of processors, AI accelerators, custom silicon, system architecture, software stacks, and cloud deployment models.
  • Hands-on experience evaluating hardware or software performance in cloud environments, including benchmark design, data collection, and results interpretation.
  • Demonstrated ability to analyze product capabilities, performance, pricing, and market dynamics using incomplete or rapidly changing information.
  • Ability to create concise, executive-ready narratives that connect technical findings to product, pricing, roadmap, and investment decisions.
  • Strong written and verbal communication skills, with the ability to influence across technical and business organizations.
  • High standards for analytical rigor, source validation, documentation, and protection of confidential information.
  • Bachelor's or master's degree in Electrical Engineering or Computer Engineering.
Responsibilities
  • Develop and maintain comprehensive competitive assessments, including feature matrices, product comparisons, pricing analyses, and market landscape reviews.
  • Monitor competitor product launches, model releases, acquisitions, partnerships, pricing changes, funding activity, and go-to-market motions.
  • Synthesize fragmented technical, commercial, and market information into a clear view of competitor strategy, strengths, gaps, and likely direction.
  • Maintain a current competitive landscape for custom silicon across hyperscalers, cloud providers, AI infrastructure companies, and other relevant market participants.
  • Evaluate competitive performance hands-on using publicly available cloud instances and accessible software environments.
  • Design and execute repeatable benchmarks that assess performance, efficiency, scalability, usability, and cost across representative workloads.
  • Validate results carefully, document methodology and assumptions, and separate measured results from modeled or externally reported data.
  • Partner with performance engineering and workload modeling teams to interpret results and identify architectural or software drivers of observed performance.
  • Create executive-ready competitive insights that influence product strategy, roadmap prioritization, pricing, and investment decisions.
  • Translate technical and market findings into concise strategic implications, recommended actions, and clear decision points.
  • Provide timely competitive readouts for major launches, market shifts, and emerging threats or opportunities.
  • Communicate uncertainty and confidence levels clearly, ensuring recommendations remain evidence-based and defensible.
  • Establish repeatable processes and tooling for collecting, validating, maintaining, and distributing competitive intelligence across the company.
  • Create common templates, taxonomies, source standards, and review processes to improve consistency and reuse.
  • Build a trusted repository of product specifications, performance data, pricing, market activity, and strategic assessments.
  • Coordinate with legal and compliance partners to ensure competitive research follows applicable company policies and information-handling requirements.
  • Partner closely with Product Management to inform roadmap decisions and identify areas of strategic differentiation.
  • Collaborate with architecture, engineering, software, finance, marketing, sales, and corporate strategy teams to connect competitive findings to business and product decisions.
  • Engage internal subject-matter experts to validate technical conclusions and improve the quality of competitive assessments.
  • Support planning cycles, product reviews, and investment discussions with current, decision-oriented competitive analysis.
Desired Qualifications
  • Experience analyzing custom silicon developed by hyperscalers, cloud providers, AI infrastructure companies, or semiconductor vendors.
  • Familiarity with AI training and inference workloads, high-performance computing, networking, memory systems, compilers, runtime software, and performance optimization.
  • Experience with benchmarking tools, scripting, data analysis, cloud provisioning, and performance-per-dollar or total-cost modeling.
  • Established network across the semiconductor, cloud, or AI infrastructure ecosystem and experience gathering insight from customers, partners, analysts, and public sources.
  • Experience supporting senior leadership, long-range planning, product definition, or strategic investment decisions.

About the company

AMD designs processors, graphics chips and AI accelerators for computer makers, cloud operators and businesses that build electronic devices. Its Ryzen processors power personal computers, while EPYC processors handle work in data centers and Radeon chips render graphics. Instinct accelerators run AI models, paired with software that developers use to train models and put them into production. AMD sells chips and related computing systems through equipment makers, distributors and retail channels, and contracts with outside foundries to fabricate its semiconductor designs. It was founded in 1969 and has its headquarters in Santa Clara, California.

Company Size

10,001+

Company Stage

IPO

Headquarters

Santa Clara, California

Founded

1969

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Simplify's Take

What believers are saying

  • Data centers drive growth: AMD's revenue rose 50% to $11.5 billion in the June 2026 quarter.
  • US learning support is conditional: AMD reimburses up to $5,250 yearly for education, subject to manager approval and funding.
  • Planned demand has an anchor: AMD's July 2026 Anthropic deal targets up to two gigawatts of computing from 2027.

What critics are saying

  • Advanced chip supply relies on one foundry: TSMC makes all AMD processor and graphics wafers at 7nm or smaller.
  • Gaming is shrinking despite AI growth: AMD's gaming revenue fell 31% to $779 million in the June 2026 quarter.
  • Lab work limits location flexibility: AMD lists its Santa Clara optical-interconnect integration engineer role as on-site.

What makes AMD unique

  • Two console families use its designs: AMD designs custom processors for Sony's PlayStation 5 and Microsoft's Xbox Series.
  • Developers inspect its GPU software: AMD's ROCm stack is open source, while Nvidia's CUDA platform remains proprietary.
  • Chip circuitry stays adjustable: AMD sells adaptive processors whose hardware configuration changes after manufacture, without replacing the chip.

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Benefits

  • Hybrid Work Options

Growth & Insights and Company News

6 month growth

-10%

1 year growth

3%

2 year growth

-1%
Yahoo Finance
Oct 23rd, 2026
AMD shares fall 8% on Lam Research supply warning; model sees $2,330 by 2030

Advanced Micro Devices (AMD) fell 8.10% to $507.93 on October 22, after chip equipment maker Lam Research said supply constraints held back its guidance. AMD fell harder than the Philadelphia Semiconductor Index (down 6.72%) and NVIDIA (down 4.40%). The drop came entirely from a lower earnings multiple, according to TIKR. AMD's forward price-to-earnings ratio fell from about 55 to about 46, while earnings estimates held near $11 a share. TIKR's mid-case model values the stock at about $2,330 by December 31, 2030, a 359% return. The main risk is delayed rack shipments. AMD reports third-quarter results on November 3.

Yahoo Finance
Oct 22nd, 2026
AMD stock may stall until 2028 at 136 times earnings as growth is already priced in

Advanced Micro Devices (AMD) shares may stall through 2028, according to one analyst view, because the stock has already priced in years of growth. AMD's data center revenue rose 107% year over year in the second quarter, a sign its chips are gaining ground against Nvidia, the industry standard. Still, AMD trades at 136 times trailing earnings, down from over 160 a few days ago. It trades at 33.5 times next year's earnings, against 27 for Nvidia. The author argues the stock needs about a year of flat performance so business results can catch up with its price. He suggests holders with big gains consider selling, and that new buyers wait.

Yahoo Finance
Oct 22nd, 2026
AMD's data centre revenue doubles to $6.7B as Lisa Su eyes another doubling in 2027

AMD's second-quarter revenue rose 50.1% year over year to $11.54 billion, with Data Center revenue more than doubling to $6.718 billion. Data Center now accounts for 58% of sales, and the company guided third-quarter revenue to roughly $13 billion. Chief executive officer Lisa Su expects Data Center revenue to more than double again in 2027. The company now ships EPYC server processors and Instinct AI chips together in a full rack called Helios. OpenAI, Meta Platforms, and Anthropic have planned deployments of up to 6, 6, and 2 gigawatts respectively. Non-GAAP operating margin rose to 27% from 12%. Free cash flow for 2025 was $5.519 billion. At $902.3 billion, AMD's market value is about one-sixth of NVIDIA's $5.36 trillion. Its price-to-earnings ratio is 208, which leaves little room for error.

Yahoo Finance
Oct 19th, 2026
Nvidia spends $7.05B on R&D versus AMD's $2.53B, but a 20% rise hits AMD's profit far harder

Nvidia can absorb a bigger research budget far more easily than AMD, a comparison of their latest quarters shows. Nvidia spent $7.05 billion on research and development in its quarter ended July 26; AMD spent $2.53 billion in its quarter ended June 27. Research took 7.3% of Nvidia's $96.22 billion revenue, against 21.9% of AMD's $11.54 billion. A 20% rise in research spending, with all else fixed, would cost Nvidia $1.41 billion and cut its $63.73 billion operating income by 2.2%. For AMD, the $506 million cost would cut its $1.99 billion operating income by 25.4%. AMD could gain more operating leverage if adoption of its chips grows without equally fast expense growth.

Yahoo Finance
Oct 17th, 2026
Nvidia's data centres drive 92.5% of sales versus 58.1% at AMD, raising slowdown risk

Nvidia is far more exposed to a data-center slowdown than AMD, based on reported sales mix. Data centers made up about 92.5% of Nvidia's $96.221 billion quarterly revenue (quarter ended July 26), against 58.1% of AMD's $11.536 billion (quarter ended June 27). A 10% drop in data-center sales would cut Nvidia's total revenue by about 9.25% and AMD's by 5.8%. At a 20% drop, the cuts would be 18.5% and 11.6%. AMD's other units offer no sure cushion. Gaming revenue fell 31% year on year in the June quarter, while client revenue rose 23% and embedded revenue rose 19%. Valuation also differs. Trailing free-cash-flow multiples were near 41 for Nvidia and 106 for AMD as of October 16.